Smart Money Circle

This CEO Invests In Commercial Real Estate & Shares Timeless Advice From Over 20 Years InvestingGuestDavid Sobelman CEO Generation Income Properties $GIPR Name:David SobelmanTitle:Founder and CEOWebsite:www.gipreit.comTicker: $GIPRBio:David serves as Chairman of our Board of Directors, Chief Executive Officer and President. In 2003, he began his real estate career from the bottom, as an entry-level analyst at Grubb & Ellis in Washington, DC, now Newmark. Since then, he has served in senior and management roles in almost all the pertinent positions that encompass a net lease property including as an investor, asset manager, broker, owner, analyst, and author.David used the insight achieved through his decades of solely focusing on net leased assets to imbed the philosophy of long-term, generational investing and founded Generation Income Properties (Nasdaq: GIPR) in 2015. He has led the efforts from GIPR’s conceptual genesis, when there were no assets, to its current listing on Nasdaq and embeds the decades of meaningful relationships he has built within the industry in order to grow the company.He has been married to Tanner, the wife he doesn’t deserve, since 2004, has two teenage children that are smarter than him and a yellow lab that is his foremost confidante.Company Bio:Generation Income Properties, Inc., located in Tampa, Florida, is an internally managed real estate investment trust focused on acquiring and managing income-producing retail, industrial, and office properties net leased to high-quality tenants in densely populated submarkets throughout the United States. At GIPR, we focus on the underlying real estate, the credit of the tenant, and opportunistic lease terms of less than ten years remaining.

Guest - Kit Gray Co-Founder & President Of PodcastoneWebsite ir.podcastone.com Ticker: $PODCBiography Kit Gray is the co-founder and President of Podcastone and one of the early strategists in developing a monetization standard for the podcast industry. Gray has spent nearly two decades working with talent and developing podcast concepts across all genres, all while creating a top tier team of individuals that are experts in all aspects of podcasting from technology, advertising sales, marketing, talent booking, acquisitions, development, vodcasts, video, social media, emerging concepts and more. Gray has helmed the company to consistent representation in several of the most influential podcast company ranking charts and leading the organization to be one of the most respected and profitable companies within the industry. Under Gray’s leadership, PodcastOne offers new and exciting concepts in this fast-growing entertainment genre including Pay Per View, slate IP development, live shows, meet and great experiences, video and more. Gray will be leading PodcastOne in its IPO’s later this month and he and his team are well positioned for success. To date, PodcastOne boasts 3.3billion all time downloadsincluding over 740million downloads in 2022 alone across more than 300 episodes distributed weekly under Gray’s direction.Born and raised outside of Boston, MA, Gray is a graduate of Rollins College and holds an MBA in Finance from CrummerGraduate School of Business. Prior to his co-founding PodcastOne, Gray worked extensively in media sales in some of the biggest demographic areas in the country including New York City, Los Angeles, Boston, and Chicago.

GuestWilliam (Bill) Alessi, Founder, Chief Executive Officer, and Director Alpha ModusWebsitehttps://alphamodus.com/Ticker: $AMODBioWilliam (Bill) AlessiFounder, Chief Executive Officer, and DirectorMr. Alessi serves as Alpha Modus’ Chief Executive Officer. In 2014, Mr. Alessi formed Alpha Modus and became its initial seed investor and Founder. From 2000 through present, Mr. Alessi has taken the role as an entrepreneurial investor, focusing on real estate, small cap equities and technology markets. Mr. Alessi’s forward-thinking entrepreneurial leadership skills were critical in the operations of Andover Brokerage, one of the fastest growing proprietary trading firms which pioneered the electronic day trading era. Mr. Alessi continuously seeks out investments in early-stage technology start-ups and data driven ventures.

