In this episode of In the Harbor, we sit down with Lacey Shrum, attorney, former CCO, and founder of Smart Kx. Every RIA. Hi, I’m Lacey Shrum — attorney, former CCO, and founder of Smart Kx. Every RIA I worked with was stressed about fee billing. Calculating and collecting fees is hard enough, documenting and analyzing them adds another layer of complexity. I built Smart Kx to fix that. Most RIAs don’t actually know their revenue numbers or how to change them. Smart Kx helps you take control: report on revenue, analyze your fees, and confidently execute changes. It’s automated, compliant, and built from real user feedback. Besides being the expert on RIA fees... I like to talk about geopolitics, monetary policy and history; I've testified as an expert witness in cryptocurrencies x2. Follow me for fee discussions, dry humor and the occasional parenting hack. If your billing processes are manual, inconsistent, or expensive to maintain… we can help. Our goal is to make sure firms know their revenue, charge what they’re worth, and do it in a way that scales.

In this episode of In the Harbor, we sit down with Josh Pantony, Founder and CEO of Boosted.ai, to explore how AI is reshaping not just investment research—but the business of advice itself. With a background spanning capital markets, data science, and applied machine learning, Josh has spent his career focused on one core problem: helping advisors and investors make better decisions faster—without sacrificing rigor, transparency, or trust. Under Josh’s leadership, Boosted.ai has developed Alfa, a conversational and agentic AI platform that integrates directly into real-world investment workflows. Beyond portfolio construction and macro analysis, Josh is especially focused on how AI can help advisors scale their impact—from generating differentiated insights to improving how they identify, engage, and communicate with prospective clients. Josh is a frequent speaker on the future of AI in wealth management, with a practical, advisor-first perspective on using technology as a force multiplier—not a replacement—for human judgment and relationship-driven advice.

Join Jason Johns & Scott Lindsay as they sit down with President/CMO of Travel Planners International and Vacation Planners to discuss trends in travel, the evolution of the travel advisor and the role TPI is playing a critical role for travel advisors across the country. With over 30 years of experience building, managing, and training sales teams for Fortune 500 companies like Ryland Homes and Premiere Farnell, it’s no wonder TPI picked Lee to fulfill the new position of VP of Sales & Marketing. Her natural talent for elevating companies to the next level began in the early 80’s as one of Marriott Vacation Club’s first employees where she cut her teeth working with the company in its’ infancy and helping it rapidly grow. Software Support, Inc. was next on Lee’s list, working in a fast-paced entrepreneurial environment alongside the owner as they developed the first-ever, 24-hour technical support company for the emerging personal PC market. Fast forward to 2008, Lee left the corporate grind behind and launched her consulting and speaking business on a mission to help America’s entrepreneurs make good decisions with where they spend their time and resources, “Working with crazy, sleep deprived entrepreneurs is what gets me out of bed at 5:00am every morning!”

In this episode of In The Harbor, we sit down with Patrick Manning Founder & CEO at Manning Ventures

In this episode of In The Harbor, we sit down with Ashley Marks, Co-Founder and Co-Managing Partner of Cordillera Investment Partners

In this episode of In The Harbor, we sit down with Chuck Proctor, a seasoned spread trader specializing in 30-year Treasury bond futures. 

In this episode Jason Johns interviews Shana Sissel Shana Orczyk Sissel, CAIA, widely recognized as "The Queen of Alternatives," is the Founder and CEO of Banríon Capital Management, where she is dedicated to empowering independent financial advisors with innovative solutions

Jason Johns and Mackey Daniel sit down with Bob Elliott to discuss his journey

Join Jason Johns as he sits down with Rich Consul and Mitch Vermet of Bankers Edge Advisory to discuss the credit landscape