Crypto Experts
Beginner Episode Guests

Educators and Traders

George Papazov, Founder TRADEPRO Academy

George Papazov founded TRADEPRO Academy in 2012 to inspire, educate and empower at-home traders and investors. A self-made millionaire and entrepreneur, Papazov’s self-published book Path to Profit: A Trader’s Journal reached Amazon bestseller lists. With seven years of work for a major international bank he is now an industry-leader in trading currencies, stocks, options and futures. Papazov provides a daily Morning Market Video Update on YouTube, covering topics from OPEC and interest rates to stock updates and breaking market news. His popular video training tutorials include TradingView Tutorial and How to Use Fibonacci Retracements.

Victorio Stefanov, TRADEPRO Academy

Victorio started trading with George Papazov in 2015/2016 as an early member of TRADEPRO Academy, after his dad happened to meet him in a Starbucks (he may have spilled coffee on him). Victorio was a lost college student at the time in Engineering, hating it but not knowing what to do. After befriending George, he was convinced to get into trading and switched his degree to Financial Services. Victorio traded throughout college, and ended up paying for some of his schooling through options swing trading using some of his government loan (blowing 50% of it at first)
*Note from Victorio and 2 Bulls: Please don’t risk your tuition on options!* 

While still in college, he then transitioned to futures day trading. There was a big learning curve in futures, but he eventually started making money about one year in (2018).  While Victorio still trades futures here and there, he found that he was risking a little too much for comfort. Forever a student, he still works on his futures craft but recently flipped back to options. He day trade options now will pretty good success and swing trades common stock, with a focus on large caps and growth companies.

Fleri and Leo: Order Flow Labs

About Fleri
Fleri began trading on the early crypto exchanges and with mid cap stocks before shifting his focus to futures and intraday trading. His work on ES, NQ, RTY, CL and UB is rooted in Market Auction Theory and tracking market participants through pattern recognition and confluence of Price Action and Order Flow. Fleri approaches his trading day by coming to the open with a plan of execution-able areas for the auction to potential seek value while utilizing Order Flow and Price Action to capitalize on intraday rotations. His favorite OrderFlow Labs study is Session Delta Pivots… The SDP levels offer an opportunity to lean into pullbacks and anticipate initiation from previous aggressive auctions while providing ranges for larger rotations.
About Leo
Leo started his trading journey with options mainly through options data/flow tools. After getting tired of trying to find the next mover and carrying overnight risk, he found the futures market and switched his focus to mostly trading the ES and NQ. HIs favorite OF Labs study is the buy and sell zones because they help automate the process of finding areas where the pullback in the market gives you the best risk/reward to take the continuation trade. 

Richard Friesen, Mind Muscles for Traders

Richard Friesen works with professionals and business leaders who want to increase their personal effectiveness with joy and grace. His neuroscience based Mind Muscles™ model gives his clients the opportunity to reach their goals with online training, simulations, interactive exercises, group support and real time decision processes.

Richard has been a futures broker for Merrill Lynch, a floor trader on the CME, CBOT and the options floor of the Pacific Exchange where he built and sold a successful options trading firm where he served on the Exchange’s board of directors. He also founded and built a financial software company and is the inventor of ten significant trading interface patents. This combined with his Master’s Degree in Clinical Psychology, Neurolinguistic Programing Master’s certification and neuroscience focus, brings a unique framework to business, investing and career success. His current passion is completing his forthcoming book “Conversations with Money.” This book observes the main character “Joe” who deals with all the conflicts, self-sabotage and belief systems around money and wealth.

Sarah Glass, TradePro Academy / GQA Academy

Sarah was introduced to options trading in 2018 by an institutional trader and knew right away that trading options was her passion. Her style primarily involves reading options order flow and combining that with technical analysis. She helps moderate the options room in the TRADEPRO Academy Discord with Victorio, pointing out notable and unusual options activity and teaches order flow with GQA Academy.

Dr. Hans Boateng, The Investing Tutor

He earned his Path of Distinction MBA from William and Mary and holds a Doctor of Pharmacy from St. John Fisher College. Born and raised in Ghana, West Africa. He recognizes the lack of investment literacy in immigrant and minority households. When he discovered how rich families built their fortune using the stock market, he decided to become an investor. After reading 400 books, 40,000 financial articles and spending 11 years pursuing mastery, Dr. Hans now teaches his proven strategies. He has impacted the lives of countless professionals and placed many families on the path to Generational Wealth. He is the most trusted investment tutor in the country.

Allen Sama, The Options Genius

Allen Sama is a full-time trader and trading coach specializing in high probability trading. He started trading once he was laid off from the only “real” job he ever had and only got serious when he lost over $40K of his newlywed wife’s savings and vowed to her that he would either become profitable in 3 months or go back into the workforce. Since then, he has used what he calls Passive Trading to be able to make more in a day than he was used to making in an entire year.
Allen’s Path was far from easy and he openly shares his struggles of overcoming severe frustration, hundreds of losing trades and losing thousands of dollars. Now he lives a life most can only dream of, earning a full time income trading less than an hour a day.

Kevin White: The SPY Trader with Tegrity

Kevin is a Technical Analysis focused trader who hails from Chicago, Illinois. In addition to trading the SPY, he also provides useful content for the everyday and beginner traders via his twitter and (free) newsletter. His goal for 2022 is to earn 50K trading the SPY.

Derrick Oldensmith, T3 Trading Group

Derrick Oldensmith is a Senior Trader and Managing Supervisor for T3 Trading Group, LLC and VP of Trading and Education for T3 Live, LLC. Derrick first joined T3 Trading Group as an equity trader in 2011 and has been running a trading desk for the company since 2013.
For his personal trading, Derrick combines day trading, swing trading and portfolio management into his own, unique, top-down approach to the markets. He describes his trading style as a combination of technical analysis on multiple time frames and tape reading with a background of qualitative fundamentals.
Derrick has developed and mentored 100s of T3’s entry level traders and currently manages a group of more than 50. A highly competitive person, in his spare time, Derrick is a two-time world champion kickboxer and T3 is a regular sponsor of his events.
Derrick uses the Virtual Trading Floor as a means to bring his trading desk to those who may not be able to physically join him in New York. Each day, Derrick runs a morning meeting at 9am and an afternoon wrap-up meeting at 4:10pm. Throughout the trading session, he is constantly communicating about his positions with the members on the Floor.

