Episode 63 - While Scott was born and raised in Montreal, he found his way to the U.S.
by way of collegiate baseball at The University of Northern Iowa. While in Iowa, he earned his master’s degree and met his wife Lauren. Now a father of two to Victoria and Archie, Scott spends his time staying active, coaching baseball, and trying to play as much golf as his busy life allows. He takes pride in the financial foundation he provides his family and the legacy he is building for his children. Scott’s mission as an advisor is to help people achieve their goals and leave a legacy they can be proud of their loved ones. Find out more about Scott Airey here: Scott Airey Bio


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Episode 62 - Danielle has been working with advisory clients for more than 20 years.  She began work in investment management in 1998 with the investment firm, Mitchell Vaught & Taylor, Inc.  She also advised clients as an attorney in matters of estate and tax planning since graduating from Northern Illinois University College of Law, where she focused her coursework on estates, tax, and securities law. 


Danielle was instrumental in the growth of her previous firm where she wore many hats over the course of 20 years, including Director, Institutional Portfolio Manager, Senior Financial Advisor, and Chief Compliance Officer. Danielle co-founded Propel Financial Advisors in 2018.  To more effectively provide comprehensive financial planning, she co-founded the CPA firm DW Agosto Tax Planning, LLC, with Emily Agosto in 2016. Danielle believes that a multi-disciplinary approach is the best way to educate and to serve clients whose financial needs span many disciplines.


Danielle earned her Series 65 Investment Advisor Representative designation in 2001.  She has been a licensed attorney in Illinois since 2002 and in Tennessee since 2008. Danielle currently serves as the Chairperson for her local anti-substance abuse coalition Be Aware Blount, which focuses on preventing substance abuse by children.


Danielle is originally from Chicagoland, but she has called East Tennessee home since 2006.  She lives with her husband and two crazy boys about 20 minutes from the beautiful Smoky Mountain National Park.  She is an avid reader, gardener, and world traveler.


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Episode 61 - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors.


During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall productivity. Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com/people/josh-manifold/


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Episode 49 replay - The idea of launching an asset management firm has been floating in Pavlo's mind since 2017 when he began working on a statistical model, which later resulted in a trading algorithm. As a result, in 2020, the private fund was launched to utilize the underlying algorithm, and PG Capital Management Group became an advisory firm to the private fund. Later on, the decision was made to expand the firm's reach by becoming a registered investment advisory firm. By the end of 2020, the wealth management department was officially launched.


For Pavlo, who earned degrees in economics and finance from SUNY at Geneseo and always had an entrepreneurial spirit, the idea of working in the asset management field was evident, and it was just a matter of time before he would launch his own asset management firm. Learn More About Pavlo Here: https://www.linkedin.com/in/pavlo-huda/


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Episode 60 - Whitney Emanuel has been a financial adviser since 2011. She began at Ameriprise Financial and branched off on her own to start Whitney Wealth Group in 2016. She took an even bigger leap at the beginning of 2019 to leave the big-box financial world to go completely independent! She holds her CFP® and CRPC®, Series 7, 63, and 65 & multiple state insurance licenses. Whitney works with values-driven executives and business owners that want to know SPECIFICALLY how to plan for their goals and are motivated to do so.


She believes money is simply the means to your end: not the focus of your plan. She builds out individually customized strategies for her clients’ employer benefits, retirement and college funding, their total investment portfolio, and estate and tax strategies that are aligned with their core values.  As a single working parent with her own business, she understands what it feels like to balance priorities and does exactly that for her hard-working clients, many of whom are also caretakers.


