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The podcast for women entrepreneurs, business owners, and leaders in passionate pursuit of their best life! You'll hear inspiring stories of fearless women who have overcome obstacles to passionately and boldly pursue their dream. Plus take away loads of practical tips and strategies to help you discover who you truly are and how to show up empowered, fearlessly confident, and fully engaged in your business and your life. Janelle’s easy-going, relaxed and down-to-earth style creates a friend ...
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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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Servus! My name is Janell and this is our Deutscher Pod Jam. This podcast should serve as a connecting ground to showcase and play current and classic German Artists here in the United States. We are going to be pulling away from the stereotypes and stigmas one may think when picturing modern day Germany through sound and music. Through this podcast connecting German artists to the United States should help push towards a new wave of sound that could embrace and empower global Artists and th ...
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1. Sharlene-Monique - Of Love (Piano & Voice) 2. Jaz Karis - Home 3. Cassandra Shade - Don't Change 4. Tamesy - Of you 5. Aleksa Safiya - Understand Me 6. Lauren Tuchscherer - You Make Me 7. Fortune - Fake Love 8. Alduts Sherdley - Swipe Right 9. Karmessa - Game X 10. Tambourine - Unequally Yoked 11. Anna Speer - Cuffing Szn 12. Stalk Ashley - Complicated 13. Yasz Base - Anoymous Drerrie 14. Marzz - KMS. 15. Niqueaux - Love You Down 16. Kazé - Love ain't enough 17. Makaela - Be Careful 18. A ...
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Adoption and Suicidality with Joey Nakao, Dr. Joyce Maguire Pavao, Bruce Porth, Janell Strube, Laura L. Engel, Lorraine Dusky, Terri Dreismeier, and Melissa Brunetti - Ep 158 "Despite working hard on a daily or moment-to-moment basis to stay alive, the poem revealed a thin thread of hope that by turning toward and befriending my pain, I might just …
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With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed Chief Operating Officer at Apella Wealth, headquartered in Hartford, CT. The firm advises on approximately $4.35 billion and has 93 employees across 16 office locations. Chrissy is the Chief Operating Officer a…
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"I think my mom, my adoptive mom, was probably scared that she was going to lose me to my birth family." -- Elizabeth Barbour 📘📘📘Join the Book Launch Team for our book Adoption and Suicidality (which will be published on August 12, 2024) by clicking here: https://forms.gle/JsnpsZUe9EKWNmJT6 📘📘📘 EPISODE SUMMARY: In this episode of Unraveling Adoptio…
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“Love is the biggest and best thing that she did — unconditional love." Desmond DeRoo 📘📘📘Join the Book Launch Team for our soon-to-be-published book, Adoption and Suicidality, by clicking here: https://forms.gle/JsnpsZUe9EKWNmJT6 📘📘📘 EPISODE SUMMARY: In this episode of the podcast, I had the privilege of speaking with Desmond DeRoo, a 30-year-old c…
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"We have only ourselves. And when I'm thinking about that, I'm thinking how strong we are. Because we have survived and still live and still create and still talk about our history." -- Kâlánguak Absalonsen 📘📘📘Join the Book Launch Team for our soon-to-be-published book Adoption and Suicidality by clicking here: https://forms.gle/JsnpsZUe9EKWNmJT6 📘…
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"The experience of being stuck is a pretty good place to be, I think, a lot of times in therapy and life." - Stephen Rowley 📘📘📘Join the Book Launch Team for our soon-to-be-published book Adoption and Suicidality by clicking here: https://forms.gle/JsnpsZUe9EKWNmJT6 📘📘📘 Podcast Episode Synopsis: In this episode of Unraveling Adoption, I had the plea…
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For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses. It was a real thrill for him to interview one of his most respected RIA leaders for this conversation. As he states in the introduction,…
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Podcast Episode Synopsis: In this episode of Unraveling Adoption, I, Beth Syverson, provide a detailed update on the latest happenings within the Unraveling Adoption community. As an adoptive mom to my son Joey, we are dedicated to delving into the complexities of adoption and providing support to those impacted by adoption. Book Launch Announcemen…