This Stock Is Using Crypto To Disrupt Traditional Finance GuestParker White, CFA, COO, & CIO at DefiDevCorp. $DFDV Websitehttps://defidevcorp.com/TickerDFDVBioParker White most recently spent 6 years at Kraken, holding a number of roles including Director of Engineering. Prior to Kraken, Parker White worked in TradFi for 5 years, conducting bond trading and portfolio management for regulated institutions ($2B RIA). After receiving his CFA, he entered the Crypto space in 2017, running an algo trading startup throughout 2018. Parker has been active in Solana since 2021, has been an angel investor in Crypto since 2020, and sits on the Advisor Board at TVP for the Bitcoin Venture Fund Series (BVF 1 & BVF 2).

This Show Is Sponsored By MarketTerminal.com A Wall Street Terminal For Everyone...GuestRobert EllinChairman & CEO of LiveOne (NASDAQ: "LVO")Ellin is the founder, CEO, and chairman of LiveOne, Inc., driving the company’s overall strategy and leading both the LiveOne and Slacker business units. Ellin developed the concept for LiveOne and founded the company in 2015, raising the initial capital and negotiating festival and distribution rights. He led the acquisition of Slacker Radio and took LiveOne public in December 2017. Ellin is also the founder and managing director of Trinad Management, a Los Angeles-based hedge fund. A long-time believer – and investor – in transformative digital technology and media, Ellin has launched, sold, and taken public dozens of ventures, including overseeing investments in gaming companies Majesco and THQ, Jaxx Pacific and many others. Prior to founding LiveOne, Ellin was the Chairman of Digital Turbine, where he worked with business partner Peter Guber to successfully take the company public. Ellin also ran, and eventually sold, internet media company iWon to Barry Diller’s IAC. A New York native and graduate of Pace University, Ellin began his career in finance at Eli Rothschild working in institutional sales before moving to Lombard Securities. About LiveOne Headquartered in Los Angeles, CA, LiveOne (Nasdaq: LVO) is an award-winning, creator-first, music, entertainment, and technology platform focused on delivering premium experiences and content worldwide through memberships and live and virtual events. LiveOne's subsidiaries include Slacker, PodcastOne (Nasdaq: PODC), PPVOne, CPS, LiveXLive, DayOne Music Publishing, Drumify and Splitmind. LiveOne is available on iOS, Android, Roku, Apple TV, Spotify, Samsung, Amazon Fire, Android TV, and through STIRR's OTT applications.For more information, visit liveone.com

This Biotech CEO Wants To Cure Lung Cancer – Maria Zanes President & CEO bioAffinity Technologies BIAF Ticker: BIAF Websitehttps://bioaffinitytech.com/Maria Zannes, Chief Executive Officer, President, and Director, bioAffinity Technologies, Inc. (NASDAQ: BIAF)BioSince founding bioAffinity Technologies in 2014, Ms. Zannes has built a team of award-winning scientists and executives who are advancing breakthrough diagnostics for lung cancer and other pulmonary diseases. The company’s first commercial product, CyPath® Lung, is a noninvasive, accurate test for early-stage lung cancer that has proven to detect the disease as early as Stage 1A when it can be cured. Prior to bioAffinity Technologies, Ms. Zannes founded The Zannes Firm to provide strategic solutions for private industry in the medical, environmental and energy fields. Previously, she was President of the Energy Recovery Council, a national trade group and General Manager of ECOS Corporation, a subsidiary of Burlington Environmental. Earlier in her career, she was a legislative aide to Congressman Charles Wilson (D-TX) after having worked as a journalist for Voice of America and the Associated Press. She has been awarded Lifetime Achievement Awards by the American Society of Mechanical Engineers and the Earth Engineering Center Award from Columbia University. Ms. Zannes received her J.D. from the University of Puget Sound in Washington State and is licensed to practice law in New Mexico. bioAffinity Technologies, Inc. (Nasdaq: BIAF)Lung cancer remains the leading cause of cancer deaths worldwide with an estimated 1.8 million deaths annually. Diagnosing and treating early-stage lung cancer can significantly improve outcomes and increase patient survival. bioAffinity Technologies addresses the urgent need for noninvasive, accurate early-stage lung cancer diagnosis. The Company’s lead product, CyPath® Lung, accurately detects early-stage lung cancer in high-risk patients as early as Stage 1A. Using CyPath® Lung as part of the diagnostic pathway can lead to earlier diagnosis, fewer unnecessary invasive procedures, reduced patient anxiety, and lower medical costs for the world’s largest cancer killer. CyPath® Lung is sold as a Laboratory Developed Test (LDT) by Precision Pathology Laboratory Services, a bioAffinity Technologies company, and reimbursed by Medicare, private payors and federal healthcare systems, including the VA. CyPath® Lung uses proprietary advanced flow cytometry and artificial intelligence (AI) to detect cancer by analyzing the lung microenvironment. CyPath® Lung incorporates a fluorescent porphyrin that is preferentially taken up by cancer and cancer-related cells. The test demonstrated 92% sensitivity, 87% specificity, and 88% accuracy in individuals with small indeterminate pulmonary nodules that often pose diagnostic challenges. The test provides actionable information for physicians to guide next steps in patient care. Physicians using CyPath® Lung for their high-risk patients have reported multiple case studies in which CyPath® Lung detected lung cancer at Stage 1A when standard imaging, risk calculator models and serum marker tests indicated the nodules were likely benign. Conversely, a negative CyPath® Lung result has spared many patients from unnecessary and sometimes risky invasive procedures, including biopsy.

