Advisorpedia Media Group

Domenick D’Andrea shares how integrated tools, AI notes, and simpler reporting can help advisors stay focused on clients.

Ohio State student Kayla Watson shares how financial literacy and helping others are shaping her path into advice.

Edward Gottfried explains how Betterment is adding more flexibility, tax tools, and direct connectivity for advisor portfolios.

Craig Cmiel of BX Partners explains how curated managers and blended strategies can support more confident advisor portfolios.

Nitrogen COO Micaela Barraza discusses the operational work behind scaling advisor technology and maintaining a consistent advisor experience.

Altruist’s Nimesh Patel explains why durable RIA growth starts with simpler infrastructure, smarter partners, and less tech-stack complexity.

Patrick Kelly of Signal Advisors explains how capital, technology, and execution support can help independent advisors build better businesses.

Laura Webb of the Women’s Alliance of Financial Advisors discusses the culture, mentorship, and career paths needed to bring more women into advice.

Evan Brown of Apex Acquisition explains how qualified virtual meetings can help advisors connect with serious pre-retirees.

Larry Sprung of Mitlin Financial explains why the best financial plans are built around what brings clients joy.

Tina Powell of Intention.ly explains why advisor growth now depends on strategy, authority, and AI-era brand visibility.

Nitrogen CTO Jesse Rosato on building agentic AI for financial advice with compliance, security, and advisor judgment in mind.

Advisorpedia talked with Carrie Roso of FMT Solutions live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Nitrogen's Nick Harding live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Matt Halloran of Zocks live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Jamie Hopkins of Bryn Mawr Trust live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Anthony Stich of Moran Wealth Management live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Rachel Cameron, Head of Partnerships at Nitrogen, live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Derrick Kinney, Founder of Success for Advisors, live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Alison Susko, Vice President of Community at Asset-Map, live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Craig Clark, Chief Growth Officer at Nitrogen, live at the 2026 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Dan Zitting, CEO of Nitrogen, live at the 2024 Nitrogen Fearless Investing Summit in Denver, Colorado.

Advisorpedia talked with Jon Patullo, Chief Product Officer at TradePMR, live at the 2024 Nitrogen Fearless Investing Summit

Advisorpedia talked with Patrick Shaddow, CEO of Syntax Data, live at the 2024 Nitrogen Fearless Investing Summit.

Advisorpedia talked with Andrew Altfest, Founder & CEO of FP Alpha, live at the 2024 Nitrogen Fearless Investing Summit.

Advisorpedia talked with Glenn Jackson, Financial Advisor at The Investment Center, live at the 2024 Nitrogen Fearless Investing Summit

Advisorpedia talked with Drew Seelig, live at the 2024 Nitrogen Fearless Investing Summit in Nashville, Tennessee. 

Advisorpedia talked with Kevin Knull, President of TaxStatus, live at the 2024 Nitrogen Fearless Investing Summit in Nashville, Tennessee.

Advisorpedia talked with Brian Thorp, Founder & CEO of Wealthtender, live at the 2024 Nitrogen Fearless Investing Summit

Advisorpedia talked with Nick Schilling, CEO of FMT Solutions, live at the 2024 Nitrogen Fearless Investing Summit

Advisorpedia talked with Rich Cancro, Founder & CEO of AdvisorEngine, live at the 2024 Nitrogen Fearless Investing Summit

Advisorpedia talked with Nina O'Neal, Partner & Investment Advisor at Aim Advisors, live at the 2024 Nitrogen Fearless Investing Summit.

Advisorpedia talked with Jamie Hopkins, Chief Wealth Officer at Bryn Mawr Trust and President of FinServ Foundation, live at the 2024 Nitrogen

Advisorpedia talked with Craig Ramsey, COO at AdvisorEngine, live at the 2024 Nitrogen Fearless Investing Summit

Advisorpedia talked with Diana Cabrices, Chief Evangelist at Trust & Will, live at the 2024 Nitrogen Fearless Investing Summit.

Advisorpedia talked with Domenick D'Andrea, Co-Founder & Financial Advisor live at the 2024 Nitrogen Fearless Investing Summit

Advisorpedia talked with Samantha Russell, Chief Evangelist at FMG, live at the 2024 Nitrogen Fearless Investing Summit in Nashville

Advisorpedia talked with Alex Khassa, Founder & CEO of Clients Blackbox, Inc., live at the 2024 Nitrogen Fearless Investing Summit

Advisorpedia talked with Abby Salameh, Chief Growth Officer at RFG Advisory, live at the 2024 Nitrogen Fearless Investing Summit.

Advisorpedia talked with Aaron Klein, Co-Founder & Board Member at Nitrogen, live at the 2024 Nitrogen Fearless Investing Summit

Powerful forces are shaping our forward path. Some industry leaders are bending the innovation curve to keep growing while competitors struggle.

Advisorpedia talked with Grace Bryan, Corporate Marketing Manager at Nitrogen, live at the 2023 Nitrogen Fearless Summit

Advisorpedia talked with Devon Drew, CEO of DFD Partners, live at the 2023 MMI Annual Conference in Austin, Texas.

Advisorpedia talked with Danny Lohrfink, Co-Founder & Chief Product Officer of Wealth.com, live at the 2023 Nitrogen.

Advisorpedia talked with Jake Miller, Co-Founder of Opto Investments, live at the 2023 Nitrogen Fearless Investing Summit.

Advisorpedia talked with Joanna Kanakis, EVP and Head of Business Development at Halo Investing, live at the 2023 MMI Conference

Advisorpedia talked with Matt Bankston, Managing Director of Platform Strategy & Innovation at Choreo, live at the 2023 Nitrogen.

Advisorpedia talked with Laine Schoneberger, Managing Partner & Chief Investment Officer at Yrefy, live at the 2023.

Advisorpedia talked with Heather Holmes, Chief Evangelist Officer at Lumiant, live at the 2023 MMI Annual Conference.

Advisorpedia talked with Chris Hiestand, the VP of Marketing at Altruist, live at the 2023 Nitrogen Fearless Investing Summit in Miami, Florida.