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The Model FA

Aug 15, 2022

Jeremy Straub is the Founder and CEO of Coastal Wealth, a financial services firm that helps clients financially prepare for different stages of life. With over two decades of experience in executive roles in Fortune 500 companies, Jeremy is regarded as a thought leader in the financial services industry. Under...


Aug 8, 2022

Greg Bishop is the Founder and Managing Partner of Poterus Consulting. After several years of working in the financial services industry, Greg created Poterus Consulting as a platform where financial advisors, producer groups, and financial firms could increase their productivity exponentially. Before founding Poterus,...


Aug 1, 2022

Aimee Butler is a certified financial planner and the Principal at Merriman Wealth Management. Aimee has over 15 years of experience as an advisor, district manager, and regional director. She was previously the Managing Principal of Waddell & Reed, a company she worked with for more than nine years before...


Jul 26, 2022

Michael Ivanov is a motivational speaker and the Founder of Speaklife365. He is the best-selling author of The Servant with One Talent, The Traveler’s Secret, and The Mount of Olives—which combines courage, faith, and wisdom to share an inspiring tale of self-discovery. Michael is committed to helping leaders,...


Jul 19, 2022

Jaimie Sarah is an award-winning executive coach, marketing consultant, and the Founder of Definitely Definitely, a coaching and consulting company that helps smart, talented, service-based experts attract and retain high-caliber clients with integrity. Before founding Definitely Definitely, Jaimie served for over...