Kira Turner, T3 Trading Group

Kira is a full-time professional stock and options trader based in Austin, Texas. She traded at Cornerstone Securities from 1994-2001 and reentered the pro trading arena in 2018 after managing a large Real Estate investment portfolio. Beginning as a scalper, Kira now integrates both day and swing trading into her style, and trades both equities and options. Kira graduated from Texas Tech University in 1990, where she competed as a member of the rodeo team.

CC Lagator, Options AI

CC aims to turn everyday retail investors into more professional traders. Options AI helps guide them through options trading as it’s done on Wall Street. A former options market-maker, CC developed Options AI to simplify the options trading process by providing access to the same visualization tools that institutional investors use. 

Phil Muscatello, Stocks for Beginners podcast

Phil Muscatello is the host and producer of the podcasts Shares for Beginners, Stocks for Beginners, ETFs for Beginners, Equity ASA & Talking Companies.

Phil is not from a finance background but wants to learn more about becoming a better investor. He hopes that listeners will come along for the ride and not make the same mistakes that he has.

Phil has a degree in Media Production and Literary Studies. He played in psychedelic, heavy rock cabaret bands in Sydney during the early eighties before moving into a career in radio at the Australian Broadcasting Corporation and Triple-J (kind of a cross between college radio and NPR). He was a religious affairs producer at a classic rock station (long story) and worked extensively in corporate media production and voice over recording.

He enjoys playing guitar, ocean swimming, cycling, going to the gym and drinking too much beer on Thursday nights at trivia at the Bald Rock Hotel.

Erik Smolinski: Host of esInvests

Erik is a lifelong investor and self-made millionaire looking to share how others can achieve the same. He is hoping to share his experience with active and veteran military members to expose them to opportunities.

He came from a single parent low-income household, worked odd jobs as a kid, and began investing in high school. Erik wasn’t going to attend college and planned to enlist in the Marines, but a mentor directed him to apply for a scholarship (which he earned). While he pursued his undergrad, he dug deeper into investing and trading – finding derivatives which he primarily trades. He completed over 6 years of active duty before transitioning to the reserves, earning an MBA during his last year. Erik then spread into real estate and angel investing as his means grew, to accelerate capital growth.

Andrew @Wasatch_Squatch

 Andrew is just a retail dude slinging contracts who also has a career in feature film animation, runs a small studio, his own software business and has a pretty reasonable track record in endurance running/biking. All of these things have really shaped who he is as a trader. 

Consistency is Andrew’s number one focus, and he works pretty hard on his mental head space in order to achieve that goal. 

Daniel Springer, Funded Trader

Dan is a price action trader who has been contracted by a Proprietary Capital Firm to trade and invest proprietary capital. He uses liquidity and volume as his main analytical focus and trades with a blended style of Quantitative and Technical Analysis. He has been trading since 2018 and has run multiple businesses in that time as well including mentoring, marketing, ROI services and social medias on TikTok and Twitter which he uses for outreach and networking.

Alex Demosthenes: Professional Futures Trader

Alex is a full-time futures trader, trading mentor, and growth stock investor based in Denver, Colorado. He first became interested in markets during a high school stock competition in 2003 and has been a passionate learner and participant ever since. Prior to going full-time in trading, he worked in banking and held positions at the World Bank in Washington DC, Mizuho Bank in New York City, and CoBank in Denver. Alex holds a BA from Elon University in International Studies and an MA in Political Economics & International Finance from the School of Foreign Service at Georgetown University. He is an avid triathlete, runner, and NBA basketball fan.

Fleri_v: YouTrade.Market

Fleri began trading on the early crypto exchanges and with mid cap stocks before shifting his focus to futures and intraday trading. His work on ES, NQ, RTY, CL and UB is rooted in Market Auction Theory and tracking market participants through pattern recognition and confluence of Price Action and Order Flow. Fleri approaches his trading day by coming to the open with a plan of execution-able areas for the auction to potentially seek value while utilizing Order Flow and Price Action to capitalize on intraday rotations.

Baba Yaga: Futures Trader and Co-Founder of Vanta Trading

Solving problems, helping set goals, and refining processes is the bulk of Baba’s passion. He does that in many contexts ranging from nonprofits to real estate firms and everything in between. He focuses on market structure through the lens of TPO charting and executes based on volume, misplaced large orders, and delta. He loves the opening range breakout and typically trades the market from the “inside out”. 

Kevin Davey: World Cup of Futures Trading Champion

A world champion trader, best-selling critically acclaimed author, and award-winning educator, Kevin Davey has been an expert in the algorithmic trading world for several decades. 

For three consecutive years, Kevin competed in the World Cup Championship of Futures Trading, where he finished in first or second place, achieving returns in excess of 100% in each year.

Kevin develops, analyzes, tests and trades algo trading strategies in the futures, stock and forex markets. He also helps small groups of traders significantly increase their trading prowess via his award-winning algorithmic trading Strategy Factory® workshop.

Beyond his course, Kevin also helps educate the trading community via his 5 best-selling trading books.

Blayne Macauley: Host of The Penny Lane Podcast


Brian Moran: Founder and CEO of FLX Networks

Brian Moran is the CEO and Founder of FLX, a technology platform modernizing the engagement between asset and wealth management firms. Brian launched FLX in December 2019, addressing a need for the modernization in the asset and wealth management industries. Prior to founding FLX, he held multiple senior leadership roles, where he guided teams of financial professionals at Neuberger Berman and AMG to more than $100 billion in sales. During his 20 + year career, Brian has developed a broad perspective due to his numerous roles within the distribution ecosystem, including Wholesaling, National Accounts, Divisional Sales Management, Head of Broker Dealer Sales, Head of National Accounts and Co-lead of US Retail Distribution.

Brian earned a BS in Marketing from Penn State University, and an MBA in Finance from Temple University. He is a Certified Investment Management Analyst (CIMA), and is actively involved in numerous industry organizations, such as the New York Economic Club, the Money Management Institute and the Catalyst Group.

