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Visionary Advisor

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Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. The strategies that worked five years ago won’t be enough five years from now. This podcast is for advisors who want to stand out from the competition, win more HNW and UHNW clients, and grow both personally and professionally. Join us as we invite some of the most influential minds in the industry to share the ideas they believe advisors should be explorin ...
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Welcome to the Dirt World's top podcast (self-proclaimed). Every week, host Aaron Witt, founder of BuildWitt, interviews construction and mining industry leaders in long form and shares updates on what's happening inside of BuildWitt.
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“This Week Health: Conference” captures the essence and energy of attending a premier health technology conference designed specifically for health systems. With a rich lineup of shows like UnHack (the Podcast), TownHall, Keynote, and various sponsored content, this channel serves as a gathering place for innovative thinkers and industry leaders to share transformative ideas. Hosted by Bill Russell, Drex DeFord, and Sarah Richardson—all of whom have firsthand experience in the trenches of he ...
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July 11, 2025: Mick Coady, CTO at Armis, tackles a problem that has been haunting healthcare IT for decades: you can't protect what you don't know you have. The conversation reveals how hospitals still rely on manual processes to track everything from IV pumps to imaging equipment, often discovering critical vulnerabilities only when it's too late.…
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Josh owns McCahill Enterprises, with ag development and heavy haul companies working throughout California’s Central Valley. If you enjoy almonds, oranges, or grapes, you have people like Josh to thank. You can follow his adventures on Instagram @ mccahilldozing Learn more about attending the 2025 Ariat Dirt World Summit by visiting www.dirtworld.c…
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July 10, 2025: Christopher Scanzera, Interim CIO at Lurie Children's Hospital, and Judy Kirby, Executive Recruiter at Kirby Partners, join Bill for a discussion around interim roles. With 53% of sitting healthcare CIOs having been in their roles for only three years, what Bill dubs “the great CIO musical chairs,” the conversation dives into the cri…
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July 9, 2025: Todd Barton, AVP, Enterprise Sales Engineering at Rubrik, and PV SubbaRao, SVP of Global Healthcare and Life Sciences from Rackspace, reveal how they're revolutionizing healthcare's approach to cyber resilience through their groundbreaking partnership. The conversation delves deep into the concept of Isolated Recovery Environments (IR…
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Dave Ramsey is a well-known American personal finance expert, author, radio show host, and businessman best known for his practical, faith-based approach to money management. His latest book, Build a Business You Love, covers the five stages of business. Find TONS of resources at the EntreLeadership website here: https://www.ramseysolutions.com/bus…
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July 3, 2025: Alan Smith, SVP and CIO of Lifepoint Health, joins Bill for a discussion on the top challenges facing CIOs. How do you balance immediate system stability when your organization is built through constant acquisitions? Al discusses his approach to the "CIO escape room" scenarios that define modern healthcare IT, from major partner outag…
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Silence around wealth isn’t harmless—it’s a liability. And for advisors serving high-net-worth families, knowing how to guide transparent conversations is no longer optional. In this episode of Visionary Advisor, Total Family CEO Alex Kirby sits down with Luke Jernagan, Managing Director of Family Learning at Matter Family Office, to explore how th…
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July 1, 2025: Sue Schade, Principal at StarBridge Advisors, sits down with Brian Sterud, VP of IT, CIO, and CISO of Faith Regional Health Services. Brian tackles a pressing question facing healthcare leaders today: how do we regulate AI without killing innovation? His perspective on finding the right balance between safety and progress offers valua…
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Ryan Schmitt is CEO of Petticoat-Schmitt, a people-first site and utility based in Jacksonville, Florida. After a few jobs nearly took the company under in 2018. Ryan and his team set out on a journey to reimagine the way construction happens. Learn more by visiting their website and following Ryan on LinkedIn! https://www.petticoatschmitt.com/ htt…
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June 26, 2025: Michael Han, MD, Enterprise CMIO and VP of MultiCare Health System, discusses his transition from the operating room to the boardroom. He argues that the path forward isn't through automating clinical decisions, but through revolutionizing call centers, scheduling, prior authorizations, and referrals. Michael reveals how ambient clin…
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June 24, 2025: Mathew Moss, SVP and CIO at New England Donor Services, joins Sarah to discuss the amazing stories and stubborn challenges in the world of organ donation. When hospitals process over 100,000 death referrals annually, how do cutting-edge systems determine which cases have life-saving potential? The conversation delves into the soberin…
