Hosted by Wealthspire CEO, Mike LaMena, This season of Great Aspirations is centered on a simple but powerful idea: the power of giving.

At Wealthspire, we talk often about success, growth, and opportunity—but we believe true wealth is measured by something deeper. It’s measured by the impact we have on others. By the lives we touch. By what we choose to give back, how we choose to give, and why. Our guest for episode 1 is Harris English, 5-time PGA Tour champion, who speaks not only to his journey as a pro golfer, but his commitment to giving back to the golf community.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

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In this episode, Mike LaMena talks to Angie Lau, an award-winning journalist turned entrepreneur and someone who’s deeply passionate about shaping a brighter future for the next generation. She is the Editor-in-Chief and Co-Founder of ASRV’s Life Beyond School, an initiative that helps kids and families get ready for the ever-changing, tech-driven world we’re all navigating.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In this episode, Mike LaMena speaks to Caroline Gaynor, vice president, relationship director and investment specialist at Avantis Investors®. Prior to joining Avantis Investors, Caroline served as a regional director at Dimensional Fund Advisors (DFA). Caroline is also a sought-after public speaker who has presented at numerous events and conferences for end-investor and advisor audiences. Caroline has also previously held positions with BNY Mellon, Moody’s Analytics and BlackRock.

In addition, Caroline is an Ironman guide for blind/visually impaired athletes.

IMPORTANT DISCLOSURE INFORMATION

Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.