Smart Money Circle

Guest - Kit Gray Co-Founder & President Of PodcastoneWebsite ir.podcastone.com Ticker: $PODCBiography Kit Gray is the co-founder and President of Podcastone and one of the early strategists in developing a monetization standard for the podcast industry. Gray has spent nearly two decades working with talent and developing podcast concepts across all genres, all while creating a top tier team of individuals that are experts in all aspects of podcasting from technology, advertising sales, marketing, talent booking, acquisitions, development, vodcasts, video, social media, emerging concepts and more. Gray has helmed the company to consistent representation in several of the most influential podcast company ranking charts and leading the organization to be one of the most respected and profitable companies within the industry. Under Gray’s leadership, PodcastOne offers new and exciting concepts in this fast-growing entertainment genre including Pay Per View, slate IP development, live shows, meet and great experiences, video and more. Gray will be leading PodcastOne in its IPO’s later this month and he and his team are well positioned for success. To date, PodcastOne boasts 3.3billion all time downloadsincluding over 740million downloads in 2022 alone across more than 300 episodes distributed weekly under Gray’s direction.Born and raised outside of Boston, MA, Gray is a graduate of Rollins College and holds an MBA in Finance from CrummerGraduate School of Business. Prior to his co-founding PodcastOne, Gray worked extensively in media sales in some of the biggest demographic areas in the country including New York City, Los Angeles, Boston, and Chicago.

Guest

William (Bill) Alessi, Founder, Chief Executive Officer, and Director Alpha Modus

Website

https://alphamodus.com/

Ticker: $AMOD

Bio

William (Bill) Alessi

Founder, Chief Executive Officer, and Director

Mr. Alessi serves as Alpha Modus’ Chief Executive Officer. In 2014, Mr. Alessi formed Alpha Modus and became its initial seed investor and Founder. From 2000 through present, Mr. Alessi has taken the role as an entrepreneurial investor, focusing on real estate, small cap equities and technology markets.

Mr. Alessi’s forward-thinking entrepreneurial leadership skills were critical in the operations of Andover Brokerage, one of the fastest growing proprietary trading firms which pioneered the electronic day trading era. Mr. Alessi continuously seeks out investments in early-stage technology start-ups and data driven ventures.

This Stock Is Using Crypto To Disrupt Traditional Finance

Guest

Parker White, CFA, COO, & CIO at DefiDevCorp. $DFDV

Website

https://defidevcorp.com/

Ticker

DFDV

Bio

Parker White most recently spent 6 years at Kraken, holding a number of roles including Director of Engineering. Prior to Kraken, Parker White worked in TradFi for 5 years, conducting bond trading and portfolio management for regulated institutions ($2B RIA).

After receiving his CFA, he entered the Crypto space in 2017, running an algo trading startup throughout 2018. Parker has been active in Solana since 2021, has been an angel investor in Crypto since 2020, and sits on the Advisor Board at TVP for the Bitcoin Venture Fund Series (BVF 1 & BVF 2).

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Guest

Robert Ellin

Chairman & CEO of LiveOne

(NASDAQ: "LVO")

Ellin is the founder, CEO, and chairman of LiveOne, Inc., driving the company’s overall strategy and leading both the LiveOne and Slacker business units. Ellin developed the concept for LiveOne and founded the company in 2015, raising the initial capital and negotiating festival and distribution rights. He led the acquisition of Slacker Radio and took LiveOne public in December 2017. Ellin is also the founder and managing director of Trinad Management, a Los Angeles-based hedge fund. A long-time believer – and investor – in transformative digital technology and media, Ellin has launched, sold, and taken public dozens of ventures, including overseeing investments in gaming companies Majesco and THQ, Jaxx Pacific and many others. Prior to founding LiveOne, Ellin was the Chairman of Digital Turbine, where he worked with business partner Peter Guber to successfully take the company public. Ellin also ran, and eventually sold, internet media company iWon to Barry Diller’s IAC. A New York native and graduate of Pace University, Ellin began his career in finance at Eli Rothschild working in institutional sales before moving to Lombard Securities.