Whitney’s core values are faith in Jesus, service, health, family, decisiveness, and joy. She lives in South Minneapolis with her 7-year-old daughter, Zurisadai, 7-year-old Great Dane Mastiff, Anaba, and 1-year-old kitty, Nicollet. Whitney and Zuri love to serve in their faith family that provides for one another’s needs in housing, finances, prayer, and community. Learn more about Whitney here: https://www.whitneywealthgroup.com/team/whitney-emanuel


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Episode 59 - Christopher Elmore is the President of Smiley Elmore & Associates, Investment and Insurance, and is an Investment Advisor Representative as well as a Registered Representative through Money Concepts Capital Corp. He also carries a Life, Accident, Health, Property and Casualty (Home, Auto, and Commercial Insurance), and Variable Annuity licenses. For the past twenty years, Christopher has served as Vice-President and in many other capacities at Smiley Elmore & Associates. Christopher is married to DeVon, a part-time Administrative Assistant at Smiley Elmore & Associates and a retiree of American Airlines as a ticket agent. They have been married for 16 years and have four children: Jordan, Sydney, Jewels, and Gabrielle. Christopher has been a youth coach for many different leagues, age groups, and sports and has served as the player agent and Volunteer Coordinator for various leagues. Christopher volunteers and mentors at local area schools and enjoys spending quality time and traveling with family. Christopher is the NEA Retirement Specialist for NEA, The National Education Association, and the Financial Consultant to the (TCTA) Tulsa Teachers Classroom Association, the local National Educators Association and is very involved in the TCTA. Christopher Elmore has extensive experience in a diverse range of financial consulting, wealth creation, wealth management, and various areas of insurance. The combination of experiences revolves around being an investment advisor, college planning consultant, wealth manager, financial planner, and insurance broker/agent.


Learn more about Christopher here: https://www.moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/celmore#/ 


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Episode 24 - As Founding Managing Partner of Nth Degree Financial Solutions, Eby, with his wife and Managing Partner Joanne Eby, offer an array of services across the broad spectrum of fiduciary and non-fiduciary products provided by financial institutions, including Trust Departments, Trust Companies, Corporate Trustees, Retirement Plan Services, Custodians, Registered Investment Advisors, and Broker-Dealer Firms. When ePIC Services Company was taking shape, founder Carter Wilcoxson recognized Eby’s depth and breadth and the valuable contributions he would bring to its board, revolutionizing the trust process for the modern age. “Carter and his team began building a virtual approach to trust, and estate planning and settlement well before the COVID-19 pandemic accelerated the industry’s need for digital solutions,” Eby says. “The world has gone online, and what might have happened by 2030 happened in 2020 instead.” Eby is in a position to help insurance and financial advisors keep pace with that accelerated timeline. For more than 20 years, he educated financial professionals on the trust industry as a subject matter expert at Cannon Financial Institute, a leading professional development firm helping financial professionals gain advanced skill sets. He even designed and built certifications for the trust industry.


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Episode 58 - Steven always wanted to run his own business but always felt like he wasn’t qualified enough.


𝙃𝙚𝙧𝙚 𝙞𝙨 𝙬𝙝𝙖𝙩 𝙝𝙖𝙥𝙥𝙚𝙣𝙚𝙙: Since he wanted to start something of his own, he asked himself what steps can he take to help get his ideas off the ground.


In college, he was taught to spend his time building fancy webpages, sales funnels, and digital products, they will come right?! Ummm… no.


Starting a business was exhausting, he was working around the clock researching the best ways to succeed, and with zero sales he struggled to figure out what he was doing wrong. Let alone the eye strain from spending so many hours behind the computer screen.


He also felt like he straight-up hated what he was doing. He was frustrated, burnt out and … broke. Chasing the next shiny object video or tutorial that promised to over-deliver (but only made him feel more lost and frustrated in the end).


𝙏𝙝𝙚 𝙀𝙥𝙞𝙥𝙝𝙖𝙣𝙮: He decided to double down on his personal development, and become the person he was meant to be (instead of focusing on the biz)


Steven spent money and time invested on HIM and switched from the doing to the being.


