Smart Money Circle

Driving Toward a Sustainable Future: Steven Rossi Shares

Website: https://worksport.com/

Bio

Worksport's MISSION

Lynn Teachworth Mental &Physical Performance Therapist Trunamics.com

Website: https://www.trunamics.com/

Lynn’s Bio:

More About Lynn

BS, LMT, GIFT, KMI, Adv CBP, CAFS

Lynn has been a licensed massage therapist for over 25 years. His clients include over 2000 professional athletes in the PGA, LPGA, NBA, NFL, MLB as well as many other sports including professional wake boarding and water skiing. He is also a 2018 inductee into the World Massage Federations Hall of Fame.

Lynn specializes in pain, sports injuries, and sports performance. He has certifications in Structural Integration, Myofascial Release, Source Point Therapy, Trigger Point Therapy, Cranial-Sacral Therapy, Visceral Manipulation and Body Talk. Lynn is also a Gift Fellow through the Gray institute, the most advanced training in functional movement and bio-mechanics available.

A former BodyTalk instructor, he is well-versed in the scientific basis of energy medicine and integrates this into his practice as well. We also use Microcurrent Therapy when needed, to help remove scar tissue and inflammation quickly and painlessly.

One of only a few therapists in the world with advanced training in structural bodywork, bio-mechanics and movement as well as energy medicine, Lynn is able to address chronic stress, headaches, tennis elbow, back pain, plantar fascitis, rotator cuff issues, neck, knee or lower back pain efficiently and comprehensively - often resolving it quickly and permanently.

In addition to recovery, rehab, and maintenance work, Lynn also helps improve athletic performance. If you are looking to improve your sports performance in golf, football, soccer, lacrosse, water skiing/wakeboarding, Lynn can help find out where and why your body is not performing or is not coordinated enough to develop specialized skills. He is a certified Nike360 Golf Perfomance Specialist as well as a certified Applied Functional Science trainer.

Teaching is one of Lynn's passions; as the Director of Trunamics, his emphasis is on teaching integrative truths of human body dynamics to make good therapists great. He has been teaching for over 15 years in the USA, Germany, Japan, Ireland, Canada, Australia and the UK.

Guest:

Website:

Ticker: $OPK

His Wikipedia page:

Bio:

Dr. Frost has been the CEO and Chairman of OPKO since March 2007. Previously, Dr. Frost served at Teva Pharmaceutical industries, Limited (“TEVA”) as both Chairman of the Board and Vice Chairman. Dr. Frost served as Chairman of the Board of Directors and CEO of IVAX Corporation from 1987 until its acquisition by Teva in January 2006. He also served as Chairman for Key Pharmaceuticals, Ladenburg Thalmann Financial Services was a director of Continucare Corporation and Castle Brands, Inc. He was also a Governor and Co-Vice-Chairman of the American Stock Exchange.

Dr. Frost is a past chairman and currently serves as a member of the Board of Trustees of the University of Miami, the Shanghai Institute for Advanced Immunochemical Studies in China, and as a Trustee of the Miami Jewish Home for the Aged and the Mount Sinai Medical Center. He also serves as a member of the Executive Committee of the Phillip and Patricia Frost Museum of Science. He is a past member of the Board of Trustees of the Scripps Research Institute, the Board of regents of the Smithsonian Institution, and the Skolkovo Foundation Scientific Advisory Council in Russia.

Dr. Frost is a director of Cocrystal Pharma Inc, a publicly traded biotechnology company developing new treatments for viral diseases.