Salem Abraham: President and CEO of Abraham Trading

Salem Abraham is the President of Abraham Trading. Salem graduated cum laude from the University of Notre Dame in December 1987 with a bachelor’s degree in finance. He began his investing career as a futures trader while still in college, using quantitative models to trade global futures markets beginning in 1987. Throughout his career, Salem has managed investments in stocks, bonds, options, derivatives, and private equity. He has held full membership seats at both the Chicago Mercantile Exchange and the Chicago Board of Trade. His first investment experiences were shared with his grandfather, who employed him to buy and sell distressed minerals and ranches in the Texas Panhandle in the late 80s. In total, Salem has bought and sold more than 200,000 acres of land and resources. He manages investments in oil and gas properties, wind rights and residential, commercial, and agricultural real estate properties.

Salem has been featured in Michael Covel’s books The Complete TurtleTrader and Trend Following. He has also appeared in Bloomberg MarketsAbsolute ReturnBarron’s, Institutional Investor, and The New York Times.

James Andrew: CEO of Global Liquidity

James is an entrepreneur and technologist at heart. He was an early pioneer of high-frequency algorithmic trading, and deeply involved in the electronification of Wall Street, where he started his career back in 1997. In 2018, he created his current company, Global Liquidity Inc, where he began developing an advanced electronic trading interface based on real-time 3D graphics.

Micah Kessel: CEO of Empathable

For nearly two decades, Micah J. Wonjoon Kessel has designed empathic experiences applying research on the science of emotions. Pioneering behavioral design in the Netherlands, he advised on experiential concepts with organizations such as Google, Disney, Microsoft, and projects for flourishing across social divides with the Finnish and Swedish governments, and the Diabetes Fund.  

Currently, Micah is Design Lead at Dr. Lisa Feldman Barrett’s neuroscience lab, IASLab, at Northeastern Psychology, and at Dr. Mahzarin Banaji’s implicit bias research lab at Harvard Psychology. 

He applies this research as Executive Director of Empathable, which has created a facilitated experience and an app that is changing the paradigm of how we learn through experience, resulting in increasing empathy while decreasing bias and polarization on an organizational and national scale.

Under Micah’s direction, Empathable’s team is a winner of the Harvard Culture Lab Innovation Fund Award in 2020, granted by their joint council of Diversity, Inclusion, and Belonging. The Empathable Experience has been shared with over 100 organizations, including the National Association of Diversity Officers in Higher Education, at the Black in Design Conference, and multiple Fortune 50 companies. He has presented his work at Harvard Medical School, the Society for Neuroscience and Creativity, The Boston Museum of Science, Darden School of Business, and was a 2019 Byron fellow. Micah speaks English, German, Italian, Dutch, Flemish, and some French and enjoys speaking and writing on the topic of experience and subjective realism.

Kevin Rendino, CEO of 180 Degree Capital (TURN)

Mr. Rendino began serving as Chairman and CEO of 180 Degree Capital Corp. in March 2017 following his election to its board in June 2016. He is a financial services leader with three decades of Wall Street experience and expertise in capital markets, value investing and global equity markets. For over twenty years, Mr. Rendino worked on one fund, Basic Value Fund, with a consistent Graham and Dodd focus, at the same firm, BlackRock/Merrill Lynch. He was the Value team leader, a member of Blackrock’s Leadership Committee and a frequent contributor to CNBC, Bloomberg TV, Fox Business, The New York Times and The Wall Street Journal. For the entirety of his money management career, Kevin ranked in top quartile, and beat competitor averages and the SPX by over 100 basis points. He also received numerous Lipper awards for Investment Excellence during his tenure. Mr. Rendino has served as a member of the Board of Directors of multiple publicly traded companies, including Synacor, Inc. and TheStreet, Inc. Mr. Rendino graduated from the Carroll School of Management at Boston College (B.S.).

Roger Khoury, CEO of Market Forecasting Academy

Roger Khoury is the Founder and CEO of Market Forecasting Academy, a training and mentorship program for market participants looking for low risk, consistent, market-beating performance. He is most known for developing an innovative, industry-first methodology that eliminates the uncertainty, inconsistency and large drawdowns traditionally experienced in the financial markets. He calls it Demand Imbalance Arbitrage™, which is the only method guaranteed to consistently identify and take advantage of frequent, very low risk pockets of imbalance between demand and price . . . and profit from them 80-90% of the time.

Roger achieved financial independence 11 years ago using the method he developed. He never intended to teach this, but members of his community asked him to share his knowledge after realizing his method gave him a lot of free time to socialize and serve.

Stephen Mathai-Davis: Founder and CEO of

Stephen Mathai-Davis, CFA, CQF is the Founder and CEO of, a Forbes company. He is a full-stack data scientist and recognized as an expert in the application of artificial intelligence and advanced quantitative strategies to global public markets. Most recently, he was recognized as part of the Top 100 in Finance by the Top 100 Finance Magazine and has been shortlisted as one of the top CEOs of 2021 by the Silicon Review. He was recently called one of the Top 100 in Tech from Johns Hopkins University for 2021.
Under Stephen’s leadership, is taking on the $25+ trillion fund management industry by launching the first AI-powered investment management app. Since its launch in March 2021, Q,ai has received significant attention, including being the #1 Product on Product Hunt while winning the FinTech Breakthrough Award for Best Retail Investment Platform in 2021 and the AI Breakthrough award for the Best Deep Learning Platform in 2021.

Kyrill Asatur, CEO Centerfin

Kyrill is the CEO of Centerfin, a digitally native, institutional quality wealth management service. Originally an immigrant from the former Soviet Union, Kyrill began his career at Goldman Sachs. During his eiight years there, he spent the majority of his time working with hedge funds in the prime brokerage business.
In 2009, Kyrill moved to the buy-side, joining a distressed credit hedge fund founded by two ex-Goldman prop traders. He then worked at two other firms, most recently Golub Capital.
With two decades of experience working with sophisticated institutional investors, Kyrill was always frustrated with the lack of access to similar quality investment solutions for him and others in his network. He founded Centerfin to solve this problem, providing a holistic approach to managing wealth in a manner modeled after other long-term-oriented investors such as endowments and family offices.

