Self Equity

On Episode 36 of Self Equity we're joined by Mike Zandman, President of Entertainment Access, a VIP hospitality and ticketing firm that curates premium experiences for major events around the world. In this episode, we get into how Mike turned access into a scalable business, the financial realities behind a glamorous industry, and why human connection may be the most under appreciated form of leverage today. Co-Host of this episode is Jordan Zelniker, Wealth Strategy Associate at the Zelniker Dorfman Carr & Heritage Group.

On Episode 35 of Self Equity we're joined by Nick Green, a real estate advisor working across New York, Miami, and Boston, specializing in luxury and sports and entertainment clients. We talk about how athletes think about real estate, and the decisions that separate those who build wealth from those who just spend it. Co-Host of this episode is Chris Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

On Episode 34 of Self Equity we're joined by Chelsea Lewis, Founder of Loomrise Advisory. Chelsea works with leaders through one on one coaching and advisory engagements to help teams move faster, navigate change, and perform at a higher level. In this episode, we’ll talk about how she built her career and what she’s seeing among today’s most effective business owners.

On Episode 33 of Self Equity we sit down with Kendall Williamson, safety for the Los Angeles Chargers. Kendall’s journey through the NFL has given him a front row seat to the realities of money, contracts, and self worth in a league where nothing is guaranteed. We’re talking about how his mindset around value has changed, what stability really means when your career is uncertain, and how he’s utilizing his network as a Stanford alumni to build on his brand beyond football. Joining as Co-host today is Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

Each quarter we take a step back to look at what's been happening in the markets, what trends are shaping the economy, and what investors should be paying attention to in the months ahead. This episode was recorded on 3-24-26 and does not account for any information following.

On episode 32 of Self Equity, were joined by Kellen Mond, former SEC quarterback and one of the most accomplished signal callers in Texas A&M history. Kellen was a four year starter for the Aggies, throwing for over 9,600 yards with 71 touchdowns, while adding more than 1,600 rushing yards and 22 rushing scores on the ground. He led Texas A&M to an Orange Bowl win after the 2020 season and built a reputation for durability, leadership, and consistency while competing in the SEC. He was selected in the third round of the 2021 NFL Draft by the Minnesota Vikings and went on to spend time with the Vikings, Browns, and Colts, experiencing the NFL from inside multiple locker rooms and systems. In this episode, we talk about Kellen’s journey - from being a long time college starter to navigating life as a professional quarterback, the realities of the NFL, leadership, resilience, and what he’s taken from every stage of his career. Joining me as co host for todays episode is Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

On episode 31 of Self Equity, were joined by Josh Rawitch, President of the National Baseball Hall of Fame and Museum. Josh has spent his career inside Major League Baseball and now leads an institution built on legacy. We talk about building career equity, thinking long term about wealth, and what Josh has learned from Hall of Fame players across generations about money, identity, and life after peak earning years. This episode is co-hosted by Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group.

On episode 30 of Self Equity, were joined by Adewale “Wale” Ogunleye, former Pro Bowl defensive end, an Indiana University legend, and a player who fought his way from undrafted free agent to becoming one of the NFL’s most respected leaders. But what makes Wale’s story stand out isn’t just what he accomplished on the field, its the purpose he found after football. Today, he works directly with professional athletes, helping them navigate the financial realities, pressures and decisions that come with sudden success. His mission is to help athletes protect themselves, build real wealth and create a life that outlasts the game. This episode is co-hosted by Jordan Zelniker, Wealth Strategy Associate for the Zelniker Dorfman Carr & Heritage Group.

On episode 29 of Self Equity, were joined by Kenny Roth, Award‑winning AD and UPM. On this episode, Kenny talks to the reality behind hit shows like Brooklyn Nine‑Nine and Nobody Wants This. Kenny shares what it’s like to manage time, money, and people under high pressure, and how his leadership philosophy has evolved over decades in the industry.

On episode 28 of Self Equity, were joined by 30th Chief of Naval Operations Admiral Jonathan Greenert. From submarine missions beneath the surface to shaping national strategy at the highest levels of government, Admiral Greenert brings a wealth of hard-earned wisdom on leadership, decision-making, and navigating uncertainty. Co hosting today's show is Jordan Zelniker, Wealth Strategy Associate at the Zelniker Dorfman Carr & Heritage Group.