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“Psychedelics can offer a portal to other consciousnesses and open spaces beyond our regular reality.” -- Mee Ok Icaro (adoptee) “Psychedelics can be a powerful tool for deep work and accessing feelings”. - Leslie Pate Mackinnon (birth mom) “Psychedelics can lead to transformative experiences, dividing life into before and after the journey.” -- Be…
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"Being trans was not in my product description, and my 30-day money-back guarantee return policy has long since expired." -- Sanjay Pulver Read the transcript here: https://app.swellai.com/t/tp_01J0SD1AHPJ1FJB1CNPPBS59TC Episode Synopsis In this episode of Unraveling Adoption, I had the privilege of hosting Sanjay Pulver, a transracial intercountry…
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"I think it's really important at this moment for us in our society to understand that we collectively and continuously, in every little micro level ways and macro level ways, differentially value mothers in America, and we are still making decisions that are rooted in really bigoted assumptions, that are rooted in racism." -- Rebecca Wellington Re…
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"I'm just enjoying the journey. What happens when the journey is over? Then what? So I'm just chasing the buzz." - Ryan Anderson Read the transcript; or read along while listening, if you have trouble udnerstanding Ryan's lovely Scottish accent: https://app.swellai.com/t/tp_01HZTEF176BBAYC769S710N7JB Podcast Episode Synopsis: In this episode of Unr…
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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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"I truly felt the weight of the world telling the story. I felt like it was a great responsibility, but I had to do it." -- Kristal Parke Read the transcript here: https://app.swellai.com/t/tp_01HZE3F00W8S92RJM8N2F3METT EPISODE SUMMARY: In this episode of Unraveling Adoption, I had the pleasure of interviewing Kristal Parke, an adoptee and filmmake…
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“I didn't want to lose them. I loved them both and I thought, it's hard to think about your life separated. I guess now knowing all that I know about being separated from the first person that I was supposed to be with, you know, I just never wanted to be separated from either one of them.” -- Jane Spreckley Episode Summary: In this episode of Unra…
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“I have a hard time believing in love, that love just really exists, that you can love somebody. Then I feel like I have a hard time loving men and stuff, so I wouldn't want them to get hurt if they ever felt like I didn't love them.” - Tammy Murphy Episode Summary: In this episode of Unraveling Adoption, I had the privilege of speaking with Tammy …
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"I'm in a great place, not just physically, but emotionally and mentally." -- Joey Nakao Podcast Episode Synopsis: In this heartfelt episode of Unraveling Adoption, host Beth Syverson welcomes her son, Joey, back to the podcast after a five-month hiatus. Joey, a courageous 20-year-old in recovery from addiction, shares his journey of sobriety and s…
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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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"Taiko drumming is a wonderful way to release lots of negative energy and have it transformed into positive energy. " -- Jennifer Weir Podcast Episode Synopsis: In this episode of Unraveling Adoption, host Beth Syverson welcomes guest Jennifer Weir, a Korean adoptee who connected with her Asian identity through Taiko drumming. Jennifer shares her j…
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"...when you're walking around with a sense of loss, or you feel like your first mother or first family don't want you, there's two ways you go about this. Either A, you're going to get really enmeshed and get real clingy because you don't want to lose. Or B, you get this detachment, and as adoptees and groups sometimes say, ‘I'm going to leave you…
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Sexuality and Adoption: Insights from a Transracial Adoptee and Sex Therapist "For me, sexual and reproductive health or our sexuality is so connected with attraction, with attachment style, with self-esteem, with the wish for connecting and creating long-term bonds." -- Anna Linde Read the transcript: https://app.swellai.com/t/tp_01HVN38Q94D5ZXH9G…
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"I hate when people say that my life should be a movie. Can we just ban that phrase?" - Jeremy Read the transcript here: https://app.swellai.com/t/tp_01HV5M7AN2D7GP4H2P1NBVSNMQ Episode Summary: In this episode of Unraveling Adoption, host Beth Syverson delves into the complexities of adoption alongside her guest, Jeremy, a 24-year-old adopted perso…
