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Smart Money Circle
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Money Managers
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Smart Money Circle
Money Managers
Mark W. Johnson
Brian Chastain
PART I
Brian Chastain
PART II
Stephen A. Hartel
PART I
Stephen A. Hartel
PART II
Dave Sather
Dan Moskowitz
Tim Call
Eric Cadogan
Sean Miller
Tim Mitrovich
Scott D. Martin
Kevin Conard
Ryan Krueger, Krueger & Catalino Capital Partners LLC
Sean Barrette
Sheena Hanson
Russ Piazza
Carl Scholtz
Lauren Rich Fine
Steven Grey
Rick Manske
Justin E. Deutsch
David Clark
Justin Carbonneau
Joe Bozoyan
John Suddeth
Heather Locus
John Buckingham
Jim Bruyette
John B. Guerard Jr.
Julie Johnson McVeigh
Julie Biel
Jimmy Z. Wang, CFA
Jim Roppel
Greg Werlinich
Ken Crawford
Todd Millay
Matthew Tuttle
Eric Kittner
Chuck Self
David Blatt
Jeff Swett
Colin Carter
Dale Brown
Jay Hatfield
Mark Matson
Nathan Mersereau
Jim O'Shaughnessy
Brian C. Adams
Lance Roberts
Edward Olanow
Zain Jaffer
David Mazza
David Grumhaus
Karen McClintock
Julie Kutasov
David Peters
Jonathan DeYoe
Chris McMahon
Dan Ahrens
Ken Van Leeuwen
Max Wasserman
Stephen Lee
Pranav Kanade
Blake Moore
John Davi, Astoria Portfolio Advisors
Thomas Samuelson, Vineyard Global Advisors
Nancy Tengler, Laffer Tengler Investments
Loreen Gilbert, Wealthwise Financial Services
Keith Larkin, Robertson Stephens
Christopher Manske, Manske Wealth Management
Brian Frank, Frank Funds
George Schultze, Schultze Asset Management LP
Kurt Nye, MAI Capital Management
Chris O’Keefe, Logan Capital Management Inc
Dryden Pence, Pence Wealth Management
Nick Griebenow, Shelton Capital Management
Brian Spinelli, Halbert Hargrove
Heather Welsh, Sequoia Financial Group
Peter Curk, ICONOMI
Jason L Smith, C2P Enterprises and JL Smith Holistic Wealth Management
Salvatore M. Capizzi, Dunham & Associates Investment Counsel Inc
Dan Eye, Fort Pitt Capital Group
D. Matthew Thompson & Michael A. Thompson, Little Harbor Advisors LLC
Bill Gebhardt, 10Dynamics Limited
Jonathan Farr, Homrich Berg
Eric Franklin, Prospero Wealth LLC
Peter Krull, Earth Equity Advisors
Christopher Sullivan, Hyperion Decimus
Robert Balentine, Balentine LLC
Richard McWhorter, SRM Private Wealth
Ilan Bracha, IB Global Private Equity
Craig Kessler, Kessler Investment Group LLC
Paul Carroll, Avion Wealth LLC
Dipen Mehta, Invst
Rich Nuzum, Mercer (US) LLC
Jon Knotts, Expressive Wealth
Sevasti Balafas, GoalVest Advisory
Bill Mann, Motley Fool Asset Management
Frank Rotman, QED Investors
Tim Smith, Aurora Private Wealth Inc
David McAdams, McAdams Group LLC
Brian Goodstadt, Paragon Capital Management Ltd
Thomas Carroll, Ballast Rock Capital LLC
Jonathan Hirtle, Hirtle Callaghan & Co
Philip Palumbo, Palumbo Wealth Management
David Steele, One Wealth Advisors
Ed Cofrancesco, International Assets Advisory LLC
Jack Ginter, Callan Family Office
