Smart Money Circle

This CEO Built A $860M Money Management Firm & Is Big On Servant Leadership. Guest Max Kulyk CEO and Founder Chicory Wealth with ~$860M in AUM Company Chicory Wealth Website https://chicorywealth.com/ Max Bio My main interest is in people – getting to know them, listening to them, and helping them balance their finances with the rest of their lives in a way that has meaning to them. I started...

This $2.4B Money Management Firm Shares Timeless Advice   Chris Ballard, Managing Director at Check CapitalManagement. Website https://checkcapital.com/ AUM - 2.4 Billion   Company Bio Check Capital Management is an award-winning investment and asset management firm based in Costa Mesa, California, serving clients throughout the United States. Founded in 1987, the firm specializes in long-term, va...

Guest Sarah DerGarabedian, Director of Investment Strategy, Principal at Modera Wealth Company: Modera Wealth Website: www.moderawealth.com AUM ~$18B Sarah’s Bio: Sarah specializes in investment strategy at Modera, where she oversees the firm’s research team and investment initiatives. She thrives on solving operational challenges and helps bring clarity to complex financial concepts for the firm’...

This $12B Money Manager Helps Investors Put Alternative Investments In Their Retirement Accounts. Guest: Henry Yoshida CFP Co-Founder & CEO of Rocket Dollar Company: Rocket Dollar (parent company retired.com) Assets Under Custody ~ $12B Website: https://rocketdollar.com/ Henry's Bio: Henry is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax advantaged retirem...

This Investment Bank Takes Frontier Companies Public and Helps Them Grow Guest Daniel G. Cohen, Executive Chairman Cohen & Company $COHN Company Cohen & Company, https://cohenandcompany.com/, COHN Daniel’s Bio Daniel G. Cohen is a financier, entrepreneur, and investor with more than two decades of experience building and leading institutions across investment banking, capital markets, asse...

This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients. Guest’s Name: Monish Verma * Title: Founding Partner, CEO * Company Website: www.vardhanwealth.com * AUM: ~$630M Bio: Monish Verma is the Founding Partner and CEO of Vardhan Wealth Management, a firm dedicated to helping individuals and multigenerational families achieve their financial goals with confidence. Wi...

Guest Pete Anevski, CEO, Progyny PGNY Company: Progyny Website progyny.com Ticker: $PGNY Pete’s Bio Pete Anevski is the Chief Executive Officer at Progyny, where he leads the company’s strategic vision and growth as it transforms the family building and women’s health benefits industry. With decades of experience building and scaling operations at leading healthcare and technology companies, Pete...

Guest Scott Stevens, Founder and CEO Grays Peak Capital + Black Peak Group With Approximately $1B Of Transactions Year. Veteran portfolio manager who successfully led multi-billion-dollar portfolios at top funds including Coatue Capital, SAC Capital, and JAT Capital. Scott Stevens is the Founder and CEO of Grays Peak Capital, a New York-based global investment firm that has deployed +$300 million...

This Biotech CEO is Working on Making The Impossible Possible & Helping Us Fight Bad Bacteria. Meet Dr. Deborah Birx (Armata Pharmaceuticals -ARMP) Guest CEO Full Name: Dr. Deborah Birx CEO, Armata Pharmaceuticals Company Name: Armata Pharmaceuticals, Inc. Website: http://www.armatapharma.com/ Ticker: $ARMP (NYSE American) Dr. Deborah Birx Bio: Deborah L. Birx, M.D., was appointed Chief Execut...

This Biotech CEO Created The RedTail Platform To Fight Cancer. Guest: Eric Poma CEO of Calidi Bio CLDI Company Name: Calidi Biotherapeutics Website: https://www.calidibio.com/ Ticker: NYSE: CLDI Eric's Bio: Eric Poma, Ph. D. has served as Chief Executive Officer and board director of Calidi since April 2025 and brings more than 30 years of experience in the biopharmaceutical industry, with a s...

This CEO Is Revolutionizing Aviation Fuel With Waste & Other Cutting Edge Methods Guest Chris Cooper, Chief Executive Officer XCF Global $SAFX Company XCF.Global About XCF Global XCF Global is one of the only publicly traded U.S. companies focused primarily on sustainable aviation fuel (SAF), which can reduce greenhouse gas emissions by up to 80% compared to traditional jet fuel while remainin...

This CEO Is Disrupting The Insurance Industry With Tech & AI. “Never confuse effort for success” Guest Tim Johnson (Founder & CEO) Company Health In Tech, Inc. (Nasdaq: HIT) Website https://healthintech.com/ Tim’s Bio Tim Johnson is the founder and CEO of Health In Tech. He has spent his entire career in the insurance industry, beginning on the property and casualty side at a small regiona...

Guest James (Jim) Reuter, President and Chief Executive Officer First interstate Bank FIBK Company Name First Interstate BancSystem, Inc. Website http://www.fibk.com Ticker $FIBK Company Bio https://fibk.com/overview/default.aspx Jim’s Bio James A. Reuter has been President and Chief Executive Officer of the Company and First Interstate Bank as well as a member of the Board of Directors since Nove...

