Smart Money Circle

This CEO Built A $30B Money Management Firm Guest STAN GREGOR Chairman & CEO Website: https://summitfinancial.com/ AUM $26-27B in assets SUMMIT FINANCIAL CEO Stan Gregor is the CEO of Summit Financial LLC. As a senior executive with over 30 years of experience, Stan has operated in banking, private wealth management, investment management, fiduciary trust services, fixed income trading, invest...

This CEO is Building The Institutional Gateway To The Onchain Financial Economy – Meet Jolie Kahn Ceo AVAX One Tech $AVX Guest Information Name: Jolie Kahn Title: CEO Company Information Company Name: AVAX One Technology Ltd. Ticker: (NASDAQ: AVX) Website: https://avax-one.com/ Jolie’s Bio: Jolie Kahn has an extensive background in cryptocurrency, corporate finance and corporate and securities law...

Guest: David Kang is Chairman and CEO of Ducenta Squared With Approximately $4B AUM Website: https://www.ducentasquared.com/ AUM: $4B AUM Bio: David Kang is Chairman and CEO and is a member of the Executive Committee, leading and driving the strategic vision of the firm globally. He leads business development with the President and leads strategic initiatives with the Senior Advisors. He is Managi...

Guest Eric Metz, Chief Investment Officer & Head of SpiderRock Advisors Fully Owned Subsidiary of BlackRock’s approximately $250B SMA platform Bio Eric Metz, CFA, Managing Director, is the Chief Investment Officer and Head of SpiderRock Advisors. SRA, acquired by BlackRock in May 2024, delivers customized derivatives strategies and solutions, via SMAs, to nearly all client segments of BlackRoc...

Guest - Ross Dove CEO Heritage Global - $HGBL Company Heritage Global Inc. Website https://hginc.com/ NASDAQ: HGBL Bio Ross Dove is the Chief Executive Officer of Heritage Global Inc. (“HG”) and was appointed by the Board as a Class I director in May 2015. He began his career over forty years ago, joining his father and grandfather at a small proud family auction house in San Francisco. During his...

This CEO Wants To Save Lives, Is Fighting ALS, & Wants Your Brain To Be Healthier Guest Rob Etherington, CEO and President of Clene Inc. Clene Inc. https://clene.com Ticker: CLNN Bio Mr. Etherington is the CEO of Clene, Inc (NASDAQ: CLNN). Clene is a platform company leading the way in drug nanotherapeutics, with multiple Phase 2 and one Phase 3 registration study presently underway in the fie...

This Biotech CEO Is Creating Advanced & Personalized Therapies To Fight Cancer. Full Name: Thomas Jensen Title: Chief Executive Officer, Allarity Therapeutics Ticker: $ALLR Website: https://www.allarity.com/ Bio: Thomas Jensen is the Chief Executive Officer of Allarity Therapeutics (NASDAQ: ALLR), a clinical-stage biopharmaceutical company advancing personalized cancer therapies. He was appoin...

This CEO Invests In Commercial Real Estate & Shares Timeless Advice From Over 20 Years Investing Guest David Sobelman CEO Generation Income Properties $GIPR Name: David Sobelman Title: Founder and CEO Website: www.gipreit.com Ticker: $GIPR Bio: David serves as Chairman of our Board of Directors, Chief Executive Officer and President. In 2003, he began his real estate career from the bottom, as...

Guest - Kit Gray Co-Founder & President Of PodcastoneWebsite ir.podcastone.com Ticker: $PODCBiography Kit Gray is the co-founder and President of Podcastone and one of the early strategists in developing a monetization standard for the podcast industry. Gray has spent nearly two decades working with talent and developing podcast concepts across all genres, all while creating a top tier team of...

Guest William (Bill) Alessi, Founder, Chief Executive Officer, and Director Alpha Modus Website https://alphamodus.com/ Ticker: $AMOD Bio William (Bill) Alessi Founder, Chief Executive Officer, and Director Mr. Alessi serves as Alpha Modus’ Chief Executive Officer. In 2014, Mr. Alessi formed Alpha Modus and became its initial seed investor and Founder. From 2000 through present, Mr. Alessi has tak...

This Stock Is Using Crypto To Disrupt Traditional Finance Guest Parker White, CFA, COO, & CIO at DefiDevCorp. $DFDV Website https://defidevcorp.com/ Ticker DFDV Bio Parker White most recently spent 6 years at Kraken, holding a number of roles including Director of Engineering. Prior to Kraken, Parker White worked in TradFi for 5 years, conducting bond trading and portfolio management for regul...