Christopher Sullivan, CMT, Co-Founder and Portfolio Manager for Hyperion Decimus Who Manages around $200M AUM

Name: Christopher Sullivan

Title: Co-Founder and Portfolio Manager for Hyperion Decimus

Website: www.hyperiondecimus.com

Bio:

1.Began Financial Career at Morgan Stanley

2. Entrepreneur since 2010,

3. Prior to moving over to digital assets only in 2018, we ran a volatility arbitrage fund

4. Held Series 3,4, 6,7,10,24,30,31,33, 66 securities license, and hold CRPC, AWMA, CMT designations

5. Specialist in quantitative and systematic strategies, as well as Derivatives

6. Traded north of 50 billion in crypto since inception

Kathy Lee Sepsick Founder & CEO of Femasys – FEMY

Name: Kathy Lee-Sepsick Founder and CEO of Femasys

Title: Founder & CEO of Femasys

Website: https://www.femasys.com/

Ticker: NASDAQ: $FEMY

Bio:

Kathy Lee-Sepsick founded Femasys in February 2004. Ms. Lee-Sepsick has served as a senior executive in the medical technologies industry for nearly three decades, compiling a successful track record in growing emerging companies and corporate operating divisions.

She holds over 100 patents globally for Femasys’ products and product candidates.

Ms. Lee-Sepsick was instrumental in the various stages of product and company life cycles with strategic, operational, and executive responsibilities, at start-ups Novoste Corporation, developer of intravascular therapy solution and SaluMedica, biomaterial developer of artificial cartilage. At the onset of her career, Ms. Lee-Sepsick served in a product management role at Terumo Medical Corporation, where she was integral in the management of strategic partner, Boston Scientific Corporation.

Ms. Lee-Sepsick also serves on the Board of Directors of Georgia Bio. Ms. Lee-Sepsick holds a BS in Biochemistry and an MBA from Rutgers University.

Guest:

Benjamin G. Wolff President & CEO of Palladyne AI – Ticker $PDYN

Website: https://www.palladyneai.com/

Bio:

Benjamin G. Wolff has served as our President & Chief Executive Officer since February 2024 and has served as a member of our board of Directors since September 2021. Mr. Wolff has held various leadership roles at the Company throughout the years, including as prior President and Chief Executive Officer and Chairman of our Board of Directors.

Most recently, Mr. Wolff served as Executive Chairman from December 2021 until February 2023 and as Executive Vice Chairman from October 2023 until his appointment as our Chief Executive Officer effective February 2024.

Prior to joining us, Mr. Wolff served as Chief Executive Officer, President and Chairman at Pendrell Corporation from December 2009 to November 2014. In April 2004, Mr. Wolff co-founded Clearwire Corporation, where he served as President and Chief Executive Officer until March 2009 and Co-Chairman until October 2011. Mr. Wolff previously served on the board of the Cellular Telecommunications Industry Association (CTIA).

Mr. Wolff earned his law degree from Northwestern School of Law, Lewis & Clark College in Portland, Oregon, and his Bachelor of Science degree from California Polytechnic State University.

Guest: Lane Kawaoka Owner The Wealth Elevator

Lane owns 10,000+ rental units and leads the “Hui Deal Pipeline Club” which has acquired over $2.1B+ of real estate, by syndicating $200 million+ of private equity since 2016. He has returned over $45 million dollars to his investors in distributions.

Lane uses his Engineering degree to reverse-engineer wealth building strategies the rich use in the Top-50 Investing Podcast, The Wealth Elevator.

200 words: Lane Kawaoka currently owns 10,000+ units across the US. He lives in Hawaii with his wife and daughter, after quitting his day job as a Professional Engineer with a MS in Civil Engineering & Construction Management and a BS in Industrial Engineering. Lane partners with investors who want to build their portfolio, but are too busy to mess with “tenants, toilets, and termites” by curating opportunities in his “Hui Deal Pipeline Club” where his investors have personal access to him and know that Lane is personally putting his money on the line too. The Hui Deal Pipeline Club has acquired over $2.1B dollars of real estate acquired by syndicating over $200 Million Dollars of private equity since 2016.