Each quarter we take a step back to look at what's been happening in the markets, what trends are shaping the economy, and what investors should be paying attention to in the months ahead. This episode was recorded on 1-6-25 and does not account for any information following.

On Episode 27 of Self Equity, we’re joined by Binuk Kodituwakku, Chief Football Strategy Officer at Duke University. He leads the program’s approach to Name, Image and Likeness, roster strategy, and analytics. We’ll explore how Duke is innovating in NIL and preparing athletes for long-term success on and off the field. Co-hosting today's show is Ryan Lynch, Financial Advisor at the Zelniker Dorfman Carr & Heritage Group

On Episode 26 of Self Equity, we’re joined by Eric Venn-Watson, a visionary entrepreneur and co-founder of Seraphina Therapeutics. Alongside his wife, Dr. Stephanie Venn-Watson, Eric is pioneering a new frontier in health science with the discovery of C15:0 - a fatty acid that’s challenging everything we thought we knew about nutrition and longevity. In this episode, Eric shares his journey from startup grit as part of the military to scientific breakthrough, the story behind Fatty15, and what it means to build a mission-driven company that’s rooted in both love and science. We’ll dive into the challenges of scaling a health brand, the power of partnership, and how Eric defines self equity in the context of purpose, resilience, and impact. Co-hosting today's show is Scott Zelniker, Managing Director at the Zelniker Dorfman Carr & Heritage Group

On Episode 25 of Self Equity, we’re joined by Thomas Jones, former Pro Bowl running back and the heartbeat of the New York Jets offense. After rushing for over 10,000 yards in the NFL, Thomas reinvented himself as an actor, producer, and entrepreneur. We talk about the business side of football, the mindset that fueled his success, and how he’s built equity well beyond the game. Co-hosting today's show is Ryan Lynch, Financial Advisor with the Zelniker Dorfman Carr & Heritage Group.

On episode 24 of Self Equity, we interview Ryan Bartlett who turned a $3,000 bootstrap into one of the most recognizable men’s apparel brands in the world. Ryan is the co-founder and CEO of True Classic, a company that’s redefined what a great t-shirt should be. We’ll talk about scaling from nothing to a valuation of $850 million, building culture in a high-growth brand, and how he’s turned empathy and authenticity into business strategy.” This episode is hosted by Jolene Tepedino and Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group.

On Episode 23 of Self Equity, we’re joined by one of the greatest minds in college basketball history, Jay Wright. As the longtime head coach of Villanova, Jay built a program defined by culture, discipline, and teamwork - leading the Wildcats to two national championships and four Final Fours. Beyond the wins, he’s known for shaping leaders on and off the court, developing NBA talent, and navigating the changing landscape of college athletics. Today, we’ll dive into his journey, the lessons he’s carried from the court into life after coaching, and his perspective on leadership, NIL, and building lasting equity in every sense of the word. Co-hosting today's show is Ryan Lynch, Financial Advisor with the Zelniker Dorfman Carr & Heritage Group

On Episode 22 of Self Equity we're joined by Kim Githler. Driven by the need to empower individual investors, Kim founded MoneyShow in 1981. Over the past 44 years, she has educated millions of investors, traders, and financial advisors. Kim works tirelessly to raise awareness for financial education and was named one of the 500 most influential people in Florida by Florida Trend magazine and one of the top 100 most influential libertarians by Newsmax. Co-hosting today's show is Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group

Today on episode 21 of Self Equity, we’re joined by Neil Smith, the architect of the 1994 New York Rangers Stanley Cup team. A proven leader in hockey and beyond, Neil brings insights on building winning cultures, creating long-term value, and defining equity both on and off the ice. Co-hosting today's show is Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group

On Episode 20 Self Equity, we’re joined by Laura and Steve Jakobsen — the husband-and-wife team behind RIOT Energy. What started as frustration with traditional energy drinks has turned into a fast-growing, plant-powered brand that’s redefining how people think about energy. We’ll dive into their journey from a farmers’ market stand to nationwide shelves, what it takes to build a business with your partner, and how they’re fueling growth while staying true to their mission. Co-hosting today's show is Scott Zelniker, Managing Director for the Zelniker Dorfman Carr & Heritage Group

