Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management Business

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management BusinessName: Bill HarrisTitle: Founder, CEOBill’s Book: https://a.co/d/aILiU0uCompany Name: Evergreen Wealth AUM: $100M AUM Website: www.evergreenwealth.com About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine. Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas, and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more. About Bill Harris: Bill Harris is the Founder and CEO of Evergreen Wealth, a digital Registered Investment Advisor (RIA) delivering hyper-personalized, tax-optimized Dynamic Portfolios™ for high-earning professionals and affluent families, particularly those in high-tax states, helping them build long-term, generational wealth. A fintech pioneer with over three decades of leadership at the intersection of finance and technology, Bill has founded and led multiple companies that have become household names, reshaping how people manage, protect, and grow their money. Before founding Evergreen Wealth, he was the former CEO of PayPal, guiding the company through its launch and early growth; the former CEO of Intuit, where he oversaw the expansion of TurboTax, Quicken, and QuickBooks; and the founder of Personal Capital, which scaled to $23 billion in assets before its $1 billion acquisition by Empower Retirement.Beyond Evergreen Wealth, Bill has launched and scaled several other companies, including MyVest, PassMark Security, IronKey, and One Finance (acquired by Walmart in 2022). He has also served on the boards of Macromedia, SuccessFactors, Care.com, Yodlee, GoDaddy, Avalara and Business.com. Bill is the author of Investment Tax Guide: How to Slash Your Taxes, which emphasizes after-tax returns as the most critical measure of investment success, a principle that underpins Evergreen Wealth’s approach to Dynamic Portfolios. Bill holds an MBA from Harvard Business School and a BA from Middlebury College.

This CEO is Disrupting Education with AR & VR – Meet Paul Kellenberger CEO zSpace - $ZSPC Description Guest Paul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board zSpace (Nasdaq: ZSPC)Website:https://www.zspace.com/Paul’s BioPaul Kellenberger serves as zSpace’s Chief Executive Officer and Chairman of the board of directors. Mr. Kellenberger has served as CEO and director since December 2006. Prior to zSpace, he was CEO of Chancery Software Ltd. (sold to Pearson PLC in 2006), CEO of Promeo Technologies, and SVP at Inacom Corporation (acquired by Compaq/Hewlett Packard). He also served as VP and Director at Motorola Inc. Mr. Kellenberger holds a B.A. in economics from the University of Western Ontario and an M.B.A. from McMaster University. Company bio:zSpace, Inc. (NASDAQ: ZSPC) delivers innovative augmented and virtual reality (AR/VR) experiences that drive achievement in STEM, CTE, and career readiness programs. Trusted by over 3,500 school districts, technical centers, community colleges, and universities, zSpace allows students and teachers to experience learning in the classroom that may otherwise be dangerous, impossible, counterproductive, or expensive using traditional techniques. Headquartered in San Jose, California, zSpace holds over 70 patents, and our hands-on "learning by doing" solutions have been shown to enhance the learning process and drive higher student test scores, as evidenced by a study on the utility of 3D virtual reality technologies for student knowledge gains published in the Journal of Computer Assisted Learning in 2021.

This $200 Million Money Manager Wants You To Become A Financial Beast – Meet Eric Miller Chief Advisor At Econologics Financial Advisors GuestEric Miller Chief Advisor at Econologics Financial Advisors AUM ~ $200 millionEric’s Book:https://www.amazon.com/How-Become-Financial-Beast-Practice/dp/1937205304Company name Econologics Financial AdvisorsWebsite www.econologicsfinancialadvisors.comBioEric Miller is a seasoned financial planning professional with over 20 years of experience dedicated to empowering private practice owners and associates. As Co-Owner and Chief Financial Advisor of Econologics Financial Advisors, LLC, a Registered Investment Advisor, Eric specializes in strategic financial planning, including investments, retirement, asset protection, tax strategies, debt elimination, and business transition planning. A Registered Financial Consultant® (RFC) and graduate of Capital University, Eric is also a prolific author and speaker and has published countless articles, videos, and podcasts and is the bestselling author of How to Become a Financial Beast. He has presented at hundreds of events nationwide, and weekly hosts the Financial Beast Podcast.

