Investment Masterminds

That’s a wrap! #Excell2024 #Orlando Females and Finance Community Investment Masterminds Swan Global Investments Carson Wealth Waterstone Private Wealth Management #factsvsfeelings ProudMouth Mitlin Financial, Inc®

Great to reconnect with some of the most innovative minds in Financial Services at #Excell2024!

Great idea for a Town Hall Event!!!

Female Breadwinners are on the rise! Thanks to Cary Carbonaro, CFP®, MBA for joining our Host Jeff Thomas for this Investment Masterminds segment about this dynamic shift in #financialservices. https://lnkd.in/e--Quea4 Ashton Thomas Private Wealth Swan Global Investments CFP Board

We are EXCITED to announce that this year's Investment Masterminds Symposium will be held in Downtown #Cincinnati! Symposium Overview: https://lnkd.in/eYUMvdT2 (Registration confirmation pending qualification requirements*). Check out the absolutely FANTASTIC line-up of Guest Speakers: Kevin O'Leary of Shark Tank ABC, (Virtual Keynote) Carl Petty: F-14 Tomcat Fighter Pilot & Leadership Expert (Keynote) Lori Van Dusen: Author of WSJ Best Seller "Running With Grace" (Keynote) Ryan Detrick, CMT: CNBC, Fox Business Network, Bloomberg Contributor and Market Strategist Sam Stovall: CNBC Contributor and Chief Market Strategist for CFRA Research Sonu Varghese, Ph.D.: Co-Host of "Facts vs Feelings" Podcast Shana Orczyk Sissel, CAIA: Media Contributor, Queen of Alternatives, & President of Banríon Capital Management Inc. l, David Wood: Founder of Gateway Financial Partners Randy Swan: CEO and Founder of Swan Global Investments Sheryl Hickerson: Founder of Females and Finance Community Holly Mazzocca, CFP®: President of Bartlett Wealth Management and more!!!! Looking forward to seeing y'all in Cincinnati!!! *Please view landing page for disclosures. Qualified guests must meet criteria guidelines to be confirmed. Financial Advisory Professionals Only.

Our host Jeff Thomas found someone that will actually listen to him today 😂 😂 😂

The 4th of July is not only the day we celebrate our Independence. It’s the day of the underdog. On this Day in 1776, The United States of America was formed. It marked the end of a war that was ignited with a group of rebels refusing to pay taxes without having their voices heard in Governent. This ragtag group organized together with almost no formal training and took on a world superpower. And won. The forging of this union was crafted in the idea that everyone should have a chance to succeed. Although we have not been perfect as a country, we continue to evolve. We’ve made mistakes, some of them horrible. But we’ve tried to learn and become better. As we come up to another election, the country needs to remember our common thread. We are Americans. We will perservere regardless of who is or isn’t elected, and we can move forward with our mission to make our country and our world the best it can be. Many of us come from scarcity or a generation once removed. We all have the strength of the underdog in our DNA. Keep fighting that fight in paving our way forward. For our generation and for those that follow. We all have the capability to be the hero of our own story. Happy 4th of July everyone!

Thanks to Ty Bongiovanni for representing the Nesso Group on this Investment Masterminds podcastinar with our Host Jeff Thomas. In this episode, Ty speaks about their unique office, culture, and growth mindset in approaching the intricate work they do with their clients. Nesso Group truly has a model that has broken the mold. Kevin Christopher, JD , ABFP℠ Matthew Glatt, CPA, CFP® Jaclyn Hissick Nan Conlon https://lnkd.in/eZ7WzGwx

It was an absolute JOY to host Holly Mazzocca, CFP®, President and Wealth Advisor from Bartlett Wealth Management. Thanks to Holly for sharing her origin story of becoming an absolute ⭐in Financial Services, and the wonderful, forward looking work that Bartlett Wealth is doing for the industry. We were fascinated to hear that Bartlett is a 125 year old company, but has such a modern approach to including wealth, health and happiness for the individual clients and business that they work with! https://lnkd.in/efeVWRSt Thanks again to Holly who will also be speaking at our Investment Masterminds Symposium in #Cincinnati this October! Jeff Thomas Swan Global Investments Females and Finance Community #CFP CFA Society Cincinnati Jay Scott Carey Schroer, CFA

Thanks to the great Carl Richards for joining us for this segment on Investment Masterminds. Listen in on this podcast style webcast on Carl's unique journey from becoming an advisor, to becoming the The New York Times award winning "Sketch Guy" cartoonist and beyond! So many truths in this conversation! Carl is so creative in his approach to matching people's passion to their money. Make sure to check out The Behavior Gap Radio and the 50 Fires Podcast to hear more from Carl! https://lnkd.in/eVUAQY_P] Shoutout to Yohance Harrison BFA™, CRPC® for his cameo clip, and Aaron Klein for his continuous inspiration! At Jeff Thomas Swan Global Investments