About LiveOne

Headquartered in Los Angeles, CA, LiveOne (Nasdaq: LVO) is an award-winning, creator-first, music, entertainment, and technology platform focused on delivering premium experiences and content worldwide through memberships and live and virtual events. LiveOne's subsidiaries include Slacker, PodcastOne (Nasdaq: PODC), PPVOne, CPS, LiveXLive, DayOne Music Publishing, Drumify and Splitmind. LiveOne is available on iOS, Android, Roku, Apple TV, Spotify, Samsung, Amazon Fire, Android TV, and through STIRR's OTT applications.

For more information, visit liveone.com

This Biotech CEO Wants To Cure Lung Cancer –

Maria Zanes President & CEO bioAffinity Technologies BIAF

Ticker: BIAF

Website

https://bioaffinitytech.com/

Maria Zannes, Chief Executive Officer, President, and Director, bioAffinity Technologies, Inc. (NASDAQ: BIAF)

Bio

Since founding bioAffinity Technologies in 2014, Ms. Zannes has built a team of award-winning scientists and executives who are advancing breakthrough diagnostics for lung cancer and other pulmonary diseases. The company’s first commercial product, CyPath® Lung, is a noninvasive, accurate test for early-stage lung cancer that has proven to detect the disease as early as Stage 1A when it can be cured. Prior to bioAffinity Technologies, Ms. Zannes founded The Zannes Firm to provide strategic solutions for private industry in the medical, environmental and energy fields. Previously, she was President of the Energy Recovery Council, a national trade group and General Manager of ECOS Corporation, a subsidiary of Burlington Environmental. Earlier in her career, she was a legislative aide to Congressman Charles Wilson (D-TX) after having worked as a journalist for Voice of America and the Associated Press. She has been awarded Lifetime Achievement Awards by the American Society of Mechanical Engineers and the Earth Engineering Center Award from Columbia University. Ms. Zannes received her J.D. from the University of Puget Sound in Washington State and is licensed to practice law in New Mexico.

bioAffinity Technologies, Inc. (Nasdaq: BIAF)

Lung cancer remains the leading cause of cancer deaths worldwide with an estimated 1.8 million deaths annually. Diagnosing and treating early-stage lung cancer can significantly improve outcomes and increase patient survival. bioAffinity Technologies addresses the urgent need for noninvasive, accurate early-stage lung cancer diagnosis. The Company’s lead product, CyPath® Lung, accurately detects early-stage lung cancer in high-risk patients as early as Stage 1A. Using CyPath® Lung as part of the diagnostic pathway can lead to earlier diagnosis, fewer unnecessary invasive procedures, reduced patient anxiety, and lower medical costs for the world’s largest cancer killer. CyPath® Lung is sold as a Laboratory Developed Test (LDT) by Precision Pathology Laboratory Services, a bioAffinity Technologies company, and reimbursed by Medicare, private payors and federal healthcare systems, including the VA.

CyPath® Lung uses proprietary advanced flow cytometry and artificial intelligence (AI) to detect cancer by analyzing the lung microenvironment. CyPath® Lung incorporates a fluorescent porphyrin that is preferentially taken up by cancer and cancer-related cells. The test demonstrated 92% sensitivity, 87% specificity, and 88% accuracy in individuals with small indeterminate pulmonary nodules that often pose diagnostic challenges. The test provides actionable information for physicians to guide next steps in patient care. Physicians using CyPath® Lung for their high-risk patients have reported multiple case studies in which CyPath® Lung detected lung cancer at Stage 1A when standard imaging, risk calculator models and serum marker tests indicated the nodules were likely benign. Conversely, a negative CyPath® Lung result has spared many patients from unnecessary and sometimes risky invasive procedures, including biopsy.

Guest:

Dan O’Toole, Founder, Chairman, and Chief Executive Officer of Arrive AI Inc.