GuestAdam Mizel Co-Founder & CEO US UnitedWebsitehttps://www.us-united.org/About US UnitedUS United is a not-for-profit media collective building unity through storytelling, service, and human connection. Co-founded by business leader Adam Mizel and Sheriff Chris Swanson, the organization works to prove that Americans share common values and can bridge divides through community engagement. Programs include the Sheriff Unity Network, Holiday Giving Spectacular, and monthly 30 For US unity conversations. To take the Unity Pledge, visit us-united.org. Adam Mizel Bio: Adam Mizel's journey from Wall Street to corporate leader to building a grassroots unity movement wasn't exactly planned. After a successful 30-year business career, from Morgan Stanley, to launching private equity firms and hedge funds, to starting and running public and private companies, he found himself screaming at the news during the chaotic days of May 2020. George Floyd had been murdered, the country was in the midst of a pandemic, politicians and pundits amped up the rhetoric and many of us felt that the fabric of the country was ripping apart. At that moment, his wife Taunya delivered the wake-up call: "No one's hearing you if you scream at the TV." That insight sparked his biggest epiphany yet—instead of just making another donation, Adam was going to DO SOMETHING about America's divisions. He did not have a more developed concept than that, but as a serial entrepreneur, Adam was confident he would figure it out. What happened next surprised even him. Doors started opening in ways they never had during his business career. Through a social justice task force formed with CMO leadership organization PTTOW, he met Ken Nwadike, Jr. (the "Free Hugs Guy"), who in turn introduced him to Sheriff Chris Swanson of Flint, Michigan. Chris made global headlines when 3.2 billion people watched as he and his officers took off their riot gear and marched arm-in-arm with George Floyd protesters on May 30, 2020. Flint was one of the few American cities that did not burn that night. Their instant connection led to the co-founding of US United in 2021 and together they have grown it into a movement for unity that is proving that Americans aren't as divided as politicians and media want us to believe.Today, US United has built a network of close to 100 sheriffs committed to bringing unity into their communities. They have reached thousands of families across the country through giving events like the Holiday Spectacular, broken people out of their bubbles with a unity pledge and national online conversations called 30 For US, and just completed a summer cross-country road trip documenting real stories of unity happening at the grassroots level. Adam went from yelling at his TV to building a movement that's challenging the narrative about American division by empowering Americans with the tools they need to reunite our country – and inspiring others along the way. One voice is loud, millions are a movement. SOCIAL MEDIA INFO: LinkedIn - https://www.linkedin.com/in/adammmizel/Facebook - https://www.facebook.com/USUnitedOrgInstagram - https://www.instagram.com/us_united_org/Twitter - https://twitter.com/US_United_Org

This CEO is Disrupting Payments By Building A Loyal CommunityGuestMr. Lavell Juan Malloy II, J.D. Chairman & CEO Brag House Holdings Ticker: Nasdaq: $TBHWebsitehttps://www.braghouse.com/

This $400B Firm Is Democratizing Private Investments & Relentless Consistency From Michael Bell GuestMichael Bell Founder & CEO of Meketa Capital & Primark Captial Assets Under Advisory = $400BAssets Under Management = $500M Website: https://meketacapital.com/BioMichael Bell is the CEO of Meketa Capital, an asset management firm focused on expanding access to private market investments to RIAs and other advisors without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private market investment structures. Michael has four decades of experience leveraging a dynamic combination of transactional, operational, and strategic expertise in the asset management industry.

The interview is also on Youtube: https://youtu.be/oSIFewGWnNE?si=efQOrP5YXeoWuYYAGuest Carlos Moreira Founder & CEO of SealSQ Ticker: (Nasdaq: LAES)Website: https://www.sealsq.com/BioCarlos Creus Moreira is a global technology entrepreneur and cybersecurity authority, serving as Founder, Chairman, and CEO of WISeKey (NASDAQ: WKEY) and SEALSQ (LAES). For decades, he has been a leading voice in securing the internet, developing trusted digital identity ecosystems, and advocating for the ethical use of artificial intelligence.Moreira began his career as a United Nations expert on CyberSecurity and Trust Models, working with agencies such as ILO, UNCTAD, ITC/WTO, World Bank, UNDP, and ESCAP (1983–1999). He is also the Founder of OISTE.org, a global non-profit dedicated to strengthening digital identity standards.From 1995 to 1999, he served as an Adjunct Professor and Head of the Trade Efficiency Lab at RMIT University in Australia, contributing to advances in trade facilitation and cybersecurity. His academic and professional work has consistently focused on enhancing trust in digital systems.Moreira holds influential roles in numerous international organizations. He is a Founding Member of the Geneva Government’s E-Voting Steering Committee, a UN Global Compact Member, and has contributed extensively to the World Economic Forum (WEF). His WEF roles include: Founding Member of Global Growth Companies, WEF New Champion (2007–2016), Vice-Chair of the Agenda Council on Illicit Trade (2012–2015), Member of the WEF Selection Committee for Growth Companies, and contributor to the Agenda Council on the Future of IT Software & Services (2014–2016). He has been recognized as one of the WEF’s Trailblazers, Shapers, and Innovators.He also serves on the Blockchain Advisory Board of the Government of Mexico, the Blockchain Research Institute, and is Founder of the Geneva Security Forum, the Blockchain Center of Excellence, and TrustValley.Moreira has received numerous honors, including:• One of Switzerland’s 300 most influential people (Bilan.CH 2011, 2013)• Top 100 in the Net Economy• Most Exciting EU Company (Microsoft MERID 2005)• Man of the Year (AGEFI 2007)• One of Switzerland’s 100 most important digital leaders (Bilanz 2016)• Best EU M&A Award (2017)• Blockchain Davos Award of Excellence (GBBC 2018)• CGI Award HolderHe is co-author of the global best-selling book “The TransHuman Code,” a leading work on managing technology’s impact on humanity. As a multilingual keynote speaker (English, Spanish, Italian, French, Portuguese), Moreira has spoken at the UN, WEF, CGI, ITU, Bloomberg, Munich Security Conference, World Policy Conference, Zermatt Summit, Microsoft, IMD, INSEAD, MIT Sloan, HEC, UBS, and the CEO Summit.Pioneering Work During the Dawn of the World Wide Web (WWW)During the early 1990s in Geneva, at the same time Tim Berners-Lee was creating the World Wide Web at CERN, Moreira was deeply involved in advancing secure digital identity and trust models. His UN cybersecurity work positioned him as a key advocate for building security into the fabric of the emerging web. This vision led him to found WISeKey in 1999, which has become a global leader in digital identity, authentication, and securing online transactions.He later established the Geneva Security Forum and Geneva Philanthropy Forum, reinforcing Geneva’s role as a center for digital trust, innovation, and global cybersecurity dialogue.Married with six children, Carlos Creus Moreira remains committed to building a secure, transparent, and human-centered digital future. More information can be found at carloscreusmoreira.com.

