In The Harbor

Send us Fan MailWhat happens when a Princeton and Yale-trained scientist walks away from academia to pursue craft beer full time?In this episode of In The Harbor, Jason Johns and Mackey Daniel sit down with brewer and scientist Daniel Gadala-Maria of Kills Boro Brewing to explore one of the most fascinating career pivots we’ve covered on the show. Daniel shares how his background studying yeast and computational biology unexpectedly became the perfect foundation for a career in brewing, why he left the traditional academic path behind, and how curiosity, mentorship, and passion shaped the transition. The conversation dives deep into the science of brewing, yeast management, Czech lagers, beer innovation, and the evolving trends reshaping the craft beer industry. Daniel explains why consistency matters more than creativity, how breweries are adapting to changing consumer habits, and why the future of craft beer may be more community-driven and inclusive than ever before. They also discuss: The parallels between brewing, cooking, and scientific research  The rise of non-alcoholic and low-ABV beer trends  Cannabis terpenes, hops, and flavor chemistry  Why beer and food pairings are underrated  Lessons on career risk, reinvention, and trusting your instincts Whether you’re a beer enthusiast, entrepreneur, scientist, or someone considering a major career pivot, this episode blends science, creativity, and business into a conversation that’s both thoughtful and surprisingly relatable. ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailBitcoin has gone from fringe experiment to institutional asset, but where does it actually fit in a portfolio?Jason Johns and Sean Ritchlin sit down with Alex Blume, Co-Founder and CEO of Two Prime, to discuss Bitcoin, crypto ETFs, portfolio construction, custody, institutional adoption, regulation, and risk-managed digital asset exposure.Alex shares how his time in the Peace Corps in Panama helped him understand Bitcoin’s early use case, why the narrative around Bitcoin has changed, and what advisors and investors should know before allocating to crypto.They cover Bitcoin ETFs, Bitcoin-backed lending, stablecoins, tokenization, Ethereum, Solana, Hyperliquid, and the evolving U.S. regulatory environment. They also discuss Alex’s contrarian view on AI versus crypto and what chestnut farming taught him about patience and long-term building.Subscribe to In The Harbor for conversations at the intersection of finance, sports, leisure, business, and investing.Informational and educational only. Not investment, legal, tax, or financial advice.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailSpencer Jakab of The Wall Street Journal joins In The Harbor to break down AI mania, GameStop lessons, private credit risks, passive investing, and why smart investors keep getting fooled.Spencer writes the WSJ’s Markets A.M. newsletter and is the author of Heads I Win, Tails I Win and The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors.In this conversation, we discuss how bubbles form, why investors chase hype, whether AI stocks resemble past tech manias, the truth about meme stocks, how private credit is being sold to retail investors, and why passive investing still wins for most people.If you want to become a calmer, smarter investor and better understand how markets really work, this episode is for you.Topics Covered:AI stocks and market hype GameStop and meme stock psychology Private credit risks and alternatives investing Passive investing vs active management Behavioral finance and investor mistakes Wall Street incentives How to think long term in noisy markets 🎙️ Subscribe to In The Harbor for more conversations where sports, leisure, and finance meet.#SpencerJakab #WallStreetJournal #Investing #AIStocks #GameStop #PrivateCredit #StockMarket #BehavioralFinance #PassiveInvesting⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailWhat does it take to walk away from Ralph Lauren and build a brand from scratch?Charlie Schaefer, founder of Greyson Clothiers, joins In The Harbor to share the story behind one of the fastest-growing names in golf and lifestyle apparel.From redefining golf style to building a brand worn by players like Justin Thomas and Jon Rahm, Charlie breaks down how Greyson carved out a unique space at the intersection of performance and luxury.We dive into:Why traditional golf apparel missed the markHow Greyson built a premium brand from day oneThe importance of identity, storytelling, and communityThe role of athletes, partnerships, and positioningWhere golf—and golf culture—is heading nextIf you're interested in brand building, entrepreneurship, or the business behind modern lifestyle trends, this is one you won’t want to miss.