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
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.
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 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.
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 Q.ai
Stephen Mathai-Davis, CFA, CQF is the Founder and CEO of Q.ai, 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, Q.ai 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.
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, Passiv.com
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.
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.
Joe Saul-Sehy: Host of the Stacking Benjamins Podcast
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 CNBC.com and WSJ.com.
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 PortfolioWealthGlobal.com as well as a financial writer for CrushTheStreet.com and InvestorPlace.com. David is also active on multiple social media platforms, with tens of thousands of followers on YouTube, Twitter, StockTwits, 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.
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
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.
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 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.
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.