On Episode 19 of the Self Equity Podcast we sit down with Kevin Willard, head coach of Villanova men’s basketball. With nearly two decades of head coaching experience, Coach Willard has led programs through NCAA tournament runs, Big East battles, and the ever-changing business of college athletics. In this episode, we talk about building a winning culture, navigating NIL and the transfer portal, and what it really takes to lead one of the nation’s most storied programs. This episode is hosted by Jolene Tepedino and Ryan Lynch, with the Zelniker Dorfman Carr & Heritage Group.

Each quarter we take a step back to look at what's been happening in the markets, what trends are shaping the economy, and what investors should be paying attention to in the months ahead. This episode was recorded on 9-29-25 and does not account for any information following.

Today on Episode 18 of Self Equity, we're joined by Scott Weintraub, Entrepreneur, Author and Certified Petra Coach. Scott Built and Scaled Companies to over 70 million dollars in revenue, and now he helps leaders simplify complex challenges. From Franchise success to business coaching, Scott is all about turning strategy into results. This episode is hosted by Jolene Tepedino and Scott Zelniker, with the Zelniker Dorfman Carr & Heritage Group.

Today on Episode 17 of Self Equity, we're joined by John Burkett, a 16 year MLB player turned professional bowler. During his baseball career, John pitched for the Giants, Braves, Rangers, Marlins and Red Sox earning two all star selections and over 160 career wins. After baseball, he pursed his life long passion for bowling and became the PBA50 tour Champion. From the mound to the lanes, John has shown how discipline and adaptability can drive long term success in completely different areas. This episode is hosted by Jolene Tepedino and Chris Bostick, with the Zelniker Dorfman Carr & Heritage Group.

On Episode 16 of Self Equity, we’re joined by Mitch Slater. After three decades as a financial advisor, Mitch now leads digital communications at UBS, where he produces content and hosts the hit podcast Financially Speaking. He’s been a voice for financial literacy on CNN, CNBC, and Bloomberg. Mitch has built a career around advising, storytelling, and helping people invest in themselves, and we’re excited to dig into his journey today. This episode is hosted by Jolene Tepedino and Jordan Zelniker, with the Zelniker Dorfman Carr & Heritage Group.

Episode 15 of Self Equity we’re joined by 2 way NBA player for the Denver Nuggets, Spencer Jones. As a Stanford record-breaker and undrafted rookie who’s learning the business of basketball, Spencer is building wealth beyond the court, and carving out his own equity in the game. This episode is hosted by Jolene Tepedino and Ryan Armour, with the Zelniker Dorfman Carr & Heritage Group.

On episode 14 of Self Equity, we interview Tommy Sheppard, Former General Manager and President of the Washington Wizards. In his career, Tommy has navigated some of the toughest contracts in the NBA, pulled off high stakes trades and now relays that experience to coach executives on leadership and decision making. This episode is hosted by Jolene Tepedino and Jordan Zelniker, Wealth Strategy Associate for the Zelniker Dorfman Carr & Heritage Group.

Episode 13 of Self Equity highlights Hercy Miller, someone who's not just making plays on the court, but building serious value around it off the court. Division one athlete, content creator, entrepreneur, and part of one of hip hop's most iconic families, Hercy joins us to talk about turning early momentum into long term equity. From NIL deals to monetizing on content, he's thinking beyond the game of basketball. This episode is hosted by Jolene Tepedino and Ryan Armour, with the Zelniker Dorfman Carr & Heritage Group.