Company:

Arrive AI - The Future of Autonomous Delivery

Website:

https://www.arriveai.com

Ticker:

NASDAQ: ARAI

About Arrive AI:

Arrive AI (NASDAQ: ARAI) is a technology company that transforms last-mile logistics with its AI-powered Autonomous Last Mile (ALM) platform, designed to make deliveries smarter, safer, and more efficient. Founded in 2020 and headquartered in Fishers, Indiana, the company’s patented Arrive Points™ smart mailboxes securely interact with drones, ground robots, couriers, and people, enabling seamless handoffs and secure chain-of custody controls. The platform also provides real-time tracking and logistics alerts, helping shippers and delivery networks achieve greater speed and reliability. Backed by nearly $12 million in crowdfunding and $40 million in institutional investment, Arrive AI advanced to the public markets with a Nasdaq direct listing in 2025.

Dan’s Bio

Dan O’Toole is a visionary leader bringing more than 37 years of entrepreneurial experience in building and scaling innovative businesses. He began his career as a national sales manager in specialty distribution before founding and exiting three companies, including Facility Maintenance USA, which provided nationwide services to Fortune 500 clients. Renowned for anticipating market shifts, O’Toole has repeatedly turned innovation into sustainable growth and long-term shareholder value. His track record spans securing patents, leading successful exits, and nurturing high-performance teams. At Arrive AI, he guides the company’s overall strategy, governance, and global expansion as a publicly traded enterprise.

Dan O’Toole is one of the first in the U.S. to secure patents for a smart mailbox capable of accepting packages via drones and other autonomous systems. His invention has since evolved into a Mailbox-as-a-Service platform powered by AI. A serial entrepreneur, he brings extensive leadership experience across startups, enterprise sales organizations, and commercial real estate. A graduate of Ball State University, he lives with his family in Carmel, IN, and is an avid car collector.

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management Business

Name: Bill Harris

Title: Founder, CEO

Bill’s Book:

https://a.co/d/aILiU0u

Company Name:

Evergreen Wealth

AUM:

$100M AUM

Website:

www.evergreenwealth.com

About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine. Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas, and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more.

About Bill Harris: Bill Harris is the Founder and CEO of Evergreen Wealth, a digital Registered Investment Advisor (RIA) delivering hyper-personalized, tax-optimized Dynamic Portfolios™ for high-earning professionals and affluent families, particularly those in high-tax states, helping them build long-term, generational wealth. A fintech pioneer with over three decades of leadership at the intersection of finance and technology, Bill has founded and led multiple companies that have become household names, reshaping how people manage, protect, and grow their money. Before founding Evergreen Wealth, he was the former CEO of PayPal, guiding the company through its launch and early growth; the former CEO of Intuit, where he oversaw the expansion of TurboTax, Quicken, and QuickBooks; and the founder of Personal Capital, which scaled to $23 billion in assets before its $1 billion acquisition by Empower Retirement.

Beyond Evergreen Wealth, Bill has launched and scaled several other companies, including MyVest, PassMark Security, IronKey, and One Finance (acquired by Walmart in 2022). He has also served on the boards of Macromedia, SuccessFactors, Care.com, Yodlee, GoDaddy, Avalara and Business.com. Bill is the author of Investment Tax Guide: How to Slash Your Taxes, which emphasizes after-tax returns as the most critical measure of investment success, a principle that underpins Evergreen Wealth’s approach to Dynamic Portfolios. Bill holds an MBA from Harvard Business School and a BA from Middlebury College.

This CEO is Disrupting Education with AR & VR – Meet Paul Kellenberger CEO zSpace - $ZSPC

Description

Guest

Paul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board zSpace (Nasdaq: ZSPC)

Website:

https://www.zspace.com/

Paul’s Bio

Paul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board of directors. Mr. Kellenberger has served as CEO and director since December 2006. Prior to zSpace, he was CEO of Chancery Software Ltd. (sold to Pearson PLC in 2006), CEO of Promeo Technologies, and SVP at Inacom Corporation (acquired by Compaq/Hewlett Packard). He also served as VP and Director at Motorola Inc. Mr. Kellenberger holds a B.A. in economics from the University of Western Ontario and an M.B.A. from McMaster University.

