In this episode of YourStake, Your Story, host Gabe Rissman speaks with Darryl Lyons, CEO and co-founder of PAX Financial Group, a firm that has grown to 25 employees managing $700 million in Assets.

In this episode of YourStake, Your Story, Gabe Rissman welcomes Paula Glick, the co-founder of Honeytree Investment Management, one of the few female-founded ESG asset managers. Paula shares her journey to starting Honeytree and their pioneering approach to deeply integrating environmental, social, and governance considerations with an intentional focus on net positive impact.

Delve into the pioneering journey of Angela Barbash, co-founder and CEO of ReValue, as she navigates the evolving landscape of impact investing. In this insightful episode, Angela shares her vision for a regenerative economy, the importance of aligning investments with personal values, and strategies for financial advisors to guide their clients through the transformative world of community-focused investing.

In this episode of Your Stake, Your Story, we sit down with Bill Davis, founder and portfolio manager at Stans Capital. Bill shares his unique journey from working in the direct mail industry to founding an investment firm that prioritizes environmental, social, and governance (ESG) risks. He discusses how Stans Capital enables investors to generate excess returns while aligning their investment portfolios with their personal values. Bill also touches on his role at Ceres, where he chairs the Ceres President's Council, and offers insights into the importance of values-based investing. Join us for an engaging conversation about the intersection of belief systems and investment strategies, and learn how Bill's unexpected career path led him to become a leader in sustainable investing.

In this episode of "Your Stake Your Story", Nycole Freer, founder of Eden Financial, shares her journey from working at JP Morgan to starting her own financial planning firm. She talks about the challenges of working at a big brokerage firm and how she wanted to write a book and do social media, which was not possible due to conflicts of interest. Nycole also discusses the importance of educating clients to become more confident in their financial decisions and highlights the value of values-based investing. This episode provides insights into best practices for financial advisors and highlights the benefits of prioritizing client needs.

Frank Dixon, creator of System Change Investing, joins Gabe to discuss the best practices of values-based investing. Current ESG investing has proven to only mitigate twenty percent of a company's negative impacts, so Frank has created System Change Investing to focus on root causes and system change instead of symptoms such as climate change. This approach can help asset managers increase their assets and returns while also creating an impact.

On this special Earth Day episode of "Your Stake Your Story" podcast, Gabe is joined by Rebecca Brown, the USA Director of Tobacco-Free Portfolios. Rebecca discussed her interesting background in finance and how she transitioned to the NGO side to work with financial institutions to mainstream tobacco-free finance. The conversation also touched on the founding of Tobacco-Free Portfolios by Dr. Bronwyn King, a radiation oncologist who discovered her compulsory pension was investing in big tobacco, and the importance of excluding tobacco from investment portfolios. This episode is a must-listen for those interested in ESG integration and responsible investing.

In this episode of Your Stake Your Story, we are joined by Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, the founders of Terra Blue Wealth Management, an ESG-only wealth management firm. Together they discuss how they met and founded Terra Blue, how they look at ESG investing, the role of activism and politics in investing, and share their experiences serving clients across wide generation gaps to accomplish the same goal, protect the planet, and have a strong financial future.

In this episode, Marco Vangelisti and Gabe Rissman discuss Marco’s awakening moment seeing the real-world trade-off of high returns and environmental impact. The complexity of ESG investing and the shift to no-harm investing, and restorative investing, and how to build out investment solutions for positive change and impact while being risk aware.

Fabian is an Associate Director at Align Impact, leading public markets research primarily across areas of fund manager selection and due diligence, leading reporting on financial and impact factors, and finally leading portfolio construction and implementation of client portfolios for both clients and B2B partners. Listen to Fabian and Gabe discuss the important area of Fund Manager Due Diligence, how to utilize engagement as a way to drive change, and how firm commitments to ESG topics can lead to greater management for investment products. In this episode, Fabian and Gabe discuss: How Fabian got into this industry after a volunteer trip to Ghana Examining the complexity of data in ESG ratings The process to bring values into clients and businesses portfolios Accessing how the new regulations across ESG investing will help set up stronger reporting and comparison between investments.

Listen to Elizabeth and Gabe discuss this hidden mega-trend that can help create a meaningful impact on our planet and learn about how our agriculture industry connects to food security, the global supply chain, public health, and animal welfare.

Jonathan Kvasnik, ChFC has been a financial advisor for over 30 years, but 7 years ago many of his clients grew more interested in the environment and Jon wanted to be a part of creating a solution. He got into beekeeping and suddenly had the eye-opening experience of the interaction between humans and the environment firsthand. This connection deepened his beliefs that we could be doing a little more to create change but also how to use investing as a tool to create meaningful impact.

Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing. In this episode, Gabe Rissman talks with Michael Reynolds of Elevation Financial. Michael is the founder and an investment advisor, SRI counselor, and accredited investment fiduciary at Elevation Financial. He transitioned to financial services after his previous job as the founder and head of his digital marketing agency for 23 years. What drove the transition to starting as an RIA was the ability to work with individuals and families directly again and help drive meaningful change in their lives and aligning a client’s values to their investments.

In this episode, Gabe Rissman talks with Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial. Meghan founded her practice in 2020 while in Germany and has since moved to Colorado where she uses values-based investing to align her clients' beliefs with their investments.

Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing! We speak with Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners. She helps people connect their money to build the life, the legacy & the world they want to see. In this episode, she sits down with co-founder Gabe Rissman to talk about her pathway to ESG investing, why she wants her clients to talk about the issues they're considering along with their investing goals, and how a client's exampling what their beliefs mean is key to avoiding buzzwords and get to the root issues they're driving to invest towards and divest from.

Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing! Today, we are welcoming Zach Stein, Co-Founder and CEO of Carbon Collective. Carbon Collective is the first online investment advisor 100% focused on climate change. They help invest in savings, whether they be for retirement or a more near-term goal like buying a house, into diversified, low-fee, climate-focused portfolios.

Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing! In today’s episode, Gabe Rissman, YourStake Co-Founder and President, is joined by David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors, located in White Salmon, Washington. Fair Plant Advisors distinguishes itself as a Certified B Corporation with a mission to help people set and meet financial goals in alignment with their values. The firm specializes in socially responsible, impact, and environmentally conscious investing. Their vision is to provide customized sustainable financial planning for the good of all people, communities, and our Earth.

Welcome in to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing! Joining us today is Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC. Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in the past in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, and Affluent Magazine, among many others. He also speaks frequently about Sustainable, Impact and ESG Investing at conferences throughout the US, including Morningstar, Fidelity, Barron’s, Financial Advisor Magazine, Bloomberg, and many others. In 2018, he was named RIA “Thought Leader of the Year” by WealthManagement.com.

Welcome in to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing! Joining us today is Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments. She currently holds a Series 65 and Accredited Investment Fiduciary (AIF®) designation with 15+ years of experience in the responsible business and investment industry.

Welcome in to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing. Joining us today is Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial. She specializes in financial planning for individuals and families as well as sustainable investing, with a focus on ESG investing and regenerative investing in community loan funds, land trusts, and cooperatives -- to shift capital from extractive industries toward building a solidarity economy.