In episode twelve of Self Equity, we're joined by Tracy Avin, founder of TroopHR. TroopHR is an educational platform and professional community for modern people leaders. Today we're going to dig into her 20 plus years being an entrepreneur, building an nurturing networks, curating content and organizing events that advance the profession of Human Resources. Today's show is hosted by Jolene Tepedino and Christopher Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

On episode 11 of Self Equity we're joined by Ariana Ramsey, an Olympic athlete who participated in both the Tokyo and Paris Olympics in the sport of Rugby. As we discuss her journey from student athlete to business woman we'll learn how a young hungry athlete is making the most out of her brand. She discusses the in's and out's of the Olympics and how she's building her brand "Women Play Rugby." Episode 11 is hosted by Jolene Tepedino and Chris Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

In episode ten of Self Equity, we explore the in's and out's of the NFL Salary Cap. Former NFLPA Director of Salary Cap and Agent Administration and now Co-Founder of Pro Football Consulting, Mark Levin, shares his experience navigating player contracts, the NFL salary cap, communication with agents, and player resources like the NFLPA Certified Financial Advisor program. This episode is hosted by Jolene Tepedino and co-hosted by Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

In episode nine of Self Equity, we're joined by 2025 Kentucky Derby and Belmont Stakes Champion, Junior Alvarado. On this episode, we dive into the world of American thoroughbred horse racing, what the life of a jockey looks like, and how they generate wealth. This episode is hosted by Jolene Tepedino and Jordan Zelniker Wealth Strategy Associate for the Zelniker Dorfman Carr & Heritage Group.

In episode eight of Self Equity, we're joined by comedian, advertising expert and founder of New Bold Creative, Greg Auerbach, better known as GregTube. On this episode, we discuss the recent shift in advertising, the power of content creation, and how the funny guy in school turned laughs into a 7 figure business. This episode is hosted by Jolene Tepedino and Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

In episode seven of Self Equity, we interview Maema Njongmeta, NFL Linebacker for the Cincinnati Bengals. Today's interview highlights the importance of education for collegiate athletes and how entrepreneurship plays a large role in a young linebacker's life. This episode is hosted by Jolene Tepedino and Ryan Armour, Associate for the Zelniker Dorfman Carr & Heritage Group.

In episode six of Self Equity, we interview Henry Organ, NFLPA Agent and Co-Founder of Disruptive Sports Agency. Today's interview provides insight into the NFL draft process, how to get started if you want to become an agent, and the current landscape of NIL. This episode is hosted by Jolene Tepedino and Chris Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

In episode five of Self Equity, we interview 2012 Texas Rangers first round draft pick, Lewis Brinson. This episode discusses the MLB draft process, the behind the scenes of athletes trades, and how a baseball player continues his career after the MLB. This episode is hosted by Jolene Tepedino and Chris Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

Episode 4 of Self Equity highlights Friends of Nova and the NIL (Name, Image & Likeness) landscape with Randy Foye. In this Episode you'll learn how a former NBA player and Villanova Superstar returned to his alma mater to support collegiate level athletes.

In episode three of Self Equity, we interview MLB 2021 comeback player of the year, Trey Mancini and Creator of Ivees, Sara Mancini. On today's show we'll discuss the importance of surrounding yourself with the right people, the comeback story of an MLB star and how a former media and broadcasting personality is focusing on impact to build a new brand.

In our second episode of Self Equity, we're with Franchising Expert and former C-suite executive of high-profile brands such as Pop Up Bagels and Athletic Brewing Company, Jamie Lissette. In episode two, we’re going to dive deep into topics including building corporate identities, the lifestyle of an entrepreneur and advice for anyone looking to build a brand of their own.

On today's episode of Self Equity, we're discussing the tale of perseverance for San Francisco Giant's outfielder, Mike Yastrzemski. Being the Grandson of Baseball Hall of Famer Carl Yastrzemski, we'll dig deep into Mike's story and how he's creating a legacy of his own. In this episode you'll learn about the struggles of a baseball player managing his finances while in the minor leagues and how he adjusted financially and personally to receiving his first major contract. We'll dive deep into topics including the importance of family and who players surround themselves with, and how Mike is utilizing his brand on and off the field with charities like Heart and Armor Foundation and Mustache May.

Welcome to Self Equity, presented by the Zelniker Dorfman Carr & Heritage Group with UBS, the podcast that dives into the inspiring journeys of founders, entrepreneurs, athletes, and entertainers. Throughout each episode, we'll explore the stories of remarkable individuals who have made significant impacts in their respective fields. From the challenges they faced to the triumphs they celebrated, we'll uncover the underlying factors that fueled their success.