Smart Money Circle

Guest Julina Ogilvie, CIMA, CPWA, CEPA Partner | Wealth Advisor Principle Wealth Author & Host Money Confident Girls Book & Podcast Firm Website https://www.principlewealthpartners.com/ Firm AUM $2.5B Bio: Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm's succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country's top advisors. Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy she created a podcast, Women On Wealth, to empower women on financial concepts. Additionally, she authored Money Confident Girls: A Parents Roadmap to Raising Financially Confident Children (From Toddlers to Teens), further solidifying her commitment to fostering financial competence from an early age. Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women's Club, and sits on the Board of Directors at River House Adult Day Center. Julina is an avid skier and triathlete whom qualified for the lronman World Championship in 2024. Disclaimer: The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180.

Title Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at Ellevest Guest Dr. Sylvia Kwan, CFA, CAIA CEO & CIO Ellevest Website www.ellevest.com About Dr. Kwan Dr. Sylvia Kwan, CFA, CAIA is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of industry experience. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. She also serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College. Disclosure 2025 Ellevest, Inc. All Rights Reserved. The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person. Ellevest, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Membership fees and additional information can be found at www.ellevest.com.

This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley Managing Partner At Granite Bay Wealth Management Guest: Paul S. Stanley, CFP, CPM Managing Partner At Granite Bay Wealth Management $450M AUM Website: https://granitebaywm.com/ Bio: Paul graduated from Bentley College with a Bachelor’s in Economics and Finance. He spent the first ten years of his career working at major Wall Street firms. In 2006 he opened Granite Bay Wealth Management after realizing that independence was the only way to truly offer what was best for his clients. Paul obtained his CERTIFIED FINANCIAL PLANNER certification in 1999. He has successfully completed level one of the Chartered Financial Analysts (CFA) exam. He also received his Certified Portfolio Manager (CPM) designation through the Academy of CPM and New York University’s Stern School of Business in 2022. Paul currently serves as a Selectman for the Town of Greenland, NH. He has served as an elected member of the MSAD 35 School Board, Chairman of the South Berwick Sewer District, and a board member of Marshwood Youth Baseball. He spends his free time coaching baseball and soccer, cooking, traveling, golfing, running, and playing guitar. Paul lives in Greenland, NH with his partner Colleen and her daughter Annabelle and has two grown sons: Trevor, who works as a financial advisor for Granite Bay, and Chase, who is attending the University of Tennessee in Knoxville.

Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value — even when the markets get messy. About Chad Maggard, Managing Director of Johnson Investment Counsel: Chad joined Johnson Investment Counsel in 2009 and is a Managing Director within Johnson Family Office Services. He is a shareholder of the firm and holds the Chartered Financial Analyst (CFA) designation. Prior to coming to the firm, he was a Financial Consultant for AXA Advisors, LLC. Disclaimer: Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.