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Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Tampa, FL on January 18th & 19th? Visit: https://www.10xvets.com/events ____ Jon Harmeling is a Chick-fil-A Owner-Operator, retired Army officer, and creator of Frontline AI Leadership, an upcoming book on using AI to strengthen leadership instead of replace it. After serving in the Army and teaching project management at West Point, a fellow Army officer introduced Jon to Chick-fil-A. Following an unexpected medical retirement, he eventually returned home to South Florida to lead a restaurant in the community where he grew up.     Running the restaurant gave Jon a new place to put his leadership philosophy into practice, from developing his team to helping employees pursue goals outside of work. His search for greater efficiency eventually led him to a bigger question: Could AI help him become a better leader? That idea became Frontline AI Leadership, where Jon explores practical ways to use AI while keeping people at the center.   In this episode of the SABM podcast, Scott chats with Jon about: An Unexpected Path to Chick-fil-A: How mentorship, years of preparation, and an unexpected medical retirement changed Jon's plans and ultimately brought him back home to South Florida.  Putting People Over Profits: Why Jon measures his impact beyond restaurant performance and sees leadership as an opportunity to invest in the people and community around him.  Leading by Letting Go: How Jon moved from working 80-hour weeks toward empowering his senior leaders with the authority and resources to make decisions without him.  Using AI to Become a Better Leader: How an experiment with automating administrative work grew into using AI to prepare for tough conversations, coach employees, and support their personal goals. Pasted text Pasted text Keeping Leadership Human: The thinking behind Jon's upcoming book, Frontline AI Leadership, and why he believes AI should prepare leaders for human moments rather than replace them. Timestamps: 1:19 West Point to the Army 2:10 A Mentor and Chick-fil-A 3:33 The Selection Process 4:31 Earning the Opportunity 7:06 Cancer and a Crossroads 10:01 People Over Profits 13:21 Life as an Owner-Operator 15:30 Leadership in the Unexpected 18:12 Introducing Frontline AI Leadership 18:44 From Admin Work to AI 19:30 Discovering AI Agents 20:36 Using AI to Lead People 21:50 The Frontline AI Leadership Book 24:24 Rehearsing Difficult Conversations 27:49 Leadership Beyond the Workplace 31:34 Building Better Relationships 34:40 Building the Bench 37:18 Keeping Humans in Charge Connect with Jon: LinkedIn | Jon Harmeling www.jonharmeling.com  [email protected]  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode; subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jon for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Tampa, FL on January 18th & 19th? Visit: https://www.10xvets.com/events ____ Jim Lose is the CEO of The Military Veteran, where he helps experienced veterans transition into executive leadership roles while partnering with growing businesses to build high-performing leadership teams. After more than 25 years in veteran recruiting and executive search, Jim has watched veteran careers evolve far beyond the first civilian job, opening doors to executive opportunities that simply didn't exist a decade ago.    Over the years, many of the veterans Jim placed early in their careers returned looking for someone who understood both executive search and the military community. That need led him to The Military Veteran, where he now connects experienced leaders with companies looking to build exceptional teams. In this episode of the SABM podcast, Scott chats with Jim about: How Veteran Careers Have Evolved: Jim reflects on how the transition from military service has changed over the past 25 years and why today's veteran leaders have opportunities that simply didn't exist a decade ago. The Rise of Veteran Executive Search: Why more companies are looking beyond traditional recruiting to find experienced veteran leaders who can help scale growing businesses and private equity-backed firms. What Makes Veteran Leaders Stand Out: Jim shares the qualities private equity firms, defense technology companies, and founders value most when hiring veterans for senior leadership roles. Supporting Leaders Beyond the Hire: How coaching, leadership development, and long-term advisory support are helping both veteran executives and the companies they join succeed after day one. Building What's Next: Jim discussed expanding The Military Veteran's services, creating more opportunities for the veteran community, and his vision for becoming the leading executive search partner for veteran talent.   