Devon Drew is the CEO of AssetLink, a distribution platform leveraging data intelligence to connect advisors with investment solutions that meet their needs. We talked to Devon at Future Proof Citywide about data as the driving force behind AI, and the capabilities of AI in the wealth management space.

Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

Sean Allocca is the Executive Editor of The Daily Upside, a leader in business journalism delivering economic and financial insights to over 1 million investors. We talked to Sean at Future Proof Citywide about the opportunity for advisors and their clients to invest in alternatives, and how advisors can stay informed on private market assets.

Caleb Silver is the Editor-in-Chief of Investopedia, a pivotal education resource for advisors and their clients. We sat down with Caleb at Future Proof Citywide to discuss financial education as an integral component to investing, particularly in the alternatives space. Caleb shares his insights on recent market volatility, the concerns of individual investors, and the crucial role that education plays in the client-advisor relationship.

Larry McDonald was a Vice President at Lehman Brothers in 2008, and out of that experience he produced a framework of twenty one indicators of economic health that can also detect early signals of opportunity and danger. His most recent book, How to Listen When Markets Speak, released last year, was early in connecting the dots between past, present and the future that is now. Larry and his research platform, The Bear Traps Report, has a unique and well informed take on what we are seeing right now, with the shock of tariffs, the motivation of the current administration, the resistance of the Fed, and the reaction of markets and businesses. He presents his views on how to amend the 60/40 to ride out the storm, and where the opportunities are.

XY Planning Network (XYPN) founders Michael Kitces and Alan Moore saw a need to do financial planning differently. They developed XYPN to make financial planning more accessible by creating a turnkey advice and planning platform that currently supports and empowers more than 2,000 independent financial advisors to serve whomever they want, however they want.

Arlene Moss, lead executive business coach at XYPN, coaches financial planners through the challenges that come with establishing and growing their practices. On this episode, we get into how XYPN coaches bring the key component of human connection to helping advisors power their practices.

Callie Cox is the chief market strategist of Ritholtz Wealth Management and the author of OptimistiCallie, a newsletter of Wall Street quality research for everyday investors. Callie has spent the past decade providing investors with rational, evidence-based insights on the markets and economy. On this episode, we get into how advisors can balance empathy and understanding with a scientifically-grounded approach to guiding clients through market volatility.

George Kinder, founder of the Kinder Institute of Life Planning, is internationally recognized as the Father of the Life Planning Movement. Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives. George has a new book, The Three Domains of Freedom, and we get into it on this episode.

Martinelli Financial Services has been acting as a fiduciary for clients since 1981. Michael Martinelli joined his father Ernie 11 years ago, and together they've leaned into expanding the role of alternatives in HNW client portfolios. We get into how they approach it, what the pain points are, and where they see the industry going. 

We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the “NoScore” data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.