Ernest Csak, Main Street Financial Solutions LLC
Douglas Yones, Direxion ETF
Chad Maggard, Johnson Investment Counsel
Paul S. Stanley, Granite Bay Wealth Management
Julina Ogilvie, Principle Wealth Partners
Scott A. Goginsky, Biondo Investment Advisors LLC
Thomas W. Hulick, Strategy Asset Managers
Daria Victorov, Abacus Wealth Partners LLC
Alan Strauss, Crystal Capital Partners
Oktay Kavrak, Leverage Shares & IncomeShares
Axel Merk, Merk Investments LLC
Will Rhind, GraniteShares
Ted Halpern, MAI Capital Management LLC
Scooter Thomas, Savant Wealth Management
Kristin Hull, Nia Impact Capital
Brian Lee, BL Wealth Management
Mike Hayes, Insight Partners
Robert P. Finley, Virtue Asset Management
Joshua Barone, Savvy Wealth
Ilya Zlotnik, Vivaldi Capital Management LP
Michael Bell, Meketa Capital & Primark Capital
Eric Miller, Econologics Financial Advisors LLC
Bill Harris, Evergreen Wealth
Eric Metz, SpiderRock Advisors
David Kang, Ducenta Squared Asset Management
Stan Gregor, Summit Financial LLC
Larry Cheng, Volition Capital
Scott Stevens, Grays Peak Capital
Monish Verma, Vardhan Wealth Management
Henry Yoshida, Rocket Dollar Inc
Sarah DerGarabedian, Modera Wealth Management
Christopher Ballard, Check Capital Management
CEOs/CFOs
Brad Lamensdorf, AdvisorShares Ranger Equity Bear ETF, $HDGE
Jay Gragnani, NASDAQ
Leo Melamed, CME Group
Leo Melamed
Yair Nechmad, Nayax, $NYAX
Tom Cruz, Section 8 Housing Formula
Rob LoCascio, Live Person Inc, $LPSN
Rusty Wiley, Datasite
Sharon Price John, Build-A-Bear Workshop®, $BBW
Ben Kohn, Playboy Inc, $PLBY
Dr. Ali Parsa, Babylon Inc, $BBLN
Anders Gustafsson, Zebra Technologies, $ZBRA
CC Lagator, OptionsAI.com
Scott St. Clair, Investors Business Daily
Mark Adams, SGH Corp, $SGH
Tony Saliba, Mercury Digital Assets
Brian Feroldi
Steven Orr
Ravi Venkatesan, Cantaloupe, $CTLP
Dr. Tianyi Jiang, AvePoint Inc, $AVPT
David Jemmett, Cerberus Sentinel / CISO Global, $CISO
Jason Kopcak, Altisource Asset Management, $AAMC
Jason Wilk, Dave Inc, $DAVE
Desmond Wheatley, Beam Global, $BEEM
Jason Shapiro
Scott Schmaren
William Santana Li, Knightscope Inc, $KSCP
JP Chauvet, Lightspeed, $LSPD
Enric Asunción, Wallbox, $WBX
Ravi Venkatesan, Cantaloupe, $CTLP
Sharon Price John, Build-A-Bear Workshop®, $BBW
Gav Blaxberg, WOLF Financial
John Buran, Flushing Financial Corporation, $FFIC
Ann Hand, Super League Enterprise Inc, $SLE
Andrew Pascal, PLAYSTUDIOS Inc, $MYPS
Lior Tal, Cyngn Inc, $CYN
Michael P. Kehoe, Kinsale Capital Group Inc, $KNSL
Eric Langan, RCI Hospitality Holdings Inc, $RICK
Jim Martin, Cocrystal Pharma Inc, $COCP
Rodney Varner, Genprex Inc, $GNPX
Jonathan Awde, Dakota Gold Corp, $DC
Howard Wilson, PagerDuty Inc, $PD
Lewis Black, Almonty Industries Inc, $ALMTF
Tal Jacobson, Perion Network Ltd, $PERI
Daryn Dodson, Illumen Capital
Christopher J. Day, DGA Absolute Return ETF, $HF
Craig Conti, Verra Mobility Corporation, $VRRM
James Hill, MCF Energy Ltd
