Each quarter we take a step back to look at what's been happening in the markets, what trends are shaping the economy, and what investors should be paying attention to in the months ahead. This episode was recorded on 9-29-25 and does not account for any information following.

Today on Episode 18 of Self Equity, we're joined by Scott Weintraub, Entrepreneur, Author and Certified Petra Coach. Scott Built and Scaled Companies to over 70 million dollars in revenue, and now he helps leaders simplify complex challenges. From Franchise success to business coaching, Scott is all about turning strategy into results. This episode is hosted by Jolene Tepedino and Scott Zelniker, with the Zelniker Dorfman Carr & Heritage Group.

Today on Episode 17 of Self Equity, we're joined by John Burkett, a 16 year MLB player turned professional bowler. During his baseball career, John pitched for the Giants, Braves, Rangers, Marlins and Red Sox earning two all star selections and over 160 career wins. After baseball, he pursed his life long passion for bowling and became the PBA50 tour Champion. From the mound to the lanes, John has shown how discipline and adaptability can drive long term success in completely different areas. This episode is hosted by Jolene Tepedino and Chris Bostick, with the Zelniker Dorfman Carr & Heritage Group.

On Episode 16 of Self Equity, we’re joined by Mitch Slater. After three decades as a financial advisor, Mitch now leads digital communications at UBS, where he produces content and hosts the hit podcast Financially Speaking. He’s been a voice for financial literacy on CNN, CNBC, and Bloomberg. Mitch has built a career around advising, storytelling, and helping people invest in themselves, and we’re excited to dig into his journey today. This episode is hosted by Jolene Tepedino and Jordan Zelniker, with the Zelniker Dorfman Carr & Heritage Group.

Episode 15 of Self Equity we’re joined by 2 way NBA player for the Denver Nuggets, Spencer Jones. As a Stanford record-breaker and undrafted rookie who’s learning the business of basketball, Spencer is building wealth beyond the court, and carving out his own equity in the game. This episode is hosted by Jolene Tepedino and Ryan Armour, with the Zelniker Dorfman Carr & Heritage Group.

On episode 14 of Self Equity, we interview Tommy Sheppard, Former General Manager and President of the Washington Wizards. In his career, Tommy has navigated some of the toughest contracts in the NBA, pulled off high stakes trades and now relays that experience to coach executives on leadership and decision making. This episode is hosted by Jolene Tepedino and Jordan Zelniker, Wealth Strategy Associate for the Zelniker Dorfman Carr & Heritage Group.

Episode 13 of Self Equity highlights Hercy Miller, someone who's not just making plays on the court, but building serious value around it off the court. Division one athlete, content creator, entrepreneur, and part of one of hip hop's most iconic families, Hercy joins us to talk about turning early momentum into long term equity. From NIL deals to monetizing on content, he's thinking beyond the game of basketball. This episode is hosted by Jolene Tepedino and Ryan Armour, with the Zelniker Dorfman Carr & Heritage Group.

In episode twelve of Self Equity, we're joined by Tracy Avin, founder of TroopHR. TroopHR is an educational platform and professional community for modern people leaders. Today we're going to dig into her 20 plus years being an entrepreneur, building an nurturing networks, curating content and organizing events that advance the profession of Human Resources. Today's show is hosted by Jolene Tepedino and Christopher Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

On episode 11 of Self Equity we're joined by Ariana Ramsey, an Olympic athlete who participated in both the Tokyo and Paris Olympics in the sport of Rugby. As we discuss her journey from student athlete to business woman we'll learn how a young hungry athlete is making the most out of her brand. She discusses the in's and out's of the Olympics and how she's building her brand "Women Play Rugby." Episode 11 is hosted by Jolene Tepedino and Chris Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

In episode ten of Self Equity, we explore the in's and out's of the NFL Salary Cap. Former NFLPA Director of Salary Cap and Agent Administration and now Co-Founder of Pro Football Consulting, Mark Levin, shares his experience navigating player contracts, the NFL salary cap, communication with agents, and player resources like the NFLPA Certified Financial Advisor program. This episode is hosted by Jolene Tepedino and co-hosted by Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.