Smart Money Circle

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...

This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of Arch Name: Ryan Eisenman Title: Co-founder and CEO Company Name: Arch Website: www.arch.co Ryan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, venture capital, and real estate. What st...

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM Robert P. Finley CFA, CFP® Founder & Principal at Virtue Asset Management VirtueAM.com AUM $200M AUM Bio Robert P. Finley CFA, CFP Robert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterho...

Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team Two Guest: Mike Hayes A Managing Director at Insight Partners * Former Commanding Officer of US Navy SEAL Team TWO * Managing Director, Insight Partners * Author of National Bestseller Mission Driven (distilled nicely in this article) All of Mike’s profits from his book sales go to a 501(c)(3) he found...

Brian A. Lee Vice President of Sales BL Wealth Management Firm AUM $600M Website https://blwealthmanagement.com/ About Brian Lee Brian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Serv...

Use Your Investor Voice To Make A Big Impact – Meet Kristin Hull Founder NIA Impact Capital Name: Kristin Hull Title: Founder, CIO AUM: $530M Website: www.niaimpactcapital.com Bio: Kristin is the Founder, Chief Investment Officer, and Portfolio Manager of Nia Impact Capital. Kristin oversees research and decision-making for Nia’s Flagship Global Solutions portfolio, Nia Growth and Dividend SMA, an...

Full name: Thierry L. Bernard Title: Chief Executive Officer Website: https://www.qiagen.com/us Ticker: $QGEN Biography: Thierry Bernard joined QIAGEN in February 2015 to lead the company’s growing presence in molecular diagnostics, the application of Sample to Insight solutions for molecular testing in human healthcare. He was named Chief Executive Officer in March 2020 after serving in this role...

Guest: Edward (a.k.a. Scooter) F. Thomas III Title: Financial Advisor AUM: ~$250M Website: https://savantwealth.com/employee/scooter-thomas/ Bio: As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive...

Guest: Neil Blumenthal Co-founder and Co-CEO of Warby Parker Website: https://www.warbyparker.com/ Ticker: $WRBY Bio: Neil Blumenthal is a co-founder and co-CEO of Warby Parker, a direct-to-consumer lifestyle brand focused on vision for all. Since day one, over twenty million pairs of glasses have been distributed through the company’s Buy a Pair, Give a Pair program. Neil has been named a Young G...

Guest Ted Halpern, Regional President, Managing Director | MAI Capital MAI Capital’s AUM =$35BWebsite https://mai.capital/ Bio Ted Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth management planning to affluent families, professiona...

Guest: Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc. Website: https://www.marathon-forthelongrun.com/ Bio: -Runner since 1969 -BS in 1975 -Middle school teacher 1976-1980 -Married since 1983 -MBA in 1987 -Passed CPA exam in 1988 -Episcopalian since 1989 -Father since 1989 -Founded Marathon in 1995 -Certified Financial Planner (CFP) since 1997 -Chartered Financial C...

Name: Will Rhind Granite Shares ETFs – Over $10B AUM Title: Founder and CEO AUM: GraniteShares AUM ~ $10 Billion AUM Company name: GraniteShares Website: https://graniteshares.com Bio: Will Rhind is the Founder & CEO of GraniteShares, an award-winning ETF company managing over $10 billion in assets. A recognized leader in commodities and alternative investing, Will helps investors protect and...

Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUM AUM: $2.5B Company: Merk Investments Website: https://www.merkinvestments.com/ Tickers: OUNZ / ASA Bio: Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, with a focus on gold and precious metals. With a B.A....

Guest: Oktay Kavrak, Director of Comms and Strategy at Leverage Shares & IncomeShares Company: Leverage Shares ETPs Website: www.leverageshares.com / www.incomeshares.com AUM: ~$2 Billion Bio: Oktay Kavrak is the Director of Communications & Strategy at Leverage Shares, the pioneer in single-stock ETPs, and IncomeShares, Europe’s first options-based income ETPs on single stocks, indices, a...

Alan Strauss Senior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assets Website https://www.crystalfunds.com/ Bio Alan has been with the firm since 2009. During that time, he has helped lead the firm’s investor relations department and continues to focus on client relations, sales, and marketing initiatives. He earned both his M.S.Ed. in Sport Administration and...

This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing Guest Daria Victorov – Financial Advisor and Partner at Abacus Wealth Partners with approximately $3B in AUM Website: https://abacuswealth.com/ Bio Daria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a sm...

Name: Tom Hulick Title: CEO – Strategy Asset Managers AUM: $850M Website: https://strategyassetmanagers.com/ Bio: Tom Hulick is CEO, CCO and Managing Partner of Strategy Asset Managers. He is the founding partner of Hulick Capital Management, LLC ─ the parent company of both Strategy Asset Managers and Holly Street Wealth Advisors. Mr. Hulick has worked for 25 years as a senior wealth advisor and...