Sam Tabar, Bit Digital Inc, $BTBT
Thomas Logan, Mirion Technologies Inc, $MIR
Michael Weening, Calix Inc, $CALX
Gregory Sachs, Alternative Strategies Fund, $LTAFX
Arthur D. Sams, Polar Power Inc, $POLA
Scott Acheychek, REX Shares
Claire Smith, US Vegan Climate ETF, $VEGN
Yang Tang, Arch Indices VOI Absolute Income ETF, $VWI
Fady Boctor, Petros Pharmaceuticals Inc, $SPTPI
Adrian Gottschalk, Foghorn Therapeutics Inc, $FHTX
George Ng, Processa Pharmaceuticals Inc, $PCSA
Frantz Saintellemy, LeddarTech Holdings Inc, $LDTC
Alan Snyder, aShareX
Ted Karkus, ProPhase Labs Inc, $PRPH
Howard Berman, Coya Therapeutics Inc, $COYA
Frank O'Donnell, MD, Telomir Pharmaceuticals Inc, $TELO
Antoine Vulcain & Jack Zhang, Financial Modeling Prep
Cole Wilcox, Longboard Asset Management, $LONGX
Jerry Parker, Chesapeake Capital
Roman Safiyulin, GDEV Inc, $GDEV
David Goone, tZERO Group Inc
Gregory Beischer, Alaska Energy Metals Corporation, $AEMC
Howard Chan, Kurv Investment Management
Matt Radgowski, Halo Investing
Eric Schlorff, SeaStar Medical, $ICU
David Ly, Iveda Solutions Inc, $IVDA
Harrison Gross, Innovative Eyewear, $LUCY
Mr. Amir Reichman, Scinai Immunotherapeutics, $SCNI
Dr Joseph Tucker, Enveric Biosciences Inc, $ENVB
Dr. Lynn Kirkpatrick, Ensysce Biosciences Inc, $ENSC
Kathryn Walker, Revitalist Lifestyle and Wellness, $RVLWF
Paul Warley, Ascent Solar Technologies, $ASTI
Justin Hanka, MindBio Therapeutics Ltd, $MBIO
Sam Rubin, LightPath Technologies Inc, $LPTH
Justin Kenna, GameSquare Holdings Inc, $GAME
Dr. Mitchell Steiner, Veru Inc, $VERU
John Cash, Ur-Energy Inc, $URG
Nick Langton, Alta Global Group Limited, $MMA
Dr. Shankar Musunuri, Ocugen Inc, $OCGN
Geert Kersten, CEL-SCI Corporation, $CVM
John Keeler, Blue Star Foods Corp, $BSFC
Blake Harris, Blake Harris Law
Stephen Mullowney, TRX Gold Corporation, $TRX
Lane Kawaoka, The Wealth Elevator
Benjamin G. Wolff, Palladyne Al Corp, $PDYN
Kathy Lee Sepsick, Femasys Inc, $FEMY
Dr. Phillip Frost, OPKO Health Inc, $OPK
Lynn Teachworth, Trunamics
Steven Rossi, Worksport Ltd, $WKSP
Andy Heyward, Kartoon Studios Inc, $TOON
Cuong Do, BioVie Inc, $BIVI
Mark Bertolini, Oscar Health Inc, $OSCR
Chris Loeffler, CaliberCos Inc, $CWD
Daniel S. Jaffee, Oil-Dri Corporation of America, $ODC
Dr. Jennifer Holmgren, LanzaTech Global Inc, $LNZA
Scott Wallace, ECD Automotive Design Inc, $ECDA
Andy Heyward, Kartoon Studios Inc, $TOON
Arturo Rodriguez, Aterian Inc, $ATER
Allan Evans, Unusual Machines Inc, $UMAC
Sanjeev Aggarwal, Everspin Technologies Inc, $MRAM
Robert Fried, ChromaDex Corporation, $CDXC
Shalabh Gupta, MD, Unicycive Therapeutics Inc, $UNCY
Lewis Black, Almonty Industries Inc, $ALMTF
Joe Payne, Arcturus Therapeutics Holdings Inc, $ARCT
Victor Haghani, Elm Partners Management LLC, $ELM
Brent Lucas, Envoy Medical Inc, $COCH
Tom Ferguson, AZZ Inc, $AZZ
Lyron Bentovim, The Glimpse Group Inc, $VRAR
Dr. Ali Kashani, Serve Robotics Inc, $SERV