This Show Is Sponsored By MarketTerminal.com A Wall Street Terminal For Everyone... Guest Robert Ellin Chairman & CEO of LiveOne (NASDAQ: "LVO") Ellin is the founder, CEO, and chairman of LiveOne, Inc., driving the company’s overall strategy and leading both the LiveOne and Slacker business units. Ellin developed the concept for LiveOne and founded the company in 2015, raising the in...

This Biotech CEO Wants To Cure Lung Cancer – Maria Zanes President & CEO bioAffinity Technologies BIAF Ticker: BIAF Website https://bioaffinitytech.com/ Maria Zannes, Chief Executive Officer, President, and Director, bioAffinity Technologies, Inc. (NASDAQ: BIAF) Bio Since founding bioAffinity Technologies in 2014, Ms. Zannes has built a team of award-winning scientists and executives who are a...

Guest: Dan O’Toole, Founder, Chairman, and Chief Executive Officer of Arrive AI Inc. Company: Arrive AI - The Future of Autonomous Delivery Website: https://www.arriveai.com Ticker: NASDAQ: ARAI About Arrive AI: Arrive AI (NASDAQ: ARAI) is a technology company that transforms last-mile logistics with its AI-powered Autonomous Last Mile (ALM) platform, designed to make deliveries smarter, safer, an...

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management Business Name: Bill Harris Title: Founder, CEO Bill’s Book: https://a.co/d/aILiU0u Company Name: Evergreen Wealth AUM: $100M AUM Website: www.evergreenwealth.com About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SE...

This CEO is Disrupting Education with AR & VR – Meet Paul Kellenberger CEO zSpace - $ZSPC Description Guest Paul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board zSpace (Nasdaq: ZSPC) Website: https://www.zspace.com/ Paul’s Bio Paul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board of directors. Mr. Kellenberger has served as CEO...

This $200 Million Money Manager Wants You To Become A Financial Beast – Meet Eric Miller Chief Advisor At Econologics Financial Advisors Guest Eric Miller Chief Advisor at Econologics Financial Advisors AUM ~ $200 million Eric’s Book: https://www.amazon.com/How-Become-Financial-Beast-Practice/dp/1937205304 Company name Econologics Financial Advisors Website www.econologicsfinancialadvisors.com Bio...

Guest Adam Mizel Co-Founder & CEO US United Website https://www.us-united.org/ About US United US United is a not-for-profit media collective building unity through storytelling, service, and human connection. Co-founded by business leader Adam Mizel and Sheriff Chris Swanson, the organization works to prove that Americans share common values and can bridge divides through community engagement...

This CEO is Disrupting Payments By Building A Loyal Community Guest Mr. Lavell Juan Malloy II, J.D. Chairman & CEO Brag House Holdings Ticker: Nasdaq: $TBH Website https://www.braghouse.com/

This $400B Firm Is Democratizing Private Investments & Relentless Consistency From Michael Bell Guest Michael Bell Founder & CEO of Meketa Capital & Primark Captial Assets Under Advisory = $400B Assets Under Management = $500M Website: https://meketacapital.com/ Bio Michael Bell is the CEO of Meketa Capital, an asset management firm focused on expanding access to private market investm...

The interview is also on Youtube: https://youtu.be/oSIFewGWnNE?si=efQOrP5YXeoWuYYA Guest Carlos Moreira Founder & CEO of SealSQ Ticker: (Nasdaq: LAES) Website: https://www.sealsq.com/ Bio Carlos Creus Moreira is a global technology entrepreneur and cybersecurity authority, serving as Founder, Chairman, and CEO of WISeKey (NASDAQ: WKEY) and SEALSQ (LAES). For decades, he has been a leading voic...

This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG) Guest John Tinsman, Founder of AOT Invest LLC and Portfolio Manager of the AOT Growth and Innovation ETF (Nasdaq: AOTG). About John: John blends Midwestern pragmatism with global financial expertise. He grew up in his family’s Iowa fertilizer business, studied economics at Northwestern and Oxford, and cut his teet...

Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital Management Website www.vivaldicap.com AUM ~$6bn Bio Ilya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational p...

This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash. Guest Mayo Schmidt Executive Chairman of the Board of Directors of Brazil Potash Corp. (NYSE-American: GRO), Company Brazil Potash Corp Website https://brazilpotash.com/ Ticker: GRO Bio Mayo Schmidt is the Executive Chairman at Brazil Potash, Corp. (GRO-NYSE), where he provides leadership in the co...

This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered Full name: Joshua Barone Title: Principal Wealth Manager Company name: Savvy Wealth Website: http://savvywealth.com/ AUM: Savvy Advisors manages over $3 billion in assets under management Bio: Josh Barone is a financial advisor based in Reno, Nevada, and joined Savvy Advisors in early 2025. As the co-foun...