Contributors

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Host

Brendan Ryan

As a Portfolio Manager, Brendan helps lead AIM's investment activities with a focus on fundamental analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Brendan assists in overseeing all business, finance, and distribution activities.


Brendan is a Philly's fan and native transplanted to Boston by way of Boston College and has been with AIM for over a decade, surrounded by Patriots fans. He never thought Podcast Host would be on his list of titles but here we are. He has a natural intuition and curiosity about the markets makes for lively conversations with our advisors and experts. 

Guests

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Guest

Daniel Friedman


Founding Partner & Chief Executive Officer

As CEO and Co-Founder of WMGNA, Daniel Friedman has led the firm since 1995, pioneering its innovative Tax-Out Financial Solutions™ model and driving its national growth.


Daniel built WMGNA around a unique philosophy: that tax planning is inseparable from financial planning. Under his leadership, the firm introduced a subscription-based model, integrated CPA partnerships, and innovative concepts like “Restylement™”—a reimagined approach to retirement planning. Today, WMGNA has subscribers across more than 35 states, delivering strategies that emphasize tax efficiency, risk management, and long-term success.

https://www.wmgna.com/team/daniel-j-friedman

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Guest

Michael Brice

28 years in technology, security, and senior leadership roles providing cybersecurity consulting solutions for multiple industries, including deep commercial and military experience in the financial services industry as well as classified government operations.

Served as an officer in the U.S. Marine Corps and received specialized training by the National Security Agency in Signals Intelligence. Upon departure from the military, held executive positions leading IT strategy and related enterprise software services for blue-chip consultancies and publicly traded corporations.

Leading BW Cyber Services, our team has provided cyber-consulting support to multiple small-to-medium-size NFA & SEC Members as well as one of the world’s largest hedge funds.

Learn more about BW Cyber here.

https://www.bwcyberservices.com/about-us/

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