Smart Money Circle

Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value — even when the markets get messy. About Chad Magga...

Guest Name : Scott Buchanan, COO, of Bitcoin Depot $BTM Website : https://bitcoindepot.com/ Ticker : NASDAQ: BTM Bio : Scott Buchanan serves as the COO of Bitcoin Depot, where he oversees the day-to-day operations of the business as well as long-term strategic planning. In his role, Scott applies his long-standing passion for solving complex problems and optimizing business processes to maximize r...

Guest: Heath Fountain CEO of Colony Bankcorp Website: https://colony.bank/ Ticker: CBAN Bio: T. Heath Fountain is the Chief Executive Officer of Colony Bankcorp, Inc., a leading community bank headquartered in Fitzgerald, Georgia. Fountain joined Colony Bank on July 30, 2018, as President and CEO, and also serves on the company’s Board of Directors and Executive Committee. Under his leadership, Co...

The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery Business Guest Serguei Melnik Founder & President Nutriband Ticker: NTRB Website: https://www.nutriband.com/ Bio: Mr. Melnik has been involved in general business consulting for companies in the U.S. financial markets and setting up legal and financial framework for operations of foreign companies in th...

Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yoneson Risk, Reward, and Leveraged ETFs Guest: Douglas Yones CEO of Direxion Company: Direxion ETF Website: https://www.direxion.com/ AUM: $50 Billion Bio: As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institutional investors. He drives partnerships with regu...

Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR) Guest E. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVR Ticker: HOVR Website: https://www.horizonaircraft.com/ Bio Brandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acquisition. The co-author of several successful...

Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE Guest Aaron Day Co-Founder & Chief Executive Officer Stock Ticker: AMZE Website: https://www.amaze.co/ Bio Aaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including technology and industrial manufacturing. Previous...

Guest: Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions Bio Craig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies. Links to Resources Mentioned: Follow Craig on X: http://x.com/craigbrockie...

What’s The Value Of Your Life? Jay Jackson Chairman & CEO of Abacus Global Management - $ABL Wants To Help You Find Out Guest: Jay Jackson Chairman & Chief Executive Officer, Abacus Global Management Ticker: $ABL Website: https://abacusgm.com/ Bio Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (Nasdaq: ABL). He is an expert in investments, alternative a...

About The SMC Show We interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice. Visit SmartMoneyCircle.com To Learn More Grant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless Lessons Website: https://cardonecapital.com/ Guest Grant Cardone CEO Cardone Capital Cardone Training Technologies Bio...

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest: Ernest M. Csak, CFP® Main Street Financial Solutions, LLC Website: www.msfsolutions.com Bio Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Servic...

Guest Adam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company Website: https://hiyahealth.com/ Bio Adam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading children’s wellness brands, revolutionizing the way famil...

This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and Happier Guest: Matthew Dawson, MD Website: https://www.trudiagnostic.com/ Bio: Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, published over 2 dozen studies, lectured in...

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above Guest Jack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B) Website: https://callanfamilyoffice.com/ Bio: Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm’...

The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold Ambition Guest: Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DC Website: https://dakotagoldcorp.com/ Ticker: DC Bio Robert Quartermain Co-Chairman, Director, President and CEO Dr. Quartermain currently serves as Co-Chairman, Director, President and CEO of Dakota Gold, and was previo...

This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest: Ed Cofrancesco, Chief Executive Officer of International Assets Advisor With $5.5B AUM Website: https://www.iaac.com/ Bio: For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. During this time, he was a Director for both Pl...

This CEO Manages $1B & Owns 9 Restaurants By Empowering People David Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1B And founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business. Website: https://davidsteele.xyz/ About David My primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simpli...

Guest: Philip Palumbo, Founder, CEO and Chief Investment Officer, Palumbo Wealth Management (AUM: approximately $650M) Website: https://palumbowm.com/ Bio: Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, Schwab Network, and Cheddar News. His market insights have been quoted in such leading publications as...

This Man Built A $20B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value. Guest Jonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $20B Bio: In his role as Executive Chairman, Jon continues his intense focus on producing ever better net outcomes for clients. He serves as a full-time advisor to the Firm’s Management Committee and spends time with the...

This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies... Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUM Website: https://www.ballastrock.com/ Bio: Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically integrated real estate investment firm. By bu...

This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS Guest: Andrew Simpson Chairman and CEO / Board Member Heart Sciences Ticker: HSCS Website: https://heartsciences.com/ Bio: Andrew Simpson Chairman and CEO / Board Member Heart Sciences Since March 2022, Andrew Simpson has served as our President and Chief Executive Officer. Mr. Simpson has also ser...

This Aerospace & Defense CEO Loves Finding Pockets Of Opportunity. Meet Kim Fields, CEO & President of ATI - $ATI Guest: Kim Fields, CEO & President ATI Ticker: $ATI Website: https://www.atimaterials.com/ Bio: Kimberly A. Fields is President and Chief Executive Officer of ATI Inc., a global producer of high performance materials and solutions for the global aerospace and defense market...

This 4th Generation CEO Shares Timeless Advice & The Importance Of Having A Strong Code Of Ethics – Meet Michael Benstock Superior Group of Companies Inc $SGC Guest: Michael Benstock CEO Chairman Of The Board at Superior Group of Companies Inc Ticker: $SGC Website: www. SuperiorGroupofCompanies.com Bio: Michael Benstock is chairperson of the Board of Directors. He has served in this capacity s...

Invest Early & Often. Look At The Forest, Not Just The Trees When Investing – Meet Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital $1.1B AUM Guest: Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital Mgmt $1.1B AUM Website: https://www.paragoncapitalco.com/ Brian’s Bio: With over 30 years of experience in the investment industry and over 15 years of working direct...

Guest: Dr. Ali Kashani, co-founder and CEO of Serve Robotics (Nasdaq: SERV) Website: https://www.serverobotics.com/ Bio: Dr. Ali Kashani co-founded Serve in January 2021 and has served as Chief Executive Officer since. Prior to co-founding Serve, he served as Vice President of Postmates Inc., an on-demand food delivery platform. Prior to Postmates, Dr. Kashani was the co-founder and Chief Technolo...