Smart Money Circle

This Biotech CEO Is Helping Prevent Surgical Infections – Meet Dikla Czaczkes Akselbrad, CEO PolyPid $PYPDGuestDikla Czaczkes Akselbrad, CEO PolyPidCompany PolyPidhttps://www.polypid.com/Ticker: $PYPDDikla's BioMs. Dikla Czaczkes Akselbrad serves as the Chief Executive Officer of PolyPid after serving as the company's EVP and CFO since 2017, leading the company's initial public offering on the Nasdaq Global Market in June 2020. Dikla brings more than 20 years of experience leading life sciences companies through critical international strategic, financial and business transitions, including raising over $350 million in various forms in her prior executive roles. Before joining PolyPid in 2014, Dikla served as CFO of Compugen Ltd. (NASDAQ & TASE: CGEN) after serving as CFO of Packet Technologies Ltd., and an audit manager at Ernst & Young Israel. She received a B.A. in accounting and economics and an MBA from Tel-Aviv University, and is a certified public accountant in Israel.

Guest: Martin Brenner, Ph.D., Chief Executive Officer and Chief Scientific Officer at iBioCompany: iBio, Inc. (NASDAQ:IBIO)Website: https://ibioinc.com/Martin's Bio:Dr. Brenner has a strong history of success heading drug discovery and development teams at several of the world's leading pharmaceutical companies, including AstraZeneca, Eli Lilly and Company, Pfizer Inc., and Merck Research Laboratories. Most recently, Dr. Brenner served as the CSO at Pfenex Inc., which, using its patented Pfēnex Expression Technology® platform, created an advanced pipeline of therapeutic equivalents, vaccines, biologics and biosimilars. Pfenex was acquired by Ligand Pharmaceuticals Incorporated for approximately $516 million in October 2020. Previously, Dr. Brenner served as the CSO at Recursion Pharmaceuticals, Inc., a company focused on accelerating drug discovery for rare diseases and diseases with high unmet medical need. Prior to his time at Recursion, he was Vice President and Head of Research & Early Development at Stoke Therapeutics, Inc., a biotechnology company using antisense oligonucleotides to increase gene expression for the treatment of rare diseases. Prior to Stoke, he was Executive Director at Merck, where he built a biotech unit from scratch, focusing his team's research on diabetes and nonalcoholic steatohepatitis (NASH). Earlier in his career, Dr. Brenner was the Senior Director and Head of cardiovascular, renal, and metabolism (CVRM) biosciences at AstraZeneca. In addition, Dr. Brenner was an Associate Research Fellow at Pfizer where he led the islet biology and in vivo pharmacology in the CVMED Target Exploration Unit before assuming the role of Head of the Insulin Resistance Group.Company Description: iBio is a cutting-edge biotech company leveraging AI and advanced computational biology to develop next-generation biopharmaceuticals for cardiometabolic diseases, obesity, cancer and other hard-to-treat diseases. By combining proprietary 3D modeling with innovative drug discovery platforms, iBio is creating a pipeline of breakthrough antibody treatments to address significant unmet medical needs. iBio's mission is to transform drug discovery, accelerate development timelines, and unlock new possibilities in precision medicine.

Guest Steve Salis Founder, Entrepreneur, Investor, Executive Websiteshttps://salis.com/https://catalogue.co/https://22realestateholdings.com/https://sizzlespac.com/home/default.aspx BioSteve Salis has always had an inherent ability to make the everyday exceptional. His early entrepreneurial spirit led him to drop out of college to “get a head start on his life”. His intuitive knowledge on how to develop, build and invest in dynamic brands that deeply connect with consumers led him to co-founding &pizza, an east coast, regionally-based pizza chain, from the ground up to approximately 60 stores in 5 states and DC, which he subsequently sold in 2019. Today, Steve continues his growth trajectory as the owner of Salis Holdings, a Washington, D.C based family office and diversified holding company with interests in hospitality, consumer, leisure, retail, real estate, venture and other sectors. Salis Holdings has frequently been mentioned as one of the fastest growing organizations in the Mid-Atlantic region. Steve founded and is CEO of a consumer platform called Catalogue, which includes many highly recognized brands in the Mid-Atlantic region including Ted's Bulletin, Kramerbooks, Honeymoon Chicken and Federalist Pig. In addition to Steve's private holdings, he is also the Chairman and CEO of the Sizzle Acquisition Corp franchise. In early 2024, Sizzle Acquisition Corp I merged with European Lithium to form Critical Metals Corp (CRML) which owns the largest rare earth project in Europe and currently has a market cap of over $2.0b. Steve launched Sizzle Acquisition Corp II (SZZL) in April of 2025 raising 230MM to acquire another company. In addition, Steve has a growing portfolio of commercial and mixed-use real estate assets in Washington, DC, Virginia and Maryland under 22 Real Estate Holdings. Throughout his career, Steve has created strong cultural identities around the brands he's founded, invested, acquired, and led. He embodies the hustle, grit, talent, and acumen to build an empire of multi-faceted businesses destined for success.

GuestRyan King serves as Executive Vice President, Capital Markets and Strategy at Equinox Gold. Company Name and Symbol: Equinox Gold Corp. (NYSE: EQX, TSX: EQX)Website:https://www.equinoxgold.com/Ryan's Bio:Ryan King serves as Executive Vice President, Capital Markets and Strategy at Equinox Gold, where he plays a key role in the company's strategic initiatives and capital market activities. He has been instrumental in leading the strategic merger with Calibre Mining, which has positioned the combined entity as a major force in North American gold production. With extensive experience in capital markets and strategic planning, Ryan brings deep expertise in mergers and acquisitions, investor relations, and corporate development to his role at one of the Americas' leading gold producers.Company Bio:Equinox Gold has transitioned into a financially stronger, North America-focused gold producer. With Greenstone ramping up and Valentine now in commercial production, two cornerstone Canadian assets are driving meaningful growth. After delivering record 2025 production of 922,827 ounces, 2026 guidance represents an 80% increase in annual Canadian gold production. At the same time, the Brazil spin-off for $1.015 billion has strengthened the company's balance sheet and sharpened strategic focus.

Guest Name: Justin Stiefel, Chairman & Chief Executive Officer, IP StrategyCompany IP Strategy Website: https://ipstrategy.co/Ticker: $IPSTJustin's Bio: Justin is the CEO of IP Strategy and a seasoned attorney and engineer with extensive leadership experience across both business and government. Before that, he served as Chief of Staff in the United States Senate, bringing a strong background in regulation, policy, and operations.Company Name & Bio: IP Strategy's Bio:(Nasdaq: IPST) is the first Nasdaq-listed company to hold $IP tokens as a primary reserve asset and operate a validator for the Story Network. The Company provides public market investors broad exposure to the $80 trillion programmable intellectual property economy in a regulated equity format. IP Strategy's treasury reserve of $IP tokens provides direct participation in the Story ecosystem, which enables on-chain registration, licensing, and monetization of intellectual property. Heritage Distilling Holding Company, Inc. is the registered corporate name of IP Strategy.

This CEO Is Using Ocean Waves To Generate Power – Meet Inna Braverman Founder & CEO of Eco Wave Power $WAVEGuest: Inna Braverman, Founder & CEO of Eco Wave Power (NASDAQ: WAVE)Company: Eco Wave Power (NASDAQ: WAVE)Websitehttps://www.ecowavepower.com/Inna's BioInna Braverman founded Eco Wave Power at the age of 24, pioneering innovative wave energy technology. Under her leadership, the company installed the first grid-connected wave energy array in Israel, has secured a significant project pipeline of 404.7 MW, and is expanding globally. In July 2021, she led Eco Wave Power's IPO on Nasdaq Capital Market (WAVE), marking a major milestone for the company and the wave energy sector.Recognized as a global leader in renewable energy, Inna has been named one of the “Females Changing the World” by Wired Magazine and one of the “Most Creative People in Business” by Fast Company. She is also a recipient of the United Nations Global Climate Action Award.For Inna, clean energy is personal. Born two weeks before the Chernobyl Nuclear Disaster, she suffered respiratory arrest due to pollution. Her mother, a nurse, saved her life with mouth-to-mouth resuscitation. This second chance inspired her to dedicate her life to developing a clean and safe method of electricity generation.Company BioEco Wave Power Global (NASDAQ: WAVE) is a pioneering onshore wave energy company that transforms the power of ocean and sea waves into clean, reliable, and cost-efficient electricity through its patented, intelligent technology.With a mission to accelerate the global transition to renewable energy, Eco Wave Power developed and operates Israel's first grid-connected wave energy power station, recognized as a “Pioneering Technology” by the Israeli Ministry of Energy and co-funded by EDF Renewables IL. In the United States, the company recently launched the first-ever onshore wave energy pilot station at the Port of Los Angeles, in collaboration with Shell Marine Renewable Energy (Shell MRE)Eco Wave Power is expanding rapidly worldwide, with upcoming projects in Portugal, Taiwan, and India, representing a robust project pipeline of 404.7 MW under development. The company has received international recognition and support from organizations including the European Union Regional Development Fund, Innovate UK, and the EU Horizon 2020 program, and was honored with the United Nations Global Climate Action Award.Eco Wave Power's American Depositary Shares (ADSs) are traded on the Nasdaq Capital Market under the ticker symbol “WAVE.”