Dr. Bruce Liu, CEO Esoterica Capital

Bruce manages WUGI, Esoterica’s active ETF investing in 5G-enabled digital economy. Prior to Esoterica, he was a portfolio manager and partner of PhaseCapital. He was an equity strategist at WisdomTree Asset Management and a sell-side equity strategist at Sanford Bernstein. Bruce started his investment career at Dow Chemical Pension Fund. He received his Ph.D. in Business Administration from University of Connecticut and holds the Chartered Financial Analyst (CFA) designation.

James McInnes, CEO Odd Burger

James McInnes founded Odd Burger in 2014 as a grassroots vegan organization that brought organic fruit and vegetables from local farmers to customers’ doorsteps. Over the years they have transformed from a small organization to a meal kit preparation company, a food truck, a standalone brick and mortar restaurant, to having several locations with a manufacturing center and being the world’s first publicly traded company in Canada and the United States.
Odd Burger’s mission is to disrupt the fast-food industry by offering delicious food made from scratch using plant-based, minimally processed and sustainable ingredients that are good for people and the planet. The brand is fulfilling this mission by developing advanced automation technology, large scale plant-based food manufacturing facilities and a vertically integrated, locally sourced supply chain.
Currently, there are seven locations in Eastern Canada, with two new locations being built in Calgary, AB and New York, NY. Odd Burger plans to open 20 new locations in 2022.

Dr. George Adams, CEO Ventripoint Diagnostics

Dr. Adams is a scientist, a serial entrepreneur and a financier. His previous position was CEO of Amorfix Life Sciences (TSX:AMF) from 2005-2010. He was Chairman of Sernova Corp (TSXV:SVA) and President and CEO of the UT Innovations Foundation from 1999 until 2004. Prior to this, he held research and executive positions with Boston Scientific Inc, Pfizer Inc, Corvita Canada Inc., University of Ottawa and Canadian Red Cross, Blood Transfusion Service. He has been instrumental in founding over 30 companies who have raised $100 million and has been a Director of 10 venture capital funds and 10 start-up companies. Dr. Adams was awarded a World Economic Foundation Technology Pioneer for 2007 and TBI Company of the year in 2009. Dr Adams has 124 scientific publications and is a reviewer for major scientific journals, federal granting agencies and Centres of Excellence.

Dan Legault, CEO Antibe Therapeutics

Trained as a corporate lawyer and as an air force rescue pilot, Dan’s career has evolved to focus on high-growth, mostly technology-based companies. His CEO-level experience includes organizations specializing in data analytics, IT and consumer marketing. He has served on the boards of directors of International Save the Children and of Green Shield Canada, a leading health benefits administrator. Dan continues to serve as a board member and advisor to several companies and not-for-profit organizations.

Jennifer Beck, CEO Jihi

Jennifer Beck is a seasoned entrepreneur with deep experience in the emerging legal cannabis and hemp market. Her technology company Cannabase was founded in 2013 as the first and largest online wholesale marketplace connecting the legal cannabis market. During her time with Cannabase, she served for 2 years as the Vice Chair of the Colorado Cannabis Chamber of Commerce and was involved with advocacy for responsible legalization.

After selling Cannabase in 2016 to Helix Technologies (where Cannabase was rolled into leading cannabis seed-to-sale tracker BioTrack THC), Jennifer co-founded Jihi with a mission to help high performing people sleep better, recover faster, and rejuvenate from the inside out. Jihi’s proprietary, clean and highly functional CBD skin and body care was founded on the idea of “Self-Centered Wellness” – coming within to find our authenticity, our joy and our power – and compassion for ourselves and the earth. Jennifer has been featured on Bloomberg Radio, Forbes, Green Entrepreneur, Marijuana Business Daily and more.

Obi Onyejekwe, CEO UNOMI

Obi is an entrepreneur and product specialist with extensive experience building digital and entertainment companies. He raised over $900,000 on a revolutionary startup (Nito Inc.), which was later acquired by AOL. An outstanding leader with a record of spearheading the development of high-end profitable products, Obi is currently focused on his latest project, UNOMi. Prior to founding Nito, Inc. and UNOMi, he worked as a marketing specialist for several Fortune 500 companies, including entities like Spike, Nickelodeon, and BET.

Joe Cecala, CEO Dream Exchange

The genesis of the Dream Exchange includes an aggregate of experiences from Mr. Cecala’s career. Those experiences include service as a U.S. Army Cavalry Officer, civil rights lawyer, securities lawyer, and CPA. A significant influence on the Dream Exchange comes from the 1990’s, when Mr. Cecala was legal counsel for the team that created Archipelago, the first company to carry electronic securities trading over the internet. Archipelago grew to eventually become the electronic infrastructure of the NYSE and is known today as NYSE-Archa Exchange, the second largest stock exchange in the US. Also, during his career, Mr. Cecala has helped conduct over 100 successful capital events, working closely with small entrepreneurial business owners. Combining these experiences, most recently, he contributed significant authorship for the Main Street Growth Act, the legislation creating venture exchanges, and his research has been submitted for the Congressional Record on the need for venture stock exchanges. The Main Street Growth Act is pending in both the US House of Representatives and the US Senate, and it has previously garnered unanimous support in Congress multiple times from 2018-2021. The Dream Exchange has been created from more than 30 years of continuous progress to help US capital markets become a fair marketplace where all communities and people come to achieve the goal of making the world a better place by funding the future of great ideas and inventions.

Drew Spaventa: Founder and CEO of TSG

Drew is the founder and CEO of The Spaventa Group, a leading alternative investment company. The Spaventa Group provides investment opportunities in late-stage, venture capital-backed companies to individual and institutional investors.

Having experience as a trader, investment manager, and executive, Drew is focused on creating and investing in new, innovative wealth-building assets and emerging technologies. He recently accepted a position on the Forbes Finance Council, a community for executives in the investment, wealth and asset management, and financial planning industries.

Crypto Experts

Andie Kramer, ASKramer Law: Crypto Tax Expert

A business leader and lawyer, Andrea (Andie) S. Kramer is a global authority on tax, regulation, and governance. Leaders of fast-moving companies making high-stakes decisions seek her advice on a broad range of matters including digital and emerging asset classes. The National Law Journal named her one of the 50 Most Influential Women Lawyers in America citing her “demonstrated power to change the legal landscape, shape public affairs, launch industries, and do big things.”