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn today’s market, it feels like everything is happening at once. Geopolitical tension. Questions around private credit. Volatility in energy markets. Rising interest rates. Gold and silver surging.And yet… markets continue to hold up.In this episode of In The Harbor, we sit down with Rich Consul of Bankers Edge to break down what he calls the “Polycrisis” — a world where multiple macro forces are colliding at the same time.More importantly, we explore why markets aren’t reacting the way many would expect. Rich shares his framework for cutting through the noise, including his weekly exercise — “Rich’s Weekend Five” — where he translates the week’s headlines into what actually matters for five key markets: the dollar, energy, stocks, yields, and gold.We also discuss:• Why this environment is both risk-off and inflationary• Why traditional market relationships may be breaking down• The role of the consumer balance sheet and liquidity• Rotation from large caps into small and mid caps• What’s real vs overblown in private credit• Why energy may be the most important variableThis episode is built for advisors and investors trying to make sense of a complex and noisy macro environment — and focus on what actually matters.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailWhat does it take to operate in some of the most remote places on earth — and build a premium brand around exploration?In this episode of In The Harbor, we sit down with Brent Centlivre of Lindblad Expeditions to explore the evolution of expedition travel and the business behind it.Brent is a senior leader at Lindblad Expeditions bringing deep expertise in the business of experiential travel — from understanding evolving consumer demand to navigating capital intensity, fleet management, and global operations in a highly specialized segment of the travel industry. His perspective sits at the intersection of adventure, hospitality, logistics, and long-term brand building.Lindblad, a pioneer in expedition travel known for immersive, science-driven voyages to some of the most remote and extraordinary places on earth, partners with National Geographic to deliver exploration experiences that blend adventure, conservation, photography, and education — from Antarctica and the Galápagos to Alaska and the Arctic.We discuss:•The rise of experiential luxury and why travelers are prioritizing meaning over material•How Lindblad’s partnership with National Geographic shapes brand, credibility, and demand•Fleet economics, capital allocation, and the operational complexity of expedition cruising•The surprising demographics driving growth in adventure travel•Sustainability, conservation, and aligning mission with margin•How expedition travel behaves through economic cyclesFor financial advisors and business owners, this conversation touches on more than just travel. It’s about brand durability, capital intensity, consumer psychology, and the power of differentiated experiences.Because at the end of the day, wealth isn’t just about accumulation — it’s about access and there’s more to life than markets.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this episode of In The Harbor, Jason Johns and Scott Lindsay sit down with Lacey Shrum — attorney, former RIA CCO, and founder of SmartKX — to unpack one of the most overlooked drivers of RIA enterprise value:Billing. Revenue. Fee transparency.Most firms treat fee billing like “something that happens in the back room,” powered by Excel, muscle memory, and a lot of exceptions. Lacey argues that’s not just inefficient — it can be a quiet drag on revenue, client experience, compliance confidence, and valuation.We get into:Why quarterly-in-advance billing creates hidden friction (especially around cash flows and volatility)The real-world issue of “snapshot billing” vs. what actually happened across the quarterWhy billing methods can materially impact revenue (and what that means in a valuation / M&A environment)How firms can use better billing infrastructure to reduce client fee disputes and improve advisor recruitingThe “three-part billing loop” Lacey focuses on: documentation → calculation → analysisWhat implementation looks like across different firm sizes (from sub-$1B to multi-custodian enterprise)And because it’s In The Harbor, we close with some rapid-fire fun — Montana ranch life vs. RIA billing, NFL chaos, Chiefs vs. Lions diplomacy, and why certain rivalries feel a little… one-sided.If you’re an RIA operator, CFO, COO, CCO, or anyone who cares about margin, scalability, and enterprise value, this episode will make you look at fee billing very differently.Learn more: smartkx.io (And follow SmartKX on LinkedIn for ongoing billing + revenue content.)⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailJohn Buccigross joins Sean Ritchlin and Jason Johns for a full preview of Olympic Hockey at Milano Cortina 2026. With NHL stars returning to the Games, best-on-best is finally back on the Olympic stage. Can Team USA’s blue line and goaltending depth hold up against Canada’s firepower? Who are the X-factors? From roster battles and injury storylines to medal favorites and dark horses, this is your roadmap to Olympic hockey.Best on best returns at #MilanoCortina2026 ❄️🏒 #WinterOlympics⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this episode of In the Harbor, we sit down with Josh Pantony, Founder and CEO of Boosted.ai, to explore how AI is reshaping not just investment research—but the business of advice itself.Josh Pantony is the Founder and CEO of Boosted.ai, an AI-powered investment research platform built specifically for professional investors and financial advisors. With a background spanning capital markets, data science, and applied machine learning, Josh has spent his career focused on one core problem: helping advisors and investors make better decisions faster—without sacrificing rigor, transparency, or trust.Under Josh’s leadership, Boosted.ai has developed Alfa, a conversational and agentic AI platform that integrates directly into real-world investment workflows. Beyond portfolio construction and macro analysis, Josh is especially focused on how AI can help advisors scale their impact—from generating differentiated insights to improving how they identify, engage, and communicate with prospective clients.Josh is a frequent speaker on the future of AI in wealth management, with a practical, advisor-first perspective on using technology as a force multiplier—not a replacement—for human judgment and relationship-driven advice.We start with Josh’s career arc and the founding of Boosted.ai, then unpack what agentic AI really means versus traditional large language models. From there, the conversation expands into how advisors are using AI to move faster and smarter across their workflows—from macro research and portfolio construction to prospecting and client acquisition.Josh explains how AI can help advisors surface timely, relevant insights that spark better conversations with prospects, personalize outreach at scale, and spend less time searching for information—and more time building trust. We also dive into Boosted’s work around voice and conversational interfaces, why spoken interaction is a natural evolution for research and prospecting, and how advisors can stay compliant while embracing these tools.We close with a forward-looking discussion on what the advisor of the future looks like—and why AI may ultimately make the human side of advice more valuable, not less.Key themes include:Agentic AI vs. traditional LLMsAI as a force multiplier for advisor prospectingTurning research insights into client conversationsVoice-driven workflows and efficiency gainsRisk, compliance, and trust in AI-enabled adviceThe evolving role of the modern advisor⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailJoin Jason Johns & Scott Lindsay as they sit down with President/CMO of Travel Planners International and Vacation Planners to discuss trends in travel, the evolution of the travel advisor and the role TPI is playing for travel advisors across the country. Jenn over 30 years of experience building, managing, and training sales teams for Fortune 500 companies like Ryland Homes and Premiere Farnell. Her natural talent for elevating companies to the next level began in the early 80’s as one of Marriott Vacation Club’s first employees where she cut her teeth working with the company in its’ infancy and helping it rapidly grow.Software Support, Inc. was next on Lee’s list, working in a fast-paced entrepreneurial environment alongside the owner as they developed the first-ever, 24-hour technical support company for the emerging personal PC market. Fast forward to 2008, Lee left the corporate grind behind and launched her consulting and speaking business on a mission to help America’s entrepreneurs make good decisions with where they spend their time and resources, “Working with crazy, sleep deprived entrepreneurs is what gets me out of bed at 5:00am every morning!”⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailFounder & CEO at Manning Ventures Behind 30 years of experience leading strategic transformations, mergers and acquisitions, and growth ventures, Patrick founded Manning Ventures I, an early stage venture capital fund. Manning Ventures helps ambitious and switched-on teams achieve their full potential across the nutrition tech, sports and wellness verticals.   Patrick’s career essentially began as an Olympic rowing medalist, where he developed a keen understanding for what it really means to be results oriented. Two weeks after the Barcelona Games, Patrick started at Harvard Business School and subsequently spent 19 years at Bain & Company, primarily in London. His focus at Bain was helping clients drive outsized outcomes in the consumer, retail, industrial and private equity sectors.  