Guest Mike Logozzo is the Chief Executive Officer of reAlpha Tech Corp.Ticker: $AIREWebsitehttps://www.realpha.com/mortgageCompany BioAbout reAlpha reAlpha Tech Corp. (Nasdaq: AIRE) is an AI-driven real estate technology company redefining how Americans buy homes. Headquartered in Dublin, Ohio, reAlpha is building an end-to-end, commission-free platform that integrates real estate brokerage, mortgage and title services into one seamless experience. By combining proprietary AI capabilities with a strategic, acquisition-led growth model, the company is creating a vertically integrated ecosystem that reduces costs, increases efficiency, and accelerates access to homeownership. Targeting the multi-trillion-dollar U.S. real estate services market, reAlpha aims to provide consumers with a smarter, faster, and more affordable path to buying a home, while setting a new standard for real estate innovation. CEO BioMike Logozzo - Chief Executive Officer Mike Logozzo is the Chief Executive Officer of reAlpha Tech Corp., where he leads operations, strategy, and delivery across the company's real estate technology platform. With more than two decades of experience, he has built a career at the intersection of financial services, technology, and innovation. He previously managed a $32 billion portfolio serving 1.2 million customers at BMW Financial Services, drove global operational efficiency at Microsoft, and advanced corporate innovation as Managing Director at L Marks, helping multinational enterprises accelerate adoption of emerging technologies. This combination of financial stewardship, operational excellence, and innovation leadership defines his approach to scaling businesses and creating long-term value for stakeholders.

This Biotech Stock Is Disrupting Cancer Treatment - Meet Raphi Levy, CFO, Alpha Tau $DRTSGuest Raphi Levy, CFO, Alpha Tau Company Alpha TauTicker: $DRTSWebsite https://www.alphatau.com Raphi's BioRaphi Levy has served as our Chief Financial Officer since 2019. Prior to joining us, Mr. Levy served in the Investment Banking Division at Goldman Sachs from 2006 until 2019 in New York and Tel Aviv, most recently serving as Executive Director in charge of healthcare banking in Israel.Mr. Levy has served as a director of MX Management LP since April 2022. Mr. Levy holds a B.S. in Economics from the Wharton School of Business, University of Pennsylvania, and a B.S.E. and M.S.E. in Electrical Engineering from the School of Engineering and Applied Science, University of Pennsylvania. Company BioAbout Alpha Tau Medical Ltd. Founded in 2016, Alpha Tau is an Israeli oncology therapeutics company that focuses on research, development, and potential commercialization of the Alpha DaRT for the treatment of solid tumors. Alpha DaRT (Diffusing Alpha-emitters Radiation Therapy) is designed to enable highly potent and conformal alpha-irradiation of solid tumors by intratumoral delivery of radium-224 impregnated sources. When the radium decays, its short-lived daughters are released from the sources and disperse while emitting high-energy alpha particles with the goal of destroying the tumor. Since the alpha-emitting atoms diffuse only a short distance, Alpha DaRT aims to mainly affect the tumor, and to spare the healthy tissue around it.

Guest Full Name: Dr. R. Stacy Lindborg, PhDGuest Title: President, Chief Executive Officer, and Board DirectorCompany: IMUNONTicker: IMNNWebsite: https://imunon.com/Guest Bio:Stacy R. Lindborg, PhD, was appointed President and Chief Executive Officer of IMUNON in May 2024. Dr. Lindborg has served on IMUNON's Board of Directors since June 2021. She has nearly 30 years of experience in the pharmaceutical and biotech industries, with a particular focus on R&D, regulatory affairs, executive management, and strategy development. She has designed, hired, and led global teams, guiding long-term visions for growth through analytics and stimulating innovative development platforms to increase productivity.Prior to joining IMUNON, Dr. Lindborg was Executive Vice President and Co-Chief Executive Officer at BrainStorm Cell Therapeutics, where she remains a member of the company's Board of Directors. At BrainStorm, she was accountable for creating and executing clinical development strategies through registration and launch and progressed its novel cell therapy for ALS through a positive Phase 3 Special Protocol Assessment (SPA) study with the U.S. Food and Drug Administration. She frequently interacted with investors and analysts, represented the company in the scientific community and with the media, and played an active role in discussions with potential business partners.Dr. Lindborg previously was Vice President and Head of Global Analytics and Data Sciences, responsible for R&D and marketed products at Biogen. She began her biopharmaceutical career at Eli Lilly and Company, where, over the course of 16 years, she assumed positions of increasing responsibility, including Head of R&D strategy.Dr. Lindborg received an MA and PhD in statistics, and a BA in psychology and math from Baylor University. She has authored more than 200 presentations and 90 manuscripts that have been published in peer-reviewed journals, including 20 first-authored. She has held numerous positions within the International Biometric Society and American Statistical Association and was elected Fellow in 2008.Company Bio:IMUNON is a clinical-stage biotechnology company focused on advancing a portfolio of innovative treatments that harness the body's natural mechanisms to generate safe, effective, and durable responses across a broad array of diseases. IMUNON is developing its non-viral DNA technology across its modalities. The first modality, TheraPlas®, is developed for the gene-based delivery of cytokines and other therapeutic proteins in the treatment of solid tumors where an immunological approach is deemed promising. The second modality, PlaCCine®, is developed for the gene delivery of viral antigens that can elicit a strong immunological response.IMUNON's lead clinical program, IMNN-001, is a DNA-based immunotherapy for the localized treatment of advanced ovarian cancer. IMNN-001 is the first therapy to achieve a clinically effective response in advanced (stage IIIC/IV) ovarian cancer including benefits in both progression-free survival (PFS) and overall survival (OS) in a first-line treatment setting when used with standard of care chemotherapy. IMUNON has completed multiple clinical trials evaluating the potential of IMNN-001, including one Phase 2 clinical trial (OVATION 2), and is currently conducting a Phase 3 clinical trial (OVATION 3). The first patient was dosed in the Phase 3 study in the third quarter of 2025. IMNN-001 works by instructing the body to produce safe and durable levels of powerful cancer-fighting molecules, such as IL-12 and interferon gamma, at the tumor site. Additionally, the Company has completed dosing in a first-in-human study of its COVID-19 booster vaccine (IMNN-101).

GuestDarren Wang, Founder & Chairman at OwlTing GroupCompany: OwlTing GroupTicker: OWLSWebsite:https://www.owlting.com/portal/?lang=enBioWith a background in cryptography with prior experience at tech companies in Silicon Valley, Darren founded OwlTing in 2010 to leverage blockchain technology to connect the world and drive industry transformation; today, OwlTing's core focus is building compliant stablecoin infrastructure for the future through OwlPay, advancing global payment and settlement capabilities for enterprises and platforms. The group also operates broader enterprise and consumer businesses, including blockchain services, hospitality and e-commerce platform.Darren holds a master's degree in Electrical Engineering from Boston University, completed the Owner/President Management Program (OPM 63) at Harvard Business School.Company Bio OBOOK Holdings Inc. is a global fintech company operating as the OwlTing Group (NASDAQ: OWLS). The Company was founded and is headquartered in Taiwan, with subsidiaries in the United States, Japan, Poland, Singapore, Hong Kong, Thailand, and Malaysia. The Company operates a diversified ecosystem across payments, hospitality, and e-commerce. In 2025, according to CB Insights' Stablecoin Market Map, OwlTing was ranked among the top 2 global players in the “Enterprise & B2B” category. The Company's mission is to use blockchain technology to provide businesses with more reliable and transparent data management, to reinvent global flow of funds for businesses and consumers and to lead the digital transformation of business operations. To this end, the Company introduced OwlPay, a Web2 and Web3 hybrid payment solution, to empower global businesses to operate confidently in the expanding stablecoin economy. For more information, visit https://www.owlting.com/portal/?lang=en.

Guest: Larry Cheng is the Co-Founder and Managing Partner of Volition CapitalWebsite: https://www.volitioncapital.com/. AUM: Volition Capital has $1.8 Billion AUM on their 5th FundLarry's BioLarry Cheng is the Co-Founder and Managing Partner of Volition Capital, a growth equity firm focused on supporting founders building capital-efficient technology businesses. With over 25 years of investing experience, Larry has led investments in dozens of companies across Internet, e-commerce, software, and consumer sectors. Most notably, Larry was the first investor in Chewy, which became the most valuable e-commerce acquisition in history. He currently serves on public company boards such as GameStop and Grove Collaborative as well as several private company boards such as US Mobile, Rounds, Levanta and several others. Earlier in his career, he led investments at Fidelity Ventures and began in venture capital at Bessemer Venture Partners.Larry's entrepreneurial journey began early when he became Apple's youngest certified technician at age 13. While at Harvard, he launched a $400,000 laundry business and later became President of Harvard Student Agencies, a $4 million student-run company serving the greater Harvard community. He graduated with a B.A. in Psychology and played football for the Crimson. Larry is a frequent guest lecturer at institutions including Harvard Business School, MIT Sloan, and USC Marshall School of Business.

