The COO Roundtable
Episodes
Episode 85: Josh Brier & Aldo Tarantini
01 Apr 2026
Contributed by Lukas
Matt welcomes Josh Brier, Chief Operating Officer of Connecticut Wealth Management, and Aldo Tarantini, Managing Director and former Director of Opera...
Episode 84: Henry Lao & Ben Littman
04 Mar 2026
Contributed by Lukas
With Episode 84, Matt welcomes Ben Littman, Founding Member and Head of Corporate Development at Pure Financial Advisors, and Henry Lao, Vice Presiden...
Episode 83: Alli Jordan & Emily Wilcox
03 Feb 2026
Contributed by Lukas
In this episode, Matt is joined by Alli Jordan, President at LibertyFi, and Emily Wilcox, COO at Practifi, for a discussion on how leading RIAs are us...
Episode 82: Hannah Koch & Joe Walker
14 Jan 2026
Contributed by Lukas
In Episode 82, Matt sits down with two well-accomplished RIA operators: Hannah Koch, Director of Strategic Initiatives at Chicago-based Altair Adviser...
Episode 81: Jason Mirabella and Randy Lambert
03 Dec 2025
Contributed by Lukas
Matt is joined by industry veterans Jason Mirabella and Randy Lambert for Episode 81. Jason returns for his second appearance, having first joined Epi...
Episode 80: Linda Bready
05 Nov 2025
Contributed by Lukas
In this episode, Matt sits down with Linda Bready, a renowned operations consultant to RIAs and author of the new book, The Exit Equation – M&A ...
Episode 79: Morgan Bell & Lisa Crafford
01 Oct 2025
Contributed by Lukas
In Episode 79, Matt welcomes two long-time friends and industry experts: Lisa Crafford and Morgan Bell of Constellation Wealth Capital (“CWC”). CW...
Episode 78: Eric Stephenson & Shelly Kapoor
03 Sep 2025
Contributed by Lukas
Episode 78 dives deep into a challenge many COOs contend with on a daily basis: mastering M&A integration. Matt hosts a dynamic discussion with tw...
Episode 77: Brad Cox and Michael Walliser
06 Aug 2025
Contributed by Lukas
Episode 77 finds Matt interviewing two seasoned RIA operators: Brad Cox and Michael Walliser, for an insightful conversation on growth, technology, an...
Episode 76: Tony Cox & Whitney Imeraj
21 May 2025
Contributed by Lukas
We are excited to return to our traditional interview format for Episode 76, but this time with a twist! For the first time, we are interviewing an R...
Episode 75: Why AI Is Not Your Top Tech Priority
23 Apr 2025
Contributed by Lukas
In the midst of volatile markets and a bustling tax season, Matt faced a unique challenge for Episode 75: he was unable to secure guests for the show....
Episode 74: The Importance of Client Segmentation
05 Mar 2025
Contributed by Lukas
In Episode 74, Matt steps away from our usual interview format to share a vital message that could reshape how you approach your business. Drawing i...
Episode 73: Carrie King and Jay Tarno
05 Feb 2025
Contributed by Lukas
With Episode 73, Matt welcomes two thoughtful RIA operators to the podcast: Carrie King and Jay Tarno, CFP®. Carrie is Partner, Chief Compliance Of...
Episode 72: Brittany Manning & Brian Habas
08 Jan 2025
Contributed by Lukas
We welcome Brittany Manning and Brian Habas for Episode 72! Brittany is the Chief Operating Officer at MCF Advisors, with offices in Covington, Lexi...
Episode 71: Amy Flourry & Maria Millner
04 Dec 2024
Contributed by Lukas
Matt was joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advis...
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
05 Nov 2024
Contributed by Lukas
Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70. Jeremy was Concurrent’s very first emplo...
Episode 69: Jina Yi and Victoria Latham
02 Oct 2024
Contributed by Lukas
We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has been with ...
Episode 68 - Rachel Lebowitz
04 Sep 2024
Contributed by Lukas
Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredibl...
Episode 67 - Chrissy Lee & Meghan Martin
07 Aug 2024
Contributed by Lukas
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 Op...
Episode 66 - Carolyn Armitage
10 Jul 2024
Contributed by Lukas
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 in...
Episode 65 - Rebecca Davis & Joe Klein
05 Jun 2024
Contributed by Lukas
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...
Episode 64 - Adrian Chastain & Kailee Ostroski
08 May 2024
Contributed by Lukas
In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus ...
Episode 63 - Do's and Don'ts of COO Onboarding
03 Apr 2024
Contributed by Lukas
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 disc...
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
06 Mar 2024
Contributed by Lukas
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 Opera...
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
07 Feb 2024
Contributed by Lukas
We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, l...