Guest:Dan O’Toole, Founder, Chairman, and Chief Executive Officer of Arrive AI Inc.Company: Arrive AI - The Future of Autonomous DeliveryWebsite:https://www.arriveai.comTicker: NASDAQ: ARAIAbout Arrive AI:Arrive AI (NASDAQ: ARAI) is a technology company that transforms last-mile logistics with its AI-powered Autonomous Last Mile (ALM) platform, designed to make deliveries smarter, safer, and more efficient. Founded in 2020 and headquartered in Fishers, Indiana, the company’s patented Arrive Points™ smart mailboxes securely interact with drones, ground robots, couriers, and people, enabling seamless handoffs and secure chain-of custody controls. The platform also provides real-time tracking and logistics alerts, helping shippers and delivery networks achieve greater speed and reliability. Backed by nearly $12 million in crowdfunding and $40 million in institutional investment, Arrive AI advanced to the public markets with a Nasdaq direct listing in 2025.Dan’s BioDan O’Toole is a visionary leader bringing more than 37 years of entrepreneurial experience in building and scaling innovative businesses. He began his career as a national sales manager in specialty distribution before founding and exiting three companies, including Facility Maintenance USA, which provided nationwide services to Fortune 500 clients. Renowned for anticipating market shifts, O’Toole has repeatedly turned innovation into sustainable growth and long-term shareholder value. His track record spans securing patents, leading successful exits, and nurturing high-performance teams. At Arrive AI, he guides the company’s overall strategy, governance, and global expansion as a publicly traded enterprise.Dan O’Toole is one of the first in the U.S. to secure patents for a smart mailbox capable of accepting packages via drones and other autonomous systems. His invention has since evolved into a Mailbox-as-a-Service platform powered by AI. A serial entrepreneur, he brings extensive leadership experience across startups, enterprise sales organizations, and commercial real estate. A graduate of Ball State University, he lives with his family in Carmel, IN, and is an avid car collector.

