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The Active Advisor Podcast

The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence. Tune in to raise the bar on your investment game and practice management! Welcome to The Active Advisor: Investment Research and Practice Management from the Pros! Brought to you by Harbor Capital.

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Previous Episodes

The Active Advisor Podcast Episode 12. Headshot picture of Nicole Middendorf, CEO at Prosperwell Financial.
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Aligning Personal Growth and Financial Wellbeing for Attaining Self Actualization

Welcome to the latest episode of The Active Advisor podcast. Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and Gavin Ernst co-host today's episode. Join them as they welcome Nicole Middendorf, CEO and Wealth Advisor at Prosperwell Financial.

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A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Tunde Ogunlana, CFS, CES, Founder, and Family Wealth Advisor at Axial Family Advisors, an independent wealth advisory firm with a holistic approach to working with its clients.
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The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Ross Marino, CFP®, CeFT®, Founder and CEO of Advisor2X, a professional development company for financial advisors.
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Independent Investment and Wealth Advisory: Challenges and Rewards with Bill Dougherty  CFA®, CFP®

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bill Dougherty, CFA®, CFP®, Wealth and Portfolio Manager at  Main Street Financial Solutions.
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Comprehensive and Independent Wealth Management and Financial Planning with Brian Keenan CFP®

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital,  is joined by Brian Keenan, CFP®, CEO and President of Keenan Financial, an independent wealth management and financial planning firm serving a select clientele of high net worth individuals, families, and associations.
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Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin, CFP®, Regional Investment Consultant at Harbor Capital are joined by Michael Collins, CFA®, Founder and CEO of WinCap Financial, an independent wealth management and financial services firm.
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The Future of Wealth Management is Independent and Advisor-Centric, with Nate Lenz, Concurrent Advisors

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Nate Lenz, CEO and Co-Founder at Concurrent Advisors.
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If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors.
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A Look Behind the Curtain at an Independent Wealth Management Company with Patrick Huang, CAIA, Director of Investments at Source Financial Advisors

In this episode of The Active Advisor podcast, host Bryan Moore, CETF and capital markets expert at Harbor Capital, is joined by Patrick Huang, CAIA, Director of Investments at Source Financial Advisors, an independent firm offering wealth management and investment planning services.
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A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

In this episode of The Active Advisor podcast, hosts Bryan Moore and JR Shields, CETF, of Harbor Capital are joined by Taylor Nissi, CFP®, CTLC®, Partner at Pleasant Street Wealth Advisors, a family-owned financial planning and wealth management company. The conversation cuts across multiple financial and wealth management touchpoints.
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HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP

In this episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Aaron Gilman, Chief Investment Officer at IFP, a full-service broker-dealer, registered investment adviser, and insurance agency. The free-wheeling conversation cuts across multiple touchpoints ranging from the background of IFP, industry trends over a four-five year horizon, 1031 exchange, investment strategies, and Aaron's passion for coding.
Frank Toth feature photo for The Active Advisor
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Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation

In this episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Frank Toth, Principal and COO at Capital Conclusions Corporation, an independent, full service financial planning organization. This free-flowing conversation has key investment touchpoints, including how to stay on top of developments in the financial markets, the relevance of active investment management, and understanding and meeting the financial and emotional needs of clients. Frank also shares real-world tips for up-and-coming investment professionals.



This material is for informational purposes and is not intended to be relied upon as a forecast, research, investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or adopt any investment strategy. The opinions expressed are as of date provided and subject to change. The opinions expressed by the speakers do not necessarily represent the views of Harbor Capital Advisors, Inc. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Harbor Capital Advisors, Inc. to be reliable, are not necessarily all-inclusive, and are not guaranteed as to accuracy. This material may contain forward-looking information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any of these views will come to pass. This material may not be representative of the experience of other individuals. Reliance upon information in this material is at the sole discretion of the viewer. This material is not legal, tax, or accounting advice. Please consult with qualified professionals for this type of advice.

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