Hosted by Milemarker · 🇺🇸 US · EN · 151 episodes
Established thought leaders with verified media credentials.
Next Mile is a podcast about bringing together the people and technology shaping the wealth management industry. Brought to you by Milemarker.
Milemarker hosts Next Mile, a business show with 151 episodes published.
Episode 151: This week, Kyle Van Pelt talks with Eric Amar, Founder & CEO of Accelerated Wealth Partners, about the shifting dynamics between massive corporate firms and independent boutique RIAs. He discusses the balanc
Episode 150: This week, Kyle Van Pelt talks with Kathy Longo, President & Founder at Flourish Wealth Management. Kathy has a remarkable talent for distilling complex financial concepts into simple, easily digestible conc
Episode 149: This week, Kyle Van Pelt talks with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management. Ben is the author of five books on investing, including his newest, Risk and Reward.
Episode 148: This week, Kyle Van Pelt talks with Dan Johnson, Senior Managing Director and Head of Wealth Management Practice at F2 Strategy. Dan is an industry leader in portfolio management systems implementation, inve
Episode 147: This week, Kyle Van Pelt talks with Patrick Kelly, Co-Founder and CEO of Signal Advisors. Patrick started his career as a financial advisor at Northwestern Mutual before becoming an independent advisor. Befo
Episode 146: This week, Kyle Van Pelt talks with Vib Arya and Sean Meighan of Envestnet. As Head of Strategic Relationship Management, Vib is a seasoned wealth and investment management leader with more than 25 years of
Episode 145: This week, Kyle Van Pelt talks with Aaron Wormus, Chief Technology Officer at SMArtX Advisory Solutions. Aaron has spent years building technology infrastructure for the financial services industry, from hed
Episode 144: This week, Kyle Van Pelt talks with Tim Gavin, Chief Strategy Officer & Chief Compliance Officer at MCF. Tim helps lead the firm’s long-term strategic direction across operations, compliance, advisor support
Episode 143: This week, Kyle Van Pelt talks with Scott Schwartz. Scott is one of the Managing Partners and a Wealth Management Advisor at OnePoint BFG Wealth Partners. With more than 40 years of experience in helping cli
Episode 142: This week, Kyle Van Pelt talks with Nate Angelo, CEO of Composition Wealth. Nate brings a diverse background spanning institutional investing and advisory leadership, with a focus on building firms that bala
Episode 141: This week, Kyle Van Pelt talks with Erik Brenner, CEO, President, and Founding Partner at Hilltop Wealth and Tax Solutions. With more than 30 years of experience, Erik has assisted thousands of individuals i
Episode 140: This week, Kyle Van Pelt talks with Anne McPhail, Managing Director at Novare Capital Management. With more than 30 years of experience across corporate banking and wealth management, Anne brings deep experi
Episode 139: Kailash Duraiswami is the Chief Technology Officer at Milemarker, where he leads the development of data infrastructure and AI-powered solutions for modern advisory firms. With a unique blend of financial ex
Episode 138: This week, Kyle Van Pelt talks with Michael Vedders, Senior Vice President of Marketing & Enterprise Resources at NorthRock Partners. In his role, Michael is responsible for extending NorthRock's reach and r
Episode 137: This week, Kyle Van Pelt talks with Verity Larsen, Founder & CEO at Versoft Consulting. Versoft partners with RIAs to help navigate complex technology decisions, system conversions, and data strategy. Verity
Episode 136: This week, Kyle Van Pelt talks with Nicole McMullin, Senior Vice President of Product at Wealth.com. Nicole is a seasoned product leader with a proven track record of building and scaling high-performing pro
Episode 135: This week, Kyle Van Pelt talks with Jessica Perez, VP of Growth at Milemarker. Jessica brings a boots-on-the-ground perspective to the wealth management technology space, working directly with advisory firms
Episode 134: This week, Kyle Van Pelt talks with Chip Kispert, Founder & Managing Partner at Beacon Strategies. Chip has spent decades building and leading one of the country’s most trusted wealth management partners, he
Episode 133: This week, Kyle Van Pelt talks with Jennifer Goldman, Founder and Strategic Operations Transformer and Integrator at My Virtual COO. Jen is an operations expert with 30 years of experience helping 1,000+ ser
Episode 132: This week, Kyle Van Pelt talks with Andrew Evans, Chief Executive Officer of Rossby. Before Rossby, Andrew served as Executive Vice President at TAG Advisors and as a Securities Principal at Cambridge Invest
Dan Johnson
Senior Managing Director and Head of Wealth Management Practice · PANDA–People Against the NDAA (PANDA)
1 appearance on this show
Patrick Kelly
PSTA Director of Governmental Affairs · The Produce Industry Podcast
1 appearance on this show
Scott Schwartz
Managing Partner and Wealth Management Advisor · OnePoint BFG Wealth Partners
1 appearance on this show
Erik Brenner
CEO, President, Founding Partner · Hilltop Wealth and Tax Solutions
1 appearance on this show
Jessica Perez
VP of Growth · Center for Excellence in Mathematics and Science Teaching at Cal Poly Pomona
1 appearance on this show
Dr. Jennifer Goldman
Founder and Strategic Operations Transformer and Integrator · Children’s Mercy Kansas City
1 appearance on this show
Andrew Evans
Director of the Army’s ISR Task Force / Directorate for Strategy and Transformation · Jersey Financial Services Commission
1 appearance on this show
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Next Mile is hosted by Milemarker. The show is categorised under business (technology) and has published 151 episodes.
Next Mile has published 151 episodes.
Next Mile regularly covers business, technology. It sits in the business category, with a technology focus.
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Episodes of Next Mile average 39 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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