He has returned over $45 million dollars to his investors in distributions. Lane reverse engineers the wealth building strategies that the rich use to the middle class via the Top-50 Investing Podcast The Wealth Elevator. Lane’s mission is to help hard working professionals out of the rat race, one free strategy call at a time.

Description:

Guest: Peter Krull, Partner and Director of Sustainable Investing at Earth Equity Advisors around $200M

Website: EarthEquityAdvisors.com

​Here’s more information on Peter's

Green Sage Sustainability Portfolio:

https://www.earthequityadvisors.com/green-sage/

Here is the link to the book Peter Mentioned:

https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137404

Bio:

Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity Advisors, a Prime Capital Financial Company. He is also the 2024 Investment News ESG/Responsible Investing Advisor of the Year, 1 and a well-known thought leader in the sustainable investment industry, advocating for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing.

Practicing sustainable investing for over 20 years, Peter believes in the power of positive, solutions-based investing. At Earth Equity, Peter focuses on creating and managing the firm’s SRI investment portfolios, educating investors and advisors alike on the dangers of greenwashing, and writing thought leadership pieces.

In 2021, Peter won the ThinkAdvisor Luminaries Award for Thought Leadership and Education 2 as well as the Sustainable Champion Award from the North Carolina Business Council in 2022. 3 He was ranked in the AdvisorHub listing of fastest-growing advisors in America for 2022. 4

Peter is a contributor to Forbes and Kiplinger and has been quoted in The New York Times, Barron’s, Bloomberg, Money Magazine, Investor’s Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles. He hosts the video podcast, Dollars;

Change: The Experts Guide to Sustainable and Responsible Investing and his book The Sustainable Investor: A Guide to Responsible Investing for Financial Advisors will be released by Wiley in 2025.

A native of Western New York, Peter lives in Asheville, NC, with his wife, Dr. Melissa Booth, a scientist, science communicator, and novelist, and their very spoiled cat, Cleo. They drive electric vehicles and live in a solar and battery-powered house.

1 Awarded June 2024 for the 2023-2024 year period by InvestmentNews. No compensation was provided.

2 Awarded November 2021 for the year 2021 by ThinkAdvisor. No compensation was provided.

3 Awarded January 2023 by the North Carolina Business Council for the year 2022. No compensation was provided.

4 Awarded November 2022 by AdvisorHub for the year 2022. No compensation was provided.

Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money

Guest name: Eric Franklin

Title: Managing Principal, Co-Founder

Website: www.prosperowealth.com

AUM: $60M

Bio:

Eric is the Managing Principal and Owner of Prospero Wealth, a financial planning and wealth management firm dedicated to inspiring tech professionals to live larger and more impactful lives. Prospero Wealth is the only advisory practice to focus on this large and affluent population by providing a highly curated set of data-driven products and services, and by training multi- decade tech veterans to act as lead advisors.

Despite relatively high pay and benefits, a 2020 Gartner survey found that two out of three tech workers were open to or already seeking jobs in other industries. Tech professionals are highly educated and skeptical of financial salespeople. Prospero Wealth has found them to be more comfortable working with advisors that have a similar career background and who have already made similar career switches they are looking to make for themselves (“second-act” careers with larger personal satisfaction and control).

Prior to starting Prospero Wealth, Eric worked 23 years in technology, most notably at Amazon for over 18 years (over three separate terms starting in 1998) where he was an early product owner for Customer Reviews and Wish Lists, managed teams of product managers delivering category expansion for Amazon, and designed a large-scale technology platform for Customer Service triggering automated actions in response to large scale anomaly detection. In between those three stints at Amazon, Eric also worked in a number of startups as the head of product.

Eric holds a B.A. degree in literature from the University of California, Santa Cruz, and lives in Seattle with his wife and two children. He loves taking the family skiing (even though he is a lifelong snowboarder), spinning vinyl in his home office, and is an avid reader.

Risk Can Be An Opportunity. $TRX Gold CEO Explains What’s Next & How Gold Is A Database Business