This CEO Is Creating Solar Battery Backups For Your Home -Meet Ardes Johnson CEO NeoVolta NEOV Guest Ardes Johnson CEO NeoVolta $NEOV About NeoVolta - Solar Battery Backup for Home | NeoVolta Solar Energy Storage NeoVolta Inc. (NASDAQ: NEOV) is a U.S.-based energy technology company delivering scalable energy storage solutions for resilient residential and commercial power infrastructure. Founded...

This CEO Is Creating A Vaccine To Cure Breast Cancer - Meet Dr. Amit Kumar, Chairman/CEO of Anixa Biosciences $ANIX Guest Dr. Amit Kumar, Chairman and CEO of Anixa Biosciences Anixa Biosciences, www. Anixa.com, NASDAQ:ANIX Company Info Anixa Biosciences NASDAQ:ANIX https://www. Anixa.com/ Amit's Bio: AMIT KUMAR, PH.D. Chairman & Chief Executive Officer Dr. Kumar has been an investor, found...

Guest Wes Bolsen, CEO Citro Tech- $CITR Mr. Bolsen brings over two decades of experience building and leading high-growth companies across emerging technologies and wildfire protection. He co-founded and led LaderaTech as a board member and CEO, scaling it into the world’s leading wildfire prevention and protection technology company before successfully selling the business to Perimeter Solutions....

Some Timeless Advice From Charles You need learn how to operate at the speed of the market, not your speed or the speed of the company. In your 20s and 30s you LEARN In the 40s-60’s you EARN 60-100 you RETURN This CEO Is Using AI Agents The World Communicate Better. Meet Charles Salameh, CEO, Sangoma Technologies Guest Charles Salameh, CEO, Sangoma Technologies Ticker $SANG:Nasdaq $STC:TSX (Toront...

This CEO Is Disrupting The Online Brokerage Business - Meet Anthony Denier, Webull Group US $BULL Ticker : NASDAQ: BULL Website : https://www.webull.com/ About Webull: Webull is a leading online investment platform built on next generation global infrastructure. Users of the Webull platform are empowered to pursue their financial goals with advanced charting tools, cutting-edge technology, and rea...

Guest Zak Calisto CEO and Founder Karooooo’s (KARO) Company Info Karooooo Ltd. Ticker: $KARO Website https://karooooo.com/ Zak's Bio Mr. Calisto is Karooooo’s (KARO) Chief Executive Officer and has been a member of our board of directors since May 2018. He has been the Chief Executive Officer of the Group since its founding in 2001. Before founding the Company, Mr. Calisto was a Member of Vehicle...

Guest Dustin Olson, CEO PureCycle Technologies ($PCT) Company PureCycle Technologies (Ticker $PCT) Website https://www.purecycle.com/ Dustin’s Bio Dustin Olson is the Chief Executive Officer at PureCycle Technologies. Olson leads all global operations including manufacturing, commercial, and financing activities. He works to create a business environment that embraces collaboration to create high...

This Fintech CEO Is A Pioneer In Helping People Buy Now & Pay Later Guest Charlie Youakim CEO Executive Chairman Sezzle Company Sezzle (NASDAQ: SEZL) Website https://sezzle.com/ Sezzle Bio: Sezzle is a fintech company empowering the next generation to shop smarter and build financial confidence. Its all-in-one app combines point-of-sale financing with tools that help users manage spending resp...

This CEO Shares The Importance of Staying Super Focused. Meet Steve Harshbarger, CEO Sono-Tek $SOTK Guest Steve Harshbarger, CEO & President Sono-Tek $SOTK Bio Mr. Harshbarger has over 30 years of experience in ultrasonic coating equipment for the electronics, medical device and advanced energy industries. He joined Sono-Tek in 1993 and was appointed President of the Company in 2012, elected a...

This CEO Is Building World Class Bank By Putting People First. Guest & Bio Jim Donnelly, President & Chief Executive Officer of Norwood Financial & Wayne Bank Jim's Bio Mr. Donnelly became President, Chief Executive Officer, and Director of the Company in 2022. Mr. Donnelly joined the Company with over 30 years of banking experience, most recently with Bangor Savings Bank where he...

This Biotech CEO Is Helping Prevent Surgical Infections – Meet Dikla Czaczkes Akselbrad, CEO PolyPid $PYPD Guest Dikla Czaczkes Akselbrad, CEO PolyPid Company PolyPid https://www.polypid.com/ Ticker: $PYPD Dikla’s Bio Ms. Dikla Czaczkes Akselbrad serves as the Chief Executive Officer of PolyPid after serving as the company’s EVP and CFO since 2017, leading the company’s initial public offering on...

Guest: Martin Brenner, Ph. D., Chief Executive Officer and Chief Scientific Officer at iBio Company: iBio, Inc. (NASDAQ:IBIO) Website: https://ibioinc.com/ Martin’s Bio: Dr. Brenner has a strong history of success heading drug discovery and development teams at several of the world’s leading pharmaceutical companies, including AstraZeneca, Eli Lilly and Company, Pfizer Inc., and Merck Research Lab...