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management BusinessName: Bill HarrisTitle: Founder, CEOBill’s Book: https://a.co/d/aILiU0uCompany Name: Evergreen Wealth AUM: $100M AUM Website: www.evergreenwealth.com About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine. Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas, and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more. About Bill Harris: Bill Harris is the Founder and CEO of Evergreen Wealth, a digital Registered Investment Advisor (RIA) delivering hyper-personalized, tax-optimized Dynamic Portfolios™ for high-earning professionals and affluent families, particularly those in high-tax states, helping them build long-term, generational wealth. A fintech pioneer with over three decades of leadership at the intersection of finance and technology, Bill has founded and led multiple companies that have become household names, reshaping how people manage, protect, and grow their money. Before founding Evergreen Wealth, he was the former CEO of PayPal, guiding the company through its launch and early growth; the former CEO of Intuit, where he oversaw the expansion of TurboTax, Quicken, and QuickBooks; and the founder of Personal Capital, which scaled to $23 billion in assets before its $1 billion acquisition by Empower Retirement.Beyond Evergreen Wealth, Bill has launched and scaled several other companies, including MyVest, PassMark Security, IronKey, and One Finance (acquired by Walmart in 2022). He has also served on the boards of Macromedia, SuccessFactors, Care.com, Yodlee, GoDaddy, Avalara and Business.com. Bill is the author of Investment Tax Guide: How to Slash Your Taxes, which emphasizes after-tax returns as the most critical measure of investment success, a principle that underpins Evergreen Wealth’s approach to Dynamic Portfolios. Bill holds an MBA from Harvard Business School and a BA from Middlebury College.

This CEO is Disrupting Education with AR & VR – Meet Paul Kellenberger CEO zSpace - $ZSPC Description Guest Paul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board zSpace (Nasdaq: ZSPC)Website:https://www.zspace.com/Paul’s BioPaul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board of directors. Mr. Kellenberger has served as CEO and director since December 2006. Prior to zSpace, he was CEO of Chancery Software Ltd. (sold to Pearson PLC in 2006), CEO of Promeo Technologies, and SVP at Inacom Corporation (acquired by Compaq/Hewlett Packard). He also served as VP and Director at Motorola Inc. Mr. Kellenberger holds a B.A. in economics from the University of Western Ontario and an M.B.A. from McMaster University. Company bio:zSpace, Inc. (NASDAQ: ZSPC) delivers innovative augmented and virtual reality (AR/VR) experiences that drive achievement in STEM, CTE, and career readiness programs. Trusted by over 3,500 school districts, technical centers, community colleges, and universities, zSpace allows students and teachers to experience learning in the classroom that may otherwise be dangerous, impossible, counterproductive, or expensive using traditional techniques. Headquartered in San Jose, California, zSpace holds over 70 patents, and our hands-on "learning by doing" solutions have been shown to enhance the learning process and drive higher student test scores, as evidenced by a study on the utility of 3D virtual reality technologies for student knowledge gains published in the Journal of Computer Assisted Learning in 2021.

This $200 Million Money Manager Wants You To Become A Financial Beast – Meet Eric Miller Chief Advisor At Econologics Financial Advisors GuestEric Miller Chief Advisor at Econologics Financial Advisors AUM ~ $200 millionEric’s Book:https://www.amazon.com/How-Become-Financial-Beast-Practice/dp/1937205304Company name Econologics Financial AdvisorsWebsite www.econologicsfinancialadvisors.comBioEric Miller is a seasoned financial planning professional with over 20 years of experience dedicated to empowering private practice owners and associates. As Co-Owner and Chief Financial Advisor of Econologics Financial Advisors, LLC, a Registered Investment Advisor, Eric specializes in strategic financial planning, including investments, retirement, asset protection, tax strategies, debt elimination, and business transition planning. A Registered Financial Consultant® (RFC) and graduate of Capital University, Eric is also a prolific author and speaker and has published countless articles, videos, and podcasts and is the bestselling author of How to Become a Financial Beast. He has presented at hundreds of events nationwide, and weekly hosts the Financial Beast Podcast.