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June 23, 2025: Chris Plummer, Senior Cybersecurity Architect from Dartmouth Health, discusses the realities of defending healthcare systems against sophisticated threats. Chris shares his path from childhood computer enthusiast to cybersecurity leader, including the surprising story of how he discovered a major Google security flaw that made nation…
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Sy founded Sy-Con Excavation and Utilities with his wife, Sara, in 2016. Nowadays, they perform all sorts of utility and site work for large projects around Northern Arkansas. Sy’s also the host of the Blue Collar Business Podcast and shares his excavation journey weekly on YouTube. Check out both channels below! https://www.bluecollarbusinesspodca…
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June 19, 2025: In this webinar re-run Jill McCormick, Co-Founder and EVP of Design and Product Development at Pixel Health, and Daniel Small, Vice President of Digital Services at Hartford HealthCare, discuss the process of creating a world-class patient experience. The conversation explores Hartford HealthCare's bold approach to reimagining digita…
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June 18, 2025: Glenn Wirick, Chief Commercial Officer at Clearsense, explores how freeing up your data allows for a new world of innovation. How can health systems transform their bloated application portfolios while cutting millions in unnecessary costs? Glenn unpacks the journey from basic data archiving to creating unified patient records that p…
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June 16, 2025: Corina Clark, COO at Gardner Health Services and one of Becker's "COOs to Know," discusses her transformative journey as a leader in communal, equitable healthcare. Drawing from influential mentors who shaped her leadership philosophy, Corina discusses how equity must serve as "the lens through which we look at clinical decision-maki…
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Glenn is President of Baranko Bros, a civil and oil field services contractor based in Dickinson, North Dakota. After building North Dakota and the surrounding states for decades, Glenn and his leadership team thought there could be a better way to develop and retain their people. So they got to work, and the results speak for themselves. You can l…
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June 12, 2025: Jennifer Stemmler, Chief Digital and Information Officer at Adventist Health, opens up about orchestrating one of healthcare's largest EHR migrations—transitioning 28 hospitals and 400 clinics from a decades-old Cerner system to Epic. Guided by the mantra "on time, on budget, on Epic, on us," how does she maintain control without mic…
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June 10, 2025: Reid Stephan, VP and CIO of St. Luke’s, and Dr. Spencer Dorn, Vice Chair & Professor of Medicine at UNC, tackle the reality behind AI's promise in healthcare, exploring why only one in three clinicians actually stick with AI scribes despite the initial enthusiasm. As they navigate between "AI doomers" and "techno-utopians," the conve…
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June 6, 2025: Timothy Boettcher, SVP, Head of GTM Strategy North America for AvePoint, discusses the often-overlooked sensitive information spread across Microsoft 365 environments, particularly as departments independently adopt AI tools. Drawing from his experience across Australia, Japan, and the US, Timothy examines why information governance c…
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Justin is CEO of K&D Landscaping, a high-end landscaping design and maintenance company based in Watsonville, California. Similar to modern civil contractors, Justin’s leading the charge to shake up not only how his company does business but also how landscaping operates as a whole. You can learn more by visiting their company website and following…
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June 5, 2025: Bill Russell sits down with Erica Olenski, VP at Finn Partners and Founder of August’s Artists, Ironman athlete, and board-certified patient advocate, who brings a unique perspective from navigating the healthcare system through hundreds of overnight hospital stays with her son August, a four-time brain cancer survivor. Why does a fam…
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For experienced advisors serving ultra-high-net-worth families, pricing isn’t a tactical detail—it’s a strategic posture. It signals how seriously you take your role, how clearly you define your value, and whether your business is built to scale alongside the complexity of your clients' lives. In this episode of Visionary Advisor, host Alex Kirby i…
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May 29, 2025: Bridgett Ojeda, CIO at Bryan Health, pulls back the curtain on the challenges facing the healthcare CXO, where every dollar must stretch between innovation, cybersecurity, and keeping the lights on. From physicians declaring that ambient listening technology has become a "career extender" to the shocking reality that fax machines stil…
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After a long career in the power and railroad industries, Jeremy Pyler started HG Railroad Services, a contractor serving from the Class One’s to short lines across the southeast. One call solves it all! Follow Jeremy on LinkedIn here: https://www.linkedin.com/in/jeremy-plyler-410085118/ Learn more about HG Railroad Services here: https://hgrailroa…