This CEO Built A $30B Money Management FirmGuest STAN GREGOR Chairman & CEO Website: https://summitfinancial.com/AUM$26-27B in assetsSUMMIT FINANCIAL CEOStan Gregor is the CEO of Summit Financial LLC. As a senior executive with over 30 years of experience, Stan has operated in banking, private wealth management, investment management, fiduciary trust services, fixed income trading, investment banking, retirement services, insurance, financial planning, and public finance. He has also been involved in acquiring and integrating some of the largest and most complicated banking, wealth management, insurance, and capital markets businesses and cultures with a demonstrated track record of increasing productivity, profitability and shareholder value.Most recently, Stan was the founder and co-CEO of Cantor Fitzgerald Wealth Partners (CFWP). Under his leadership, CFWP grew to over $5 billion in assets in less than two years through several strategic acquisitions of RIA's, independent advisors, and wire house teams.Prior to joining Cantor Fitzgerald, Stan was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets. He provided executive leadership to the Eastern U.S. Markets and headed up the Wealth Insurance Division overseeing: the private bank, wealth brokerage, investment management, fiduciary trust services, financial planning, and insurance. Stan was responsible for leading nearly 5,000 team members generating revenues of $2.5 billion with $69 billion of investment fee-based AUM, $19 billion of deposit balances, and $16 billion of loans.Prior to Wachovia, Stan was CEO of Commerce Capital Markets, where he directed private wealth management, brokerage, asset management, fixed income trading, derivatives, investment banking, retirement services, insurance, and public finance.Subsequently, Stan was CEO of Quick and Reilly (Q&R) as one of the visionaries that transformed Q&R from a transactional discount broker to a full-service advisory company. When Q&R was acquired by Bank of America, Stan stayed on as co-CEO of Bank of America Investment Services until 2005.Over nearly a decade at Citigroup, Stan had several senior executive level roles leading different divisions including consumer banking, private wealth management, and Citigroup as Northeast Group Executive Vice President. He is also a member of the Fast Company Executive Board.Company BioSummit Financial is a preeminent investment advisory firm proud to continue our predecessors' four-decade legacy helping advisors elevate their businesses and deliver robust client experiences.

This CEO is Building The Institutional Gateway To The Onchain Financial Economy – Meet Jolie Kahn Ceo AVAX One Tech $AVXGuest InformationName: Jolie KahnTitle: CEOCompany InformationCompany Name: AVAX One Technology Ltd.Ticker: (NASDAQ: AVX)Website: https://avax-one.com/ Jolie's Bio: Jolie Kahn has an extensive background in cryptocurrency, corporate finance and corporate and securities law. She has been the proprietor of Jolie Kahn, Esq. since 2002 and has a deep depth of involvement in various aspects of cryptocurrency including serving as general counsel to one of the largest bitcoin mining companies from 2018-2023 and as outside counsel to various other cryptocurrency-based public entities. She has participated in various large industry conferences both as a speaker and panelist, supporting the cryptocurrency and the blockchain ecosystem. Ms. Kahn has also acted in various corporate finance roles, including extensive involvement of preparation of period filings and financial statements and playing an integral part in public company audits. She also has worked with companies and hedge funds in complex transactions involving the structuring and negotiation of large scale debt and equity financings, mergers, and acquisitions. Ms. Kahn has practiced law in the areas of corporate finance, mergers & acquisitions, reverse mergers, and general corporate, banking, and real estate matters. She represents both public and private companies, hedge funds, and other institutional investors in their role as investors in public companies. She served as Interim CFO of GlucoTrack, Inc. from 2019 - 2023. Ms. Kahn holds a BA from Cornell University and a J.D. magna cum laude from the Benjamin N. Cardozo School of Law.Company Bio:AVAX One offers investors regulated access to Avalanche, one of the fastest-growing Layer 1 blockchain ecosystems. Combining the reliability of U.S. equity markets with the upside of next-gen finance, it is a modern strategy for a new financial era. AVAX One Technology Ltd. (NASDAQ: AVX) is the first publicly traded Avalanche Treasury company, building the premier institutional gateway to the onchain financial economy powered by the Avalanche blockchain network. Through AVAX accumulation, onchain yield, and strategic acquisitions, we aim to compound long-term value for our shareholders while supporting the growth of the Avalanche ecosystem. Led by a team of veterans from institutional finance and public company backgrounds and advised by leaders from across the digital asset industry, AVAX One is being built to be a scalable, regulated gateway for public market investors to participate in the growth of the onchain economy.

Guest: David Kang is Chairman and CEO of Ducenta Squared With Approximately $4B AUMWebsite: https://www.ducentasquared.com/ AUM: $4B AUMBio: David Kang is Chairman and CEO and is a member of the Executive Committee, leading and driving the strategic vision of the firm globally. He leads business development with the President and leads strategic initiatives with the Senior Advisors. He is Managing Partner of RSMD Investco LLC, the primary shareholder of Ducenta Squared Asset Management and is the CEO and President of the RIA R Squared Inc., an affiliate of RSMD Investco LLC. David has 20+ years experience in the financial markets, investments, and commercial real estate, having managed over $3 billion of assets. Prior to founding RSMD Investco LLC, Mr. Kang ran his family business while creating and managing his family office. Mr. Kang began his career in private wealth at Morgan Stanley Dean Witter. Mr. Kang received his Bachelor of Science degree in Pre-Med at University of California, Irvine and his executive Master of Business Administration degree from University of California, Irvine. He is currently an Advisory Board Member at Merage School of Business i) Center for Real Estate and ii) the Center for Investment and Wealth located at the University of California, Irvine. Ducenta Squared Bio: With decades of experience navigating public and private markets, Ducenta Squared brings deep knowledge and analytical rigor to every corner of the fixed income universe. The team has invested through various market cycles across credit, rates, structured products, municipals, and alternatives, allowing them to uncover value wherever it exists. This breadth enables them to build resilient portfolios tailored to meet each client's objectives, risk tolerance, and investment horizon.

GuestEric Metz, Chief Investment Officer & Head of SpiderRock Advisors Fully Owned Subsidiary of BlackRock's approximately $250B SMA platformBioEric Metz, CFA, Managing Director, is the Chief Investment Officer and Head of SpiderRock Advisors. SRA, acquired by BlackRock in May 2024, delivers customized derivatives strategies and solutions, via SMAs, to nearly all client segments of BlackRock. He oversees all SRA's investment strategies and is responsible for the commercialization of the vertically integrated business unit within US Wealth Advisory. Mr. Metz is a memberof BlackRock's USWA Executive Committee.Prior to the BlackRock acquisition, Mr. Metz was a Co-Founder of SpiderRock Advisors, and led both the business and investment team, as President & CIO, since its inception in 2015, and throughout the BlackRock strategic partnership in 2021.Preceding SRA, Mr. Metz was the Derivatives Strategist and Portfolio Manager at RiverNorth Capital Management, managing both mutual fund and hedge fund assets. He began his career with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange (CME) and the Chicago Board Options Exchange (CBOE). After the trading floors, he was a senior trader and partner at both Ronin Capital and Bengal Capital, proprietary trading firms specializing in volatility arbitrage. Mr. Metz graduated, Magna Cum Laude, from the University of Michigan with a B.S.E. in Industrial and Operations Engineering. He earned his M.S.E., with honors, in Industrial and Operational Engineering, and was enrolled in the program's PhD program. Mr. Metz is a CFA Charterholder, a member of the CFA Institute, the CFA Society of Chicago and a member of YPO's Chicago based Windy City Chapter.

Guest - Ross Dove CEO Heritage Global - $HGBLCompanyHeritage Global Inc.Website https://hginc.com/NASDAQ: HGBLBioRoss Dove is the Chief Executive Officer of Heritage Global Inc. (“HG”) and was appointed by the Board as a Class I director in May 2015. He began his career over forty years ago, joining his father and grandfather at a small proud family auction house in San Francisco. During his tenure, he pioneered countless advances and industry firsts, as the firm he joined eventually climbed to become the world's largest and most respected industrial asset and commercial property auction company. Mr. Dove's success has been widely chronicled in major publications, including Fortune, Forbes, the Wall Street Journal, Business Week, and the Economist, among many others. He was twice nominated for EY entrepreneur of the year and is a founding member of the Industrial Auctioneers Association ("IAA") and recipient of the Lifetime Achievement award.Company BioHeritage Global Inc. (NASDAQ: HGBL) a renowned asset-based market maker which delivers result-driven solutions to industrial & financial institutions by providing valuation, and lending services for distressed assets. This aids in facilitating the circular economy by diverting useful industrial assets from landfills and operating an ethical supply chain by overseeing post-sale account activity of financial assets. Specialties consist of acting as an adviser, in addition to acquiring or brokering turnkey manufacturing facilities, surplus industrial machinery and equipment, industrial inventories, real estate, account receivable portfolios, and intellectual property through its two business units: Industrial Assets and Financial Assets