𝙏𝙝𝙚 𝙊𝙪𝙩𝙘𝙤𝙢𝙚: Within the first few months of his massive transformation, he grew the courage to start his own podcast. Which then led to him getting his first paid client. Within the first few weeks, his mindset and life completely transformed, and he was more present for his family, he started taking inspired action, rather than forced. Within 6 months of starting his podcast, it opened doors he never thought possible. Interviewing and learning from the best leaders and business owners in New York City.


𝙏𝙝𝙚 𝙣𝙚𝙬 𝙤𝙥𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙩𝙮: Steven started teaching people the exact blueprint of everything he had done to not only build a successful business using social media but how to become the kind of person and leader they are destined to be. Steven has incorporated some of the sales, personal branding, and marketing skills that have helped him get his business to where it is today. He has created a step-by-step program to help the people who are looking to do and be more, find their purpose, make a living from it and create their mission… much faster + with much less effort & sacrifice than I went through.


𝙃𝙤𝙬 he 𝙘𝙖𝙣 𝙝𝙚𝙡𝙥 𝙮𝙤𝙪: Steven can shorten the learning curve for you and teach you how to step into your authentic self, build a business that is a direct reflection of you and not only manifest your dream life but leap into it, without sacrifice.


You can find Steven here for more insights: https://www.linkedin.com/in/stevenjrbrennan/


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Episode 12 replay - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She also earlier served as an operations director for a biomedical company based in southwest Florida, which provided her with valuable hands-on experience in the corporate world. A University of Florida alumni, Ciara eventually earned her Juris Doctorate from the prestigious Ave Maria School of Law in Naples, Florida.


From law school, she thereafter became licensed to practice in Florida and then in the State of Nevada. As a Nevada Bar member, Ciara can provide full implementation and legal support for clients from anywhere who choose to opt for the "pro-trust" Nevada jurisdiction when establishing their estate plans on the ITS/MLCP processing platforms. Ciara remarked that she is "excited to hold a position that allows her to work with an innovative financial and legal advisory network to help bring virtual, and affordable, estate planning to the masses.” She is "confident in the capabilities of the ITS team to assist financial service providers, in this age of digital transformation, who wish to help their clients not only meet but even exceed personal estate-planning goals and expectations."


If you would like to contact and speak with Ciara directly, you may arrange for a specific time on her digital scheduler at https://calendly.com/ciaralister_esq.


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Episode 57 - Blanca Abbud is a sales professional that produces winning results for organizations as an individual contributor and sales team leader, delivering consistent results. Her passion is helping businesses get better, grow faster, and become more profitable. She has 20 years of strong sales experience. That experience combined with her education and industry knowledge is what allows her to perform as a top producer in all her roles. With a high level of energy, motivation, business ethics, and sound judgment, Blanca has a proven record of building long-lasting relationships.


Blanca’s business accomplishments have been recognized by a number of publications including the San Antonio Business Journal’s 2018 Top 40 under 40, Eleanora Magazine’s Texas Top 50 Women to Watch, Inspiring Women of San Antonio, Latina Women's Book, SA Monthly Magazine Business Woman, and a profile in Texas Business Magazine’s INSIDE. She has also received six President's Club awards for her exceptional sales production year over year.


Blanca is now VP of Sales for Engage PEO. She manages the Texas market but has clients all over the US. She strongly believes she is with the best company she has worked for in regards to leadership and sales culture. Engage PEO delivers comprehensive HR solutions to small and mid-sized businesses nationwide, sharpening their competitive advantage. Comprised of the industry’s most respected veteran professional employer organization executives, certified HR professionals, and attorneys, Engage PEO provides hands-on, expert HR services and counsel to help clients minimize cost and maximize profits.


Find her here on LinkedIn: https://www.linkedin.com/in/blanca-abbud-mba-%E2%9E%A1%EF%B8%8F-the-peo-lady-91940233/


Please contact Blanca to learn more about how she can help your business succeed.

Email: [email protected]


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