Registered Investment Advisor Podcast

Allen Gibson founded Gibson Wealth Advisors LLC in 2016 after dedicating 25 years to Ameriprise Financial. His firm is a Registered Investment Advisory that focuses on providing fee-only comprehensive financial planning. Aimed at giving clients a family office experience, Gibson Wealth Advisors strives to maximize value for those who prefer to delegate their financial responsibilities to savor the...

Mark Kohler, M.PR.A., C.P.A., J.D., is a highly respected Founding and Senior Partner at KKOS Lawyers, specializing in tax, legal, wealth, estate, and asset protection planning. With a reputation as a YouTube personality, best-selling author, and national speaker, Kohler is dedicated to guiding clients through complex legal and financial landscapes to achieve their American Dream. He also serves a...

Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pensi...

Brice Holmes is a serial entrepreneur, investor, and founder and CEO of Invata Global Capital. Since 2013, Brice has invested in over 2,000 multifamily units across six Class A properties, as well as over 250,000 rentable square feet of trophy Class A office space. Dedicated to fostering growth within the global entrepreneurial community, Brice has also harnessed his expertise to mentor and empowe...

Doug Shea serves as the Managing Member of High Gravity LP Management, LLC. Doug is married with three children. Previously, Mr. Shea was a securities broker specializing in Natural resource and Real Estate Investments for almost ten years. He holds a Bachelor’s of Science Degree in Natural Resources from Oregon State University and has previously held the Series 63 and a Series 22 Securities Lice...

Greg Allen is Vice President and Founder of Allenhouse Metals. Considered the best full-service precious metals dealer because of their unparalleled commitment to customer service and extensive expertise in the industry. With a seamless e-commerce platform, diverse product range, secure storage options, and comprehensive support for IRA and retirement transactions, Allenhouse Metals offers a one-s...

John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-tim...

Jonathan Seed, the Founder and President of Seed Wealth Management, began his career at Franklin Resources where he was an Assistant Portfolio Manager for their then quantitative asset arm, Franklin Asset Management Systems. There, he helped build value biased equity portfolios. After graduating with honors from the University of Chicago Booth School of Business, he began a 20 year career on Wall...

Charlie started his career alongside Scott in 2013 after graduating from Texas A&M University. He married his wife, Katie, in 2016 and is loving his life at home with their kids Molly (born 2019) and Scottie (2022). Since 2014, Charlie has been actively involved in Practice Ministries and was honored to serve as the Yellow Rose Gala Chairman in 2018. As a family the Burfords enjoy trips to Montana...

Nic DeAngelo, known as the "Fixed Income GOAT" in real estate circles, boasts a portfolio exceeding $206 million. He blends economic foresight with real estate prowess, offering captivating and value-driven discussions for podcast audiences. Nic's investment philosophy is grounded in two foundational beliefs: "Wall Street is broken. Real Estate is the cure." and "Economics tells the future." As th...

Curtis Stowers is a CERTIFIED FINANCIAL PLANNER™. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ. Curt’s goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach thei...

Jeff Bartsch is the founding communication and thought leadership coach at Story Greenlight. With over 20 years of experience in the entertainment industry and client coaching, Jeff has helped shape content for clients including ABC, NBC, Disney, Apple, Netflix, and many others. Jeff’s commentary has been featured in publications including Time Magazine, USA Today, and the Associated Press. Throug...

David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily and numerous other nationa...

Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets. Chris founded TheTechnicalTraders.com, a platform that provi...

Based in Georgia and Florida, Chris Quintana is a financial strategist and estate planner renowned for her innovative financial planning and alternative investment strategies. With a focus on empowering women in financial literacy, Quintana is a trusted advisor committed to her clients' success. Listen to this insightful RIA episode with Chris Quintana about how to find financial freedom. Here is...

Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus includ...

Unlocking Precious Metals Secrets – The RIA Podcast with Seth Greene Episode 148 Dana Samuelson Dana Samuelson is the President of American Gold Exchange and has 43 years in the industry. He enjoys an impeccable national reputation for honesty and integrity with his peers and his clients. He has flawlessly overseen transactions approaching $2 billion and he’s looking forward to his next $2 billion...

From Equity Analyst to Personal CFO – The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak, CFP® Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex financial issues to generate long-term financial success. Prior...

As CEO and Co-Founder of GYL Financial Synergies, Gerry Goldberg provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first. In addition to his primary role as CEO, he provides wealth advisory services to a variety of clientele, including corporations, municipalities, self-i...

Aaron White is a Principal at Adero with over 17 years of experience in pre-liquidity planning, wealth transfer, private investments, and tax strategy. As Adero’s Chief Growth Officer, Aaron focuses on business development, strategic partnerships, marketing, and supporting our advisor team. Before joining Adero in 2009, Aaron worked as a business valuation and litigation consultant for a regional...

Gustavo Couto has made a transformative impact in the Brazilian community by personally assisting more than 1000 of the Brazillionaires® Agency’s clients in creating their own living benefits, safe accumulation, and lifetime income retirement strategy plans. Gustavo and his co-founder wife’s visionary leadership led to the inception and growth of this large, dynamic agency which today has more tha...

With 15+ years in marketing, growth, and investment, David Doss has led teams and managed budgets over seven figures in tech, media, finance, and alternative assets. He holds a summa cum laude BA from UC Berkeley, an MA as a Fulbright Scholar, and an MBA in strategy and innovation. His expertise spans non-profits, startups, and corporate giants like Saks 5th Avenue and Citi. With six-plus years in...

Charlotte Dunford is a graduate of The Georgia Institute of Technology where she earned her B.S. in Business with a focus on business analytics and technology. Charlotte, along with her business Partners, currently sponsors the repositioning of 24 value-add and turnaround mobile home parks. Listen to this insightful RIA episode with Charlotte Dunford about maximizing investor returns in mobile hom...

Jeffrey Gill, the founder of Peak Mutual, embarked on his financial industry journey in 2001 and found an immediate fit. Intrigued by the complexities of the industry and the immense potential it held to help others achieve their financial goals, Jeff soon became a prominent figure in his field. In 2019, he decided to shift his focus towards enabling others to accumulate wealth using the strategie...

In 2005, Ed founded Edge Financial Advisors with the goal of providing all his clients a more comprehensive financial planning and investment management experience than what they had received previously. Since then, Ed has been able to spend a lot more time with a select group of clients in order to fully assist them in achieving their financial goals. Prior to founding Edge, Ed helped launch the...