Business Innovators Radio

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term...

Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field began with a desire to do proper planning & financial management for himself. This...

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term...

Louis O’Connor is the founder of Strategic Metals Invest, where we offer private investors the opportunity to own the upstream raw materials that contribute to trillions of dollars in downstream GDP. SMI has created a marketplace for rare earth metals and technology metals right as the world pivots from oil and gas to metals. Rare Earths have become more important than oil and gas and are the new...

Billy Barnard – Coach | Creator | ConnectorBilly Barnard is a multi-passionate creator and coach with a love for sports, storytelling, and helping others grow. A lifelong athlete and recent graduate of the University of Southern Maine, Billy brings the discipline of competitive baseball and the creativity of digital media together in his work.Billy is currently exploring the world of video...

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions...

Lisa Schermerhorn is an international best-selling author of In Every Belief is a Lie, and a featured expert in the award-winning film Zero Limits alongside Dr. Joe Vitale. Formerly the VP of Business Development for a cutting-edge virtual reality start-up focused on memory loss and pain reduction, Lisa brings a unique blend of innovation and healing to her work. She holds certifications as a...

Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best...

Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility; it is a priority. The cost of day to day expenses, paying for several college educations, funding...

Lee Morris is Vice President of Underwriting, Life & Annuity Brokerage who rejoined the Gallagher Life & Executive Benefits consulting team in January of 2023.Lee Morris has been in the insurance industry specializing in technical underwriting risk management for over 33 years. She is known for her astute ability to merge the technical attributes of underwriting with the art of modern-day...