This CEO Wants To Save Lives, Is Fighting ALS, & Wants Your Brain To Be Healthier GuestRob Etherington, CEO and President of Clene Inc.Clene Inc. https://clene.comTicker: CLNNBioMr. Etherington is the CEO of Clene, Inc (NASDAQ: CLNN). Clene is a platform company leading the way in drug nanotherapeutics, with multiple Phase 2 and one Phase 3 registration study presently underway in the field of neurodegenerative disease (ALS, Multiple Sclerosis, Parkinson's). Rob has privately raised over $160M (over $146M in equity and over $18M in grant/indirect support) for Clene, and took Clene public on the NASDAQ in late 2020. Before joining Clene as its founding CEO in 2013, Mr. Etherington worked for Actelion Pharmaceuticals, which was the largest biopharmaceutical company based in the EU until Johnson &Johnson Pharmaceuticals acquired the company in 2017. He initially joined Actelion as founding Director of Marketing in 2000 (the same year the company went public) and went on to hold various roles of increasing responsibility, including as Head of U.S. commercial operations and serving as Chair of the U.S. Commercial Strategic team with responsibility for five marketed drugs. Prior to Actelion, Mr. Etherington began his pharmaceutical career with a number of sales and marketing roles at Parke-Davis, a division of Pfizer, culminating in one of the Team Leader positions that oversaw the drug Lipitor.About CleneClene Inc., (Nasdaq: CLNN) (along with its subsidiaries, “Clene”) and its wholly owned subsidiary Clene Nanomedicine Inc., is a late clinical-stage biopharmaceutical company focused on improving mitochondrial health and protecting neuronal function to treat neurodegenerative diseases, including amyotrophic lateral sclerosis, Parkinson's disease, and multiple sclerosis. CNM-Au8® is an investigational first-in-class therapy that improves central nervous system cells' survival and function via a mechanism that targets mitochondrial function and the NAD pathway while reducing oxidative stress. CNM-Au8® is a federally registered trademark of Clene Nanomedicine, Inc. The company is based in Salt Lake City, Utah, with R&D and manufacturing operations in Maryland. For more information, please visit www.clene.com or follow us on X (formerly Twitter) and LinkedIn.

This Biotech CEO Is Creating Advanced & Personalized Therapies To Fight Cancer.Full Name: Thomas JensenTitle: Chief Executive Officer, Allarity Therapeutics Ticker: $ALLRWebsite: https://www.allarity.com/Bio:Thomas Jensen is the Chief Executive Officer of Allarity Therapeutics (NASDAQ: ALLR), a clinical-stage biopharmaceutical company advancing personalized cancer therapies. He was appointed CEO in December 2023 after nearly a decade as Chief Technology Officer, during which he helped pioneer the company's proprietary Drug Response Predictor (DRP®) platform.With over 20 years in the biotech and precision medicine space, Thomas has led Allarity through a focused strategic transformation centered on stenoparib—a first-in-class dual PARP/tankyrase inhibitor currently in Phase 2 trials for advanced ovarian cancer. Under his leadership, Allarity has achieved FDA Fast Track designation, formed key research collaborations, and presented clinical data showing landmark median overall survival of ovarian cancer patients.Company Bio:Allarity Therapeutics (NASDAQ: ALLR) is a clinical-stage biopharma company developing personalized cancer treatments guided by its proprietary DRP® companion diagnostic platform. The company's lead asset, stenoparib, is a novel, orally available dual PARP and WNT pathway inhibitor being evaluated in Phase 2 trials for advanced ovarian cancer. With headquarters in the U.S. and a research facility in Denmark, Allarity is committed to improving patient outcomes through precision oncology. Learn more at www.allarity.com

This CEO Invests In Commercial Real Estate & Shares Timeless Advice From Over 20 Years InvestingGuestDavid Sobelman CEO Generation Income Properties $GIPR Name:David SobelmanTitle:Founder and CEOWebsite:www.gipreit.comTicker: $GIPRBio:David serves as Chairman of our Board of Directors, Chief Executive Officer and President. In 2003, he began his real estate career from the bottom, as an entry-level analyst at Grubb & Ellis in Washington, DC, now Newmark. Since then, he has served in senior and management roles in almost all the pertinent positions that encompass a net lease property including as an investor, asset manager, broker, owner, analyst, and author.David used the insight achieved through his decades of solely focusing on net leased assets to imbed the philosophy of long-term, generational investing and founded Generation Income Properties (Nasdaq: GIPR) in 2015. He has led the efforts from GIPR's conceptual genesis, when there were no assets, to its current listing on Nasdaq and embeds the decades of meaningful relationships he has built within the industry in order to grow the company.He has been married to Tanner, the wife he doesn't deserve, since 2004, has two teenage children that are smarter than him and a yellow lab that is his foremost confidante.Company Bio:Generation Income Properties, Inc., located in Tampa, Florida, is an internally managed real estate investment trust focused on acquiring and managing income-producing retail, industrial, and office properties net leased to high-quality tenants in densely populated submarkets throughout the United States. At GIPR, we focus on the underlying real estate, the credit of the tenant, and opportunistic lease terms of less than ten years remaining.

Guest - Kit Gray Co-Founder & President Of PodcastoneWebsite ir.podcastone.com Ticker: $PODCBiography Kit Gray is the co-founder and President of Podcastone and one of the early strategists in developing a monetization standard for the podcast industry. Gray has spent nearly two decades working with talent and developing podcast concepts across all genres, all while creating a top tier team of individuals that are experts in all aspects of podcasting from technology, advertising sales, marketing, talent booking, acquisitions, development, vodcasts, video, social media, emerging concepts and more. Gray has helmed the company to consistent representation in several of the most influential podcast company ranking charts and leading the organization to be one of the most respected and profitable companies within the industry. Under Gray's leadership, PodcastOne offers new and exciting concepts in this fast-growing entertainment genre including Pay Per View, slate IP development, live shows, meet and great experiences, video and more. Gray will be leading PodcastOne in its IPO's later this month and he and his team are well positioned for success. To date, PodcastOne boasts 3.3billion all time downloadsincluding over 740million downloads in 2022 alone across more than 300 episodes distributed weekly under Gray's direction.Born and raised outside of Boston, MA, Gray is a graduate of Rollins College and holds an MBA in Finance from CrummerGraduate School of Business. Prior to his co-founding PodcastOne, Gray worked extensively in media sales in some of the biggest demographic areas in the country including New York City, Los Angeles, Boston, and Chicago.

GuestWilliam (Bill) Alessi, Founder, Chief Executive Officer, and Director Alpha ModusWebsitehttps://alphamodus.com/Ticker: $AMODBioWilliam (Bill) AlessiFounder, Chief Executive Officer, and DirectorMr. Alessi serves as Alpha Modus' Chief Executive Officer. In 2014, Mr. Alessi formed Alpha Modus and became its initial seed investor and Founder. From 2000 through present, Mr. Alessi has taken the role as an entrepreneurial investor, focusing on real estate, small cap equities and technology markets. Mr. Alessi's forward-thinking entrepreneurial leadership skills were critical in the operations of Andover Brokerage, one of the fastest growing proprietary trading firms which pioneered the electronic day trading era. Mr. Alessi continuously seeks out investments in early-stage technology start-ups and data driven ventures.

This Stock Is Using Crypto To Disrupt Traditional Finance GuestParker White, CFA, COO, & CIO at DefiDevCorp. $DFDV Websitehttps://defidevcorp.com/TickerDFDVBioParker White most recently spent 6 years at Kraken, holding a number of roles including Director of Engineering. Prior to Kraken, Parker White worked in TradFi for 5 years, conducting bond trading and portfolio management for regulated institutions ($2B RIA). After receiving his CFA, he entered the Crypto space in 2017, running an algo trading startup throughout 2018. Parker has been active in Solana since 2021, has been an angel investor in Crypto since 2020, and sits on the Advisor Board at TVP for the Bitcoin Venture Fund Series (BVF 1 & BVF 2).