Michael Benstock, Superior Group of Companies Inc, $SGC
Kimberly A. Fields, ATI Inc, $ATI
Andrew Simpson, HeartSciences Inc, $HSCS
Robert Quartermain, Dakota Gold Corp, $DC
Dr. Matthew Dawson, MD, TruDiagnostic
Adam Gillman, Hiya Health Products LLC
Grant Cardone, Cardone Capital & Cardone Training Technologies
Jay Jackson, Abacus Global Management Inc, $ABX
Craig Brockie, IJItimate Health Solutions LLC
Aaron Day, Amaze Holdings Inc, $AMZE
E. Brandon Robinson, New Horizon Aircraft Ltd, $HOVR
Serguei Melnik, Nutriband Inc, $NTRB
T. Heath Fountain, Colony Bankcorp Inc, $CBAN
Scott Buchanan, Bitcoin Depot Inc, $BTM
Dr. Sylvia Kwan, Ellevest Inc
Seth Pinegar, The CFO Centre
Peter Evans, Xtract One Technologies Inc, $XTRA
Cameron Chell, Draganfly Inc, $DPRO
Chris Lo, Aurora Mobile Limited, $JG
Gleb Budman, Backblaze Inc, $BLZE
Mark DiGiovanni, Marathon Financial Strategies
Neil Blumenthal, Warby Parker Inc, $WRBY
Thierry Bernard, Qiagen N.V., $QGEN
Ryan Eisenman, Arch Labs Inc
Mayo Schmidt, Brazil Potash Corp, $GRO
John Tinsman, AOT Invest LLC, AOT Growth and Innovation ETF, $AOTG
Carlos Creus Moreira, SEALSQ Corp, $LAES
Mr. Lavell Juan Malloy II, Brag House Holdings Inc, $TBH
Adam Mizel, US United
Paul Kellenberger, zSpace Inc, $ZSPC
Dan O'Toole, Arrive Al Inc, $ARAI
Maria Zanes, bioAffinity Technologies Inc, $BIAF
Robert Eilin, LiveOne Inc, $LVO
Parker White, DeFi Development Corp, $DFDV
William (Bill) Alessi, Alpha Modus Holdings Inc, $AMOD
Kit Gray, PodcastOne Inc, $PODC
David Sobelman, Generation Income Properties Inc, $GIPR
Thomas Jensen, Allarity Therapeutics Inc, $ALLR
Robert Etherington, Clene Inc, $CLNN
Ross Dove, Heritage Global Inc, $HGBL
Jolie Kahn, Avax One Technology Ltd, $AVX
Darren Wang, OwlTing / Obook Holdings Inc, $OWLS
Dr. Stacy R. Lindborg, PhD, Imunon Inc, $IMNN
Raphi Levy, Alpha Tau Medical Ltd, $DRTS
Mike Logozzo, reAlpha Tech Corp, $AIRE
Inna Braverman, Eco Wave Power Global AB, $WAVE
Justin Stiefel, IP Strategy Holdings Inc, $IPST
Ryan King, Equinox Gold Corp, $EQX
Steve Salis, Sizzle Acquisition Corp. II, $SZZL
Martin Brenner, Ph.D., iBio Inc, $IBIO
Dikla Czaczkes Akselbrad, PolyPid Ltd, $PYPD
James O. Donnelly, Norwood Financial Corp, $NWFL
Stephen Harshbarger, Sono-Tek Corporation, $SOTK
Charlie Youakim, Sezzle Inc, $SEZL
Dustin Olson, PureCycle Technologies Inc, $PCT
Zak Calisto, Karooooo Ltd, $KARO
Anthony Denier, Webull Corporation, $BULL
Charles Salameh, Sangoma Technologies Corporation, $SANG
Wes Bolsen, CitroTech Inc, $CITR
Dr. Amit Kumar, Ph.D., Anixa Biosciences Inc, $ANIX
Ardes Johnson, NeoVolta Inc, $NEOV
James A. Reuter, First Interstate BancSystem Inc, $FIBK
Tim Johnson, Health In Tech Inc, $HIT
Chris Cooper, XCF Global Inc, $SAFX
Eric Poma, Calidi Biotherapeutics Inc, $CLDI
Dr. Deborah Birx, Armata Pharmaceuticals Inc, $ARMP
Pete Anevski, Progyny Inc, $PGNY
Daniel G. Cohen, Cohen & Company Inc, $COHN
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