Author name: Bev

https://youtu.be/nS-VYnVMaE4 Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC. Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants to improve his clients’ lives by finding the right solution and encouraging […]

https://youtu.be/ZnDUpVO1d3Y Dina Kaplan is the Founder & CEO of The Path, a global meditation training company helping high-impact leaders cultivate calm, clarity, and emotional freedom. Formerly a tech founder and Emmy-winning journalist, Dina shares how silent retreats, panic attacks, and startup burnout led her to a new mission: teaching modern mindfulness to those who need

https://youtu.be/7vcQ9cCbOYw Vincent van Doorn (https://i-cthru.com/) is a financial advisor and wealth manager with over 25 years of experience on Wall Street. Vincent shares his journey from the Netherlands to New York City, his transition into the financial sector, and the founding of his own wealth management boutique in 2013. He shares the cultural differences between

https://youtu.be/9Cg78R_PDZA Mario Hernandez (www.longevitywealthmanagement.com) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm’s proprietary PulsePoint Formula, building multi-generational relationships rooted in trust and education. Mario writes monthly for Kiplinger and has been featured in Real

https://youtu.be/zW1cQ9qGBP8 Jai Ramachandran is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service. In this episode, Chris and Jai discuss: Why cable companies are losing

https://youtu.be/I3P4p-vVxiA Kimberly Stewart, CFP®, CLU®, CLTC® is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women’s financial strategies. As the founder of KRS Wealth Management, Kimberly is dedicated to empowering clients with the knowledge and tools to achieve their financial goals. In this

https://youtu.be/Iw-8xlaeTVU Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted

https://youtu.be/qdWpjw0cDbY Jenny McCosley is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable

https://youtu.be/dt5HbCVrcUc Nicholas Ockenga is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group. Nicholas works closely

https://youtu.be/08bUa6ch1HU Kevin Kirchheimer is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has