Dec 18, 2025
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...
Dec 2, 2025
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.
Nov 18, 2025
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...
Nov 4, 2025
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...
Oct 28, 2025
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.