Company bio:

zSpace, Inc. (NASDAQ: ZSPC) delivers innovative augmented and virtual reality (AR/VR) experiences that drive achievement in STEM, CTE, and career readiness programs. Trusted by over 3,500 school districts, technical centers, community colleges, and universities, zSpace allows students and teachers to experience learning in the classroom that may otherwise be dangerous, impossible, counterproductive, or expensive using traditional techniques. Headquartered in San Jose, California, zSpace holds over 70 patents, and our hands-on "learning by doing" solutions have been shown to enhance the learning process and drive higher student test scores, as evidenced by a study on the utility of 3D virtual reality technologies for student knowledge gains published in the Journal of Computer Assisted Learning in 2021.

This $200 Million Money Manager Wants You To Become A Financial Beast – Meet Eric Miller Chief Advisor At Econologics Financial Advisors

Guest

Eric Miller Chief Advisor at Econologics Financial Advisors

AUM ~ $200 million

Eric’s Book:

https://www.amazon.com/How-Become-Financial-Beast-Practice/dp/1937205304

Company name

Econologics Financial Advisors

Website

www.econologicsfinancialadvisors.com

Bio

Eric Miller is a seasoned financial planning professional with over 20 years of experience dedicated to empowering private practice owners and associates. As Co-Owner and Chief Financial Advisor of Econologics Financial Advisors, LLC, a Registered Investment Advisor, Eric specializes in strategic financial planning, including investments, retirement, asset protection, tax strategies, debt elimination, and business transition planning. A Registered Financial Consultant® (RFC) and graduate of Capital University, Eric is also a prolific author and speaker and has published countless articles, videos, and podcasts and is the bestselling author of How to Become a Financial Beast. He has presented at hundreds of events nationwide, and weekly hosts the Financial Beast Podcast.

Guest

Adam Mizel Co-Founder & CEO US United

Website

https://www.us-united.org/

About US United

US United is a not-for-profit media collective building unity through storytelling, service, and human connection. Co-founded by business leader Adam Mizel and Sheriff Chris Swanson, the organization works to prove that Americans share common values and can bridge divides through community engagement. Programs include the Sheriff Unity Network, Holiday Giving Spectacular, and monthly 30 For US unity conversations. To take the Unity Pledge, visit us-united.org.

Adam Mizel Bio:

Adam Mizel's journey from Wall Street to corporate leader to building a grassroots unity movement wasn't exactly planned. After a successful 30-year business career, from Morgan Stanley, to launching private equity firms and hedge funds, to starting and running public and private companies, he found himself screaming at the news during the chaotic days of May 2020. George Floyd had been murdered, the country was in the midst of a pandemic, politicians and pundits amped up the rhetoric and many of us felt that the fabric of the country was ripping apart. At that moment, his wife Taunya delivered the wake-up call: "No one's hearing you if you scream at the TV." That insight sparked his biggest epiphany yet—instead of just making another donation, Adam was going to DO SOMETHING about America's divisions. He did not have a more developed concept than that, but as a serial entrepreneur, Adam was confident he would figure it out.

What happened next surprised even him. Doors started opening in ways they never had during his business career. Through a social justice task force formed with CMO leadership organization PTTOW, he met Ken Nwadike, Jr. (the "Free Hugs Guy"), who in turn introduced him to Sheriff Chris Swanson of Flint, Michigan. Chris made global headlines when 3.2 billion people watched as he and his officers took off their riot gear and marched arm-in-arm with George Floyd protesters on May 30, 2020. Flint was one of the few American cities that did not burn that night. Their instant connection led to the co-founding of US United in 2021 and together they have grown it into a movement for unity that is proving that Americans aren't as divided as politicians and media want us to believe.

Today, US United has built a network of close to 100 sheriffs committed to bringing unity into their communities. They have reached thousands of families across the country through giving events like the Holiday Spectacular, broken people out of their bubbles with a unity pledge and national online conversations called 30 For US, and just completed a summer cross-country road trip documenting real stories of unity happening at the grassroots level. Adam went from yelling at his TV to building a movement that's challenging the narrative about American division by empowering Americans with the tools they need to reunite our country – and inspiring others along the way. One voice is loud, millions are a movement.

SOCIAL MEDIA INFO:

LinkedIn - https://www.linkedin.com/in/adammmizel/

Facebook - https://www.facebook.com/USUnitedOrg

Instagram - https://www.instagram.com/us_united_org/

Twitter - https://twitter.com/US_United_Org