Timestamps: 00:58 What The MilVet Does 02:14 Then Vs Now Transitioning 05:23 Executive Roles And Clients 10:07 Why This Niche Exists 13:33 Joining The Military Veteran 17:30 Q4 Priorities And Expansion 19:24 Coaching Practice Explained 22:36 Moonshot Vision And Growth 24:14 Getting Unstuck And Sales Motion Connect with Jim: Linkedin | Jim Lose www.themilvet.org  [email protected]  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode; subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jim for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Tampa, FL on January 18th & 19th? Visit: https://www.10xvets.com/events ____ David Johnston is the founder of Keystone Holdings of Texas, where he's rethinking how multifamily investors evaluate opportunity. After serving in the U.S. Army and graduating from West Point, David built a growing apartment portfolio while earning his MBA at Columbia Business School before joining Nuveen's affordable housing investment team.  As David grew his portfolio, he began questioning the way landlords traditionally evaluate tenants. Rather than relying solely on credit scores and rental history, he developed an approach centered on understanding a person's circumstances, character, and future potential. That philosophy has shaped both his investment strategy and his vision for using data to identify overlooked opportunities within the rental housing market.   In this episode of the SABM podcast, Scott chats with David about: Investing in Future Potential: Why David believes traditional tenant screening overlooks people who simply need an opportunity, and how that philosophy has reshaped his investment strategy. Scaling with an Unconventional Strategy: How David grew from a single fourplex to a 90-unit portfolio by taking a different approach to serving tenants and creating long-term value. Lessons from Institutional Real Estate: David compares building his own portfolio with managing thousands of affordable housing units, and the lessons he's applying from both worlds. The Moneyball Approach to Real Estate: How David is using analytics and AI to measure future potential and rethink the way investors evaluate opportunity. Navigating What's Next: David shares the challenges shaping today's real estate market, along with his vision for scaling Keystone Holdings and his unique investment model. Timestamps: 00:51 David's Army to Real Estate Journey 02:51 Keystone Strategy Explained 05:15 Scaling with Data and Four Levers 08:05 Tenant Interviews and Screening 10:50 Coaching Tenants to Win 15:32 Future Potential vs Past Metrics 16:13 Scaling Plans and Moneyball Model 18:12 Day Job at Nuveen Affordable Housing 20:29 Rates Outlook and Buying All Cash 22:27 Columbia MBA and AI at Work 25:22 Current Challenges and Ask for Help Connect with David: LinkedIn | David Johnston [email protected]  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode; subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to David for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Washington, D.C. on Sept 28th & 29th? Visit: https://www.10xvets.com/events ____ Matthew Filbert is the founder of Reunion Baths, a modern bathhouse concept reimagining how people connect through wellness, community, and shared experience. After serving in the U.S. Army and later working as a software engineer, Matthew set out to build something entirely different: a place where people could disconnect from technology, slow down, and reconnect with one another. Inspired by years of visiting bathhouses throughout New York City and around the world, Matthew saw an opportunity to bring a centuries-old tradition into a modern setting. Reunion Baths blends communal bathing, thoughtful design, and hospitality to create spaces where meaningful conversations, genuine relationships, and everyday wellness naturally come together.     In this episode of the SABM podcast, Scott chats with Matthew about: An Unconventional Entrepreneurial Journey: How an unexpected passion for bathhouses led Matthew from software engineering to launching Reunion Baths. More Than a Wellness Trend: Why Matthew believes communal bathing fills a growing need for deeper human connection in an increasingly digital world. Designing an Experience People Remember: The vision behind Reunion Baths and how every detail is intended to encourage conversation, relaxation, and community. Bringing a Big Idea to Life: Matthew shares what it takes to raise capital, navigate development, and turn an ambitious concept into a reality. Building for the Long Term: From expanding into major cities to helping shape America's culture around communal bathing, Matthew shares the vision guiding Reunion Baths beyond its first location.  