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May 28, 2025: Deshan Kennedy, Director of Application Development and Analytics at Broward Health, and Casey Post, SVP of Sales & Client Services at 314e discuss their rapid archiving go-live, finishing weeks early. What prompted Broward Health to make the bold decision to extract data directly from their data centers rather than waiting for databa…
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May 27, 2025: Molly Zimmer, Director of Emerging Technologies and Artificial Intelligence at St. Luke's Health System, discusses how their AI class has attracted thousands of voluntary participants. Molly reveals her team's philosophy of making "new and scary feel like business as usual" through hands-on learning experiences with Microsoft Copilot,…
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May 26, 2025: Dennis Leber, Cybersecurity Executive with a rich military and CISO background, discusses the current healthcare landscape. Dennis shares his unique journey from police officer to cybersecurity leader, challenging common assumptions about career paths in the field. As boards increasingly face responsibility for security breaches, what…
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Jamie Roush is CEO of Anderson UnderBridge, an OEM that manufactures bridge inspection equipment for America’s over 600,000 bridges. He previously worked in the paving equipment world, where he was known for his unconventional but highly effective style. Learn more about Anderson UnderBridge at their website here: https://andersonunderbridge.com/ A…
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May 22, 2025: James Bowie, VP and CISO of Tampa General Hospital, and Mick Coady, CTO at Armis, join Drex for this webinar re-run. Discover how asset visibility exposes unused medical equipment, saving hundreds of thousands in unnecessary purchases. James shares how quantifying a vulnerability in the “language everyone speaks”, money, sparked immed…
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May 19, 2025: Tovia Marinstein, Senior Talent Intelligence Analyst at LevelUP HCS, explores the challenges of finding balance in our hyper-connected world. Tovia shares her strategies on establishing boundaries between work and personal life, especially in the age of remote work, where lines increasingly blur. Through candid insights about decision…
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Dave Lersch recently retired as the VP of Administrative Operations of Miller Brothers Construction after forty years of work across the organization and Ohio. After a few months from work, he’s reflecting on the lessons learned and his time in the industry! Learn more about Miller Brothers Construction here: https://www.mbcholdings.com/ Learn more…
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May 15, 2025: Reid Stephan, VP and CIO of St. Luke's Health System, explores the constant battle for prioritization in healthcare. The discussion delves into the tension between vendor partnerships and innovation, challenging the notion that vendor alignment equals strategic vision. Satya Nadella claims "AI hasn't delivered much yet" while Bill Gat…
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May 14, 2025: SHI’s Kris Nessa, CTO, and Lee Ziliak, Field CTO and Managing Director of Architecture, dive into their cutting-edge AI lab. What if healthcare providers could test AI solutions before committing millions to infrastructure? Lee and Kris reveal their rapid six-week approach to validating AI use cases while addressing critical staffing …
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Inside Virginia’s MONSTER Water Project – DT 337 Aaron gives an overview of SWIFT, an innovative water treatment and aquifer recharge project commissioned by the Hampton Roads Sanitation District. Garney, America’s leading water and wastewater contractor, is leading the construction of the multi-billion dollar and multi-year project. To learn more,…
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Ryan Lucas is a former lineman and host of the Powerline Podcast, produced under the umbrella of Quanta Services. Leaning on his experience in the field doing anything from new transmission line construction to emergency storm work, he now shines a light on well-deserved stories and topics throughout the power industry. Listen now at the link below…
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May 8, 2025: Dr. Susan Ibanez, CIO of Southeast Georgia Health System, discusses the challenges and opportunities of being the organization's first-ever CIO at her health system. What does it look like to build the CIO role from the ground up? How do you balance addressing technical debt while simultaneously driving digital transformation at a smal…
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May 6, 2025: Matt Sullivan, CMIO of Advocate Health, and Alan Forster, VP of Innovation at McGill University Health Center, explore the transformative potential of increasing provider data access. What role does synthetic data play in balancing privacy concerns with analytical needs? Alan explains how this new data approach creates a virtuous cycle…
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Aaron explains how California’s fire dozers work based on his recent experience with CALFIRE and other state fire agencies. The work is no joke, so some amazing machines and operators are required! Questions or feedback? Email us at [email protected]! Stay Dirty! We’re thrilled to have Ariat as our official Dirt Talk Podcast sponsor! They make…
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