GuestAdam Mizel Co-Founder & CEO US UnitedWebsitehttps://www.us-united.org/About US UnitedUS United is a not-for-profit media collective building unity through storytelling, service, and human connection. Co-founded by business leader Adam Mizel and Sheriff Chris Swanson, the organization works to prove that Americans share common values and can bridge divides through community engagement. Programs include the Sheriff Unity Network, Holiday Giving Spectacular, and monthly 30 For US unity conversations. To take the Unity Pledge, visit us-united.org. Adam Mizel Bio: Adam Mizel's journey from Wall Street to corporate leader to building a grassroots unity movement wasn't exactly planned. After a successful 30-year business career, from Morgan Stanley, to launching private equity firms and hedge funds, to starting and running public and private companies, he found himself screaming at the news during the chaotic days of May 2020. George Floyd had been murdered, the country was in the midst of a pandemic, politicians and pundits amped up the rhetoric and many of us felt that the fabric of the country was ripping apart. At that moment, his wife Taunya delivered the wake-up call: "No one's hearing you if you scream at the TV." That insight sparked his biggest epiphany yet—instead of just making another donation, Adam was going to DO SOMETHING about America's divisions. He did not have a more developed concept than that, but as a serial entrepreneur, Adam was confident he would figure it out. What happened next surprised even him. Doors started opening in ways they never had during his business career. Through a social justice task force formed with CMO leadership organization PTTOW, he met Ken Nwadike, Jr. (the "Free Hugs Guy"), who in turn introduced him to Sheriff Chris Swanson of Flint, Michigan. Chris made global headlines when 3.2 billion people watched as he and his officers took off their riot gear and marched arm-in-arm with George Floyd protesters on May 30, 2020. Flint was one of the few American cities that did not burn that night. Their instant connection led to the co-founding of US United in 2021 and together they have grown it into a movement for unity that is proving that Americans aren't as divided as politicians and media want us to believe.Today, US United has built a network of close to 100 sheriffs committed to bringing unity into their communities. They have reached thousands of families across the country through giving events like the Holiday Spectacular, broken people out of their bubbles with a unity pledge and national online conversations called 30 For US, and just completed a summer cross-country road trip documenting real stories of unity happening at the grassroots level. Adam went from yelling at his TV to building a movement that's challenging the narrative about American division by empowering Americans with the tools they need to reunite our country – and inspiring others along the way. One voice is loud, millions are a movement. SOCIAL MEDIA INFO: LinkedIn - https://www.linkedin.com/in/adammmizel/Facebook - https://www.facebook.com/USUnitedOrgInstagram - https://www.instagram.com/us_united_org/Twitter - https://twitter.com/US_United_Org

This CEO is Disrupting Payments By Building A Loyal CommunityGuestMr. Lavell Juan Malloy II, J.D. Chairman & CEO Brag House Holdings Ticker: Nasdaq: $TBHWebsitehttps://www.braghouse.com/

This $400B Firm Is Democratizing Private Investments & Relentless Consistency From Michael Bell GuestMichael Bell Founder & CEO of Meketa Capital & Primark Captial Assets Under Advisory = $400BAssets Under Management = $500M Website: https://meketacapital.com/BioMichael Bell is the CEO of Meketa Capital, an asset management firm focused on expanding access to private market investments to RIAs and other advisors without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private market investment structures. Michael has four decades of experience leveraging a dynamic combination of transactional, operational, and strategic expertise in the asset management industry.