Andie combines wisdom, candor, and pragmatism to anticipate the challenges her clients face in making strategic decisions. Her prolific writing includes an authoritative treatise on financial products, and the Financial Industry Regulatory Authority (FINRA) recognizes her as a tax expert witness.

A well-known leader in diversity, equity, and inclusion, Andie is a contributor and author of three books on gender equality in the workplace, including the forthcoming Beyond Bias: The PATH to End Gender Inequality at Work. For 30 years, she has helped organizations become more diverse, equitable, and inclusive, thriving as a result.

In January 2023, Andie launched her boutique law firm, ASKramer Law, where she advises clients on complex, high-stakes transactions and all aspects of ESG.

Micah Fraim: The Crypto Obsessed CPA

Taxes are Micah’s main focus, but he also advises people on what is best for the business or individual overall – not just from a tax perspective. His firm deals with businesses of all kinds, but they especially focus on online and other highly scalable businesses.

A few years ago, Micah started investing in crypto and quickly realized that nobody understands how the taxes work. Since then, he has spent the majority of his time helping clients navigate the Wild West of crypto taxes.

Cody Willard, Founder of SKTLS Crypto

Cody Willard is a hedge fund manager and publisher of an online subscription investment and trading newsletter, a husband and a father to two beautiful daughters, one of whom has been diagnosed with a genetic disorder. Cody has been a Division-1 NCAA basketball player, an incubator analyst, a stock broker, a real estate appraiser, a busboy, a TV news anchor on Fox Business and CNBC. Mr. Willard received a BA in Economics from the University of New Mexico in 1996.

Anthony Fatseas, WTFinance Podcast

Anthony’s experience in investing began through a chance encounter at College and introduction into Cryptocurrencies in 2018… He still remember first buying Bitcoin and then the price halving the next day. He has been fascinated by all things investing and trading ever since, expanding his learning to Forex, Equities, Fixed Income and NFT’s.
Anthony is currently studying Finance & Management at the University of Warwick and is the host of the WTFinance podcast, a podcast where he interviews finance, trading and investing experts to help viewers understand current market trends and learn about the intricacies of new and existing assets.”
He also has experienced working at an Asset Management Company, and is the founder of Divisio Markets – a platform looking to democratize NFTs through allowing investors to buy fractionalized NFTs and is extremely interested in learning all things finance.

Edmund McCormack, CEO and Founder Dchained

Edmund McCormack is the CEO of Dchained, a crypto-based education and advisory platform, and trusted expert for leading finance business outlets such as Forbes, US News & World Report, Cointelegraph, American Banker, and Business Insider.

Nick McCullum,

Nick is a Mathematics & Statistics graduate from the University of New Brunswick. As a proficient full stack developer, he has worked on integrations for new brokerages at Passiv as well as building the entire tech stack at Sure Dividend. In his spare time, he loves learning about new technologies. Besides programming, he also enjoys video games and team sports.

Nick Prouten, LODE Project

A veteran in public speaker and team leader able to pitch projects, ideas and concepts concisely and effectively while motivating and driving on target, measured results. With nearly a decade of experience in the tech sector and half a decade in the blockchain industry, Nicholas is an expert in driving project growth. Using his unique leadership style and vision, he cultivates seamless paths to create value and transcend goals. A firm believer that diversity is strength, Nicholas has worked in a wide array of industries, ranging from cybersecurity, gaming, real estate, entertainment, and blockchain.

Shahar Abrams, Founder Road to Babylon

Shahar retired as the leader of the enterprise blockchain deployment team at IBM at the age of 29. He founded Road to Babylon to help others on the path to financial freedom by sharing his no-hype, principles-based approach to investing in crypto assets. He draws on his years of experience as a crypto investor and professional in the blockchain industry to provide on-demand insight and assistance to clients of all backgrounds as they navigate this new and exciting space.

Alex Greengaard, Cryptocurrencies

Alex Greengaard has spent the past fifteen years as an educator, a program director, and a leader in the arts education community in Tucson, Arizona. He is the founder and Educational Director of Troubadour Theatre, a children’s educational theatre dedicated to providing arts education to low income families. Troubadour has been in operation since 2007. In addition, he has served as a classroom teacher in the humanities for the same period at La Paloma Academy and most recently at Khalsa Montessori School. As of 2020, he has served as the Middle School Director at Khalsa Montessori. Alex received an MFA in Interdisciplinary Arts with a specialization in Arts Education and Theatrical Design from Goddard in 2014.

Sean Ongley, Stock and Crypto Trader

A man of many hats, Sean currently resides in Philly and utilizes a buy and hold strategy on many different assets. Follow his website, where he provides honest updates as he continues his investment journey.


Jeremy Delk: Venture Capitalist and Author of Without a Plan

Born and raised in a small town and from a blue-collar household, his parents worked for the post office. However, Jeremy always held much bigger dreams. He longed to experience the world outside his small hometown of Bardstown, Kentucky.

He jumped into entrepreneurial ventures with the naivety of a child and the tenacity of a tycoon. He started the day trading at the age of sixteen, learning and failing with each trade. It is this process of adapting through failures that is paramount to his success in business.

His knowledge and skill as a day trader would help him land a job as one of the youngest brokers at Fidelity trading institutional equities in Boston and later in New York. He was earning great money, but it didn’t fulfill the entrepreneurial spark within him, so he decided to go out on his own.

Delk Enterprises has grown from making $6,000 in its first year in business to a diversified VC fund that has built and exited investments in both private and public transactions. Today, more than 20 years later, Delk Enterprises has holdings in biotech & healthcare, consumer brands, technology, building materials, and real estate development.

Jeremy now focuses on investing in and advising entrepreneurs through speaking. His upcoming book shares his reality of the Good, Bad, and UGLY of entrepreneurship. It serves as a not-so-subtle reminder of fundamental principles he’s learned through his journey: while great times don’t last forever, neither do the truly bad ones.