This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG)GuestJohn Tinsman, Founder of AOT Invest LLC and Portfolio Manager of the AOT Growth and Innovation ETF (Nasdaq: AOTG).About John:John blends Midwestern pragmatism with global financial expertise. He grew up in his family’s Iowa fertilizer business, studied economics at Northwestern and Oxford, and cut his teeth as a Chicago market maker. In 2022, he launched the AOT Growth and Innovation ETF, which has scaled from $20M to almost $100M AUM, focusing on profitable, tech-driven companies that compound growth.• Company: AOT Invest LLC• Website: http://aotetf.com/• Tickers: $AOTG, Launching $ AOTS SoonMethodologyAOT Invest selects innovative companies which seek to significantly grow their revenues and earnings. AOT also believes companies whose products or services have low marginal cost attributes will be able to achieve above average growth and profit margins in the future. AOT targets industries projected to grow significantly over the next 5 to 10 years. Within those industries, AOT seeks to invest in innovative market leaders who are growing their revenues or earnings and whose products or services could be described as having low marginal cost qualities. Marginal Cost is defined as the cost added by producing one additional unit of a product or service. By having a low marginal cost, a firm may be able to sell its product or service at a much higher price than the cost it took to produce the additional product or service, achieving a significant profit on new sales. Thorough fundamental analysis is made to weigh valuation metrics with growth of each company so that the greatest investment opportunities in AOT’s opinion are selected. Thus, AOT selects innovative companies well positioned in expanding industries, that are both reasonably valued and have low marginal cost qualities. AOT expects that such companies will not only significantly increase their revenues, but that their earnings will increase at even greater rate than revenue. Over time, AOT believes this revenue and earnings growth will ultimately lead to above average share price appreciation for these companies and the AOT Growth and Innovation ETF.

Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital ManagementWebsite www.vivaldicap.comAUM ~$6bn BioIlya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best-In-State Wealth Advisor for two consecutive years. Prior to joining Vivaldi, Ilya served as an Investment Consultant at TD Ameritrade and was a member of the Private Wealth Group at RMB Capital Management. He holds a BS in Finance from the Kelley School of Business at Indiana University and an MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago.Disclaimer: This is one Advisor's perspective and not reflective of VCM.Read the full disclaimer and learn more here: https://www.vivaldicap.com/

This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash.GuestMayo Schmidt Executive Chairman of the Board of Directors of Brazil Potash Corp. (NYSE-American: GRO), CompanyBrazil Potash CorpWebsitehttps://brazilpotash.com/Ticker: GROBioMayo Schmidt is the Executive Chairman at Brazil Potash, Corp. (GRO-NYSE), where he provides leadership in the company’s mission to strengthen domestic fertilizer production and advance global food security.Prior to this, Schmidt served as President and CEO of Viterra (2000–2012), transforming a $220 million regional co-operative into a US$7.3 billion global agribusiness, operating across 14 countries and supplying over 50 countries with critical food ingredients.Schmidt held senior leadership positions at Nutrien (2012–2021), including Chairman and interim CEO, where he chaired Nutrien’s Merger Committee for Agrium and PotashCorp.From 2015–2018, as CEO of Hydro One, he led one of Canada’s largest IPOs and delivered significant operational efficiencies.Schmidt was a Co-Investor and Chairman of VersaCold, Canada’s national temperature-sensitive food supply chain company, growing from a $500 million acquisition to a $1.5 billion sale.Schmidt began his career in leadership roles at General Mills and as President of ConAgra Grain, Canada, gaining early experience across the global food and agribusiness value chain.