In the latest episode of Advisor Ally, we sat down with veteran financial advisor Jack M. Firestone, who recently retired after 37 years in wealth management and over 35 successful years at the helm of Firestone Capital Management. Jack opens up about his unexpected journey from the symphony orchestra world into finance, how he built an $800M+ client-centric advisory firm, and the secrets behind his success in cultivating multi-generational client relationships.

The latest episode of Advisor Ally with Serge Berger, Chief Investment Officer at Blue Marlin Advisors LLC.The latest episode of Advisor Ally with Serge Berger, Chief Investment Officer at Blue Marlin Advisors LLC. A wide-ranging conversation on the most pressing and often misunderstood realities of investing, market behavior, and the future of financial advice in an AI-driven world.

In the latest episode of Advisor Ally, we sat down with Jeff Dunn-Bernstein, Founder and Principal of Paradise Advisor Group and QE Wealth Management.

Jeff’s unconventional journey from international drilling expeditions to launching a client-centric, real estate-savvy RIA offers invaluable insights for financial professionals and entrepreneurs navigating the evolving independent advisory landscape.

If you're an advisor seeking to modernize your practice, or a client looking to work with someone who sees the full picture of your wealth, including your real estate, this conversation is not to be missed.