Timestamps: 00:41 Spa Love Story Begins 02:26 Russian Turkish Baths Spark 05:40 Why Bathhouses Are Back 09:37 Funding and Brooklyn Location 11:13 Inside the Bathhouse Design 13:54 Timeline and Build Plan 15:49 Big Vision and Expansion 19:03 How to Help and Invest Connect with Matthew LinkedIn | Matthew Filbert reunionbaths.com [email protected]  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Matthew for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Washington, D.C. on Sept 28th & 29th? Visit: https://www.10xvets.com/events ____ Justin Koh is the owner of Al Phillips Dry Cleaners and co-founder of Magnoli.ai, a software platform built specifically for the dry cleaning industry. After serving as an acquisitions officer in the U.S. Air Force, Justin returned home to acquire his family's business, allowing his parents to step away after years of ownership. He approached the business with the same analytical mindset he developed in the military, growing the company from two locations into one of the largest dry cleaning operations in Las Vegas. As the business grew, Justin found himself solving many of the same operational challenges facing independent dry cleaners across the country. Rather than work around outdated systems, he built the tools he wished had existed when he took over the business. Those lessons became Magnoli.ai, helping independent operators simplify day-to-day operations with software built around the realities of the industry.     In this episode of the SABM podcast, Scott chats with Justin about: Finding Opportunity in Unexpected Places: Why taking over the family business became the start of an entrepreneurial journey Justin never expected. Growing Through Strategic Acquisitions: How a series of thoughtful acquisitions transformed a two-location business into one of the largest dry cleaning operations in Las Vegas. Building Magnoli.ai: The operational challenges Justin encountered inspired software built specifically for the unique needs of independent dry cleaners. Building a Better Business: Why stronger systems, better visibility into operations, and consistent execution became essential to long-term growth. Looking Ahead: Justin shares the challenges he's focused on today, where he sees the greatest opportunities for growth, and what's next for both Al Phillips and Magnoli.ai.  Timestamps: 00:44 From Academy to Family Shop 01:48 Early Struggles and Mindset Shift 04:15 COVID Deals and First Acquisitions 05:59 Vegas Expansion and Scaling Up 08:12 Turning Losses Around 09:19 Building Magnolia Software 14:10 Diversifying Dry Cleaning Services 16:04 Magnolia Today and Coaching Others 20:14 Vision for Stores and Software 28:01 Current Challenges and Funding Needs Connect with Justin LinkedIn | Justin Koh magnoli.ai [email protected]  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Justin for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Washington, D.C. on Sept 28th & 29th? Visit: https://www.10xvets.com/events ____ Bryan Denson is leading the expansion of Port of Subs across the Washington, D.C., Maryland, and Virginia region, building both company-owned locations and a network of future franchise owners. His vision extends beyond opening stores. He is creating opportunities for veterans, military families, and aspiring entrepreneurs to participate in business ownership and long-term wealth creation. Before entering the franchise industry, Bryan spent more than three decades serving in the military, government, and corporate sectors. From Army infantry training and Air Force intelligence work to business development and leadership roles in the private sector, each experience reinforced a lesson that continues to guide him today: confidence is built by taking on challenges. He now applies those lessons to entrepreneurship while helping others pursue opportunities of their own. In this episode of the SABM podcast, Scott chats with Bryan about: Lessons Learned Through Challenge: How military service, language training, and leadership experiences helped Bryan build the confidence to take on increasingly difficult opportunities throughout his career. Why Port of Subs: What attracted Bryan to a growing franchise brand and the vision behind its expansion across the East Coast. Building a Veteran-Centered Business Network: Creating opportunities for veteran-owned businesses, service providers, and future franchise owners to grow alongside one another. From Store One to Store Seventy: The strategy behind launching the first location, developing the DMV region, and scaling long-term franchise operation. Creating Opportunities for Others: Why success means helping veterans, military families, and aspiring entrepreneurs build their own path to business ownership.    Timestamps: 00:57 Brian Military Roots 03:09 From Service to Corporate 04:22 Finding Port of Subs 06:01 Dual Role and Territory 07:47 First Store Launch Plan 09:21 Scaling and Veteran Network 11:16 Dave Vision and Culture 16:42 Defining Success and Impact 18:53 Challenges and Help Needed 21:07 Franchise Requirements and Financing   Connect with Bryan: LinkedIn | Bryan Denson [email protected]  www.portofsubs.com  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Bryan for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Washington, D.C. on Sept 28th & 29th? Visit: https://www.10xvets.com/events ____ Vince Lindenmeyer is the founder of Conscious Impact Leader and Beacon 4sight Group. Through his work, he helps purpose-driven entrepreneurs gain strategic clarity, develop conscious leadership skills, and build businesses aligned with their values. He also works with nonprofit organizations to strengthen governance, increase revenue sustainability, and create a foundation for long-term success. After retiring from the U.S. Army as a Colonel following a 26-year career, Vince found himself searching for a deeper sense of purpose beyond military service. His journey through entrepreneurship, Stoic philosophy, spiritual growth, and post-traumatic growth communities ultimately inspired the creation of Conscious Impact Leader, where he helps leaders overcome limiting beliefs, discover their purpose, and build lives of greater purpose and abundance.   In this episode of the SABM podcast, Scott chats with Vince about:   The Inner Work Behind Leadership: Why personal growth, self-awareness, and healing are often the foundation for lasting impact and organizational success Identifying and Reframing Limiting Beliefs: Recognizing the hidden beliefs around money, self-worth, and scarcity that may be holding leaders back. Where Purpose Meets Prosperity: Exploring how passion, service, and meaningful work can create both fulfillment and sustainable growth. Building the Conscious Impact Leader Community: Creating a space where nonprofit and business leaders can grow, collaborate, and support one another. Creating Legacy Through Service and Stewardship: Using intentional leadership, generosity, and long-term thinking to build lasting impact Timestamps: 01:25  Vince's Military to Civilian Transition 05:06  Why Conscious Impact Leader Exists 09:19 Identifying and Overcoming Limiting Beliefs 12:24 The Conscious Impact Leader Framework 16:34 Reframing Money, Abundance, and Prosperity 20:39 Where Higher Consciousness Meets Higher Economics 23:55 Purpose-Driven Wealth Creation 31:47 Building Community and Creating Impact 34:38 Bitcoin, Sovereignty, and Recommended Resources   Connect with Vince: LinkedIn | Vince Lindenmeyer [email protected]  www.securepathgov.com  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Vince for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Washington, D.C. on Sept 28th & 29th? Visit: https://www.10xvets.com/events ____ Pat O'Boyle is the Chief Compliance Officer at Glen Eagle Advisors and a member of the leadership team behind Alooola, a technology-driven financial planning and investment platform. In addition to overseeing regulatory compliance, he supports business development and helps drive the growth of Aloooa's advisory and retirement planning services, including its expanding 401(k) platform for business owners. A graduate of the U.S. Naval Academy, Pat served as a Marine Corps infantry officer with 7th Marines and completed two deployments to the Middle East. After transitioning from military service, he built experience across investment banking, fintech, and wealth management through roles at Wells Fargo Securities, EquitiesEnd, and CBIZ before joining Glen Eagle Advisors to help scale Alooola's technology-first approach to financial planning.   In this episode of the SABM podcast, Scott chats with Pat about: From the Marine Corps to Financial Services: How military leadership, investment banking, and startup experience ultimately led to helping build a technology driven planning platform. Creating Alooola's Hybrid Approach: Combining personalized financial advice with a mobile-first experience that keeps advisors accessible to clients. Helping Businesses Reduce 401(k) Costs: Helping business owners uncover hidden retirement plan fees while improving retirement plan offerings. How Technology Enhances the Advisor Relationship: Using technology to simplify investment management and create more meaningful client conversations. Building the Future of Financial Planning: Bringing investing, retirement planning, tax strategy, insurance, and advisor support into one platform. Timestamps: 01:13 Marine Corps to Finance 02:10 Wells Fargo and COVID Markets 04:27 Startup Culture Shift 05:51 Joining Gleneagle and Alooola 09:06 Alooola App Overview 12:40 Why Build the App 14:57 Advisors Using the Platform 18:19 Building with AI and Compliance 21:49 Goals for 2026 and Beyond 25:08 Who They Help Most   Connect with Pat: LinkedIn | Pat O'Boyle [email protected]  www.gleneagleadv.com If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today.   Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review!   