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
17 Jan 2024
Contributed by Lukas
Episode 60 marks our 5-year anniversary, and Matt was feeling nostalgic for this conversation with Amber Salzman of Capstone Financial Advisors and Je...
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
06 Dec 2023
Contributed by Lukas
With “The Sabbatical Episode,” Matt welcomed two highly respected RIA professionals to tackle a topic not often discussed in our industry: mental ...
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
01 Nov 2023
Contributed by Lukas
For this episode, we step away from our normal format of speaking with operations professionals in the trenches, to speaking with an author and entrep...
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
04 Oct 2023
Contributed by Lukas
Matt welcomes two long-time RIA operations professionals for Episode 57. Trevor Hodges is the relatively new Director of Operations at Sax Wealth Advi...
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
06 Sep 2023
Contributed by Lukas
The COO Roundtable Episode 56 Powered by Coldstream Wealth Management For Episode 56, Matt invited two operations professionals that he met at a DFA O...
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
02 Aug 2023
Contributed by Lukas
The COO Roundtable Episode 55 Powered by Coldstream Wealth Management Matt was joined by two thoughtful and experienced Operations professionals for E...
Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management
12 Jul 2023
Contributed by Lukas
The COO Roundtable Episode 54 Powered by Coldstream Wealth Management In Episode 54, Matt is joined by two operations professionals he has worked with...
EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services
19 Jun 2023
Contributed by Lukas
The COO Roundtable Episode 53 Powered by Coldstream Wealth Management With episode 53, Matt welcomes two guests that both take a very measured approac...
EP 52 - Matt Sonnen of Coldstream Wealth Management
09 May 2023
Contributed by Lukas
The COO Roundtable Episode 52 Powered by Coldstream Wealth Management In episode 52, Matt assures our listeners that no major changes will occur with ...
EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors
04 Apr 2023
Contributed by Lukas
The COO Roundtable Episode 51 By PFI Advisors For our 51st episode, Matt welcomed two operations professionals who run relatively new firms, Vince Cra...
EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates
15 Mar 2023
Contributed by Lukas
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 t...
EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial
01 Feb 2023
Contributed by Lukas
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 ...
EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group
03 Jan 2023
Contributed by Lukas
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 excitin...
EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth
06 Dec 2022
Contributed by Lukas
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: Ju...
EP 46 - Stacey McKinnon of Morton Wealth
01 Nov 2022
Contributed by Lukas
The COO Roundtable Episode 46 By PFI Advisors Our latest episode of The COO Roundtable features a rare single-guest format. Stacey McKinnon of Morto...
EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors
04 Oct 2022
Contributed by Lukas
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 ...
EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group
31 Aug 2022
Contributed by Lukas
In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful leaders of their organizations, Principal and Chief Complian...
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire
02 Aug 2022
Contributed by Lukas
In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and Eric Sontag, Pr...
EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista
06 Jul 2022
Contributed by Lukas
In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the Visionary Forum, and Melissa Bushman, VP of...
EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors
18 May 2022
Contributed by Lukas
For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth Advisors – CEO and Co-founder, Lauren Osc...
EP 40 - Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital
05 Apr 2022
Contributed by Lukas
In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee Gordon, Principal, Chief Operating Offi...
EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network
01 Mar 2022
Contributed by Lukas
This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham Wealth Partners and Ryan Armock, Head of Oper...
EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian
15 Feb 2022
Contributed by Lukas
For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing Director of Wealth Operations at Tolleson Wealth Manage...
EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones
04 Jan 2022
Contributed by Lukas
For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners,...
EP 36 – Karl Heckenberg of Emigrant Partners
01 Dec 2021
Contributed by Lukas
For our special three-year anniversary episode, we put a twist to our regular format and Matt was joined by Karl Heckenberg, CEO and President of Emig...
EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management
02 Nov 2021
Contributed by Lukas
In the 35th episode of The COO Roundtable, Amanda Green of Matrix Private Capital Group and Gary Davis Jr. of Satovsky Asset Management join Matt to d...
EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital
06 Oct 2021
Contributed by Lukas
In the 34th episode of The COO Roundtable, Matt welcomes two amazing guests: Jenn Papadopolo, COO of RegentAtlantic, and Matt Wiles, COO of Crestone C...
EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors
08 Sep 2021
Contributed by Lukas
In the 33rd episode of The COO Roundtable, Matt welcomes two highly respected operations professionals: Jandy Rowe, Principal and Chief Operating Offi...
EP 32 - Overview of Our New Digital Consulting Platform
05 Aug 2021
Contributed by Lukas
For the 32nd episode of The COO Roundtable, we wanted to pause from our regular interview format and answer some questions we have been receiving abou...
EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management
06 Jul 2021
Contributed by Lukas
In the 31st episode of The COO Roundtable, Matt welcomes two operations professionals who have had a huge impact on their respective organizations, Na...
EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management
02 Jun 2021
Contributed by Lukas
In the 30th episode of The COO Roundtable, Matt welcomes Michael Paley, Chief Operating Officer at Klingman & Associates and Kevin Hrdlicka, Chief...
EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz
04 May 2021
Contributed by Lukas
In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO & General Counsel of Colony ...
EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services
06 Apr 2021
Contributed by Lukas
In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab Advisor Services’ Business Consul...
EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management
04 Mar 2021
Contributed by Lukas
For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s inaugural RIA Practice Management Insight’s conference. T...
EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management
02 Feb 2021
Contributed by Lukas
In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief Operating Officer and Partner of Telemus Financial Life Man...
EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine
12 Jan 2021
Contributed by Lukas
In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific Portfolio Consulting in Seattle, WA and Erica F...
EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill
09 Dec 2020
Contributed by Lukas
In the 24th episode of The COO Roundtable, which marks our podcast’s 2nd anniversary, Matt welcomes two prominent guests from Segall Bryant & Ha...
EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects
10 Nov 2020
Contributed by Lukas
In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen Wealth and Lynne Born, President of Wea...
EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office
06 Oct 2020
Contributed by Lukas
In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar with Insider’s Forum, i...
EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company
02 Sep 2020
Contributed by Lukas
In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwar...
EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove
04 Aug 2020
Contributed by Lukas
In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial Officer of Parallel Advisors and Cecilia W...
EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors
30 Jun 2020
Contributed by Lukas
In the 19th episode of The COO Roundtable, Matt welcomes Michelle Thetford, Chief Operations Officer of HighTower Advisors and Michael Reed, Chief Ope...
EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset
03 Jun 2020
Contributed by Lukas
In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors and Eric Hehman, Chief Execu...
EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management
05 May 2020
Contributed by Lukas
In the 17th episode of The COO Roundtable, Matt welcomes Vibhaw Arya, Chief Operating Officer at Shufro Rose and Brandon McKerney, Partner and Directo...
EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management
07 Apr 2020
Contributed by Lukas
In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim Atkinson, COO and Head of Mergers & Acqu...
EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant
03 Mar 2020
Contributed by Lukas
In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO, CCO, and Partner of Aspiriant...
EP 14 - Industry Spotlight: M&A Landscape for RIAs
07 Feb 2020
Contributed by Lukas
With M&A activity at an all-time high and no sign of stopping anytime soon, we take a break from our usual interview format here in Episode 14 and...
EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod
07 Jan 2020
Contributed by Lukas
In the 13th episode of The COO Roundtable, Matt welcomes Kristi de Grys of Merriman Wealth Management and Larry Miles of AdvicePeriod. After spendin...
EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing
03 Dec 2019
Contributed by Lukas
In the 12th episode of The COO Roundtable, Matt welcomes Mark Tibergien and Karen Novak of BNY Mellon Pershing.* Mark, CEO, Advisor Solutions, BNY M...
EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory
07 Nov 2019
Contributed by Lukas
In the eleventh episode of The COO Roundtable, Matt welcomes Kelli Cruz, CEO of Cruz Consulting and Jim Regitz, Founding Partner and Senior Advisor at...
EP 10 - Highlights: Episodes 1 - 9
10 Oct 2019
Contributed by Lukas
In the tenth episode of The COO Roundtable, Matt takes some time to reflect on some of the highlights and biggest takeaways from the nine content-pack...
EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean
09 Sep 2019
Contributed by Lukas
In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean. Susan is the Chief Oper...
EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
03 Aug 2019
Contributed by Lukas
In the eighth episode of The COO Roundtable, Matt sat down with David Canter and Scott Slater of Fidelity Clearing & Custody Solutions. David is...
EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
12 Jul 2019
Contributed by Lukas
In the seventh episode of The COO Roundtable, Matt sat down with Heather Goodman of True Capital Management and Mark DeLotto of Massey Quick Simon. ...
EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
05 Jun 2019
Contributed by Lukas
In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion! Jeff Concepcion, Nancy Andrefsky...
EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
01 May 2019
Contributed by Lukas
In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthr...
EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management
02 Apr 2019
Contributed by Lukas
In the fourth episode of our podcast, The COO Roundtable, Matt sat down with Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital...
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
06 Mar 2019
Contributed by Lukas
In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Gr...
EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
31 Jan 2019
Contributed by Lukas
In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray....
EP 1 - Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
17 Jan 2019
Contributed by Lukas
In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were g...
Introducing The COO Roundtable Podcast
11 Dec 2018
Contributed by Lukas
I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations prof...