"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Austin Peterson of Backbone Planning Partners. Austin shares his path into wealth management and the experiences that ultimately led him to focus his practice on private business owners. He discusses why many successful entrepreneurs lack coordinated financial advice and why plann...
29 Jul 2026
Stephen Lewis | Future First Finance
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Stephen Lewis of Future First Finance. Stephen shares his path into wealth management and the story behind Future First Finance, offering insight into why he built a firm focused on helping clients invest for both long-term financial success and the global transition to a lower-ca...
21 Jul 2026
Jacob Tally | Prospero Wealth
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Jacob Tally of Prospero Wealth. Jacob shares his path into wealth management and the story behind Prospero Wealth, offering insight into why the firm was built specifically to serve tech professionals navigating the unique financial complexities of equity compensation, concentrat...
21 Jul 2026
Christina Kramlich | Cantata Wealth
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Christina Kramlich of Cantata Wealth. Christina shares her path into wealth management and the story behind Cantata Wealth, offering insight into how the firm helps individuals and families navigate the complexities of preserving and growing wealth across generations. The conversa...
1 Jul 2026
Louis Green | Prestiq Wealth
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Louis Green of Prestiq Wealth. Louis shares his path into wealth management and the story behind Prestiq Wealth, offering insight into how the firm delivers institutional-quality investment management through a highly personalized and planning-driven approach. The conversation exp...
29 Jun 2026
Rubin Miller | Peltoma Capital Partners
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Rubin Miller of Peltoma Capital Partners. Rubin shares his path into wealth management and the story behind Peltoma Capital Partners, offering insight into how the firm helps individuals and families navigate increasingly complex financial decisions through disciplined planning an...
10 Jun 2026
Frank Byskov | Forty4 Financial
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Frank Byskov of Forty4 Financial. Frank shares his path into wealth management and the story behind Forty4 Financial, offering insight into how the firm helps clients simplify complex financial decisions through a planning-first approach centered on long-term relationships and per...
21 May 2026
Rebecca White | Harrington Investments
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Rebecca White of Harrington Investments. Rebecca shares her path into wealth management and the story behind Harrington Investments, offering insight into how the firm approaches investing through a lens that integrates financial outcomes with broader social and environmental cons...
15 May 2026
Guillaume Decalf | Oui Financial
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Guillaume Decalf of Oui Financial. Guillaume shares his path into wealth management and the story behind Oui Financial, offering insight into how the firm approaches financial advice through a globally informed perspective and a focus on helping clients align their wealth with bro...
15 May 2026
Matthew Oberdorfer | ObFi.com
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Matthew Oberdorfer of ObFi.com. Matt shares his path into wealth management and the story behind building a modern advisory focused on helping clients avoid costly financial mistakes while better navigating taxes, risk, and long-term decision making. The conversation explores how ...
14 May 2026
Dale Shafer | Life Moves Wealth Management
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Dale Shafer of Life Moves Wealth Management. Dale shares his path into wealth management and the story behind Life Moves, offering insight into how the firm helps clients navigate financial decisions through the lens of life’s biggest transitions. The conversation explores how Lif...
10 Apr 2026
Dave O'Brien | EvoAdvisors
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Dave O'Brien of EvoAdvisors. Dave shares his path into wealth management and the evolution of Evo Advisers, offering insight into how the firm serves high-net-worth individuals and families through a planning-first, client-centric approach. The conversation highlights how EvoAdvis...
2 Apr 2026
Lucas Wennersten | 49th Parallel Wealth Management
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Lucas Wennersten, founder of 49th Parallel Wealth Management. Lucas shares his journey building a firm designed to serve clients with complex, cross-border financial lives, offering insight into the nuances of advising individuals and families across both the U.S. and Canada. The ...
3 Feb 2026
The Infrastructure Behind the Energy Transition: Unlocking the Grid with Interconnection Capital
Listen to a discussion on the emerging opportunity of interconnection capital: a short-duration strategy designed to address critical grid bottlenecks while offering structural downside protection through regulatory refundability.
2 Aug 2024
Adam Wishard | First Pacific Financial
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.In our second episode, we highlight Adam Wishard, Co-Chief Investment Officer at First Pacific Financial. Adam shares his journey from a math and statistics background to becoming a financial advisor, emphasizing his passion for simplifying complex financial issues for clients. He discusses the evolution of First Pac...
20 Jun 2024
Bruce Herbert | Newground Social Investment
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.In our inaugural episode, we highlight Bruce Herbert, founder of Newground Social Investment. Bruce shares his remarkable journey from studying Buddhism in Asia to training on Wall Street, and how he integrates values-aligned investments into his clients’ portfolios. Discover how Bruce’s firm leverages shareholder en...
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