In this episode of Clear Conversations: Entrepreneurial Legacies, host John Sleeting is joined by Joe Kuchta, a seasoned leader in the advertising and marketing space, to share his path from corporate life to entrepreneurial success. Joe reflects on the pivotal moment he left a stable role at a large corporation to join a smaller agency—an early leap that would ultimately lead to long-term growth and leadership.   Together, John and Joe explore the evolution of the business, from organic expansion to strategic acquisitions. Joe offers candid insights into the complexities of mergers and acquisitions, including the lessons learned through both challenges and wins. The conversation also touches on internal succession planning and the emotional nuances of leadership transitions, especially when stepping away from a business you've helped shape.   For those navigating growth while aiming to preserve culture and purpose, this episode offers thoughtful perspective on balancing strategy, people, and identity through each phase of entrepreneurship.   Disclosure  This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Joseph Kuchta is a member of the Board of Directors for Clearwater Capital Partners. He is compensated for his role as a Board Member. Joseph was not compensated for his statements or participation in this podcast. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Anna Fiascone and Natalie Ryan, two powerhouse luxury real estate agents serving Chicagoland’s western suburbs. With impressive professional backgrounds—Anna in law and Natalie in marketing and advertising—they joined forces in the real estate world to build a thriving, equal partnership. Their conversation delves into the art of understanding diverse client needs, crafting tailored strategies, and navigating an ever-evolving real estate landscape amid national regulatory shifts. Anna and Natalie offer a wealth of insight into the nuances of luxury real estate, from the importance of adaptability to the strategic thinking required to stay ahead in a competitive market.  Beyond business, this episode explores how professional success is shaped by personal passion, community engagement, and ethical business practices. Anna and Natalie share how their philanthropic efforts intertwine with their careers, strengthening both their professional impact and their legacy. As the discussion unfolds, listeners can gain valuable perspectives on market trends, the intricacies of high-end real estate transactions, and the lasting power of strong client-agent relationships.  Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor

In this episode of Clear Conversations' Entrepreneurial Legacy Series, host John Sleeting sits down with Tim Lynn—entrepreneur, philanthropist, and founder of NIR Roof Care Inc.—to explore his extraordinary journey. As NIR celebrates its 45th anniversary, Lynn reflects on his path from high school dropout to building a thriving business. He offers deep insights into the principles that have shaped his life, emphasizing faith, personal growth, family commitment, and a purpose-driven career—all anchored in his unwavering belief in God. A true testament to leadership and resilience, Tim’s story is an inspiring blueprint for achieving both personal fulfillment and professional success.

Lynn shares powerful insights into the innovative mindset that led to the creation of NIR, offering compelling stories such as his bold bid for the Sears Headquarters project and his adept navigation of financial challenges with Drovers Bank. Additionally, Lynn delves into his philosophy of intentional giving and deep-rooted nonprofit involvement, exemplifying his commitment to a life of abundance and purpose. Packed with wisdom on harmonizing business success with faith-driven living, this episode will inspire listeners to pursue their goals with both strategy and heart.

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting welcomes back John Chapman, Founder, and CEO of Clearwater Capital Partners, to discuss the firm’s evolution and future vision. Chapman shares insights on Clearwater Capital’s strategic growth, operational advancements, and unwavering commitment to excellence in wealth management.

 

The conversation explores the firm’s core values—where character and competency are essential traits—along with its three primary business areas: Family Office, Private Wealth, and Institutional Advisory Services. Chapman and Sleeting also discuss Clearwater Capital’s organic growth strategy, fiduciary alignment, and the future role of mergers and acquisitions in shaping the firm’s path forward.

 

To learn more about Clearwater Capital Partners and their growth vision, join the conversation on YouTube, Apple Podcasts, or Spotify.

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and John Chapman are employees of Clearwater Capital Partners. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

As we welcome 2025, this special episode of Clear Conversations - Entrepreneurial Legacies offers a moment to reflect and refocus. Host John Sleeting is joined by Katie Berganske-Frank, Chief Revenue Officer at Clearwater Capital Partners and one of the primary forces behind the podcast’s initial alignment and execution.

Together, John and Katie explore the entrepreneurial spirit behind extraordinary families, drawing connections between themes of leadership, integrity, and legacy building within family businesses. This episode highlights moments of vulnerability and inspiration from past guests, offering listeners a thoughtful lens to navigate their own aspirations in the year ahead.