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"I want to normalize the practice of spirituality and ancestral rituals. They're a normal part of our lives." Helena Soholm, PhD Read the Transcript here: https://app.swellai.com/t/tp_01HTRHNP4AKM7DD2K35958K78A Episode Summary Beth Syverson, the host of the podcast Unraveling Adoption, welcomes Dr. Helena Soholm as a guest on the show. Dr. Soholm, …
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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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"I think everyone has had this experience of feeling like they're in two places or even more than that, but not quite enough of any." -- Anthony Lynch Read the Transcript: https://app.swellai.com/t/tp_01HSYYTTTDQ2QVDVHZ079SXA3E Episode Summary: Beth Syverson, the host of the podcast "Unraveling Adoption," welcomes Anthony Lynch, a 24-year-old non-b…
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"I think that being an adoptee groomed me to relinquish my own child." -- Monica Hall Transcript of this episode: https://app.swellai.com/t/tp_01HSM5N1067HY39ZRSGK11MB5T Podcast Episode Synopsis: In this episode of Unraveling Adoption, host Beth Syverson welcomes guest Monica Hall, an adoptee and birth mother who has recently published her memoir t…
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"I think adoptees who are going to go try to find their family have to recognize that... once you get into the process, you just have to roll with it, right? You have to be optimistic and hopeful and just play it out." -- David R. Ford Episode Synopsis In this episode of Unraveling Adoption, host Beth Syverson delves into the complexities of adopti…
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"I was always trying to fit in and chameleon wherever I was." -- Bethany Fraser Transcript Read this episode's transcript: https://app.swellai.com/t/tp_01HR5W5M78X0PE4FV5GJNREW2AIn this episode of Unraveling Adoption, host Beth Syverson welcomes guest Bethany Fraser, an adoptee and host of The Adoptee Diaries podcast. The conversation delves into t…
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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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"I had to be OK with the fact that they might not accept me for who I am." - Joe Toolan Transcript Read this episode's transcript: https://app.swellai.com/t/tp_01HQC31S90118VY2NM91EADH9Q Episode Summary In this episode of Unraveling Adoption, host Beth Syverson delves into the complexities of adoption through the lens of LGBTQ+ adoptees. Joined by …
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"The root of the work, I would say, is really slowing down and learning how to sit with the discomfort of different sensations in the body." -- Rebecca Berg Transcript Read this episode's transcript: https://app.swellai.com/t/tp_01HQC31S90118VY2NM91EADH9Q Synopsis In this episode of Unraveling Adoption, I had the pleasure of speaking with Rebecca B…
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My adoptive father talked about it as my birthright to go back to Central America. I really like that framing. So I think that was part of the reason why they let me go on so many trips and that was such a wonderful experience. - Nelson de Witt Discover the shocking truth about Nelson de Witt's journey to uncover his past after being adopted from C…
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Love is an action. It's not always pink and it's not always red. Sometimes it gets black, sometimes it gets blue. But love is an action. - Alicia Murray In this episode, you will be able to: Explore the challenges of foster care and adoption journeys. Discover the profound importance of sibling connections in adoption. Embrace the value of openness…
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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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"I started meditating a lot, and eventually doing retreats, eventually going to monasteries, spending some time in a Zen Buddhist meditation center. So, yeah, I think that's kind of where I took my pain, my anguish, my existential questions, and I think there's some ambiguity there. I think there's also a kind of escapism, because I didn't know how…
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“I think for adoptees, my biggest advice for them is to ask if you need something. Whether it be therapy, whether it's understanding your story, whether it's being able to know your identity, ask. And if they don't want to tell you, keep asking.” -- Sariah Baker In this episode, you will be able to: Understand the profound influence of adoption tra…