In 2019, Anglo American, the FTSE 10 diversified mining group, owner of De Beers and Bain client recruited Patrick to lead Group Strategy. Patrick worked closely with the CEO, top team, and Board to help devise and execute a major strategic, operational, and organizational turnaround that drove a 10x increase in share price. He was on the investment committee of Anglo Plats Ventures, which we spun out as a ~$200M+ venture fund.  Now, Manning Ventures is six investments in (2 nutrition, 2 wellness, 2 new sports media), two of which are incubations and all of which have all gotten off to an excitingly strong start. Contact: [email protected]⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailAshley Marks is a Co-Founder and Co-Managing Partner of Cordillera Investment Partners. She is responsible for directing Cordillera’s overarching investment strategy alongside her co-founders. She also serves as a director of Cordillera portfolio companies.Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was a senior member of Makena’s Real Estate investment team and served as the Portfolio Manager responsible for a Makena Real Estate Fund. She was also a member of the firm’s Investment Committee. Before Makena, Ashley was an Associate at MacFarlane Partners, a real estate private equity firm in San Francisco, and held previous positions at MacFarlane Partners and Robertson Stephens in the Technology Investment Banking group.Ashley earned a BBA in Finance from the University of Michigan and an MBA from Stanford Graduate School of Business.https://www.cordillera-ip.com/portfolio/https://www.linkedin.com/company/cordillera-investment-partners/⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this episode of In The Harbor, we sit down with Chuck Proctor, a seasoned spread trader specializing in 30-year Treasury bond futures. Chuck takes us through his remarkable rise on the trading floor—from starting as a runner, to becoming a clerk, and ultimately earning his place as a local trader.Together, we revisit the golden era of open-outcry pit trading: the chaos, the camaraderie, the competition, and the moments that shaped a generation of traders. Chuck shares firsthand stories of what it was like to survive—and thrive—in an environment built on instinct, speed, and human connection.We then shift to the present day to examine the “death of the pits” and the takeover of markets by computers and algorithms. Chuck offers candid insights on how the culture of trading has evolved, what was lost, and where opportunity still exists for those willing to adapt.If you’re interested in market history, trading psychology, or the evolution of fixed income futures, this is an episode you won’t want to miss.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailShana Orczyk Sissel, CAIA, widely recognized as "The Queen of Alternatives," is the Founder and CEO of Banríon Capital Management, where she is dedicated to empowering independent financial advisors with innovative solutions in alternative investments. With over 25 years of industry experience, Shana has established herself as a leading authority in the asset management and wealth management sectors.Her career began as a Financial Advisor at Morgan Stanley, where she gained foundational knowledge in wealth advisory services. Over the years, she has worn many hats, including roles as an institutional and retail allocator, and has held senior positions at prominent firms such as Orion Advisor Solutions, Fidelity Investments, and Mercer. At Orion, she served as Director of Investment Due Diligence and ASTRO Project Lead, sourcing and implementing private investment deals across various liquidity spectrums. As Chief Investment Officer at Spotlight Asset Group, she managed a $500 million portfolio, led the investment committee, and developed comprehensive alternative investment strategies for clients.In 2007, Shana was introduced to the world of alternative investments—a pivotal moment that shaped her professional focus. She has since dedicated her career to helping financial advisors develop internal alternative investment programs as a means to grow their businesses and better serve clients. Recognizing a significant gap in advisor-centric technology solutions, she sought to bridge this divide by creating a platform that offers the largest marketplace of alternative investment deal flow. In 2022, she launched Banríon Capital Management, partnering with industry innovators Dmitri Alexeev of AlphaBot and Jud Mackrill of Mammoth Technology to develop the first comprehensive, flexible, open-architecture alternative investment platform designed specifically for advisors by advisors.Shana's expertise extends beyond platform development; she actively assists clients with alternative investment education, portfolio construction, and due diligence best practices. Her contributions include helping launch Armada ETF Advisors and advising on their first ETF, the Home Appreciation U.S. REIT ETF (HAUS). As a highly sought-after speaker and media contributor, Shana frequently appears on CNBC, Bloomberg, Fox