Zane Keller, CEO of Ducere Wealth Management, shares why he and Rick Keller launched the firm and the vision behind its client-first approach. He discusses how the business has progressed in its first six months and explains how Ducere Wealth is working to solve some of the key challenges facing today’s advisory industry.

Founder and Wealth Advisor Michael Grand joins us to discuss his path to independence, the inspiration behind REVUP Private Wealth, and why he chose to transition to NYFP and Osaic. He also shares how greater flexibility, control, and client-centered decision-making are shaping the future of his practice.

Scott Colangelo, Chairman of Prime Capital Wealth, shares more about the firm’s growth to over $40 billion in AUM since its founding in 2017.

Robert Sechan, Co-Managing Partner at NewEdge Capital Group and CEO of NewEdge Wealth, reflects on the firm’s journey to becoming a top RIA and explains how innovation, partnership, and client alignment remain central to the firm’s mission and growth. He also discusses the culture that drives performance, the core values that shape decision-making, and the vision behind building a modern wealth management platform.

Hightower CEO Larry Restieri discusses the firm’s culture, values, and evolution as one of the nation’s leading RIAs. He introduces Hightower Signature Wealth—the firm’s new direct-to-consumer advisory platform—and explains how it supports both advisors and clients.

Integrated Partners President Andree Mohr shares how the firm’s distinctive CPA Alliance model and new AI-powered advisor tools are helping advisors elevate client service and efficiency. She also discusses the Ambassador Council’s role in shaping firm strategy, key industry challenges, and what’s ahead for Integrated’s continued growth.

Cerity Partners CEO Kurt Miscinski reflects on the firm’s 15-year journey from its founding vision to becoming one of the nation’s leading full-service wealth management firms. He discusses Cerity’s client-first mission, investment in employee growth, and forward-looking approach to innovation, AI, and the future of wealth management.

Tim Thomas, CFA®, CIO at Badgley Phelps, shares more about how the firm connects with clients, ensures a personalized approach throughout the planning process, and creates a unique approach.

Mark Weiskind, CFP®, President and Founding Partner at Fairway Wealth Management, shares what led him and his Co-Founder to launch the firm, what it means to serve as the client’s personal CFO, and what he considers the most important role of an advisor.

Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors, shares more about the firm’s founding in 2018, its growth story since then, its focus on culture and people, and what makes the RIA unique.