​​Weldon Evans is the National Sales Director of ExchangeRight, a real estate investment company that provides REIT, fund and 1031 DST portfolios that target secure capital, stable income and strategic exits for their clients.

Mat Dellorso is the Co-Founder of WealthForge, a fintech company that provides technology solutions developed by regulatory experts to streamline investments into alternative securities. Their Altigo platform enables marketplace connections and facilit...

​​Todd Anderson is the founder and managing partner of Anderson Financial Group, one of the leading employee benefits and wealth management firms in the Southwest. In this episode of Power Your Advice, Doug Heikkinen and Todd discuss how the last year ...

Michael Scaplen is the senior vice president of sales and relationship management for Axos Clearing, LLC, a full-service clearing firm that provides flexible clearing solutions focused on empowering introducing broker-dealer and registered investment a...

​​Bobby Hotaling is the founder of Hotaling Insurance Services, a full-service risk management firm and a global leader in managing the specific risks of the entertainment and sporting industries. In this episode of Power Your Advice,

​​Christian Munafo is the chief investment officer of Liberty Street Advisors, Inc., and the portfolio manager of the Private Shares Fund (PRIVX, PIIVX), which offers individuals, family offices, and institutions an effective means to access the ventur...

​​Matthew Gorelik is the Founder, Chairman and CEO of Township Capital, a Los Angeles-based real estate investment manager focused of making programmatic equity investments alongside best-in-class sponsors and institutional equity investors nationwide....

Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions.  In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works,

​​Matt Hougan is the chief investment officer of Bitwise Asset Management, pioneer of the first cryptocurrency index fund and a leading provider of rules-based exposure to the cryptoasset space. He also co-authored the CFA Institute’s research foundati...

ETFPortfolios.com is an investment advisory service that offers a contemporary, common-sense, analytical approach to navigating modern investment markets.  In this episode of Power Your Advice, Doug Heikkinen speaks with chief investment officer Rob Is...