business
Hosted by Gregory Wilnau · business · EN · 58 episodes
Finding a financial advisor is easy. Finding the right one is hard. Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them. That's what Financial Planner Search is for. Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work, and who they're best suited to help. By the end, you'll know what they’re all about. Whether you're approaching retirement and looking for a fiduciary for the first time, thinking about leaving your current advisor, or simply want to make a smarter hiring decision — this show gives you the inside access you need.
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Contact path
Verified email
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchFinding a financial advisor is easy. Finding the right one is hard. Most advisors look the same on paper, credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them. That's what Financial Planner Search is for.
Financial Planner Search is hosted by Gregory Wilnau. The show has published 58 episodes to date.
Recent episodes include "75% Therapist with Sean Linder | Financial Planner Search" (21 October 2026, 32 minutes), "Women in Transition & The Virtual Family Office with Dr. Pat Pachciarz | Financial Planner Search" (19 October 2026, 45 minutes), and "Values-Aligned Investing Without Sacrificing Performance with Bill Davis | Financial Planner Search" (14 October 2026, 39 minutes).
Financial Planner Search publishes roughly a few times a week, with episodes averaging 36 minutes across 58 episodes.
Booking probability for Financial Planner Search is 33%, and the host is rated Selective on guests. Financial Planner Search requires a Pod Score of 80 or higher. Financial Planner Search's contact route on record: verified email.
The strongest fits for Financial Planner Search are Investing & Wealth Management. Financial Planner Search has a business audience.
Gregory Wilnau hosts Financial Planner Search, a business show with 58 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Financial Planner Search
In this episode of Financial Planner Search, Sean Linder, founder of Honarc Wealth, talks about why a complex family does not want to be dropped into a box. Sean has been an advisor since he left college, about sixteen...
Financial Planner Search
In this episode of Financial Planner Search, Dr. Pat Pachciarz, CEPA, CPT, founder of Pinnacle, discusses the virtual family office he built for women in life's transitions. After a decade inside JP Morgan watching...
Financial Planner Search
In this episode of Financial Planner Search, Bill Davis, founder of Stance Capital, makes the case that values-aligned investing isn't a sacrifice trade — and anyone who tells you otherwise is doing "performative...
Financial Planner Search
In this episode of Financial Planner Search, David Wiedmeyer, founder of KLD Wealth and a CFP based in Lebanon, Ohio, shares how a five-dollar Arby's deal shaped his entire career. After his dad — an over-the-road...
Financial Planner Search
In this episode of Financial Planner Search, Gary Preisser, Managing Partner of Stonebriar Wealth Advisors, explains what he calls functional wealth. Most of his clients are retirees, or close to it, and he spends a lot...
Financial Planner Search
In this episode of Financial Planner Search, Donny Stewart, CFP and partner at Swan Wealth Management, discusses what people are really asking when they say, "Am I okay?" He and his partners, TJ Bruce and Mike Mahalich...
Financial Planner Search
In this episode of Financial Planner Search, Bridget Grimes, founder of Wealth Choice, talks about the women who make the money, carry the family, and still do not have five minutes for a plan. The firm is about to turn...
Financial Planner Search
In this episode of Financial Planner Search, JD Ramirez, who leads RAM Capital Group, talks about what changes when a business owner stops running the company by default. JD grew up in his family’s wine business in...
Financial Planner Search
In this episode of Financial Planner Search, James Roberts, founder of Intentional, talks about what is left after the title and the income are already there. He entered the business in 2007 because he wanted to get...
Financial Planner Search
In this episode of Financial Planner Search, Peter Culver, co-founder of Wealth Thrive, talks about using taxes as the front door to something bigger: a life rich beyond money. He and his partner work with...
Financial Planner Search
In this episode of Financial Planner Search, Frank Legan, a financial advisor with 26 years in the business and founder of his own independent practice, discusses his "humanity-driven" approach to financial planning and...
Financial Planner Search
In this episode of Financial Planner Search, Eli Mikel, founder of Clockwise Capital, discusses why every person is on a path to becoming a business owner, whether they know it or not. Built in 2017 around the idea that...
Financial Planner Search
In this episode of Financial Planner Search, Bill Bloom, founder of Bloom Financial, shares his "Retire as You Desire" philosophy, helping clients plan for their money to last to age 100 while rediscovering purpose...
Financial Planner Search
In this episode of Financial Planner Search, Leah Hadley, founder of Intentional Wealth Partners and Intentional Divorce Solutions, discusses her work supporting people through divorce and the financial transitions that...
Financial Planner Search
In this episode of Financial Planner Search, Josh Ackerman, financial planner and second-generation owner of Context Financial in Lexington, Kentucky, discusses how he helps successful people translate a lifetime of...
Financial Planner Search
In this episode of Financial Planner Search, David D'Albero and Carmine Coppola, co-founders of Strata Capital, talk about the moment they decided they couldn't keep working for the company instead of the client. They...
Financial Planner Search
In this episode of Financial Planner Search, Jack Dwyer, President of Sunpointe Investments, talks about why he left a giant consulting firm to build a practice that shines a bright light on fees and conflicts and why...
Financial Planner Search
In this episode of Financial Planner Search, Andy Schelitzche, financial advisor at Manifest Planning, discusses his comprehensive, relationship-first approach to financial planning. Based in the Minneapolis metro with...
Financial Planner Search
In this episode of Financial Planner Search, Ryan Staton, managing partner and co-founder of Staton Walsh, explains why the old advice to keep work and home life separate falls apart the moment you own the company. For...
Financial Planner Search
In this episode of Financial Planner Search, Michael Mezheritskiy, President of Milestone Asset Management Group, discusses why his ideal clients often know they have a tax problem but can't put it into words. Michael...
Recent guests on Financial Planner Search. Study who booked and why before you pitch.
Managing Director and Private Wealth Advisor, Sunpointe Investments
psychologist, author, and emotional intelligence expert, Blues Association of Austin
author, contributor to PBS NewsHour and opinion columnist, The New York Times
Swan Wealth Management
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