This Show Is Sponsored By MarketTerminal.com A Wall Street Terminal For Everyone...GuestRobert EllinChairman & CEO of LiveOne (NASDAQ: "LVO")Ellin is the founder, CEO, and chairman of LiveOne, Inc., driving the company's overall strategy and leading both the LiveOne and Slacker business units. Ellin developed the concept for LiveOne and founded the company in 2015, raising the initial capital and negotiating festival and distribution rights. He led the acquisition of Slacker Radio and took LiveOne public in December 2017. Ellin is also the founder and managing director of Trinad Management, a Los Angeles-based hedge fund. A long-time believer – and investor – in transformative digital technology and media, Ellin has launched, sold, and taken public dozens of ventures, including overseeing investments in gaming companies Majesco and THQ, Jaxx Pacific and many others. Prior to founding LiveOne, Ellin was the Chairman of Digital Turbine, where he worked with business partner Peter Guber to successfully take the company public. Ellin also ran, and eventually sold, internet media company iWon to Barry Diller's IAC. A New York native and graduate of Pace University, Ellin began his career in finance at Eli Rothschild working in institutional sales before moving to Lombard Securities. About LiveOne Headquartered in Los Angeles, CA, LiveOne (Nasdaq: LVO) is an award-winning, creator-first, music, entertainment, and technology platform focused on delivering premium experiences and content worldwide through memberships and live and virtual events. LiveOne's subsidiaries include Slacker, PodcastOne (Nasdaq: PODC), PPVOne, CPS, LiveXLive, DayOne Music Publishing, Drumify and Splitmind. LiveOne is available on iOS, Android, Roku, Apple TV, Spotify, Samsung, Amazon Fire, Android TV, and through STIRR's OTT applications.For more information, visit liveone.com

This Biotech CEO Wants To Cure Lung Cancer – Maria Zanes President & CEO bioAffinity Technologies BIAF Ticker: BIAF Websitehttps://bioaffinitytech.com/Maria Zannes, Chief Executive Officer, President, and Director, bioAffinity Technologies, Inc. (NASDAQ: BIAF)BioSince founding bioAffinity Technologies in 2014, Ms. Zannes has built a team of award-winning scientists and executives who are advancing breakthrough diagnostics for lung cancer and other pulmonary diseases. The company's first commercial product, CyPath® Lung, is a noninvasive, accurate test for early-stage lung cancer that has proven to detect the disease as early as Stage 1A when it can be cured. Prior to bioAffinity Technologies, Ms. Zannes founded The Zannes Firm to provide strategic solutions for private industry in the medical, environmental and energy fields. Previously, she was President of the Energy Recovery Council, a national trade group and General Manager of ECOS Corporation, a subsidiary of Burlington Environmental. Earlier in her career, she was a legislative aide to Congressman Charles Wilson (D-TX) after having worked as a journalist for Voice of America and the Associated Press. She has been awarded Lifetime Achievement Awards by the American Society of Mechanical Engineers and the Earth Engineering Center Award from Columbia University. Ms. Zannes received her J.D. from the University of Puget Sound in Washington State and is licensed to practice law in New Mexico. bioAffinity Technologies, Inc. (Nasdaq: BIAF)Lung cancer remains the leading cause of cancer deaths worldwide with an estimated 1.8 million deaths annually. Diagnosing and treating early-stage lung cancer can significantly improve outcomes and increase patient survival. bioAffinity Technologies addresses the urgent need for noninvasive, accurate early-stage lung cancer diagnosis. The Company's lead product, CyPath® Lung, accurately detects early-stage lung cancer in high-risk patients as early as Stage 1A. Using CyPath® Lung as part of the diagnostic pathway can lead to earlier diagnosis, fewer unnecessary invasive procedures, reduced patient anxiety, and lower medical costs for the world's largest cancer killer. CyPath® Lung is sold as a Laboratory Developed Test (LDT) by Precision Pathology Laboratory Services, a bioAffinity Technologies company, and reimbursed by Medicare, private payors and federal healthcare systems, including the VA. CyPath® Lung uses proprietary advanced flow cytometry and artificial intelligence (AI) to detect cancer by analyzing the lung microenvironment. CyPath® Lung incorporates a fluorescent porphyrin that is preferentially taken up by cancer and cancer-related cells. The test demonstrated 92% sensitivity, 87% specificity, and 88% accuracy in individuals with small indeterminate pulmonary nodules that often pose diagnostic challenges. The test provides actionable information for physicians to guide next steps in patient care. Physicians using CyPath® Lung for their high-risk patients have reported multiple case studies in which CyPath® Lung detected lung cancer at Stage 1A when standard imaging, risk calculator models and serum marker tests indicated the nodules were likely benign. Conversely, a negative CyPath® Lung result has spared many patients from unnecessary and sometimes risky invasive procedures, including biopsy.

Guest:Dan O'Toole, Founder, Chairman, and Chief Executive Officer of Arrive AI Inc.Company: Arrive AI - The Future of Autonomous DeliveryWebsite:https://www.arriveai.comTicker: NASDAQ: ARAIAbout Arrive AI:Arrive AI (NASDAQ: ARAI) is a technology company that transforms last-mile logistics with its AI-powered Autonomous Last Mile (ALM) platform, designed to make deliveries smarter, safer, and more efficient. Founded in 2020 and headquartered in Fishers, Indiana, the company's patented Arrive Points™ smart mailboxes securely interact with drones, ground robots, couriers, and people, enabling seamless handoffs and secure chain-of custody controls. The platform also provides real-time tracking and logistics alerts, helping shippers and delivery networks achieve greater speed and reliability. Backed by nearly $12 million in crowdfunding and $40 million in institutional investment, Arrive AI advanced to the public markets with a Nasdaq direct listing in 2025.Dan's BioDan O'Toole is a visionary leader bringing more than 37 years of entrepreneurial experience in building and scaling innovative businesses. He began his career as a national sales manager in specialty distribution before founding and exiting three companies, including Facility Maintenance USA, which provided nationwide services to Fortune 500 clients. Renowned for anticipating market shifts, O'Toole has repeatedly turned innovation into sustainable growth and long-term shareholder value. His track record spans securing patents, leading successful exits, and nurturing high-performance teams. At Arrive AI, he guides the company's overall strategy, governance, and global expansion as a publicly traded enterprise.Dan O'Toole is one of the first in the U.S. to secure patents for a smart mailbox capable of accepting packages via drones and other autonomous systems. His invention has since evolved into a Mailbox-as-a-Service platform powered by AI. A serial entrepreneur, he brings extensive leadership experience across startups, enterprise sales organizations, and commercial real estate. A graduate of Ball State University, he lives with his family in Carmel, IN, and is an avid car collector.

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management BusinessName: Bill HarrisTitle: Founder, CEOBill's Book: https://a.co/d/aILiU0uCompany Name: Evergreen Wealth AUM: $100M AUM Website: www.evergreenwealth.com About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine. Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas, and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more. About Bill Harris: Bill Harris is the Founder and CEO of Evergreen Wealth, a digital Registered Investment Advisor (RIA) delivering hyper-personalized, tax-optimized Dynamic Portfolios™ for high-earning professionals and affluent families, particularly those in high-tax states, helping them build long-term, generational wealth. A fintech pioneer with over three decades of leadership at the intersection of finance and technology, Bill has founded and led multiple companies that have become household names, reshaping how people manage, protect, and grow their money. Before founding Evergreen Wealth, he was the former CEO of PayPal, guiding the company through its launch and early growth; the former CEO of Intuit, where he oversaw the expansion of TurboTax, Quicken, and QuickBooks; and the founder of Personal Capital, which scaled to $23 billion in assets before its $1 billion acquisition by Empower Retirement.Beyond Evergreen Wealth, Bill has launched and scaled several other companies, including MyVest, PassMark Security, IronKey, and One Finance (acquired by Walmart in 2022). He has also served on the boards of Macromedia, SuccessFactors, Care.com, Yodlee, GoDaddy, Avalara and Business.com. Bill is the author of Investment Tax Guide: How to Slash Your Taxes, which emphasizes after-tax returns as the most critical measure of investment success, a principle that underpins Evergreen Wealth's approach to Dynamic Portfolios. Bill holds an MBA from Harvard Business School and a BA from Middlebury College.

This CEO is Disrupting Education with AR & VR – Meet Paul Kellenberger CEO zSpace - $ZSPC Description Guest Paul Kellenberger serves as zSpace's Chief Executive Officer and Chairman of the board zSpace (Nasdaq: ZSPC)Website:https://www.zspace.com/Paul's BioPaul Kellenberger serves as zSpace's Chief Executive Officer and Chairman of the board of directors. Mr. Kellenberger has served as CEO and director since December 2006. Prior to zSpace, he was CEO of Chancery Software Ltd. (sold to Pearson PLC in 2006), CEO of Promeo Technologies, and SVP at Inacom Corporation (acquired by Compaq/Hewlett Packard). He also served as VP and Director at Motorola Inc. Mr. Kellenberger holds a B.A. in economics from the University of Western Ontario and an M.B.A. from McMaster University. Company bio:zSpace, Inc. (NASDAQ: ZSPC) delivers innovative augmented and virtual reality (AR/VR) experiences that drive achievement in STEM, CTE, and career readiness programs. Trusted by over 3,500 school districts, technical centers, community colleges, and universities, zSpace allows students and teachers to experience learning in the classroom that may otherwise be dangerous, impossible, counterproductive, or expensive using traditional techniques. Headquartered in San Jose, California, zSpace holds over 70 patents, and our hands-on "learning by doing" solutions have been shown to enhance the learning process and drive higher student test scores, as evidenced by a study on the utility of 3D virtual reality technologies for student knowledge gains published in the Journal of Computer Assisted Learning in 2021.

