The Advisor Lab by CION

Eli Edwards is Head of U.S. Real Estate Equity at Fortress Investment Group. We sat down with Eli to learn about real estate investment strategies with the potential to provide portfolio diversification and tax-advantaged capital appreciation. Eli shares how the development of these strategies has evolved to meet increasing demand from RIAs, and what's driving advisors to incorporate them into cli...

Shannon Spotswood is CEO at RFG Advisory, an innovative RIA platform empowering entrepreneurial advisors to build their businesses and own their firms. We sat down with Shannon for a conversation on recent technological innovation driving growth in the wealth management space, and how RFG is providing advisors with the tools and support to scale.

Dr. Amy D'Aprix, Founder and President of LifeBridge Strategies, has over two decades of experience coaching financial advisors on how to best serve clients as they navigate life transitions such as aging, retirement, and estate transfers. We sat down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor of Choice CE help advisors have more meaningful client conversations that build t...

Jeff Ransdell is Managing Director and Founding Partner of Fuel Venture Capital Partners, a tech-focused VC firm creating opportunities for advisors and their clients to invest in high-growth disruptive technologies. We sat down with Jeff to discuss access to private market strategies for individual investors, and learn how Fuel maintains a strong commitment to serving financial advisors.

Trey Prescott is Director of Business Development at Advisory Services Network, a turnkey RIA platform providing custodial and back office infrastructure that allows independent advisors to focus on growth and client relationships. We sat down with Trey at Future Proof Citywide to learn how Advisory Services Network is supporting the next generation of advisors in establishing independence, nurtur...

Doug Fritz is the Executive Chairman and Co-Founder of F2 Strategy, a leading research and consulting firm focused on technology, marketing, and operations for the wealth and asset management space. We sat down with Doug at Future Proof Citywide to discuss how F2 is helping advisors drive valuation expansion and modernize their firms.

Alternative investments for the private wealth channel have experienced tremendous growth in recent years. Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Derek Schwartz in the CION booth at Future Proof Citywide for a conversation on making alternatives accessible to advisors and their clients. They discuss the importance of structure, manager selection, and diversification w...

Alex Laipple is the Chief Growth Officer at Ethic, a tech-driven investment management platform that helps advisors deliver personalized, values-focused portfolios to their clients. We sat down with Alex at Future Proof Citywide to learn how advisors are differentiating their practices with portfolio customization and building deeper, more personal connections with clients.

We sat down with Larry Shumbres, Founder and CEO of Archive Intel, an AI-powered compliance software solution. Larry joins Mark Gatto, co-Founder and co-CEO of CION Investments, to discuss how AI technology is improving workflows in the wealth management space.

We sat down with Jeffrey Roach, Chief Economist at LPL Financial, for a 2026 outlook on the markets and economy. Jeffrey and Derek discuss inflation, tariffs, and market performance in relation to a K-shaped economy that's setting the stage for the year. Jeffrey provides a forecast for the labor market and actions of the Fed, and encourages advisors to favor long-term trends over the headlines as...

Tyson Ray is the CEO and Founding Partner of FORM Wealth Advisors, an independent practice with a holistic, relationship-based approach to financial planning. We sat down with Tyson to tap into his expertise in exit and succession planning for advisors, and discuss his forthcoming book, Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' In...

Jason Wenk is the founder and CEO of Altruist, a fully-integrated digital brokerage platform and RIA custodian designed to help fiduciary advisors optimize and scale their practices. Jason joins host Mark Gatto, co-founder and co-CEO of CION Investments, to discuss how Altruist is re-envisioning the custodial space and improving the accessibility and outcomes of financial advice.

Brad Johnson is the Co-Founder of Triad Partners, a business development coach for financial advisors. We sat down with Brad to learn how Triad helps advisors scale their practices to nurture business growth while achieving freedom in their personal lives.

We sat down with John Roberts, Executive Vice President and Chief Field Officer of Northwestern Mutual, for a conversation on the role of the advisor-client relationship in financial planning. John shared his insight on how advisors are establishing niche specialties to differentiate their practices, and balancing modern technology with human connection in their relationships with clients.

From the beginning of his career, Gabriel Shahin, CFP®, set out to educate investors and serve aspiring wealth accumulators. As Founder and Principal of Falcon Wealth Planning, Gabriel now leads a fee-only RIA focused on financial planning, with an emphasis on tax and retirement structuring. We sat down with Gabriel to discuss his new book, How the Rich Get Richer: Your Ultimate Guide to Building...

Dimple Shah is Executive Vice President and Head of Strategy and Client Experience at Osaic. We sat down with Dimple at Future Proof Festival to discuss how the generational wealth transfer is creating a unique opportunity for advisors looking to grow their practices.

Colleen Jaconetti, CPA, CFP, is a Senior Manager at Vanguard Investment Advisory Research Center. Host Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Colleen at Future Proof Festival for her insight on how advisors can elevate their financial planning with tactical, behavioral finance coaching.

We sat down with Cheryl Nash, President of APL at InvestCloud, on the boardwalk at Future Proof Festival to discuss the current landscape of retail investing. APL is a portfolio management platform that powers construction, modeling, trading, and rebalancing for managed accounts. Cheryl shares how APL democratizes access to private market strategies and enables the private wealth channel to invest...

Jennifer des Groseilliers is the CEO of The Mather Group, a fiduciary investment advisory firm with a comprehensive approach to financial planning. Jennifer joins host Mark Gatto, co-Founder and co-CEO of CION Investments, at Future Proof Festival for a conversation on how to foster a company culture of leadership.

Gene Farrell is the President and CEO of Vanilla, a leading provider of estate planning technology for financial advisors. We sat down with Gene at Future Proof Festival for a conversation on the role of the financial advisor in the estate planning process, and how advisors can bring estate planning support to clients of all wealth levels.

Ryan Sullivan is the Head of Buy-Side, Americas at FTSE Russell. Ryan joins guest host Mark Gatto, co-Founder and co-CEO of CION Investments, on the boardwalk at Future Proof Festival to discuss the 2025 FTSE Russell US Retail Investor Survey.

Tom Fields, CFP,® CEO of Fynancial, started his business to solve a problem he identified in the wealth management space: communication channels hadn't evolved for the modern world. He developed Fynancial, a digital communications platform for RIAs, so advisors could offer clients a centralized digital experience on a mobile app. We sat down with Tom to get insight into how advisors can generate c...

Before he was the founder and CEO of Domain Money, Adam Dell envisioned and built several technology products focused on consumer finance solutions. His experience equipped him with a rich understanding of the mass affluent client profile, and enabled the launch of Domain Money, a financial planning and investment advice platform designed for mass affluent clientele. We sat down with Adam to learn...

We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and interest rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

Justin Bass, Senior Wealth Manager and Managing Director of MAI Capital Management, has spent the last three decades as an advisor for athletes and sports business professionals. We sat down with Justin to understand his approach to working with a unique client niche, and learn how he draws on both his passion for sports and knowledge of financial planning to offer targeted expertise to clients.