Duncan Mavin: Author of The Pyramid of Lies

Duncan Mavin is a seasoned international financial journalist. Born and raised near Newcastle, he studied history at Durham University and spent a decade as a chartered accountant in the city and in Toronto. He then became a financial reporter and foreign correspondent for Canada’s National Post. Since 2009, he has been a reporter and editor for Dow Jones publications including the Wall Street Journal, based in Hong Kong, London and New York. Duncan wrote and edited the Journal’s influential Heard on the Street column for several years, and was the Journal’s Financial Editor for Europe, the Middle East and Africa. He was also the Managing Editor for Barron’s Group. His writing has also appeared in Barron’s, Financial News and on Bloomberg News. He lives with his wife and three sons in the UK and is a long-suffering fan of Sunderland football club. The Pyramid of Lies is his first book.

Gordon Stein, Author of Cashflow Cookbook

Gordon is an international personal finance speaker, author and blogger on a mission to help everyone attain financial wellness. North Americans are struggling with high levels of personal debt and higher levels of stress about money. Their financial worries affect their sleep, their job performance, their marriages and their mental health and he wants to fix that. When not writing or speaking about personal finance, Gordon spends his free time as a dad, ski racer, sailor, not yet great (or even good) guitar player and is a recovering engineer.

Herald van der Linde, Author of Asia’s Stock Markets from the Ground Up

Herald van der Linde is HSBC’s Head of Equity Strategy, Asia Pacific. He joined the bank in 2005 and came to HSBC with 20 years of experience in various roles, including stock analyst, equity strategist and country head of research in Indonesia, South Africa and Taiwan. He is a Chartered Financial Analyst (CFA), speaks seven languages and has an MSc in Economics, for which he wrote a thesis on Indonesia’s central bank in Jakarta in 1993. Herald is also an Associate of the Institute of Wine and Spirits and is a certified lecturer for the Wine & Spirit Education Trust (WSET). He sits on the advisory committee for the China Studies program at Hong Kong’s Baptist University and is the author of Jakarta: History of a Misunderstood City, published in 2020.

Ian Fraser, Author of Shredded: Inside RBS, The Bank That Broke Britain

Ian Fraser is an award-winning journalist, commentator and broadcaster who writes about business, finance, politics and economics. He has written for titles including The Economist, Financial Times, The Sunday Times, The Times, Daily Telegraph, Daily Mail, Mail on Sunday, Independent on Sunday, the Herald, Sunday Herald, BBC News, Thomson Reuters, Dow Jones, Accountancy, CA Magazine and Citywire.
His book, Shredded: Inside RBS, The Bank That Broke Britain, published in June 2014, explores how and why RBS, the world’s largest company by assets at the time of its collapse, became the world’s most expensive bank to bail out. The book — based on extensive interviews with more than 120 current and former RBS insiders, advisers, politicians, and others — was longlisted for the Financial Times and McKinsey Business Book of the Year and has received positive reviews including from FT chief economics correspondent Martin Wolf.

James Fok: Author of Financial Cold War

James A. Fok, author of Financial Cold War, is a veteran financial and strategic advisor to corporations and governments. He served as a senior executive at Hong Kong Exchanges and Clearing (HKEX) during a decade of rapid internationalization in China’s capital markets. Prior to that, he worked as an investment banker specializing in the financial services sector.

Jared Bibler, Author of Iceland’s Secret

Jared Bibler is a graduate of MIT, where he studied engineering. He is also a CFA charterholder with nearly 20 years of broad experience in the global financial markets. Jared started his career in Boston and New York, where he worked as a consultant to a Wall Street giant.
Following that, he moved to Iceland where he supported the Icelandic pension funds’ foreign investments. Unhappy with this environment, he resigned from his job at a leading Icelandic bank days before the 2008 Icelandic financial crisis. He was subsequently hired to head a special investigation team at the Icelandic markets regulator. Jared and his team referred more than 30 criminal cases to the Special Prosecutor of Iceland, including the largest stock market manipulation cases to be prosecuted globally.


Jaden Sterling: The Spiritual Money Guy

Jaden’s point of view is that the large brokerage firms and investment advisors are set up to make their own firms wealthier – NOT the clients. He worked for 2 large investment banking firms in his 20s including holding a leadership position in the Asset Management division of Citigroup in Southern California where he increased sales from 105 million to over 300 million in just over 2 years. 

At age 26, Jaden became a top 1% earner in the US due to the financial markets. But in his early retirement he pivoted and went on to develop 125 affordable housing projects over 7 years in South Florida valued in excess of 12.5 million dollars. He has gone on record to share that he learned more about growing his wealth through his wealthy clients than through the firms that held their assets. 

Jaden is big on individual stocks, NOT on mutual funds. And he sees so many people struggling to find winning stocks that could ultimately lead to financial freedom. That is why he recently assembled a team to create patent pending software that investors can use to invest like experts without needing to become a CFA or other certified professional in finance. 

The software is called Sterling Stock Picker and it takes key indicators and creates their ‘NorthStar Ranking’ for each stock… Recently, their utility patent was filed with the USPTO for their technology. What many of the current users are excited about is the fact that there is the ability to filter stocks that fit their risk tolerance, personal values, interests and much more with over 28 different filters available. 

Joe Saul-Sehy: Host of the Stacking Benjamins Podcast

Joe is the creator and co-host of the Stacking Benjamins and Money With Friends podcasts, and creator of a network of five podcasts (plus monthly contributor to another!).

He is a current board member at large of The Plutus Foundation and a former board president of Partnership For The Pathway.

Joe is a former financial advisor (16 years) and represented American Express and Ameriprise in the media. He was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. He’s appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He’s also appeared online in more than 200 different places, including and

Sammie Ellard-King, Founder of Up the Gains

Sammie hails from London, UK and is a director of a Hospitality business that owns bars and music venues in London. He has been an investor in the stock market since 25 and was self-taught. His strategy is to buy companies that have strong growth potential and solid business fundamentals, and Sammie’s goal is to inspire others through Up the Gains that anyone can create the habits to change their financial situation

Paul Halme, International speaker and Author

Paul used his business acumen to build his business into one of the most successful gyms in the US. This wasn’t enough for the former stockbroker, and he began creating high six-figure offline businesses for his clients.  This has resulted in his consulting company growing will into the 7 figures by helping his clients, all the while living a freedom lifestyle of his own design.
To date, Paul has become a 2X bestselling book author, an international speaker, and a sought-after mentor for people worldwide.