This $200 Million Money Manager Wants You To Become A Financial Beast – Meet Eric Miller Chief Advisor At Econologics Financial Advisors GuestEric Miller Chief Advisor at Econologics Financial Advisors AUM ~ $200 millionEric's Book:https://www.amazon.com/How-Become-Financial-Beast-Practice/dp/1937205304Company name Econologics Financial AdvisorsWebsite www.econologicsfinancialadvisors.comBioEric Miller is a seasoned financial planning professional with over 20 years of experience dedicated to empowering private practice owners and associates. As Co-Owner and Chief Financial Advisor of Econologics Financial Advisors, LLC, a Registered Investment Advisor, Eric specializes in strategic financial planning, including investments, retirement, asset protection, tax strategies, debt elimination, and business transition planning. A Registered Financial Consultant® (RFC) and graduate of Capital University, Eric is also a prolific author and speaker and has published countless articles, videos, and podcasts and is the bestselling author of How to Become a Financial Beast. He has presented at hundreds of events nationwide, and weekly hosts the Financial Beast Podcast.

GuestAdam Mizel Co-Founder & CEO US UnitedWebsitehttps://www.us-united.org/About US UnitedUS United is a not-for-profit media collective building unity through storytelling, service, and human connection. Co-founded by business leader Adam Mizel and Sheriff Chris Swanson, the organization works to prove that Americans share common values and can bridge divides through community engagement. Programs include the Sheriff Unity Network, Holiday Giving Spectacular, and monthly 30 For US unity conversations. To take the Unity Pledge, visit us-united.org. Adam Mizel Bio: Adam Mizel's journey from Wall Street to corporate leader to building a grassroots unity movement wasn't exactly planned. After a successful 30-year business career, from Morgan Stanley, to launching private equity firms and hedge funds, to starting and running public and private companies, he found himself screaming at the news during the chaotic days of May 2020. George Floyd had been murdered, the country was in the midst of a pandemic, politicians and pundits amped up the rhetoric and many of us felt that the fabric of the country was ripping apart. At that moment, his wife Taunya delivered the wake-up call: "No one's hearing you if you scream at the TV." That insight sparked his biggest epiphany yet—instead of just making another donation, Adam was going to DO SOMETHING about America's divisions. He did not have a more developed concept than that, but as a serial entrepreneur, Adam was confident he would figure it out. What happened next surprised even him. Doors started opening in ways they never had during his business career. Through a social justice task force formed with CMO leadership organization PTTOW, he met Ken Nwadike, Jr. (the "Free Hugs Guy"), who in turn introduced him to Sheriff Chris Swanson of Flint, Michigan. Chris made global headlines when 3.2 billion people watched as he and his officers took off their riot gear and marched arm-in-arm with George Floyd protesters on May 30, 2020. Flint was one of the few American cities that did not burn that night. Their instant connection led to the co-founding of US United in 2021 and together they have grown it into a movement for unity that is proving that Americans aren't as divided as politicians and media want us to believe.Today, US United has built a network of close to 100 sheriffs committed to bringing unity into their communities. They have reached thousands of families across the country through giving events like the Holiday Spectacular, broken people out of their bubbles with a unity pledge and national online conversations called 30 For US, and just completed a summer cross-country road trip documenting real stories of unity happening at the grassroots level. Adam went from yelling at his TV to building a movement that's challenging the narrative about American division by empowering Americans with the tools they need to reunite our country – and inspiring others along the way. One voice is loud, millions are a movement. SOCIAL MEDIA INFO: LinkedIn - https://www.linkedin.com/in/adammmizel/Facebook - https://www.facebook.com/USUnitedOrgInstagram - https://www.instagram.com/us_united_org/Twitter - https://twitter.com/US_United_Org

This CEO is Disrupting Payments By Building A Loyal CommunityGuestMr. Lavell Juan Malloy II, J.D. Chairman & CEO Brag House Holdings Ticker: Nasdaq: $TBHWebsitehttps://www.braghouse.com/

This $400B Firm Is Democratizing Private Investments & Relentless Consistency From Michael Bell GuestMichael Bell Founder & CEO of Meketa Capital & Primark Captial Assets Under Advisory = $400BAssets Under Management = $500M Website: https://meketacapital.com/BioMichael Bell is the CEO of Meketa Capital, an asset management firm focused on expanding access to private market investments to RIAs and other advisors without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private market investment structures. Michael has four decades of experience leveraging a dynamic combination of transactional, operational, and strategic expertise in the asset management industry.

The interview is also on Youtube: https://youtu.be/oSIFewGWnNE?si=efQOrP5YXeoWuYYAGuest Carlos Moreira Founder & CEO of SealSQ Ticker: (Nasdaq: LAES)Website: https://www.sealsq.com/BioCarlos Creus Moreira is a global technology entrepreneur and cybersecurity authority, serving as Founder, Chairman, and CEO of WISeKey (NASDAQ: WKEY) and SEALSQ (LAES). For decades, he has been a leading voice in securing the internet, developing trusted digital identity ecosystems, and advocating for the ethical use of artificial intelligence.Moreira began his career as a United Nations expert on CyberSecurity and Trust Models, working with agencies such as ILO, UNCTAD, ITC/WTO, World Bank, UNDP, and ESCAP (1983–1999). He is also the Founder of OISTE.org, a global non-profit dedicated to strengthening digital identity standards.From 1995 to 1999, he served as an Adjunct Professor and Head of the Trade Efficiency Lab at RMIT University in Australia, contributing to advances in trade facilitation and cybersecurity. His academic and professional work has consistently focused on enhancing trust in digital systems.Moreira holds influential roles in numerous international organizations. He is a Founding Member of the Geneva Government's E-Voting Steering Committee, a UN Global Compact Member, and has contributed extensively to the World Economic Forum (WEF). His WEF roles include: Founding Member of Global Growth Companies, WEF New Champion (2007–2016), Vice-Chair of the Agenda Council on Illicit Trade (2012–2015), Member of the WEF Selection Committee for Growth Companies, and contributor to the Agenda Council on the Future of IT Software & Services (2014–2016). He has been recognized as one of the WEF's Trailblazers, Shapers, and Innovators.He also serves on the Blockchain Advisory Board of the Government of Mexico, the Blockchain Research Institute, and is Founder of the Geneva Security Forum, the Blockchain Center of Excellence, and TrustValley.Moreira has received numerous honors, including:• One of Switzerland's 300 most influential people (Bilan.CH 2011, 2013)• Top 100 in the Net Economy• Most Exciting EU Company (Microsoft MERID 2005)• Man of the Year (AGEFI 2007)• One of Switzerland's 100 most important digital leaders (Bilanz 2016)• Best EU M&A Award (2017)• Blockchain Davos Award of Excellence (GBBC 2018)• CGI Award HolderHe is co-author of the global best-selling book “The TransHuman Code,” a leading work on managing technology's impact on humanity. As a multilingual keynote speaker (English, Spanish, Italian, French, Portuguese), Moreira has spoken at the UN, WEF, CGI, ITU, Bloomberg, Munich Security Conference, World Policy Conference, Zermatt Summit, Microsoft, IMD, INSEAD, MIT Sloan, HEC, UBS, and the CEO Summit.Pioneering Work During the Dawn of the World Wide Web (WWW)During the early 1990s in Geneva, at the same time Tim Berners-Lee was creating the World Wide Web at CERN, Moreira was deeply involved in advancing secure digital identity and trust models. His UN cybersecurity work positioned him as a key advocate for building security into the fabric of the emerging web. This vision led him to found WISeKey in 1999, which has become a global leader in digital identity, authentication, and securing online transactions.He later established the Geneva Security Forum and Geneva Philanthropy Forum, reinforcing Geneva's role as a center for digital trust, innovation, and global cybersecurity dialogue.Married with six children, Carlos Creus Moreira remains committed to building a secure, transparent, and human-centered digital future. More information can be found at carloscreusmoreira.com.

This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG)GuestJohn Tinsman, Founder of AOT Invest LLC and Portfolio Manager of the AOT Growth and Innovation ETF (Nasdaq: AOTG).About John:John blends Midwestern pragmatism with global financial expertise. He grew up in his family's Iowa fertilizer business, studied economics at Northwestern and Oxford, and cut his teeth as a Chicago market maker. In 2022, he launched the AOT Growth and Innovation ETF, which has scaled from $20M to almost $100M AUM, focusing on profitable, tech-driven companies that compound growth.• Company: AOT Invest LLC• Website: http://aotetf.com/• Tickers: $AOTG, Launching $ AOTS SoonMethodologyAOT Invest selects innovative companies which seek to significantly grow their revenues and earnings. AOT also believes companies whose products or services have low marginal cost attributes will be able to achieve above average growth and profit margins in the future. AOT targets industries projected to grow significantly over the next 5 to 10 years. Within those industries, AOT seeks to invest in innovative market leaders who are growing their revenues or earnings and whose products or services could be described as having low marginal cost qualities. Marginal Cost is defined as the cost added by producing one additional unit of a product or service. By having a low marginal cost, a firm may be able to sell its product or service at a much higher price than the cost it took to produce the additional product or service, achieving a significant profit on new sales. Thorough fundamental analysis is made to weigh valuation metrics with growth of each company so that the greatest investment opportunities in AOT's opinion are selected. Thus, AOT selects innovative companies well positioned in expanding industries, that are both reasonably valued and have low marginal cost qualities. AOT expects that such companies will not only significantly increase their revenues, but that their earnings will increase at even greater rate than revenue. Over time, AOT believes this revenue and earnings growth will ultimately lead to above average share price appreciation for these companies and the AOT Growth and Innovation ETF.

Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital ManagementWebsite www.vivaldicap.comAUM ~$6bn BioIlya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best-In-State Wealth Advisor for two consecutive years. Prior to joining Vivaldi, Ilya served as an Investment Consultant at TD Ameritrade and was a member of the Private Wealth Group at RMB Capital Management. He holds a BS in Finance from the Kelley School of Business at Indiana University and an MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago.Disclaimer: This is one Advisor's perspective and not reflective of VCM.Read the full disclaimer and learn more here: https://www.vivaldicap.com/

This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash.GuestMayo Schmidt Executive Chairman of the Board of Directors of Brazil Potash Corp. (NYSE-American: GRO), CompanyBrazil Potash CorpWebsitehttps://brazilpotash.com/Ticker: GROBioMayo Schmidt is the Executive Chairman at Brazil Potash, Corp. (GRO-NYSE), where he provides leadership in the company's mission to strengthen domestic fertilizer production and advance global food security.Prior to this, Schmidt served as President and CEO of Viterra (2000–2012), transforming a $220 million regional co-operative into a US$7.3 billion global agribusiness, operating across 14 countries and supplying over 50 countries with critical food ingredients.Schmidt held senior leadership positions at Nutrien (2012–2021), including Chairman and interim CEO, where he chaired Nutrien's Merger Committee for Agrium and PotashCorp.From 2015–2018, as CEO of Hydro One, he led one of Canada's largest IPOs and delivered significant operational efficiencies.Schmidt was a Co-Investor and Chairman of VersaCold, Canada's national temperature-sensitive food supply chain company, growing from a $500 million acquisition to a $1.5 billion sale.Schmidt began his career in leadership roles at General Mills and as President of ConAgra Grain, Canada, gaining early experience across the global food and agribusiness value chain.

This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn't Rushed, It's Engineered Full name: Joshua BaroneTitle: Principal Wealth ManagerCompany name: Savvy Wealth Website: Experience Wealth Management, Redefined. | SavvyAUM: Savvy Advisors manages over $3 billion in assets under managementBio: Josh Barone is a financial advisor based in Reno, Nevada, and joined Savvy Advisors in early 2025. As the co-founder of a trust company and investment advisory firm, he brings over 30 years of experience guiding clients on their financial journeys. Josh leverages active macroeconomic, quantitative, and tax strategies to manage risk and help families achieve lasting financial independence, acting as a guardian for future generations. Trust, consistency, and accessibility are central to the long-standing relationships he builds with clients.

This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of ArchName: Ryan EisenmanTitle: Co-founder and CEOCompany Name: ArchWebsite: www.arch.comRyan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, venture capital, and real estate. What started as a tool for collecting K-1s is now used to automate portfolio management and analysis by over 475 institutional clients, private offices, banks, and investment advisors, with $275B in assets on the platform. Ryan is a Houston native, graduated from Vanderbilt University with a degree in Human and Organizational Development, and lives in New York City, where Arch is headquartered and building in-office.About Arch:Arch is a digital way to track all private market investments.Arch consolidates data from over 800 fund portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems. Read about our Series B here.

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron's, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team TwoGuest:Mike Hayes A Managing Director at Insight Partners * Former Commanding Officer of US Navy SEAL Team TWO* Managing Director, Insight Partners* Author of National Bestseller Mission Driven (distilled nicely in this article)All of Mike's profits from his book sales go to a 501(c)(3) he founded, The 1162 Foundation, which pays off mortgages for Gold Star families – he's paid off 12 widows' mortgages to date.AUMRegulatory assets under management $90B and 600 portfolio managers. Timeless LessonsLeaders Don't need to make the best decision.They need to make sure the best decision gets made. Team, Teammate, SelfAlgin these 3 things – for purpose and elite performance:What gives someone energy?What are they good at?What's good for the business?Best adviceWhenever you are having a hard day, find someone else who's having a harder day and help them. Social Profiles* Instagram @thisis.mikehayes* X @thisismikehayes* LinkedInBioMike Hayes is Managing Director at Insight Partners, a global software investment firm with $90B+ in regulatory assets under management and 800+ portfolio companies across every stage of growth.Prior to Insight, Mike was Chief Operating Officer at VMware, where he led the company's worldwide business operations, their SaaS transition, and the successful acquisition into Broadcom for $94B. Before that, Mike served as Senior Vice President and Head of Strategic Operations for Cognizant Technologies, where he ran a $2B P&L for Cognizant's global financial services clients.Mike previously spent four years at Bridgewater Associates, an investment management firm, where he served in Chief of Staff to CEO and COO roles. Prior to Bridgewater, he spent 20 years in the U.S. Navy SEALs where his career began as one of 19 graduates from a class of 120. Mike served throughout South America, Europe, the Middle East, and Central Asia, including the conflicts in Bosnia, Kosovo, Iraq, and Afghanistan.His last job in the Navy was the Commanding Officer of SEAL Team TWO, which included ten months as the Commander of a 2,000-person Special Operations Task Force in southeastern Afghanistan. Before that, Mike was selected as a White House Fellow ('08/'09) and served two years as Director of Defense Policy and Strategy at the National Security Council.In the Bush Administration, Mike was responsible for the START Treaty, where he produced a new proposed START Treaty and flew to Russia for negotiations. In the Obama administration, he led the White House response to President Obama's first major foreign policy showdown — the hijacking of the Maersk Alabama off the coast of Somalia. Prior to the White House Fellowship, Mike served as the Deputy Commander for all Special Operations in Anbar Province, Iraq.Mike holds an M.A. in Public Policy from Harvard's Kennedy School and received his B.A. from Holy Cross College, where he was an active Big Brother. His military decorations include the Bronze Star for valor in combat in Iraq, a Bronze Star for Afghanistan, and the Defense Superior Service Medal from the White House.Mike is the author of the best-seller Never Enough: A Navy SEAL Commander on Living a Life of Excellence, Agility, and Meaning, and donates all profits to a 501(c)(3) he started that pays off mortgages for Gold Star widows and children.He serves on the board of Immuta, a data governance company, and is the founding board member of the National Medal of Honor Museum. Mike is a lifetime member of the Council on Foreign Relations, is fluent in German and Spanish, frequently speaks about leadership and elite organizations, and enjoys mentoring others to success.He is a life-long Sox/Pats fan, but most enjoys laughing with his wife, Anita, and their 24-year-old daughter, Maeson.

Brian A. LeeVice President of SalesBL Wealth Management Firm AUM $600M Website https://blwealthmanagement.com/About Brian LeeBrian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Services space after a two years graduating from Northern Illinois University. He began his journey at Country Financial in Sales helping middle market clients with insurance and financial planning.Brian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Services space after a two years graduating from Northern Illinois University. He began his journey at Country Financial in Sales helping middle market clients with insurance and financial planning.My focus now is helping younger generation with financial planning, understand compounding of investments, saving for the future and providing protection for the unexpected. My work also helps individuals, small business owners plan, save and plan for long-term. Brian is supported with a team of insurance and financial professionals with over 70 years of combine experience to forge strong customer relationships and provide competence and integrity. Brian is a financial advisor representative who is the investment advisor representative at First Advisors National. In a fiduciary capacity, he develops and reviews financial plans for individuals and families. He has a Series 65 and Life and Health license. Brian resides in the Western suburbs of Chicago with his wife, daughter. Brian enjoys outside activities like golfing, boating, snowmobling, socializing with family and friends!

Use Your Investor Voice To Make A Big Impact – Meet Kristin Hull Founder NIA Impact Capital Name: Kristin HullTitle: Founder, CIO AUM: $530MWebsite: www.niaimpactcapital.com Bio:Kristin is the Founder, Chief Investment Officer, and Portfolio Manager of Nia Impact Capital. Kristin oversees research and decision-making for Nia's Flagship Global Solutions portfolio, Nia Growth and Dividend SMA, and Nia's Equity Forward Portfolio, leading company analysis, portfolio design, and criteria setting.Kristin started her investment career at Hull Trading and later Hull Investments, LLC, then combined her worlds of financial markets and systems change in 2007, becoming an early pioneer in the impact investing space after Hull Trading sold to Goldman Sachs.As President and Chair of the Board, Kristin supervised the creation of the first 100% mission-aligned foundation endowment in 2007. She went on to found Nia Community Investments and Nia Community Foundation, the second 100% impact-invested foundation portfolio in 2010.Nia Community is a 100% impact-invested portfolio of companies crossing the entire spectrum of impact investing opportunities from early-stage angel investments to public equities, funds, and loan guarantees. After extensive due diligence on public equity options, Kristin was called to create Nia Global Solutions to offer investors high-quality impact alongside daily liquidity.She spent two years at Domini Social Investments, working on fossil fuel–free portfolio options and building out Nia Global's six solution themes.Kristin is co-founder of Impact Hub Oakland and North Oakland Community Charter School, and she served on the founding board of George Mark Children's House. She currently serves on the advisory board of Limitless Bridge Venture Capital Fund, Emerging Women, How Women Invest, and several non-profit boards.Kristin is a Registered Investment Advisor. She earned her B.A. and teaching credentials from Tufts University in 1990, her M.A. in Research in Bilingual Education from Stanford University in 1995, and her Ph.D. in Urban Education from the University of California at Berkeley in 2006.