Business Network, and the Schwab Network, sharing her insights on alternative investments and wealth management. Her peers have honored her as “Queen of Alternatives,” a nickname that reflects her deep industry impact and thought leadership.https://www.banrioncapital.com/⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailFrom growing up in Michigan to leading Ray Dalio’s research team at Bridgewater Associates, Bob Elliott has spent his career decoding how the global economy really works. Now, as Co-Founder & CIO of Unlimited Funds, he’s bringing hedge-fund intelligence to every investor. Jason Johns and Mackey Daniel sit down with Bob to discuss his journey, how Unlimited replicates institutional strategies through ETFs and what he’s seeing in today’s markets. The conversation dives into his recent writings — “The AI Boom’s Real Economy Problem” and “Where to Turn When Stocks and Bonds Move Together” — to unpack what they mean for advisors navigating concentration risk, inflation, and the new diversification playbook.Tune in for a candid look at macro strategy, Michigan roots, and the future of alternative investing.Catch more of Bob’s insights:www.unlimitedfunds.combobeunlimited.substack.comX: @bobEUnlimited⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailJoin Jason Johns as he sits down with Rich Consul and Mitch Vermet of Bankers Edge Advisory to discuss the credit landscape and be sure to check out their latest Credit Market Update at https://bankersedgeadvisory.com/credit-market-update-september-2025/.Mr. Consul brings over twenty years of domestic and international secondary market expertise as a Senior Portfolio Manager and Fixed Income, Currency, and Commodities Strategist. Throughout his career he has served as a dedicated business partner to his corporate, banking, and insurance clients helping them solve and overcome various complex liquidity, risk management and secondary market challenges. Mr. Consul has lent his expertise to countless financial publications and platforms, including Asset TV, a renowned video research platform for investment professionals. Richard earned a BBA in Finance from the University of Michigan and a MSE in Financial Engineering from the University of Michigan. He is a member of the CFA Institute and and currently holds a FINRA Series 63, 79, and 82 license.Richard is a Registered Representative of BA Securities, LLC. Member FINRA SIPC.Mr. Vermet brings nearly a decade of experience in institutional asset management and investment banking. He has played a key role in managing over $30 billion in institutional capital, contributing to portfolio construction, tactical asset allocation, and strategic asset-liability management solutions. As a trusted advisor, Mitch helps clients navigate immediate challenges, manage risk effectively, and position themselves to seize opportunities across diverse macroeconomic scenarios.Mitch earned a BA in Economics from the University of Michigan and a MA in Management from the Ross School of Business at the University of Michigan. He is a member of the CFA Institute, the CAIA Association, and currently holds a FINRA Series 63, 79, and 82 License.Mitch is a Registered Representative of BA Securities, LLC. Member FINRA SIPC.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this special Q4 Roundtable episode of In The Harbor, the Rock Harbor team sits down to discuss some of today’s most dynamic topics shaping both business and everyday life. From the rise of AI and its impact on industries, to the latest in sports, to where the financial markets may be headed as we close out the year—this wide-ranging conversation brings unique perspectives to the table. We also dive into how the definition of alternative investments is evolving, and what that means for investors going forward.Tune in for an insightful, engaging discussion that bridges finance, technology, and culture—all in one episode.Available now on YouTube, Spotify, and Apple Podcasts.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail This week, Jason Johns is joined by Paul Zimmermann, Vice President and Partner-Owner at Matick Automotive Group of Michigan. Together, they explore the unique trends shaping the auto industry in Metro Detroit compared to other markets, and how the lessons learned in one business can often apply across industries. Paul shares insights from his leadership journey, the evolving automotive landscape, and why adaptability is key no matter what field you’re in. ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this episode of In The Harbor, we sit down with Lee Moffie, former professional hockey player and founder of State & Liberty Clothing Company. What started as a simple frustration with ill-fitting dress shirts turned into a thriving brand that has redefined men’s professional apparel.Lee shares the story behind launching State & Liberty, the challenges of building a retail footprint in today’s environment, and why he believes success doesn’t always mean becoming the biggest company — but rather building the right company. From prioritizing people and customer experience to creating high-performance products for athletes and professionals, Lee offers a candid look at what it takes to grow a “small giant” in business.Whether you’re an entrepreneur, business leader, or just love a great origin story, this conversation is packed with insights on culture, resilience, and the pursuit of excellence.🎧 Listen now to hear how Lee and his team are reshaping modern menswear.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailJoin Jason Johns and Sean Ritchlin as they're guided through the world of magic and puzzles by David Kwong. With his expertise in enigmas and illusions, David delights and challenges audiences around the world with his intellectual brand of magic.A veteran “cruciverbalist” (crossword puzzle constructor), Kwong routinely creates puzzles for the New York Times, Los Angeles Times, and Wall Street Journal.A TED Talk favorite, Kwong regularly speaks to companies, demonstrating the principles of illusion and the science of why your brain is fooled. Kwong’s book Spellbound: Seven Principles of Illusion to Captivate Audiences and Unlock the Secrets of Success was published by Harper Business. His kids book of magic tricks, How to Fool Your Parents, is currently in its fourth printing.Find David Kwong here: https://www.davidkwongmagic.com/Spellbound: Seven Principles of Illusion to Captivate Audiences and Unlock the Secrets of Success: https://www.amazon.com/Spellbound-Principles-Illusion-Captivate-Audiences/dp/0062448463How to Fool Your Parents: https://howtofoolyourparents.com/⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this special episode of In The Harbor, Jason Johns and Scott Lindsay are joined by one of the most influential macroeconomists of our time—Dr. Nouriel Roubini. Known for his prescient views on global risks and financial crises, Dr. Roubini brings decades of policy, academic, and investment experience to the conversation.Together, they unpack today’s complex macro environment—touching on everything from debt sustainability and geopolitical instability to the transformative impact of AI and technology. Most importantly, they connect the dots for financial advisors and investors: how do these global dynamics translate to real-world portfolio construction?Dr. Roubini is CEO of Roubini Macro Associates, Chief Economist at Atlas Capital Team, and Co-Founder of Rosa & Roubini Associates. He has advised the White House, the U.S. Treasury, and served as a professor of economics at NYU and Yale.This is a must-listen for anyone looking to better understand the forces shaping our economic future—and how to navigate them with clarity and confidence.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this episode of In The Harbor, we’re joined by Chandler Withington—former PGA pro, Ryder Cup host, founder of Archive 22, and host of The Inward Nine. From working under Bob Ford at Seminole to designing minimalist tributes to golf’s greatest venues, Chandler brings a unique lens to the game.We dive into:His journey from Merion and Hazeltine to entrepreneurshipThe upcoming 2025 U.S. Open at Oakmont—its history, mystique, and who might thriveThe power of relationships in golf, business, and designReflections on Bob Ford’s mentorship and Chick Evans’ legacyThe art of preserving memory through visual storytellingWhether you're a golf purist, creative thinker, or just someone who values the stories behind the scorecard—this one’s for you. Explore Chandler’s work at: www.archive22-store.com⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this episode of In The Harbor, we sit down with one of the most influential voices in financial advisor coaching: Don Connelly, co-founder and CEO of Don Connelly & Associates. With over 45 years in the industry—as a broker, branch manager, wholesaler, national sales manager, and now mentor to tens of thousands—Don brings a wealth of insight, energy, and timeless wisdom.We dive into:The soft skills that separate top-tier advisors from the restWhy storytelling is the most powerful tool in an advisor’s arsenalHow advisors drift from the basics—and how to bring them backTips for wholesalers and managers looking to empower their teamsThe mission behind Don Connelly 24/7 and his global reach in advisor developmentWhether you’re just starting out or deep into your practice, Don’s insights will remind you why mastering the fundamentals—consistency, communication, and client connection—matters now more than ever.📍 Available now on YouTube, Spotify, and Apple Podcasts.