In this episode, Mike LaMena speaks to Caroline Gaynor, vice president, relationship director and investment specialist at Avantis Investors®. Prior to joining Avantis Investors, Caroline served as a regional director at Dimensional Fund Advisors (DFA). Caroline is also a sought-after public speaker who has presented at numerous events and conferences for end-investor and advisor audiences. Caroline has also previously held positions with BNY Mellon, Moody’s Analytics and BlackRock.

In addition, Caroline is an Ironman guide for blind/visually impaired athletes.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In this episode, Mike LaMena speaks to Jim McCann, entrepreneur, philanthropist, public speaker and published author. Jim is the Founder of 1-800 Flowers, a world-renowned floral and food gift retailer based in Long Island, NY. He also serves as Chairman of Worth Media Group, as well as a variety of other private and not-for-profit boards. Jim is deeply involved in philanthropy and is especially devoted to helping individuals with developmental disabilities. This includes his continued work as Founder and Chairman of Smile Farms Inc., a 501c3 not-for-profit organization established in 2015.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In this episode, Mike LaMena speaks to French professional golfer, Matthieu Pavon, who plays on the PGA Tour and the European Tour. Matthieu turned professional in 2014 and won on the Alps Tour in that year and again in 2015. Over the course of his career he has continuously placed high in numerous tournaments in both the US and Europe.

In 2023 he won his first European Tour event in Spain, and most recently, at the 2024 Farmers Insurance Open, Matthieu became the first French golfer to win on the PGA Tour since 1907.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In this episode, Mike LaMena speaks to Alden Mills, Brett Bush and Chip Pyfer on their enduring friendship and their shared passion for mountain climbing and giving back to their communities.

Alden Mills is a renowned motivational speaker, a nationally-ranked rowing champion, a 3-time Navy SEAL platoon commander, CEO of one of the fastest growing companies in America, and author of Be Unstoppable, Unstoppable Teams and Unstoppable Mindset.

Brett Bush is a partner and the COO at Greywolf Capital Management in San Francisco. He is also on the Board for the Raphael House of San Francisco, whose mission is to help low-income families and families experiencing homelessness achieve stable housing and financial independence.

Chip Pyfer is a Managing Director and Advisor for Wealthspire based in our Bay Area offices. He is a member of the firm’s Investment Committee, providing leadership and input to the Investment team. In addition to his multiple credentials as a financial planner, Chip also has a JD from Willamette University College of Law.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In this episode, Mike LaMena speaks to Mike James, Executive Vice President and Chief Sales Officer at NFP. Mike is responsible for driving the strategic direction of NFP’s sales organization and also plays an active role in the company’s diversity, equity, inclusion and belonging strategy, serving as a trusted advisor to NFP leaders on related issues. He is an active participant in a variety of industry and community organizations, serving as chair of the Finseca Board of Directors, on the Board of Trustees for Suffolk University and The American College of Financial Services, and on the Board of Directors of LL Global, the nonprofit parent company for LIMRA and LOMA. He is also an engaged supporter of Nationwide’s Financial Alliance for Racial Equity, the No Books No Ball Basketball Program and the Roxbury YMCA.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In the Season 3 opening episode, Mike LaMena talks to Abbott Stillman, real estate developer, venture investor and artist based in New York City.


Wealthspire did not receive direct or indirect compensation from the authors related to the production of this podcast episode.

CERTIFIED DIVORCE FINANCIAL ANALYST® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts (IDFA). CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In this episode, Mike LaMena talks to the "Health and Wealth Sisters," Amanda Campbell, a financial advisor, and Michelle Riley, a Certified Personal Trainer and Nutrition Coach, on how they work together to help women take charge of their lives.




Wealthspire did not receive direct or indirect compensation from the authors related to the production of this podcast episode.

CERTIFIED DIVORCE FINANCIAL ANALYST® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts (IDFA). CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In this episode, Mike LaMena speaks to Mike Delgass, Wealthspire Managing Director and Advisor, and Christine Lai, cofounder and Executive Director of Special Education Legal Fund (S.E.L.F.), a nonprofit organization in Connecticut dedicated to leveling the playing field for families in special education by providing information and resources to enable families in need to successfully advocate for their children in special education. Since 2018, S.E.L.F. has provided over $800,000 in grants for hundreds of families across 60+ school districts in Connecticut and Westchester County, New York.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.