Full name: Thierry L. BernardTitle: Chief Executive OfficerWebsite: https://www.qiagen.com/usTicker: $QGENBiography: Thierry Bernard joined QIAGEN in February 2015 to lead the company's growing presence in molecular diagnostics, the application of Sample to Insight solutions for molecular testing in human healthcare.He was named Chief Executive Officer in March 2020 after serving in this role on an interim basis and became a member of the Managing Board in 2021.Previously, Mr. Bernard held roles of increasing responsibility during 15 years with bioMérieux SA, most recently as Corporate Vice President, Global Commercial Operations, Investor Relations and the Greater China Region, and held senior management roles in several other leading international companies.He was named Chair of the AdvaMedDx Board of Directors in March 2023, a U.S. industry trade association, and joined the Board of Directors of Neogen Corporation (NASDAQ: NEOG) in 2024.Mr. Bernard has earned degrees and certifications from Sciences Po, the London School of Economics, the College of Europe, Harvard Business School, Centro de Comercio Exterior de Barcelona. He has been appointed Conseiller du Commerce Extérieur by the French government.

Guest:Edward (a.k.a. Scooter) F. Thomas IIITitle: Financial AdvisorAUM: ~$250MWebsite: https://savantwealth.com/employee/scooter-thomas/Bio:As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.Scooter has been involved in the financial services industry since 2017. He was an associate advisor with Bridgeworth until it joined with Savant in 2023. Prior to joining Bridgeworth, Scooter served as an officer in the U.S. Marine Corps and then transitioned to the reserve forces.While serving our country, Scooter was awarded the Navy and Marine Corps Commendation Medal and the Navy and Marine Corps Achievement Medal. In 2021, he was recognized by the Birmingham Business Journal as a Veteran of Influence.Scooter maintains his affiliation with the Marine Corps Reserve and serves as a Regional Air Defense Policy Planner on the Aviation Expeditionary Enabling team at the Pentagon. He is a member of the Monday Morning Quarterback Club and the Alabama Veterans Memorial Park Board, serves as president of the Birmingham chapter of the Hampden-Sydney Alumni Club, and is the board finance chair for the Birmingham Committee on Foreign Relations..Scooter earned a bachelor of arts degree in religious studies (Islam) from Hampden-Sydney (VA) College.Scooter and his wife Megan happily reside in Mountain Brook with their daughter Evie, son Franklin, and two dogs, Lettie and Macy.DisclaimerThis discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about our firm.

Guest:Neil Blumenthal Co-founder and Co-CEO of Warby ParkerWebsite:https://www.warbyparker.com/Ticker: $WRBYBio:Neil Blumenthal is a co-founder and co-CEO of Warby Parker, a direct-to-consumer lifestyle brand focused on vision for all. Since day one, over twenty million pairs of glasses have been distributed through the company's Buy a Pair, Give a Pair program. Neil has been named a Young Global Leader by the World Economic Forum, Entrepreneur of the Year by Ernst & Young, and one of the 100 Most Creative People in Business by Fast Company. He serves on the board of directors of Sweetgreen (NYSE: SG), as well as the nonprofit organizations Robin Hood, Tech: NYC, the Partnership Fund for New York City, and the Warby Parker Impact Foundation. Neil also sits on the leadership council of Responsible Innovation Labs, and he serves as a General Partner of Good Friends LLC, an early stage venture capital firm. A native of New York City, Neil received his BA from Tufts University and his MBA from The Wharton School of the University of Pennsylvania.

GuestTed Halpern, Regional President, Managing Director | MAI Capital MAI Capital's AUM =$35BWebsitehttps://mai.capital/BioTed Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth management planning to affluent families, professionals, and their businesses. Ted serves on the Board for Institutional Investor and is involved in several charities. He holds a B.S. in Finance from the University of Maryland. He and his wife, Bethe, live in both Naples, FL and Ashburn, VA, and are proud parents of twins.

Guest:Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc.Website:https://www.marathon-forthelongrun.com/Bio:-Runner since 1969-BS in 1975-Middle school teacher 1976-1980-Married since 1983-MBA in 1987-Passed CPA exam in 1988-Episcopalian since 1989-Father since 1989-Founded Marathon in 1995-Certified Financial Planner (CFP) since 1997-Chartered Financial Consultant (ChFC) since 1997-CFP Ambassador since 2010-Named a Five-Star Wealth Manager by Atlanta magazine last thirteen years (click here for details)-Board member of Episcopal Community Foundation since 2017-Member of AARP's Executive Council since 2018-Wrote seven books in ten years. (See Mark's Books-Free to You page.)

Name: Will Rhind Granite Shares ETFs – Over $10B AUM Title: Founder and CEOAUM: GraniteShares AUM ~ $10 Billion AUMCompany name:GraniteSharesWebsite: https://graniteshares.comBio: Will Rhind is the Founder & CEO of GraniteShares, an award-winning ETF company managing over $10 billion in assets. A recognized leader in commodities and alternative investing, Will helps investors protect and grow capital in inflationary and volatile markets — exactly where smart money wants an edge.Before GraniteShares, Will held senior roles at iShares, ETF Securities, and The World Gold Council, building innovative products that make real assets accessible to everyday investors. He's a trusted voice on CNBC, Bloomberg, and Fox Business, known for breaking down complex macro trends into clear, actionable strategies. Originally from the UK and now based in New York.

Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUMAUM: $2.5BCompany: Merk InvestmentsWebsite: https://www.merkinvestments.com/Tickers: OUNZ / ASABio:Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, with a focus on gold and precious metals. With a B.A. and M.Sc. from Brown University, Axel brings a wealth of knowledge and expertise to the financial industry.Known for his proactive approach, Axel believes in taking action, whether in markets or life. His leadership extends beyond finance, as he actively participates in community service, including serving on the Board Committee for the Dancers Repertory Theatre.Axel's commitment to using his skills and resources for the greater good makes him a dynamic and inspiring figure in both investment and community circles.

Guest: Oktay Kavrak, Director of Comms and Strategy at Leverage Shares & IncomeSharesCompany: Leverage Shares ETPsWebsite: www.leverageshares.com / www.incomeshares.com AUM: ~$2 Billion Bio:Oktay Kavrak is the Director of Communications & Strategy at Leverage Shares, the pioneer in single-stock ETPs, and IncomeShares, Europe's first options-based income ETPs on single stocks, indices, and commodities. He has been instrumental in bringing some of the most popular products to the London Stock Exchange, including the most traded ETP for three consecutive years.A CFA Charterholder, Oktay has built his career across banking, fund administration, and product strategy before taking on his current leadership role in the ETF industry. He has been quoted in Bloomberg, the Financial Times, CNN, and ETF Stream, and has appeared on CNBC, Benzinga, and others.Known for making complex financial products easy to understand, Oktay has built a following of more than 30,000 investors and professionals by sharing digestible, data-driven content across social media. When he's not deep in markets, he reminds himself - and his audience - that life is too short to overthink the petty things.Disclaimer:The views expressed in this interview are Oktay's own and not necessarily those of Leverage Shares. This content is for informational purposes only and should not be considered investment advice. Always do your own research.

Alan StraussSenior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assetsWebsitehttps://www.crystalfunds.com/BioAlan has been with the firm since 2009. During that time, he has helped lead the firm's investor relations department and continues to focus on client relations, sales, and marketing initiatives. He earned both his M.S.Ed. in Sport Administration and his B.S. in Broadcast Journalism and Spanish from the University of Miami.Crystal has over $1bn of AUM on its platform

This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing GuestDaria Victorov – Financial Advisor and Partner atAbacus Wealth Partners with approximately $3B in AUMWebsite: https://abacuswealth.com/ BioDaria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a small RIA in Silicon Valley. There she kick started her career working primarily with young professionals in tech. After a year the company merged with another RIA where she gained experience working with a transcontinental team and focusing on transitioning clients to the new firm.In 2016 she moved to Abacus Wealth Partners where she is now a relationship manager and partner. Abacus is a national RIA that serves ~1,600 households. She has been on FPA Silicon Valley's board of directors and the NorCal committee. Currently she is involved with NAPFA's DEI committee. In 2018 she was named one of Financial Advisor's 10 Young Advisors to Watch. Lastly, in 2024 she was named one of InvestmentNews' Rising Star recipients.Disclaimer:Abacus Wealth Partners, LLC (‘Abacus') is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is developed from sources believed to be providing accurate information. Abacus' website and its associated links offer news, commentary, and generalized research. The opinions expressed and material provided are for general information and should not be considered as a recommendation or solicitation of any particular security, strategy or investment product. It is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not a legal or accounting firm. Please consult with your tax and/or legal professional regarding your specific tax or legal situation when determining if any of the mentioned strategies are right for you. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.