Andrew Rosen, CFP®, CEP®, Executive Chairman of Diversified, shares how the $3.6 billion RIA has evolved into a multi-generational firm designed to thrive beyond its founder. He discusses the firm’s EOS/Traction operating model, the principles guiding growth and acquisition decisions, the role of AI, and lessons for advisors looking to turn a practice into an enduring firm.

Edward Jones Financial Advisor Troy M. Nelson, CEPA®, discusses how his personal experiences have shaped his leadership style, why intentional time away from work can strengthen long-term performance, and how he builds a team culture centered on authenticity, professional development, and helping clients achieve their financial goals.

CEO Jim Dickson discusses how Elevation Point is helping independent wealth management firms grow through minority-stake partnerships, an accelerator-focused model, and strategic investments in AI and data infrastructure designed to support long-term success.

With more than $24 billion in assets under management, Johnson Investment Counsel has continued to grow while remaining 100% employee-owned. In this conversation, Jason O. Jackman, CFA, Chief Executive Officer and Principal, discusses the firm's evolution, areas of growth and success, and how its family office approach helps distinguish the firm in today's wealth management landscape.

Michael Zeuner, Managing Partner at WE Family Offices, joins Michelle Yu to discuss the firm’s growth and rising demand for independent, fiduciary advisory services among ultra-high-net-worth families. He also explores how AI is helping families discover family office solutions, improve advisor efficiency, and shape the future of client service.

CEO Raj Bhattacharyya discusses how Robertson Stephens is building its next phase of growth through strategic expansion, culture-first recruiting, and technology investment, while maintaining a personalized fiduciary approach as it scales its national RIA platform.

Jacob Taurel, Managing Partner of Activest Wealth Management, shares the firm’s evolution, its purpose-driven approach to serving families, and ways the team helps clients navigate cross-border financial challenges while building lasting relationships across generations.

Hightower CEO Larry Restieri discusses the firm's next phase of growth, including its Hightower 3.0 strategy, the expansion of Hightower Signature Wealth, and the rollout of the Hightower One platform. He also shares how the firm is balancing scale with advisor independence, expanding its family office capabilities for ultra-high-net-worth clients, and positioning Hightower for continued growth through technology, integration, and strategic acquisitions.

Jonathan Binns, Partner and Portfolio Manager at Rose Capital Advisors, discusses the firm's approach to wealth management, the culture and values that shape its client relationships, and how Rose Capital is navigating growth while remaining focused on personalized advice and long-term client outcomes.

David Salsburg, Founder, President, and Partner at Gresham Partners, shares the story behind the firm's founding and how they have grown as a trusted advisor to ultra-high-net-worth families. He discusses the challenges clients bring to Gresham, the values that define the firm's culture, and how its 100% employee-owned structure helps align the interests of clients and advisors over the long term.