Behind The Advisor

We’re excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it’s been about a year and a half since Alan hosted his last #XYPNRadio epi…

We’re excited to welcome back Shane Mason and AJ Ayers, co-founders of Brooklyn FI, for a check-in on their growth trajectory since we last spoke with them on episode #221. Brooklyn FI now has 10 ful…

We’re excited to have four XYPN members and firm owners on the show today. Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross were introduced to each other during their XYPN Launcher progr…

We’re honored to welcome Vince Hockett, XYPN’s Chief Revenue Officer, to the show today. Vince joined the XYPN team just about one year ago and has brought decades of experience working at rapidly gr…

Today, we’re excited to introduce you to Kelly Klingaman, Vice President and Regional Director of Dimensional Fund Advisors (DFA). Kelly has worked in the RIA space for the past 12 years, helping adv…

In today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. 

Cindu joins us to discuss what diversity, equity, and inclusi…

Today, we have the privilege of talking to Terria Heng and Shelby Brown, two of XYPN’s Compliance Coaches who together have nearly two decades of experience as examiners and compliance consultants.

T…

Today we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA owners who make a tremendous impact in their clients’ lives as they focus on the complex niche of people …

Today, we have an exciting conversation with Ryan Mohr and Eric Thomas, owners of Clarity Capital Management, a fee-only firm out of Portland, OR, where we talk about all things partnering—how to do …

Today we’re excited to welcome Pearl Michalson, XYPN’s Internship Coordinator, to the show. Pearl has built XYPN’s internship program from the ground up and has a wealth of expertise when it comes to…

We’re incredibly excited to have Ashlee deSteiger and David Rae—two XYPN advisors and RIA owners—on the show today to talk about everything that comes along with working having your spouse as a cowor…

Today, we have two remarkable XYPN members—Tremaine Wills and Charles Ho—on the show. Tremaine and Charles both left the broker-dealer space knowing they were destined to do more meaningful work. Bot…

We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses ent…

Today, we’re excited to talk with three extraordinary people—Aaron Agte, Michael Reynolds, and Trishul Patel—with three remarkable things in common: they are all RIA owners, XYPN members, and, to top…

We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Assess Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, t…

We’re excited to have John Mason and Tommy Blackburn on the show today. John and Tommy are partners at Mason & Associates, a fee-only firm out of Newport News, Virginia. Tommy and John are friends, f…

We’re honored to have XYPN Director of Brand Communications, Kelly Moorman, on the show today to talk about all things brand. Kelly is a trained chemist, but married her experience with large data se…

We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019…

We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. We discuss the EOS model, client surges, and what t…

We’re excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his career spending time as a captive insurance agen…