David Frazier is President and Chief Market Strategist of Frazier & Mayer Research, LLC, an independent investment research firm that offers customized research and analytical services to registered investment advisors, hedge funds and high net-worth individual investors. You can check out his latest insights at: www.investorsmonitor.com
Adam Mesh is CEO and Founder of The Adam Mesh Trading Group. For the past 18 years he has coached thousands of students to all levels of success in trading. He is a recognized leader in the financial community and after receiving national exposure for his stock trading success when over 30 million viewers watched him demonstrate his ability to simplify the market, Adam moved from the private sector to the public sector – where he could use his talents to help the Average Joe achieve once unimaginable financial success. He teaches you to trade for yourself because at the end of the day – nobody cares more about your money than you do.
Toni Turner, President of TrendStar Group, LLC, is an accomplished technical analyst as well as a popular educator and sought-after speaker in the financial arena. She is the author of the bestselling books: A Beginner’s Guide to Day Trading Online, 2nd Ed., A Beginner’s Guide to Short-term Trading, 2nd Ed., Short-Term Trading in the New Stock Market.Toni has appeared on CNN,CNBC, NBC, MSNBC, and FOX Business News. She has been interviewed on dozens of radio programs and featured in periodicals such as Fortune, Stocks and Commodities, SFO, Fidelity Active Trader, and Bloomberg Personal Finance and many online publications, such as TradingMarkets.com, Equities.com, The Street’s RealMoneyPro and MarketWatch.com. She speaks regularly at financial forums and conferences across the United States, including college campuses, Traders’ Expos, and Money Shows.
Dr. Joseph Belmonte, Doctor of Business Administration with a specialty in finance, is a renowned investment strategist and market thinker. He is also creator of the new Buffett and Beyond Stock Selection course.
The theoretical basis for “Buffett and Beyond” was developed by Dr. Belmonte as he was completing his Doctoral Dissertation on Clean Surplus Accounting (CSA). What he discovered was that Warren Buffett, the famed chairman of Berkshire Hathaway and legendary investor, uses CSA to pick winning stocks. … but in a very unique way. Rather than using the traditional accounting numbers, Buffett uses CSA in order to determine his all important purchase price based on a unique Return on Equity (ROE) that Wall Street has overlooked.
Matthew Allen is the Co-Founder/CEO of Social Security Advisors and creator of the new course Maximizing Your Social Security produced in conjunction with Weiss Educational Services. Matthew has helped thousands of seniors maximize their Social Security benefits and avoid costly mistakes when filing. Matthew has been at the forefront of financial services for over a decade. In addition to co-founding Social Security Advisors, Matthew also founded The Universal Group of Companies, a private investment firm, in 2004. From 2000 to 2004, Matthew was a NYSE Market Maker with LaBranche & Co., a Fortune 500 New York Stock Exchange firm.
Stefanie Kammerman, has trained thousands of students worldwide how to Day Trade and Swing Trade over the past 22 years. She is the Founder and Managing Director of The Stock Whisperer Trading Company, where she runs an online educational trading room called “The Java Pit”. Her unique approach of old fashioned trading in a high tech world teaches her students how to trade by reading the tape and following the Dark Pool, which is how she spotted the last 9 corrections weeks before they happened.
Bryan Perry has spent more than 20 years working as a financial adviser for major Wall Street firms, including Bear Stearns, Paine Webber and Lehman Brothers. Bryan co-hosted weekly financial news shows on the Bloomberg affiliate radio network, and he’s frequently quoted by Forbes, Business Week and CBS’ MarketWatch. With three decades of experience inside Wall Street, Bryan has proved himself to be an asset to subscribers who are looking to receive a juicy check in the mail each month, quarter or year. Bryan’s experience has given him a unique approach to high-yield investing.
David Fabian is a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing actively managed growth and income portfolios using ETFs. David regularly contributes his views on wealth management in his company blog, podcasts, and special reports.
Dr. Kenneth Reid holds a Ph.D. in Clinical Psychology. He is currently a trading coach and has published articles for Forbes, SmartMoney, and SFO Magazine. He has also appeared on CNBC and writes a column on The Trading Psychology for Trader Planet. Kenneth Specialized in trading stock and futures and is working on a futures trading book.
Peter Blatt is the president at Blatt Financial Group. He has more than 17 years’ experience in the financial industry. He received a bachelor’s degree in accounting from Boston University, a law degree and a post doctorate degree in tax from the University of Miami School of Law. He is an active member of the Florida Bar Association, the Palm Beach County Bar Association and the former secretary of the Tax Section of the Florida Bar. He has been published or quoted in numerous periodicals including The Wall Street Journal, Yahoo Finance, SUCCESS Magazine and on Fox Business News.
Richard Durfee Jr. is a preeminent AV rated attorney representing clients and the families throughout the country for dynasty estate planning, asset protection, charitable planning, and tax efficient business structures. He has authored many articles and publications including, “Leave Your Estate To Your Children Without Ruining Them,” “Why All Trusts Are Not Created Equal,” “Preventive Law Primer,” and many others. Richard is admitted to practice before the Arizona Supreme Court, the United States District Court, and the IRS.
Steve Smith is an expert options trader with 25 years’ experience in the markets. Steve was a seat-holder of the Chicago Board of Trade (CBOT) and the Chicago Board Option Exchange (CBOE) from 1989 – 1997. Steve is currently the editor of The Option Specialist and runs the 20K Portfolio Program which provides all types of options trades for all types of traders.
Robert Carlson is editor of the monthly newsletter, Retirement Watch. In it, he provides independent, objective research covering all the financial issues of retirement and retirement planning. Carlson also is Chairman of the Board of Trustees of the Fairfax County Employees’ Retirement System and the founder of Carlson Wealth Advisors, L.L.C.
David T. Phillips is CEO of Phillips Financial Services and founder and CEO of Estate Planning Specialists. Mr. Phillips is a nationally recognized consumer advocate for insurance, annuities and estate planning with over 45 years of experience. He is the author of bestselling books and has been a featured on national television including: CNN, Fox News, CNBC, Money Talks, and Bloomberg.
Mr. Phillips is CEO of Phillips Financial Services and founder and CEO of Estate Planning Specialists. With clients in every state, his companies have assisted thousands of Americans in properly planning their estates.
Mr. Phillips graduated from Brigham Young University. He is an active member of his church and coached the Arizona State University Water Ski Team from 1994-2006, winning the National Championship in 2001. David and his wife, Jane have four children and nine grandchildren.