A special thank you to Pat for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Washington, D.C. on Sept 28th & 29th? Visit: https://www.10xvets.com/events ____ Ryan Micheletti is the co-founder of The Veteran Fund, a venture capital firm focused on investing in veteran-led critical technology companies. As a California National Guard veteran, Ryan has played a leading role in building the veteran startup ecosystem. Before launching The Veteran Fund, he founded VetTech, the first veteran-led startup accelerator, and later served as Head of Global Operations at Founder Institute, helping scale more than 8,000 startups across 200 cities worldwide. Today, Ryan leads The Veteran Fund's strategy and ecosystem building efforts, backing exceptional veteran leadership teams in dual-use and mission-critical technologies. His work connects founders with early capital, strategic partners, and a growing network of investors committed to strengthening American innovation. In this episode of the SABM podcast, Scott chats with Ryan about: Building the Veteran Startup Ecosystem: Launching the first veteran-led accelerator and creating infrastructure to support founders after 9/11 Investing in Leadership at the Seed Stage: Why The Veteran Fund prioritizes exceptional teams with deep domain expertise and long-term resilience. Critical Technology and Dual-Use Strategy: Backing companies that serve both commercial markets and national security priorities. From Fund One to Fund Two: Refining ownership strategy, increasing first-check size, and strengthening capital allocation discipline. Patriotic Capital and Long-Term Vision: Mobilizing family offices and aligned investors to support veteran-led innovation that reinforces American competitiveness. Timestamps: 00:52 Origin of Veteran Fund 02:10 Building VetTech and FI 04:05 Fund Launch and Thesis 06:27 Ideal Deal Criteria 09:37 Havok AI Success Story 12:26 Fund Two Evolution 17:34 Ecosystem and Events 21:30 Goals and Bigger Mission Connect with Ryan: LinkedIn | Ryan Micheletti [email protected]  www.veteran.fund  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Ryan for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Washington, D.C. on September 29th & 28th? Visit: https://www.10xvets.com/events ____ Travis Peace is the Co-Founder and President of Novum Home Loans, a digital mortgage company built specifically for the military community. After serving as a nuclear surface warfare officer and later holding senior mortgage leadership roles at USAA, he launched Novum to modernize VA lending through technology, efficiency, and mission-driven execution. At Novum, Travis is focused on building a scalable, AI-powered mortgage platform designed to deliver better rates, faster closings, and a trusted experience for veterans and active-duty families. His long-term vision is to become a dominant player in the VA lending space while staying rooted in service and community alignment.  In this episode of the SABM podcast, Scott chats with Travis about: From Nuclear Officer to Mortgage Founder: Travis's transition from Navy leadership to building a veteran-focused digital lending platform. Modernizing VA Lending: The inefficiencies in traditional mortgage processes and how Novum is leveraging technology to streamline approvals and closings. AI in the Mortgage Industry: Using automation and data-driven systems to reduce friction, improve pricing, and enhance borrower experience. Serving the Military Community at Scale: Designing a lending platform built specifically for active-duty service members and veterans. Building a Scalable Digital Platform: Travis's long-term vision to grow Novum into a dominant force in VA home loans while maintaining trust and operational discipline. Timestamps: 00:49 From Navy to USAA 04:40 Why Novum Exists 06:17 Cutting Mortgage Costs 09:15 Loan Types Beyond VA 10:43 Customer Journey Walkthrough 15:27 Finding Focus and Stride 18:29 Scaling Vision and Market Share 21:59 Next Goals Capital Tech Talent 26:08 Lead Sources and Referrals Connect with Travis: LinkedIn | Travis Peace [email protected]  www.novumhomeloans.com  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Travis for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ John Lynch is the Founder of Imprimis Financial, where he advises business owners, professionals, and Service Academy graduates on asset management, estate design, and tax-efficient wealth strategies. After serving as a field artillery officer and company commander during the Gulf War era, he earned his MBA in finance from NYU and began his career at Barclays and First Union before launching his own practice in Charlotte. Over the years, John has been working alongside private banking teams supporting large estates while building a discretionary investment model focused on disruptive technologies. With a foundation in institutional finance and technical trading, he leverages AI tools to help clients refine their goals and implement coordinated wealth strategies. In this episode of the SABM podcast, Scott chats with John about: A Career Built on Reinvention: John shares his transition from Army leadership to institutional finance and ultimately building his own advisory practice. Managing Disruptive Technology Investments: How he evaluates companies like Nvidia and Tesla using both fundamentals and technical entry points to manage volatility. Using AI to Enhance Decision-Making: Leveraging artificial intelligence to analyze portfolios, compare insurance structures, and accelerate strategic planning. The Team-Based Wealth Model: Why high-net individuals need integrated advisors working together rather than operating in silos. Tax Strategy as Alpha: Creating value through liquidity management, estate design, and tax-efficient structures, not just investment returns.   