Anthony Vicino, Invictus Capital

Anthony Vicino is a serial entrepreneur who has helped build multiple multi-million dollar companies from the ground up by creating efficient systems that scale, utilizing value-based content marketing strategies, and always focusing on providing exceptional end-user experiences.
He is a Best-Selling Author, Investor, and Small Business Owner who successfully managed his own personal portfolio of multifamily assets spread across the country before joining forces with Dan Krueger in 2019 to create Invictus Capital.
Together, Anthony and Dan are driven to help people achieve financial security by providing solid multifamily-based investment opportunities in an environment of trust, transparency, and clarity.

Jonathan Baird, The Global Investment Letter

Jonathan created the Global Investment Letter to examine capital markets around the world. Geopolitical trends are explored and their potential impact on markets is discussed. In addition, articles on various other topics that may aid an investor, such as investment philosophy, book reviews etc. are included periodically.  An effort is made to keep jargon to a minimum.
During his career, Jonathan managed three different #1 ranked funds, most recently in 2010 when he won a Lipper Award for the best global equity fund in Canada.  The same curiosity about the world that attracted him to money management in the first place certainly aided his investment decisions, since a good investor should have a practical knowledge of a range of disciplines, including economics, psychology, geopolitics and history.

Matt Reiner, Capital Investment Advisors

Matt Reiner is both a CFA and CFP and a partner of Capital Investment Advisors, a $2.8 Billion RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent.
An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.
Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!

Chris Mamula, The Retirement Guru

Chris Mamula used principles of traditional retirement planning, combined with creative lifestyle design, to retire from a career as a physical therapist at age 41. After poor experiences with the financial industry early in his professional life, he educated himself on investing and tax planning. Now he draws on his experience to write about wealth building, DIY investing, financial planning, early retirement, and lifestyle design at Can I Retire Yet? Chris has been featured on MarketWatch, Morningstar, U.S. News & World Report, and Business Insider. He is also the primary author of the book Choose FI: Your Blueprint to Financial Independence.

David Moadel, Portfolio Wealth Global

David Moadel proudly serves as the Chief Analyst and Opportunity Researcher for as well as a financial writer for and David is also active on multiple social media platforms, with tens of thousands of followers on YouTube, TwitterStockTwits, and other popular sites.

His YouTube channel educates and informs a loyal crowd of followers on topics ranging from cryptocurrencies to stocks, options, precious metals, bonds, futures, and other areas of finance. With a master’s degree in education and decades of investing experience, David has the financial know-how and a passion for teaching that has boosted the bottom line of countless clients. Focusing on data rather than emotions, David is always on the lookout for new pathways to financial freedom. Count on David for wealth-building strategies and resources for investors and traders of all financial backgrounds.

Ross Klein, Founder and Chief Investment Officer of Changebridge Capital

Ross Klein, CFA is the founder, Managing Member and Chief Investment Officer of Changebridge Capital, LLC. Previously, he served as a Long/Short Generalist and Portfolio Manager at Boston Partners for 10 years. His coverage encompasses the entirety of the US Universe, giving him a broad perspective on the domestic equity market. In those 10 years, he focused on discovering short positions, and his cumulative coverage list exceeds 700 individual companies. Ross co-Managed the Boston Partners Select Equity Fund from August 2019 to February 2020, before founding Changebridge Capital. Ross also serves on the Advisory Council for Graceful Gears, a non-profit that provides elite automobile experiences to people with serious medical conditions. Ross received the CFA designation in 2014 and a BS in Business Administration from Babson College. He continues to serve as a volunteer in the Babson Admission Connection program and Babson Finance Department.


Eric Mason, Economist, CFO

Eric is a practicing labor economist, who currently works as a chief financial officer for the city of Quincy, Ma. His area of research focuses primarily on small business and macroeconomics trends. Eric has a special interest in historical economics, cliometrics and steers clear of ideological hardlines, preferring to use empirical analysis in his appearances.


James Woodall: CFP and Founder of Woodall Wealth Management

Before starting Woodall Wealth Management, James worked for a well-known mutual fund and brokerage firm where he talked to thousands of clients and worked on hundreds of thousands of accounts, showing him what worked and what didn’t. This led James to design a firm to serve successful families looking for advisors want they want to build a deep relationship with and understand their needs.

He earned a Bachelor of Science degree in International Economics from Texas Tech University and was trained in Financial Planning at Southern Methodist University. In addition to passing the Certified Financial Planner (CFP®) exam, Uniform Investment Adviser Law (Series 65) exam and the General lines – Life, Accident, Health and HMO Insurance exams.

James enjoys spending time with his family, exploring different parts of the backcountry across Texas and the US while trying to learn and understand Golf, in addition to working on his goal of doing one off-road triathlon.

Shlomo Freund: Creator of Free Financial Self

Shlomo has been an entrepreneur for the past 15+ years and location independent. 

He’s been an investor since 2006. Started with stocks then later on international real estate and in recent years going into crowd investing.

Shlomo has been building the lifestyle that he always wanted for himself and over the years managed to find the right balance between staying in one place and travel. He goes with his family for Workations, where they travel and work for 1-3 months at a time.

Over the years, he realized how passionate he is about 3 things: Personal finances, Investments, and travel. Free Financial Self is the natural combination of all these, which allows him to help others align their lifestyle goals and their finances, especially making people happier.

Lance Belline: CFP and Author of More Wealth, Less Taxes

Lance Belline is a Certified Financial Planner and CEO of Lighthouse Financial, an advisory firm in Rogers, Arkansas. Lance communicates in plain-spoken English, with warmth and familiarity. He makes the complex understandable, using before-and-after stories to demonstrate his wisdom. He’s motivated by a desire to see others around him thrive financially. He teaches them to grow wealth, give generously and maximize tax efficiency. When he’s not helping others navigate financial waters, you can find Lance skiing on the waters, swinging on the golf course, and spending time with his wife and three children.

