Gibson advisors Jak Kramer and Chad Side share what leaders should consider as they transition to and operate as employee-owned companies.

Host Courtney Montfort sits down with Heather Haas, CEO of ADVISA, to explore how organizations can intentionally shape culture by developing the leaders who carry it. Heather Haas shares ADVISA’s systems-based approach to culture change, including behavioral data, customized leadership development, and AI tools that reinforce company values. They also discuss succession planning, attracting the next generation of talent, community partnerships, and the career risks that helped Heather Haas find her edge. The conversation closes with an honest look at values, boundaries, and leading through competing priorities.

The Hidden Dependencies That Can Stop Production

Alex Rodriguez sits down with Shauna Kastle, President & CEO of Goodwill Industries of New Mexico, to discuss her 20-year journey from marketing director to CEO. Shauna shares lessons on people-centered leadership, psychological safety, delegation, balancing empathy with accountability, and building high-performing teams rooted in trust. She also highlights Goodwill's mission beyond retail, including innovative workforce programs that are creating life-changing opportunities across New Mexico.

Taylor Covey sits down with Adrian Lefler, CEO and co-founder of My Social Practice. Adrian shares how a business failure led him into dental marketing, why staying deeply focused on one industry became a competitive advantage, and how a complementary partnership helped build the company. They also explore the realities of introducing AI into the workplace, including employee resistance, shifting job descriptions, and the continued need for human judgment. Adrian explains why great people remain an organization's greatest asset and how the strongest leaders use AI to elevate talent rather than replace it

Alex Rodriguez talks with Jesse Pickard, CEO of APIC Solutions, about what it takes to move from survival mode to sustainable growth. Jesse reflects on a career-defining pivot out of real estate, the founding of APIC Solutions, and the lessons learned while growing the company into a regional industry leader. From hustle and curiosity to people-first leadership, he shares how leaders must evolve as organizations scale and why building a sustainable business ultimately means investing in people.

Alex Rodriguez sits down with Justin McKay, co-founder of RadCare Services, to explore how one overlooked problem in healthcare turned into a nationwide solution. From humble beginnings and relentless grit to building a data-driven platform improving patient safety, Justin shares the leadership mindset behind RadCare’s growth. This episode dives into people-first leadership, radical generosity, and the courage to pursue what others say cannot be done. 

On this episode of The Edge, host Alex Rodriguez sits down with Grenee Martacho, CEO of Concord General Contracting, to unpack a leadership journey shaped by authenticity, resilience, and employee ownership. Grenee shares how she grew from a marketing coordinator into the CEO role, helped guide Concord through an ESOP transition, and led cultural and operational transformation during periods of rapid growth. From defining the ultimate client experience to navigating missteps, accountability, and succession, this conversation offers a grounded, human look at leadership done the right way. 

As National Safety Month comes to a close, the final week focuses on one of the most common—and most preventable—workplace risks: slips, trips and falls.

What if the goal of building a business wasn’t just growth, but freedom? On this episode of The Edge, Todd Smart, co-founder of Bloom Growth, joins Tim Leman to explore the difference between small business ownership and true entrepreneurship. Todd shares why peace and predictability are possible at any stage of life when the right people and processes are in place, how leadership teams become the ceiling for growth, and why emotional maturity matters more than strategy. From operating systems to human flourishing to sailing the Caribbean with his family, Todd offers a compelling vision for building a business that supports a meaningful life.