Timestamps: 01:10 West Point to Army Career 02:56 MBA and Trading Roots 04:14 Building the Advisory Practice 05:36 Disruptive Tech Portfolio Model 07:49 How He Picks Entries 10:35 Ideal Clients and Service Grads 13:23 Ultra Wealth Team Planning 16:59 Using AI in Practice 22:04 Growth Goals and Legacy Shifts Connect with John: LinkedIn | John Lynch  [email protected]  www.imprimis-financial.com  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to John for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ Evan Parnell is the COO of GivMoo, a technology platform that integrates charitable giving into everyday purchasing and business transactions. With experience scaling startups through early growth phases, Evan leads execution and commercial strategy, translating big ideas into structured systems that support sustainable growth and measurable impact. That mission is carried forward alongside Martiel Beatty, Founder and visionary leader behind GivMoo's ecosystem design. Martiel focuses on building strategic partnerships and shaping the platform's long-term impact model, ensuring that merchants, nonprofits, and consumers are connected in ways that create shared value.  Together, they're building a scalable platform that embeds giving into everyday business.  In this episode of the SABM podcast, Scott chats with Evan & Martiel about: Commerce as a Giving Engine: How GivMoo embeds charitable contributions directly into everyday purchasing behavior. Rethinking Nonprofit Funding: Why traditional donation models struggle with retention and scale, and where opportunity exists. A Shared-Value Marketplace: Aligning merchants, nonprofits, and consumers so that every transaction creates measurable impact. A Simpler Giving Strategy: Encouraging consumers to shift just one purchasing category to drive consistent support for causes they care about. Scaling with Infrastructure: Their roadmap for raising outside investment and building the systems required to grow sustainably.  Timestamps: 00:42 Evan's Career Shift and New Venture 01:40 Martiel's Entrepreneurial Background 03:50 WorldPride Merchandise Lessons 06:59 The Nonprofit Funding Problem 11:12 The Math Behind GivMoo 16:30 Solving the Marketplace Gap 22:19 Turnkey Product Model Explained 25:49 Marketing and Consumer Strategy 37:55 Martiel's Personal Mission Connect with Evan & Martiel: LinkedIn | Evan Parnell  LinkedIn | Martiel Beatty www.GivMoo.com If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Evan and Martiel for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ Bret Petkus and Russell Toll are Army veterans and co-founders of Compassion Neurohealth, a neuroscience-driven brain health practice focused on changing how mental health is measured and treated. As an accomplished healthcare executive, Bret brings significant P&L leadership across medical and life science companies, while Russ, a Stanford-trained neuroscientist and combat veteran, leads the scientific development behind their technology. Their paths into this work were shaped by distinct but deeply personal experiences. Bret's own traumatic brain injury exposed gaps in how neurological damage is identified and addressed, while Russ witnessed the long-term impact of blast exposure during his service in Iraq. Their shared commitment to improving brain health led to a partnership grounded in both mission and medicine. In this episode of the SABM podcast, Scott chats with Bret & Russell about: Battlefield to Brain Science: Russell's experience with blast exposure and Army medicine, and how it shaped his commitment to advancing neurological care. The Injury You Can't See: Bret's unexpected discovery of his own TBI decades later and the mission it sparked. Precision Starts with Data: How EEG data and the Halo platform map dysregulated brain networks before prescribing precision TMS. Engineering Long-Term Recovery: Tracking outcomes through ongoing assessments and follow-up scans to maintain remission and intervene early. Mission Beyond Medicine: Their nonprofit initiative supports Gold Star families and expands access to care for those who cannot afford treatment.    