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this episode of In The Harbor, we’re joined by longtime ESPN anchor and the face of hockey coverage, John Buccigross. From his early days at Heidelberg College to becoming the voice behind NHL Tonight and the creator of the #BucciOvertimeChallenge, Bucci shares how he carved a path through the world of sports broadcasting.We explore: 🏒 His journey into media and rise at ESPN 📺 Behind-the-scenes moments that shaped his career 🧊 The state of hockey culture and storytelling in sports today 🔍 A deep dive into the NHL Conference Finals — matchups, momentum, and what to watchWhether you’re a lifelong hockey fan or just love a great underdog story, this one’s got heart, humor, and a lot of hockey.📲 Available on YouTube, Spotify, and Apple Podcasts. 👉 Follow, Like, and Subscribe to never miss an episode.Instagram: In The Harbor Podcast (@intheharborpod) • Instagram photos and videosTikTok: https://www.tiktok.com/@intheharborpodX: In The Harbor Podcast (@InTheHarborPod) / XYouTube: In The Harbor Pod - YouTubeApple Podcast: In The Harbor - Podcast - Apple PodcastsSpotify: https://open.spotify.com/show/72D4YId7oKAB34OknLhTsa?si=0803c2bf24544da7⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailIn this episode, Jason and Mackey sit down with Paul Baiocchi, CFA, Chief ETF Strategist at SS&C ALPS Advisors. Paul leads the firm’s distribution strategy across its ETF suite and the well-known Select Sector SPDRs lineup, working closely with distribution, research, marketing, and PR teams to shape messaging for a wide range of investors. With 20 years in the financial services industry, Paul shares insights drawn from his career across major firms like Fidelity Institutional Asset Management and ETF.com. From sector investing strategies to ETF innovation and industry trends, Paul brings a deep perspective on how ETFs are reshaping portfolios today. Whether you’re an advisor, investor, or ETF enthusiast, this is a conversation you won’t want to miss.⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailThis week In The Harbor, Jason Johns is joined by Scott Lindsay as they sit down with Henry Peabody, of Riverhead Research. To discussRecent market volatilityNavigating today's credit marketsGlobal economic insightsHenry's bio:With nearly 25 years of experience navigating global financial markets on behalf of clients, I have worked with investors across the spectrum—from high-net-worth individuals to the most sophisticated endowments and foundations. Regardless of their level of sophistication or investment goals—whether capital preservation or pure growth—I have always prioritized outcomes and a consultative approach over sheer asset growth. Fluent in asset allocation and macroeconomics, I strongly believe in the power of sound, outcome-driven financial advice. My approach is rooted in deep client engagement—truly understanding their needs and aligning strategies accordingly. Throughout my career, I have met with thousands of advisors, family offices, and consultants, gaining unique insight into the diverse landscape of investors. Having started my career at an RIA, I understand firsthand the challenges advisors face—balancing client service, referrals, financial planning, and investment management. Many independent advisors operate without the scale to maintain a dedicated investment staff, while family offices often specialize in certain areas and may benefit from broader investment support. This dynamic has become even more pronounced with the rise of aggregator models and well-capitalized financial backers. Many firms now find themselves in a competitive landscape they never anticipated, with independent RIAs increasingly resembling the wirehouse models of the past. As a client of an independent advisor myself, I understand the importance of selecting the right partners. With deep experience in asset management, I help clients cut through the overwhelming barrage of marketing materials from investment managers. My work with institutional investors has always been guided by one principle: doing what’s right—even when it didn’t directly benefit my firm or strategy. I aim to bring this expertise, integrity, and client-first philosophy to a select group of advisors and investors. My goal is to enhance investment performance, sharpen portfolio positioning, and strengthen client relationships, ultimately fostering growth and loyalty.Find Henry here: www.riverhead-research.com⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailJason Johns is joined by Sean Ritchlin, color commentator for ESPN coverage of the NCAA Frozen Four. In the next half hour Jason and Sean will discuss:Penn State vs Boston UniversityDenver vs Western Michigan2025 Masters predictionsWhere to find In The HarborInstagram: https://www.instagram.com/intheharborpod/X: In The Harbor Podcast (@InTheHarborPod) / XTik Tok: https://www.tiktok.com/@intheharborpodYouTube: https://www.youtube.com/@InTheHarborPod⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan MailJoin Jason Johns and Sean Ritchlin as they introduce Rock Harbor's brand new podcast, In The Harbor. ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing