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Grand Day, welcome to Your Soul Coaching Oracle Podcast! I'm Hannah Yemaya, and I'm joined by my co-host, the Inspiration Messenger BG. Together, we're here to guide you on your spiritual journey and provide you with the tools you need to live your best life. Make sure to tune in every Wednesday and Saturday at 9 PM as we discuss hot topics with a spiritual spin. Whether you're new to spirituality or a seasoned pro, we've got something for everyone. Thanks for joining us, let's get started! ...
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The COO Roundtable

Coldstream Wealth Managment

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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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HollywoodLian discusses all the Lovely People that he sees on his Favorite TV Shows. Real Housewives, Below Deck, Drag Race and Iconic TV with Lovely Pop Culture style commentary. Nothing is to be taken seriously. Entertainment purposes only.
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We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…
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In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3…
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In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…
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We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Com…
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Oh Lord, NOT Ekin Su! It's another Lovely Episode and we really tried our best to articulate how much we are enjoying this season of the Traitors US Season 2 on Peacock. I have my boo, Jesse Janedy on the show and we are diving deep into the round table of the Traitors. From CT getting his torch lit, to Dan and his face-off with Phaedra and the ban…
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We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located in Grand Rapids, MI. The firm manages approximately $600 million and has 13 employees. Matt and Janelle met at a DFA study group in May 2023. David is a financial advisor and the Chief Operating …
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In this episode of the "Blackballed with Your Soul Coaching Oracle" podcast, hosts Hannah Yemaya and Inspirational Messenger BG dive into the controversial topic of Taraji P. Henson's alleged blackballing by Oprah Winfrey. The hosts provide an in-depth analysis of the situation, discussing the possible reasons behind it and the impact it has had on…
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In this episode of the podcast, we delve into the fascinating history of Erika Alexander's family and their connection to witchcraft. Alexander, an accomplished actress and producer, has often spoken about her family's mystical roots and their deep ties to the world of magic. Through interviews with Alexander and other experts, we explore the Alexa…
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Welcome to Your Soul Coaching Oracle Morning show, Tune in today as Hannah yemaya speaks on the topic: "The Power of Perception: The Beyoncé and Jay-Z Addiction Rumors Debunked", where we explore the truth behind the rumors surrounding the power couple's relationship. For years, Beyoncé and Jay-Z have been at the center of addiction rumors, fueling…
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Join Your Soul Coaching Oracle Hannah Yemaya, Inspirational Messenger BG, and Guest Speaker Melanin Vybez Nikki for Season 6 Episode 4 of our podcast. In this episode, we will be discussing "The Tyler Perry and Dave Chappelle Debate: Perspectives and Insights" with a spiritual spin. Tune in at 9 PM tonight to hear our thought-provoking conversation…
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Discover a unique perspective on the interview with Kat Williams and Shayshay, as soul coaching Oracle Hannah Yemaya and inspirational messenger BG put a spiritual spin on it. Tune in now to gain insight and inspiration that will elevate your soul. --- Send in a voice message: https://podcasters.spotify.com/pod/show/soulcoachingoracle/message…
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Episode 60 marks our 5-year anniversary, and Matt was feeling nostalgic for this conversation with Amber Salzman of Capstone Financial Advisors and Jean Paul Atallah of RZH Advisors. Amber is Manager of Client Services and a partner of the firm, which is located in Downers Grove, IL, and manages approximately $1.8 billion with 35 employees. She als…
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In this episode of "Hot Topics," You Soul coaching oracle Hannah Yemaya and Guest speaker Nikki from Melanin Vybez podcast, Unleazhed, and King Vito delve into the world of black women in the entertainment industry. We discuss the experiences of Taraji P Henson, Danielle Brooks, and Fantasia Barrino as they share their stories of being mistreated w…
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HollywoodLian is back, Lovelies. This episode we are talking about Bravo's Pump Rules Trailer, Real Housewives of Potomac's broken, and the Icon, Denise Richards and her Pink Upside down Jacket appearing on Real Housewives of Beverly Hills. Dakota Wright is here to talk about Food, Denise, and TikTok! Find out who is voted the Most Lovely of the We…
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With “The Sabbatical Episode,” Matt welcomed two highly respected RIA professionals to tackle a topic not often discussed in our industry: mental health. Allison Felix, a two-time guest to the podcast, is Managing Partner and Chief Operating Officer of Cassaday & Co. Erika Yelle is Chief Compliance Officer at Coldstream Wealth Management. Both gues…
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We are back into the new era of Everyone is Lovely- and we are not messing around. Ryan Bailey joins the podcast as we break down the fighting Duos of Real Housewives. Lisa Vs. Monica & Sutton Vs. Kyle. We also debut my new segment, I'm not interested- plus some tweets, News, and we vote for Most Lovely of the Week!!! HollywoodLian is formerly Terr…
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Welcome to Everyone is Lovely! HollywoodLian was Formerly Terrible, Now Lovely, Forever Delulu. We are breaking down RHOM, RHOBH, and skim this season of RHONY - with a splash of Kardashian. We definitely kick off the Holiday in this first episode with Dylan from RHONYMUSICAL on IG. Who's gonna be the LOVELIEST Person of the week?…
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For this episode, we step away from our normal format of speaking with operations professionals in the trenches, to speaking with an author and entrepreneur about the role of the COO. Cameron Herold has written a fabulous book directed at CEO’s who are contemplating hiring a COO, titled, Second in Command – Unleash the Power of Your COO. He is also…
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Matt welcomes two long-time RIA operations professionals for Episode 57. Trevor Hodges is the relatively new Director of Operations at Sax Wealth Advisors, headquartered in Parsippany, New Jersey with a few offices in the New York and New Jersey area. While he has spent his entire career within the RIA space, Trevor joined Sax Wealth a few months a…
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The COO Roundtable Episode 56 Powered by Coldstream Wealth Management For Episode 56, Matt invited two operations professionals that he met at a DFA Operations Strategy session earlier this year. Rachel Rant is a partner and Director of Operations at Aspen Capital Management, located in Boise, ID. Scott Swanson is a partner, Chief Operating Officer…
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The COO Roundtable Episode 55 Powered by Coldstream Wealth Management Matt was joined by two thoughtful and experienced Operations professionals for Episode 55. Tee Meeks is the Chief Administrative Officer and Chief Compliance Officer at Waddell & Associates, headquartered in Memphis, TN. Cory Jackmuff, from BLB&B Advisors in Montgomeryville, PA, …
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HollywoodLian is back! We are discussing the new RHONY reboot on BravoTV, Plus the power of Duo: Sonja & Luann's Welcome to Crappie Lake on Peacock! Diana Gebbia joins the podcast today for the Beverly Hills Deep Dive on the Kyle & Mauricio Separation. They had a "tough year" and we are here to just open up Pandora's box on the TikTok country singe…
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The COO Roundtable Episode 54 Powered by Coldstream Wealth Management In Episode 54, Matt is joined by two operations professionals he has worked with in the past. Bryce Wisan is the Managing Director, CFO, and CCO with Sepio Capital, headquartered in Salt Lake City, UT. Angie Tower is Managing Director and COO at Prairie Capital Management, locate…
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Do you like Mermaids? Do you believe Mermaids exist? It's a passion, for some it's a job, but it's also a community. Netflix does a fabulous job diving into the waters with these human sea creatures of creatives called MerPeople. One of the stars of this Docu-Series is The Blixunami and he joins HollywoodLian as they discuss the show, the rave revi…
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The COO Roundtable Episode 53 Powered by Coldstream Wealth Management With episode 53, Matt welcomes two guests that both take a very measured approach to Operations at their firms: Julie Higgins, Chief Operating Officer at Geometric Wealth Advisors and Kevin Galvin, Executive Vice President and Senior Advisor with Hopwood Financial Services. Geome…
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While the world obsesses over the Scandoval of it all, these cast members are running to the Bank. We talk about Part 1 of the VPR Reunion Special on Bravo TV. VPR has taken over the media, our socials and I'm ready to move on and just go eat a Ariana Sandwich from her shop. BravoByBrett is on the Pod today and so we kept it very Bravo, very On Bra…
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The COO Roundtable Episode 52 Powered by Coldstream Wealth Management In episode 52, Matt assures our listeners that no major changes will occur with the podcast moving forward, despite its new sponsor (and Matt’s new employer), Coldstream Wealth Management. As of May 1, 2023, Matt has taken the role of Chief Operating Officer at Coldstream, headqu…
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Just two actors talking about how much they love the bizz! HollywoodLian is joined by Actress, Sophie Von Haselberg. She's in a film called Give Me Pity by Amanda Kramer, it's a 70s/80s vibe, a Saturday night special led by rising Star, Sissy St. Clair and she slowly starts to lose herself during her TV special because of an Evil Entity. Sophie pla…
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The COO Roundtable Episode 51 By PFI Advisors For our 51st episode, Matt welcomed two operations professionals who run relatively new firms, Vince Crane, COO, CCO and Partner of Flower City Capital and Zach Morris, Managing Partner and Founder of Paces Ferry Wealth Advisors. Flower City Capital was founded in 2016 and is located in Rochester, New Y…
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We are back and court is in session! Gwyneth Paltrow on Trial and on the stand, it's the best Court TV I've ever seen! It's very bizarre, it's camp, it's an SNL sketch, it's everything we could ask for. It's Elle woods meets American Crime Story. We don't stay in court for long because we go deep into the jungles of Thailand for the Peacock's Ultim…
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Welcome to the new launch of Everyone is Terrible. Everyone missed seeing my face, so I'm back with new Video Podcasts on Spotify! I'm joined by TikToker, Jordy Cray! We talked about the Scandoval in the Bravo Land. Tom Cheats on Ariana with Raquel - it's Bananas. Apparently we haven't a scandal like this in years. Plus, we dive into the waters of …
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The COO Roundtable Episode 50 By PFI Advisors For our milestone 50th episode, Matt is joined by two guests who are equally committed to highlighting the importance of professional management across the RIA industry: Allison Felix, Managing Partner and Chief Operating Officer of Cassaday & Co. and Scott Brown, President of Pinnacle Associates. Celeb…
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I saw a picture of Carrie Bradshaw & Aiden from the upcoming season of And Just Like That and it infuriated me, so today I have someone who just worked on the show to chat about it with. I couldn't help but wonder.... is there no dick left in NYC that Carrie has to run back to Aiden after everything??! REALLY?! Che Diaz is back to ruin my life. We …
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A deep dive into the Utilmate Girl of the 90's, Pamela Anderson. We discuss her Netflix Documentary Pamela, a Love Story: all the aspects of her Journals, the Family, the Men, and ultimately...her side of the Story. We all saw the tape. We all saw how the world treated her. Le'ts talk about it. HollywoodLian is joined by Anthony Lario. Plus, a brie…
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The COO Roundtable Episode 49 By PFI Advisors Our latest episode of The COO Roundtable features two guests who challenge our audience to think of the COO role in different ways - Edgar Collado of Tobias Financial Advisors and Alex Satterfield of Byron Financial. Tobias Financial Advisors is based in Florida and has a strong foundation in tax planni…
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Below Deck and Below Deck Adventure are running simultaneously right now and with the Real Housewives going to Prison, this boat show is a fresh breath of air. Captain Lee is gone but not forgotten, Captain Sandy is running the ship for now. Camille shakes the boat up again and it bites her in the ass. We dive in deep into Both Shows but not before…
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Happy New Year! New year, new Me. New pod discussion about The Traitors reality show on Peacock featuring Kate Chastain, Brandi Glanville, and Reza Farahan. The ultimate murder mystery game hosted by gay broadway icon: Alan Cummings. Today's guest joining HollywoodLian is Kate from the podcast, Reality Life w/ Kate Casey so naturally we also talk a…
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The COO Roundtable Episode 48 By PFI Advisors For our first podcast of the new year (and our fourth year running!), Matt is welcomed by two exciting guests – Daryl Seaton, President at Sowell Management and Barrett Karvis, Managing Director and Chief Operating Officer of Edge Capital Group. Sowell Management is headquartered in North Little Rock, A…
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The COO Roundtable Episode 47 By PFI Advisors For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie Allen, Vice President of Business Operations at FirstWave Financial, and Chris Pelch, Chief Operating Office of Vance Wealth. FirstWave Financial began as a CPA firm in 1995 with a strong family f…
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The COO Roundtable Episode 46 By PFI Advisors Our latest episode of The COO Roundtable features a rare single-guest format. Stacey McKinnon of Morton Wealth recently wrote an important paper titled, “Your Career is Up to You” which features Philip Palaveev of the Ensemble Practice. Matt and Stacey discuss the paper by turning the spotlight inward a…
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Fresh from BravoCon Plus Kathy Hilton joins the final episode of the Reunion Special for RHOBH. Unfortunately, Kathy and Kyle seem to be in a familiar place, not a good place, and Kyle seems to be handling her problems the same way as well. History always repeats itself, sadly. Lisa Rinna gets chewed up and spat out, Thank God. Erika Jayne shows us…
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Come on, shake your body, baby, do the Conga! You know you can't control yourself any longer! We are back covering the Season Finale of the Real Housewives of Beverly Hills! It's Conga-gate, It's Aspen-gate, it's clearly a distraction so we don't talk about Erika Jayne's Terrible comments. Lisa Rinna's vendetta towards the Hilton's and her desperat…
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The COO Roundtable Episode 45 By PFI Advisors Our latest episode of The COO Roundtable features two leaders of relatively young and evolving RIAs. We are joined by Michael Wagner, Co-Founder and Chief Operating Officer of Omnia Family Wealth and Ben Gurley, Director of Heartwood Wealth Advisors. Omnia Family Wealth was launched in 2015 and started …
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We are addressing a crossover of A-List Celebs entering Housewives Territory. Nicki Minaj shades Garcelle Beauvais and Jennifer Lawrence calls Erika Jayne "Evil." We start with Real Housewives of Atlanta Reunion and dive deep into the Comedy of Errors that is Real Housewives of Beverly Hills. Welcome back to the Thunder-dome of Housewives, the Ladi…
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In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful leaders of their organizations, Principal and Chief Compliance Officer of SYM Financial Advisors, Crystal Creekmore, and returning guest Gary Bonner, COO of Southwestern Investment Group. SYM Financial Advisors is headquartered in Winona Lake Indiana and has 5 offic…
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Tap Tap Tap! Let's lift the curtain between the Human World and the Spirit World with Psychic Medium and Good Witch to the Stars, Patti Negri. You may know her from TV Shows like Ghost Adventures and Flipping Out. Were always searching for answers and sometimes, what we need is just a re-connection to yourself and to the Earth. This episode covers …
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In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and Eric Sontag, President and Chief Operating Officer of Wealthspire. Moneta is headquartered in St Louis and has offices in Kansas City, Denver, and Boston and currently manages $32.8B in AUM with 440 employees. Wealt…
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HollywoodLian is back, diving in on Lea Michele. We are covering the HBO documentary, Spring Awakening and Amazon Prime Show, The Boys. Lacretia Lyon joins me as we poke at the absurdity of this TikTok theory plus all the really "Dark" Glee curses, it's pretty Terrible & entertaining. - Buckle down, we say cock and vagina alot and we get graphic-…
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