Smart Money Circle

Title

Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at Ellevest

Guest

Dr. Sylvia Kwan, CFA®, CAIA®

CEO & CIO Ellevest

Website

www.ellevest.com

About Dr. Kwan

Dr. Sylvia Kwan, CFA®, CAIA® is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of industry experience. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. She also serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.

Disclosure

© 2025 Ellevest, Inc. All Rights Reserved.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person.

Ellevest, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Membership fees and additional information can be found at www.ellevest.com.

This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market -

Meet Paul S. Stanley Managing Partner At Granite Bay Wealth Management

Guest:

Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUM

Website:

https://granitebaywm.com/

Bio:

Paul graduated from Bentley College with a Bachelor’s in Economics and Finance. He spent the first ten years of his career working at major Wall Street firms. In 2006 he opened Granite Bay Wealth Management after realizing that independence was the only way to truly offer what was best for his clients.

Paul obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1999. He has successfully completed level one of the Chartered Financial Analysts (CFA®) exam. He also received his Certified Portfolio Manager (CPM®) designation through the Academy of CPM and New York University’s Stern School of Business in 2022.

Paul currently serves as a Selectman for the Town of Greenland, NH. He has served as an elected member of the MSAD 35 School Board, Chairman of the South Berwick Sewer District, and a board member of Marshwood Youth Baseball. He spends his free time coaching baseball and soccer, cooking, traveling, golfing, running, and playing guitar. Paul lives in Greenland, NH with his partner Colleen and her daughter Annabelle and has two grown sons: Trevor, who works as a financial advisor for Granite Bay, and Chase, who is attending the University of Tennessee in Knoxville.

Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value — even when the markets get messy.

About Chad Maggard, Managing Director of Johnson Investment Counsel:

Chad joined Johnson Investment Counsel in 2009 and is a Managing Director within Johnson Family Office Services. He is a shareholder of the firm and holds the Chartered Financial Analyst® (CFA®) designation. Prior to coming to the firm, he was a Financial Consultant for AXA Advisors, LLC.

Disclaimer: Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

Guest Name:
Scott Buchanan, COO, of Bitcoin Depot $BTM

Website:
https://bitcoindepot.com/

Ticker:
NASDAQ: BTM

Bio:

Scott Buchanan serves as the COO of Bitcoin Depot, where he oversees the day-to-day operations of the business as well as long-term strategic planning. In his role, Scott applies his long-standing passion for solving complex problems and optimizing business processes to maximize results. He brings a strong professional background in accounting and finance, having previously worked as a manager for Acuity Brands and an assurance associate for KPMG. Scott is also a Certified Public Accountant with a master’s degree in accounting from Wake Forest University. 

Guest:

Heath Fountain CEO of Colony Bankcorp

Website:

https://colony.bank/

Ticker: CBAN

Bio:

T. Heath Fountain is the Chief Executive Officer of Colony Bankcorp, Inc., a leading community bank headquartered in Fitzgerald, Georgia. Fountain joined Colony Bank on July 30, 2018, as President and CEO, and also serves on the company’s Board of Directors and Executive Committee.

Under his leadership, Colony Bank has achieved the number one deposit market share among community banks in Georgia. The bank has grown to more than $3.1 billion in assets and expanded its presence across the state of Georgia, as well as into Birmingham, Alabama, Tallahassee, Florida, and the Florida Panhandle.

The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery Business

Guest

Serguei Melnik

Founder & President Nutriband

Ticker: NTRB

Website:

https://www.nutriband.com/

Bio:

Mr. Melnik has been involved in general business consulting for companies in the U.S. financial markets and setting up legal and financial framework for operations of foreign companies in the U.S.

Mr. Melnik advised UNR Holdings, Inc. with regard to the initiation of the trading of its stock in the over-the-counter markets in the U.S., and has provided general advice with respect to the U.S. financial markets for companies located in the U.S. and abroad. From February 2003 to May 2005 he was the Chief Operations Officer and a Board member of Asconi Corporation, Winter Park, Florida, with regard to restructuring the company and listing it on the American Stock Exchange.

Mr. Melnik from June 1995 to December 1996 was a lawyer in the Department of Foreign Affairs, JSC Bank “Inteprinzbanca,”, Chisinau, Moldova, and prior thereto practiced law in Moldova in various positions. Mr. Melnik is fluent in Russian, Romanian, English and Spanish.

