The COO Roundtable

67 Episodes

1. EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group

   Published: 1/3/2023
2. EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth

   Published: 12/6/2022
3. EP 46 - Stacey McKinnon of Morton Wealth

   Published: 11/1/2022
4. EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors

   Published: 10/4/2022
5. EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group

   Published: 8/31/2022
6. EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire

   Published: 8/2/2022
7. EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista

   Published: 7/6/2022
8. EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors

   Published: 5/18/2022
9. EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital

   Published: 4/5/2022
10. EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network

    Published: 3/1/2022
11. EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian

    Published: 2/15/2022
12. EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones

    Published: 1/4/2022
13. EP 36 – Karl Heckenberg of Emigrant Partners

    Published: 12/1/2021
14. EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management

    Published: 11/2/2021
15. EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital

    Published: 10/6/2021
16. EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors

    Published: 9/8/2021
17. EP 32 - Overview of Our New Digital Consulting Platform

    Published: 8/5/2021
18. EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management

    Published: 7/6/2021
19. EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management

    Published: 6/2/2021
20. EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz

    Published: 5/4/2021