Joseph Hogue, CFA

Born and raised in Iowa, Joseph Hogue graduated from Iowa State University after serving in the Marine Corps. He worked in corporate finance and real estate before starting a career in investment analysis. He has appeared on Bloomberg and CNBC and led a team of equity analysts for a venture capital research firm. He holds a master’s degree in business and the Chartered Financial Analyst (CFA) designation.
Joseph left the corporate world in 2014 to build his online businesses, first through creating websites and later through his YouTube channel, Let’s Talk Money. He’s since grown the community to over 550,000 and reaches more than 1.8 million people a month through the blogs, YouTube and a weekly market newsletter.

Sue Pullen, Fairway Independent Mortgage

Sue is an expert at finding mortgage solutions for her customers. She has over 15 years of lending experience and over 25 years of construction experience. She educates her customers with the available financing options, and assists them in securing the right mortgage loan to fit their individual needs and financial goals. Sue is dedicated to helping families become homeowners, as she keeps them continually informed throughout the mortgage loan process.

Matthew Murawski, Financial Planner

Matthew is a financial planner at Goodstein Wealth Management and in his role, he helps manage the firm’s 401(k) clients, as well as his individual clients. He makes sure that they are positioned for future growth by providing individualized recommendations and strategies. He has been in the financial services industry for 9 years and had previously worked in the small cap venture capital space. 
Matthew has always had a fascination with finances ever since he was a kid and in his role at the firm, he has built his own book of business and enjoys working hard for his clients to help them succeed. He is responsible for their success and doesn’t take that responsibility lightly. He wakes up every day with a new curiosity and is always looking to implement new strategies for his clients. He enjoys the relationships of trust and guidance he has built with them.
Outside of the office, Matthew enjoys spending time with his wife and baby daughter and is embracing the adventure of being a new dad. He also enjoys snowboarding, rowing, and running and is never one to turn down an athletic challenge. He is also involved with the Youth Business Alliance and helps mentor high school students and teach them about the economy and business.

Deborah W. Ellis, CFP at Cogent Independent Advisors

As a certified financial planner Deborah exemplifies the Cogent Way. She has the education, life experience, and knowledge of changes in the financial landscape of the 21st century to help clients in identifying and attaining their financial goals. She’s seen how devastating a lack of fundamental financial knowledge can be for individuals, families and businesses. She believes that, like anything expected to grow and thrive, money must be cared for and nurtured. Without the proper guidance, financial wealth may not necessarily mean financial well-being.
She is proud to have worked in all phases of film and television production over the years, but was moved by what she experienced to offer clients a source for financial guidance. To this end, she combined her math and computer knowledge with her creativity and her commitment to integrity, transparency and ongoing education to pursue her career as a Certified Financial Planner.
Deborah earned her MBA in Investments, Finance and Economics from Pepperdine University Malibu, California and her Bachelors Degree in Art from University of California, Los Angeles.
She completed requirements to sit for the Certified Financial Planner® (CFP®) exam at Colorado College of Financial Planning, where she also earned her Charter Retirement Planning Counselor designation.
She is a member of the Director’s Guild of American, Women in Film and the Financial Planning Association.
Deborah lives in Southern California with her husband, Bruce and their loving poodle Sandy.

Beginner Episode Guests

Jason Lawhorn, Day trader and host of Completely Off the Rails Podcast

Jason is a former soldier with 2 combat deployments to Iraq and is a 12-year veteran of corporate America, where he spent his time working for various financial institutions. Jason has recently made the jump into the world of full-time day trading. He also co-hosts Completely Off the Rails with his wife, in which the couple offer solutions to all those petty, stupid arguments we deal with all too frequently.

Jason & Lisa Marks, Designated Quizzers Podcast

About Jason:
Husband, father, pet-tolerator, content creator…all while pretending to maintain a full-time career in the automotive industry. Born September 23, 1975, Jason is responsible for most of the script creation and episode editing. Jason works hard to bring the best possible listening experience to each episode of Designated Quizzers.
About Lisa:
Wife, mother, pet-lover, content creator…all while maintaining a full-time “regular” job. Born December 11, 1976, Lisa is truly the inspiration behind Designated Quizzers. What started as just a listening interest has blossomed into a passionate hobby. Lisa works hard to maintain a strong social media presence for the show and is a caring person that will lend a helping hand to anyone.

Christopher Boorman, Beginner Trader

Christopher Boorman has spent over 20 years in the Financial Services I.T. space, working for nearly every insurance company in Hartford. While looking for his next opportunity in accounting, finance or operations, he’s managing his retirement funds with options trades and building a side hustle as a Christian speaker. Check out his YouTube channel Christopher Boorman Speaks for short inspirational videos and don’t forget to like, subscribe, comment and share!

Dr. Gonzalez

Dr. Gonzalez is a respected dentist operating in Peoria, Illinois. When he isn’t terrorizing the local population and fueling children’s nightmares, he is working on improving as a stock trader by learning technical analysis.

Eddie Pence, Comedian, Co-Host The Ralph Report and The Ramble podcasts

The Hollywood Reporter named Eddie Pence one of the Top New Faces of the Montreal Comedy Festival in 2004, he was also invited back to perform there again in 2006. In 2007 Eddie performed at the HBO Aspen Comedy Arts Festival as well as HBOs The Comedy Festival in Las Vegas.  In 2010 Eddie was a finalist in the Seattle International Comedy Competition.  A favorite of the World Famous Improv, Eddie can be seen at clubs and colleges across the country.

His credits include Comedy Centrals “Live at Gotham” and “Crossballs”, “The Late Late Show with Craig Ferguson”, Red Eye w/ Greg Gutfield on Fox News, History of the Joke and Surviving The Holidays w/ Lewis Black on The History Channel.  He’s recently appeared on “Gotham LIVE” on AXS TV and “comics Unleashed with Byron Allen”.  Eddie was recently cast in “How to be a grown up” on TRU TV.

BHHCast Podcast

Hosted by Jamie Bendall, Adam Haigh and Jamie Hernan, the BHHcast (pronounced “Bah”-cast) brings listeners a fresh perspective on everyday topics.  Each episode contains a special guest interview, as well as an interview with a comic guest.