Timestamps: 00:38 Brett's Background and TBI Discovery 02:01 Russ's Combat Experience and Shift into Brain Health 04:26 Connecting on LinkedIn and Building the Clinic Partnership 05:59 Personalized TMS and the Halo Mapping Platform 08:03 Suicide Loss and the Cockpit Metaphor 13:26 How Halo Identifies the Right Brain Networks 17:51 Patient Stories and the "Veterans Aren't Broken" Perspective 19:35 Durability, Follow-Ups, and Long-Term Monitoring 32:56 Scaling Clinics, SaaS Expansion, and Heroes in Mind Connect with Bret & Russell: LinkedIn | Bret Petkus  LinkedIn | Russell Toll Compassion Neuroscience  [email protected]  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Bret and Russell for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ Jesse Prince is an Army veteran who served nearly six years on active duty, including two combat tours to Iraq. After transitioning from the military, he built a career in commercial real estate brokerage while earning his Master's in Real Estate Finance from NYU, graduating near the top of his class and deepening his expertise in institutional-level real estate. Today, Jesse is the founder of IncrediVer, an AI-powered accredited investor verification and qualification platform for private fund managers and capital raisers. An engineer by training with years of experience in securities offerings and real estate technology, he helps issuers streamline compliance, reduce onboarding friction, and move serious investors from interest to investment more efficiently. In this episode of the SABM podcast, Scott chats with Jesse about: From Platoon Leader to Principal: How Jesse bridged a decade of military service with institutional real estate knowledge to compete with seasoned professionals. Building IncrediVer from Scratch: How Jesse identified a broken accreditation process and built an AI-powered tool that reduces 5–7 day verifications to under two minutes. Turning Your Website into a Conversion Engine: How IncrediVer transforms a static marketing page into an active lead scoring and qualification system for issuers. 506(b) vs. 506(c), Breaking It Down: The key differences between private and publicly solicited offerings and how IncrediVer removes the biggest barrier to going 506(c). The Billion-Dollar One-Man Company: Jesse's long-term vision of building a technology-driven, AI-powered capital markets company through warm introductions and strategic growth.   Timestamps: 00:52 Jesse's Military Background 02:04 Real Estate Pivot and NYU 03:52 Low Minimum Investing Idea 05:43 Problem with Accreditation Verification 07:52 Building IncrediVer Fast 14:08 How the Funnel Works 21:47 Beyond Compliance Differentiation 23:11 Goals and Moonshot Vision 25:58 506B vs 506C Deep Dive Connect with Jesse: LinkedIn | Jesse Prince www.incrediver.com  [email protected]  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jesse for joining me this week. Until next time! -Scott Mackes, USNA '01

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ Tom O'Hare is a U.S. Navy veteran and the founder of Keel Capital and Keel Home Development, where he leads multifamily and infill residential projects across the Midwest and Northern Virginia. Before starting his own companies, Tom spent 17 years in real estate investment banking and later served as CIO and COO of a national single-family rental platform. During that time, he worked on large institutional portfolios and gained firsthand experience in how deals are evaluated, financed, and executed at scale. He now brings that perspective into his own development work. Today, Tom focuses on workforce housing and ground-up projects that help close supply gaps in growing markets. He partners with investors, local governments, and community stakeholders to move projects from concept to completion and deliver housing that meets real community needs.   In this episode of the SABM podcast, Scott chats with Tom about: Stepping Into Entrepreneurship: What it took for Tom to leave a corporate executive role and "turn pro" as a full-time developer Midwest Multifamily Strategy: Why markets like Michigan and Ohio offer strong demand, supply gaps, and favorable development incentives Urban Infill Development: How shorter-cycle projects in Northern Virginia complement long-term multifamily developments The Brixton Project: A 148-unit workforce housing development backed by tax increment financing and strong rent fundamentals Deal Sourcing Through Relationships: Why Tom finds the best opportunities through networks, direct outreach, and boots-on-the-ground insights.   Timestamps: 00:28 Tom's Real Estate Journey 01:20 Advice for Aspiring Entrepreneurs 04:46 Types of Real Estate Projects 07:57 Current Projects and Market Focus 10:12 Future Goals and Plans 14:31 Sourcing Deals and Partnerships   Connect with Tom: LinkedIn | Thomas O'Hare www.keelcap.com [email protected]  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Tom for joining me this week. Until next time! -Scott Mackes, USNA '01