Tune in to celebrate the lessons of the past and gain inspiration for the opportunities of 2025.

Disclosure:

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Katie Berganske-Frank are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP ®, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie’s journey spans from aspiring science student to practicing attorney and philanthropic advocate, culminating in her impactful work in wealth management. Drawing from personal experiences, including navigating family responsibilities after her father’s early passing, Valerie brings a deeply personal perspective to advising families on legacy and purposeful giving.

Throughout the conversation, Valerie highlights the importance of approaching legacy holistically—integrating financial, spiritual, and familial wealth to create a meaningful and enduring impact. Her passion for continuous learning and academic rigor equips her to navigate complex wealth scenarios with confidence and insight. Valerie also sheds light on the unique challenges women face in wealth management, sharing lessons from her collaborative projects with her mother, including their writing and radio programs. Tune in for an inspiring discussion on building confidence, fostering meaningful legacies, and helping families align their wealth with their values.

Disclosure:

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Valerie Hogan are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Join host John Sleeting as he welcomes Melissa Whitaker, founder and CEO of Melissa Whitaker International and co-author of two books (Beat the Curve and Pushing to the Front), to explore her holistic approach to consulting, centered on leadership, culture, wellness, and sales training. In this episode, Melissa shares her entrepreneurial journey, guided by bold faith, resilience, and a strong determination to build a meaningful legacy. As she reflects on pivotal moments that ignited her drive, Melissa offers listeners a blend of personal insights and practical strategies for integrating core beliefs into an entrepreneurial framework.

Together, John and Melissa delve into the power of having a clear purpose behind every goal and the importance of nurturing a positive, inclusive culture—both at work and at home. They also discuss the unique role of women in today’s entrepreneurial world, emphasizing the value of authenticity and connection in leadership. Tune in for a conversation designed for anyone aspiring to create a sustainable legacy in business by merging personal values with professional ambition.

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Join John Sleeting as he welcomes Jae Haas, a CEO and entrepreneur whose diverse business experience offers fresh insights into leadership and family business dynamics. Jae shares his journey from the telecommunications and railroad sectors to becoming a non-family member CEO at Transnational Payments. He reflects on his decision to join the family business, and the lessons learned in building a culture rooted in accountability, integrity, and openness. Tune in to discover Jae’s key ingredients behind thriving family-business relationships, effective risk-taking, and fostering trust among stakeholders.

 

Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Jae Haas is a client of Clearwater Capital Partners. No compensation was provided to Mr. Haas in exchange for his participation or comments. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with David Saporta to explore the intersection of entrepreneurship, family business dynamics, and personal faith. David, who climbed the executive ladder at Road Ranger from CFO to CEO, shares his journey of running a significant enterprise while being intricately involved with the owner family. With a finance degree from the University of Illinois and an MBA from Northwestern University, David's deep business insights are matched by a strong personal commitment to creating meaningful impact.

The conversation delves into David's experiences navigating the complexities of working for a family-owned business, where he successfully balanced business growth and his own personal values. They discuss the importance of alignment between family and non-family executives, the need for mutual respect, and the process of building trust. David also offers reflections on what true legacy means beyond wealth, emphasizing the importance of making a difference through one's actions and living out one's faith authentically.

 

Disclosure

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Mr. Saporta is not a client of Clearwater Capital Partners.  No compensation was provided to Mr. Saporta in exchange for his participation or comments.  Mr. Saporta has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.  

Join John Sleeting as he sits down with Terry Graber, retired CEO of Power Construction, in an insightful dialogue on navigating the unique nuances and intricacies of serving as a non-family member CEO within a family-run business. Their discussion explores aspects such as succession planning, the importance of maintaining healthy relationships, and the unique dynamics brought by a non-family executive at the helm.

Reflecting on his 30-year tenure with Power Construction, Terry emphasizes the pivotal role of trust, transparency, and empathy in his leadership approach. This episode sheds light on how a successful enterprise can be built by blending professional management, family values, and philanthropic endeavors, especially within an organization nearing its centennial anniversary.

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Terry Graber is a client of Clearwater Capital Partners. No compensation was provided to Mr. Graber in exchange for his participation or comments. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.