The COO Roundtable

73 Episodes

1. Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management

   Published: 7/12/2023
2. EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services

   Published: 6/19/2023
3. EP 52 - Matt Sonnen of Coldstream Wealth Management

   Published: 5/9/2023
4. EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors

   Published: 4/4/2023
5. EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

   Published: 3/15/2023
6. EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial

   Published: 2/1/2023
7. EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 11/2/2021