Full bio here: https://www.nutriband.com/team-1/serguei-melnik

Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yoneson Risk, Reward, and Leveraged ETFs

Guest: Douglas Yones CEO of Direxion

Company: Direxion ETF

Website: https://www.direxion.com/

AUM: $50 Billion

Bio:

As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institutional investors. He drives partnerships with regulators and distribution channels to solidify Direxion's leadership in Leveraged and Non-traditional ETFs. With decades of expertise in asset management, ETF structures, capital markets, and compliance, Douglas serves on Direxion's Executive Management Committee.

Previously, Douglas was Head of Exchange Traded Products at the New York Stock Exchange, managing listings for ETPs, Closed-End Funds, and SPACs. His tenure included supporting over 2,000 ETF launches and consulting with more than 250 asset managers on their inaugural funds. Before that, Douglas spent 17 years at Vanguard, leading Domestic Equity Indexing/ETF Product Management and contributing to ETF development across the United States, Canada, Europe, Latin America, Asia and Australia.

Douglas holds a ChFC®, CETF®, an MBA from Villanova, and a bachelor’s degree from Penn State. A FINRA-registered Options and General Securities Principal, he is a prominent advocate for ETF investor education globally. His contributions include the creation of ETFcentral.com, furthering the development and adoption of the Certified ETF Advisor CETF® program, and producing educational content via podcasts and digital platforms to advance ETF adoption and understanding for investors worldwide.

Note: Please Read The Full Disclaimer On The Company's Website:

An investor should carefully consider a Fund’s investment objective, risks, charges, and expenses before investing. A Fund’s prospectus and summary prospectus contain this and other information about the Direxion Shares. Click here to obtain a Fund’s prospectus and summary prospectus or call 866-476-7523. A Fund’s prospectus and summary prospectus should be read carefully before investing.

Leveraged and Inverse ETFs pursue daily leveraged investment objectives which means they are riskier than alternatives which do not use leverage. They seek daily goals and should not be expected to track the underlying index over periods longer than one day. They are not suitable for all investors and should be utilized only by sophisticated investors who understand leverage risk and who actively manage their investments.

Direxion Funds Risks — An investment in the Funds involves risk, including the possible loss of principal. The Funds are non-diversified and include risks associated with concentration risk which results from the Funds’ investments in a particular industry or sector and can increase volatility over time. Active and frequent trading associated with a regular rebalance of a fund can cause the price to fluctuate, therefore impacting its performance compared to other investment vehicles. For other risks including correlation, compounding, market volatility and risks specific to an industry or sector, please read the prospectus.

Direxion Shares ETF Risks — An investment in the ETFs involves risk, including the possible loss of principal. The ETFs are non-diversified and include risks associated with concentration that results from an ETF’s investments in a particular industry, sector or company, which can increase volatility...

The rest of the disclaimer is on the company's website

Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR)

Guest

E. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVR

Ticker: HOVR

Website:

https://www.horizonaircraft.com/

Bio

Brandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acquisition. The co-author of several successful aerospace patents, he is at the vanguard of the Advanced Air Mobility movement and holds a Bachelor of Mechanical Engineering from Royal Military College, an MBA from Royal Roads University, and has an Airline Transport Pilot’s License.

Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE

Guest

Aaron Day Co-Founder & Chief Executive Officer

Stock Ticker: AMZE

Website: https://www.amaze.co/

Bio

Aaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including technology and industrial manufacturing.

Previously, Aaron served as CEO of several companies, including Trend, and held key leadership roles with organizations like Canva, where he contributed to its meteoric growth within the digital design space.

Aaron’s visionary leadership has been instrumental in driving Amaze’s strategic evolution into a leading player in the creator content ecosystem, empowering individuals to transform their passions into thriving businesses.

Guest:

Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions

Bio

Craig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies.

Links to Resources Mentioned:

Follow Craig on X: http://x.com/craigbrockie

Probiotic Yogurt Maker: (Your affiliate link or) https://amazon.com/ultimate

Dr. Berg's "Fix Your Gut with One Microbe" video: https://youtube.com/watch?v=nZV1oYv5Ddo

FREE first chapter of "Ultimate Health" book: https://CraigBrockie.com/free

FREE Ultimate Peptide Cheat Sheet: https://CraigBrockie.com/cheatsheet

Mental Health Supplements: https://TrueHope.com

"Dianetics: The Modern Science of Mental Health": https://Dianetics.org

Sauna Detox Program: https://ClearBodyClearMind.com

FREE course to regain self-respect: https://scientologycourses.org/tools-for-life/integrity/progress.html