Smart Money Circle

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest: Ernest M. Csak, CFP® Main Street Financial Solutions, LLC Website: www.msfsolutions.com Bio Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Services, Ernie worked at Merrill Lynch for 10 years, serving individual, family, and estate planning needs, as well as managing corporate retirement plans. Ernie has experienced various market cycles, enabling to him to help his clients remain focused on the long-term. Ernie brings an unparalleled enthusiasm in helping people understand the importance of a solid financial plan. He prides himself on having a great way of explaining financial matters that are easy to understand. As a result of an ever-present desire to grow professionally, he secured his CFP® certification in 2016, to further solidify his commitment in serving his clients need for financial planning. Working as a fiduciary is very important to Ernie, which is why he joined MSFS. Ernie graduated from SUNY Albany with a bachelor’s degree in economics. He is fluent in German and is an avid chess player. He lives with his wife and 3 dogs, and you can frequently find them taking in baseball games. Disclaimer: Investment advisory services offered through Main Street Financial Solutions LLC. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied upon for, tax, legal or accounting advice. For important disclosures about Main Street Financial Solutions, LLC, including our Part 3 Relationship Summary (“Form CRS”), please visit https://adviserinfo.sec.gov/firm/summary/305834.

Guest Adam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company Website: https://hiyahealth.com/ Bio Adam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading children’s wellness brands, revolutionizing the way families approach health with clean, science-backed products, starting with a reimagined children’s vitamin. With deep expertise in brand building, supply chain optimization, and strategic growth, Adam has successfully navigated complex industries to bring innovative solutions to market. His passion lies at the intersection of innovation and consumer engagement, ensuring that products don’t just exist—they make a meaningful impact. Beyond business, Adam is dedicated to leadership, health, and personal growth—but above all, his greatest priority is his family, building a life of strength, love, and purpose for his wife and children.

This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and Happier Guest: Matthew Dawson, MD Website: https://www.trudiagnostic.com/ Bio: Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, published over 2 dozen studies, lectured in over 20 countries, and won national awards for education and innovation. His passion is unlocking the secrets of the genome and epigenome and using it to optimize health and maximize healthspan. He lives in the woods with his wife, 4 children, and two dogs.

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above Guest Jack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B) Website: https://callanfamilyoffice.com/ Bio: Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm’s overall growth and management, with a focus on optimizing the client experience and delivering exceptional client service. He takes a leading role in fostering strategic relationships, business development, and team building. At Callan Family Office, Jack builds on his three-decade career of creating and building complex businesses. Prior to Callan Family Office, Jack served as president at Abbot Downing, Wells Fargo’s ultra-high-net-worth business, where he oversaw the merger of legacy family office businesses, which ultimately accounted for more than $50 billion in assets under management. He also served as interim head of The Private Bank at Wells Fargo in 2021. In 2008, Jack joined Calibre, Wachovia’s ultra-high-net-worth management business and a predecessor bank of Wells Fargo, where he served as the regional managing director in Philadelphia. Earlier in his career, he worked as the city executive for U.S. Trust in Philadelphia. Jack graduated from Saint Joseph’s University in Philadelphia with a bachelor’s degree in finance. He serves as vice chair of the board of directors for the Zoological Society of Philadelphia and was previously an executive advisor to the Wells Fargo Women’s Team Member Network.

The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold Ambition Guest: Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DC Website: https://dakotagoldcorp.com/ Ticker: DC Bio Robert Quartermain Co-Chairman, Director, President and CEO Dr. Quartermain currently serves as Co-Chairman, Director, President and CEO of Dakota Gold, and was previously the Executive Chairman of Pretium Resources Inc., which he founded in October 2010. Prior to Pretium, he was President and Chief Executive Officer of Silver Standard Resources Inc. (now SSR Mining Inc.) for 25 years from 1985-2010. Dr. Quartermain holds a Bachelor of Science from the University of New Brunswick, a Master of Science from Queens University, his Professional Geoscience certification from the Engineers and Geoscientists BC and Honorary Doctor of Science from the University of New Brunswick. In addition to his focus on Dakota Gold, Dr. Quartermain has a number of education, wildlife and social justice philanthropic interests that he supports. Dr. Quartermain was inducted into the Canadian Mining Hall of Fame ("CMHF") in August 2022 for his significant contributions to the mining and exploration industry in Canada and internationally over his career.