The interview is also on Youtube: https://youtu.be/oSIFewGWnNE?si=efQOrP5YXeoWuYYAGuest Carlos Moreira Founder & CEO of SealSQ Ticker: (Nasdaq: LAES)Website: https://www.sealsq.com/BioCarlos Creus Moreira is a global technology entrepreneur and cybersecurity authority, serving as Founder, Chairman, and CEO of WISeKey (NASDAQ: WKEY) and SEALSQ (LAES). For decades, he has been a leading voice in securing the internet, developing trusted digital identity ecosystems, and advocating for the ethical use of artificial intelligence.Moreira began his career as a United Nations expert on CyberSecurity and Trust Models, working with agencies such as ILO, UNCTAD, ITC/WTO, World Bank, UNDP, and ESCAP (1983–1999). He is also the Founder of OISTE.org, a global non-profit dedicated to strengthening digital identity standards.From 1995 to 1999, he served as an Adjunct Professor and Head of the Trade Efficiency Lab at RMIT University in Australia, contributing to advances in trade facilitation and cybersecurity. His academic and professional work has consistently focused on enhancing trust in digital systems.Moreira holds influential roles in numerous international organizations. He is a Founding Member of the Geneva Government’s E-Voting Steering Committee, a UN Global Compact Member, and has contributed extensively to the World Economic Forum (WEF). His WEF roles include: Founding Member of Global Growth Companies, WEF New Champion (2007–2016), Vice-Chair of the Agenda Council on Illicit Trade (2012–2015), Member of the WEF Selection Committee for Growth Companies, and contributor to the Agenda Council on the Future of IT Software & Services (2014–2016). He has been recognized as one of the WEF’s Trailblazers, Shapers, and Innovators.He also serves on the Blockchain Advisory Board of the Government of Mexico, the Blockchain Research Institute, and is Founder of the Geneva Security Forum, the Blockchain Center of Excellence, and TrustValley.Moreira has received numerous honors, including:• One of Switzerland’s 300 most influential people (Bilan.CH 2011, 2013)• Top 100 in the Net Economy• Most Exciting EU Company (Microsoft MERID 2005)• Man of the Year (AGEFI 2007)• One of Switzerland’s 100 most important digital leaders (Bilanz 2016)• Best EU M&A Award (2017)• Blockchain Davos Award of Excellence (GBBC 2018)• CGI Award HolderHe is co-author of the global best-selling book “The TransHuman Code,” a leading work on managing technology’s impact on humanity. As a multilingual keynote speaker (English, Spanish, Italian, French, Portuguese), Moreira has spoken at the UN, WEF, CGI, ITU, Bloomberg, Munich Security Conference, World Policy Conference, Zermatt Summit, Microsoft, IMD, INSEAD, MIT Sloan, HEC, UBS, and the CEO Summit.Pioneering Work During the Dawn of the World Wide Web (WWW)During the early 1990s in Geneva, at the same time Tim Berners-Lee was creating the World Wide Web at CERN, Moreira was deeply involved in advancing secure digital identity and trust models. His UN cybersecurity work positioned him as a key advocate for building security into the fabric of the emerging web. This vision led him to found WISeKey in 1999, which has become a global leader in digital identity, authentication, and securing online transactions.He later established the Geneva Security Forum and Geneva Philanthropy Forum, reinforcing Geneva’s role as a center for digital trust, innovation, and global cybersecurity dialogue.Married with six children, Carlos Creus Moreira remains committed to building a secure, transparent, and human-centered digital future. More information can be found at carloscreusmoreira.com.

This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG)GuestJohn Tinsman, Founder of AOT Invest LLC and Portfolio Manager of the AOT Growth and Innovation ETF (Nasdaq: AOTG).About John:John blends Midwestern pragmatism with global financial expertise. He grew up in his family’s Iowa fertilizer business, studied economics at Northwestern and Oxford, and cut his teeth as a Chicago market maker. In 2022, he launched the AOT Growth and Innovation ETF, which has scaled from $20M to almost $100M AUM, focusing on profitable, tech-driven companies that compound growth.• Company: AOT Invest LLC• Website: http://aotetf.com/• Tickers: $AOTG, Launching $ AOTS SoonMethodologyAOT Invest selects innovative companies which seek to significantly grow their revenues and earnings. AOT also believes companies whose products or services have low marginal cost attributes will be able to achieve above average growth and profit margins in the future. AOT targets industries projected to grow significantly over the next 5 to 10 years. Within those industries, AOT seeks to invest in innovative market leaders who are growing their revenues or earnings and whose products or services could be described as having low marginal cost qualities. Marginal Cost is defined as the cost added by producing one additional unit of a product or service. By having a low marginal cost, a firm may be able to sell its product or service at a much higher price than the cost it took to produce the additional product or service, achieving a significant profit on new sales. Thorough fundamental analysis is made to weigh valuation metrics with growth of each company so that the greatest investment opportunities in AOT’s opinion are selected. Thus, AOT selects innovative companies well positioned in expanding industries, that are both reasonably valued and have low marginal cost qualities. AOT expects that such companies will not only significantly increase their revenues, but that their earnings will increase at even greater rate than revenue. Over time, AOT believes this revenue and earnings growth will ultimately lead to above average share price appreciation for these companies and the AOT Growth and Innovation ETF.

Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital ManagementWebsite www.vivaldicap.comAUM ~$6bn BioIlya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best-In-State Wealth Advisor for two consecutive years. Prior to joining Vivaldi, Ilya served as an Investment Consultant at TD Ameritrade and was a member of the Private Wealth Group at RMB Capital Management. He holds a BS in Finance from the Kelley School of Business at Indiana University and an MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago.Disclaimer: This is one Advisor's perspective and not reflective of VCM.Read the full disclaimer and learn more here: https://www.vivaldicap.com/

This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash.GuestMayo Schmidt Executive Chairman of the Board of Directors of Brazil Potash Corp. (NYSE-American: GRO), CompanyBrazil Potash CorpWebsitehttps://brazilpotash.com/Ticker: GROBioMayo Schmidt is the Executive Chairman at Brazil Potash, Corp. (GRO-NYSE), where he provides leadership in the company’s mission to strengthen domestic fertilizer production and advance global food security.Prior to this, Schmidt served as President and CEO of Viterra (2000–2012), transforming a $220 million regional co-operative into a US$7.3 billion global agribusiness, operating across 14 countries and supplying over 50 countries with critical food ingredients.Schmidt held senior leadership positions at Nutrien (2012–2021), including Chairman and interim CEO, where he chaired Nutrien’s Merger Committee for Agrium and PotashCorp.From 2015–2018, as CEO of Hydro One, he led one of Canada’s largest IPOs and delivered significant operational efficiencies.Schmidt was a Co-Investor and Chairman of VersaCold, Canada’s national temperature-sensitive food supply chain company, growing from a $500 million acquisition to a $1.5 billion sale.Schmidt began his career in leadership roles at General Mills and as President of ConAgra Grain, Canada, gaining early experience across the global food and agribusiness value chain.

This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered Full name: Joshua BaroneTitle: Principal Wealth ManagerCompany name: Savvy Wealth Website: http://savvywealth.com/AUM: Savvy Advisors manages over $3 billion in assets under managementBio: Josh Barone is a financial advisor based in Reno, Nevada, and joined Savvy Advisors in early 2025. As the co-founder of a trust company and investment advisory firm, he brings over 30 years of experience guiding clients on their financial journeys. Josh leverages active macroeconomic, quantitative, and tax strategies to manage risk and help families achieve lasting financial independence, acting as a guardian for future generations. Trust, consistency, and accessibility are central to the long-standing relationships he builds with clients.

This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of ArchName: Ryan EisenmanTitle: Co-founder and CEOCompany Name: ArchWebsite: www.arch.coRyan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, venture capital, and real estate. What started as a tool for collecting K-1s is now used to automate portfolio management and analysis by over 475 institutional clients, private offices, banks, and investment advisors, with $275B in assets on the platform. Ryan is a Houston native, graduated from Vanderbilt University with a degree in Human and Organizational Development, and lives in New York City, where Arch is headquartered and building in-office.About Arch:Arch is a digital way to track all private market investments.Arch consolidates data from over 800 fund portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems. Read about our Series B here.

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron’s, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF’s Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.