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"Change can happen incrementally, and oftentimes it's better that it does. We've heard the cliche 'trust the process.' Oftentimes the process is the most important thing." - David Bohl Join relinquishee/adoptee recovery coach David Bohl as he confronts the paradox of finding trust and healing in the intersection of adoption and addiction. He guides…
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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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"Adoptive parents, go do your own work. It's kind of a natural birthright to know who you are." - Louise Browne Adoptive parents and allies: Do you want to better understand and support your adoptive child's experiences? Our guests, adoptees Sarah Reinhardt and Louise Browne, will be sharing valuable insights and guidance on how to gain a deeper un…
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"Today really is the solidified decision is that I'm going to quit marijuana for...not forever, but for one day at a time. That's how people should look at it. You don't have to, but that's how I'm looking at it, to keep myself afloat." -- Joe Nakao Unraveling Adoption's co-creator Joe Nakao catches us up on his journey to achieve personal growth a…
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“If you, as the white adoptive parent, are comfortable, you're not doing it right. Because your kid is uncomfortable.” - Katie Wynen Are you touched by transracial adoption? Or do you know any adoptees who were adopted transracially? How do you personally frame transracial adoption? Some common rationalizations include the belief that love is enoug…
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"Adoption is about finding homes for babies, not about finding babies for families." -- Paul Fiscus Do you want to see an increase in awareness and advocacy for natural fathers? Join me in listening to Paul Fiscus' plea for greater support and recognition for natural fathers. He hasn't seen his 5-year-old daughter Eliza since she was an infant. Thr…
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Take the initiative to learn from all the resources that are out there. Recognize the importance of doing so for the benefit of adopted youth. - Meggin (Nam) Holtz If you're interested in supporting adopted youth in your family or community, then we have inspiration for you in today's episode! You may be trying to provide a loving and understanding…
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I think that it's definitely a complicated thing, no matter how great the conditions are. But it definitely did something for me to have contact with my biological part of the adoptee experience. - Ben Coolman If the adoptee in your life is feeling overwhelmed by conflicting loyalties and uncertainty about where they belong, we want them to know th…
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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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I think for my mother, she didn't always really see me quite as a person of equal value. - Janell Strube A biracial adoptee, Janell Strube, shares her powerful journey of navigating racial identity and the impact of racism behind closed doors. Did she ever find the acceptance and understanding she sought? In this episode, you will be able to: Reali…
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While I'm away this Thanksgiving week, I wanted to make the recording of our recent Adoptee Remembrance Day vigil available to you all. The live Zoom event was on October 30, 2023. Hear powerful personal stories, emotional poetry, and calls for greater awareness of adoptee suicide, murder, and deportation. TO WATCH THE VIDEO OF THE EVENT, click her…
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Reserve your FREE ticket to the Sacred Plant Medicine for Healing the Adoption Constellation webinar featuring Mee Ok as one of the panelists, December 3 at 1pm PST: https://healingadoptiontrauma.eventbrite.com When you're in the margins and outside of the dominant narrative, you're very aware of what is just taken for granted. - Mee Ok Icaro A tra…
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"Being commodified, treated as an object, as a thing that can be returned or exchanged, deeply affects us. I am not a thing." - Moses Farrow Did you know that adoptees are at least four times as likely to attempt suicide as their non-adopted peers? In this episode, Moses Farrow will shed light on the truth behind high suicide rates among adopted pe…
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Register at HeatherRossCoaching.com or at https://HappyEnough.eventbrite.com Do you have a child or loved one struggling with addiction or mental health issues? Are you dreading the holidays? Happy Enough Holidays is an interactive workshop hosted by Heather Ross and Beth Syverson Tuesday, November 14th 4:30 – 6:00 pm PST / 7:30 – 9:00 pm EST $20 f…
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