Featured Equity Research Experts

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With experience as an Executive Research Leader, I have a multifaceted background in…

Peter Reagan is a respected financial strategist at Birch Gold Group with more than 15 years of experience in the precious metals market. His market commentary has been featured in outlets including Newsmax, ZeroHedge, and GoBankingRates. At Birch Gold Group, he helps investors understand how gold and other precious metals can strengthen long-term financial security. His clear guidance and commitment to education have made him a trusted voice in an evolving economic landscape. Known for his practical approach and genuine commitment to investors’ success, Peter makes financial concepts feel accessible and empowering. He brings clarity to uncertainty, helping people make confident decisions about their future. Whether sharing insights in the media or supporting clients one-on-one, he remains focused on education, integrity, and building lasting trust with those he serves.

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

As an Independent Finance Researcher and Financial Writer, I analyze financial trends, consumer behavior, and investment strategies relevant to US readers. I focus on delivering transparent, data-driven insights that help individuals make informed financial decisions. My content emphasizes clarity, accuracy, and real-world application. I am not a certified financial professional, and the information provided is for educational purposes only.

Tony Kent is a financial markets expert and seasoned commentator with over 20 years of experience in the financial services industry. He has written for leading banks, fintechs, and brokerages worldwide, contributing to capital raises of over $1 billion through clear, strategic financial messaging. With deep knowledge of the markets spanning forex, crypto, equities, and alternative assets, Tony brings valuable insights into economic trends and retail investing behavior. A multilingual professional who spent nearly three decades abroad in Europe and beyond, Tony now lives in North London and is available for expert comment on global markets, trading, personal finance, and real estate investing.

Of course. Here is a professional and authoritative summary for your HARO profile, positioning you as an expert source for journalists. *** **Professional Summary for HARO:** As the founder of **Forex Brokers Verified**, I lead an independent platform dedicated to providing transparent, data-driven reviews and educational resources for forex and CFD traders. With direct, hands-on experience in analyzing broker operations, regulatory compliance, and trading platform technology, my expertise lies in demystifying the online brokerage landscape for both retail and institutional audiences. My insights are grounded in the rigorous verification of broker claims, from assessing the true cost of trading (spreads, commissions, and fees) to evaluating the security of client funds and the reliability of execution. I am particularly adept at explaining complex financial concepts—such as broker revenue models, the impact of regulation, and the evolution of trading technology—in a clear and accessible manner for mainstream readers. **Key Areas of Expertise:** - Forex & CFD Broker Business Models and Profitability - Retail Trading Platform Trends (MT4, MT5, cTrader, Proprietary Platforms) - Broker Regulation and Compliance (CySEC, FCA, ASIC, FSCA, etc.) - Trading Psychology and Risk Management for Retail Traders - The Impact of Financial Technology (FinTech) and AI on Online Trading I am available to provide commentary, expert quotes, and data-backed analysis on these topics to help your audience navigate the complex world of online trading.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

I have close to 10 years’ experience working in the executive search sector across Asia Pacific. I am committed in connecting to talented individuals with leading organisations in management consulting and trading commodities industry. I have a track record of placing mid to senior level hires across industries such as Commodities and Energy, Research and Consulting helping clients to identify top talent across key business functions. I take a unique approach to a job search to ensure your experience with our team at Kepler Search is worth it. Recent successes:  * Placed the HR role in a one of the big oil & gas company. * Recruited an operation role for leading oil company * Hired for a Senior Analyst in a well-known management consulting company. Currently hiring for: * Quant Analyst - Oil company * Biofuel Operator- big oil companyAbout me: * In-depth understanding of management consulting and commodities trading industry * Extensive industry knowledge and robust professional network * Committed to privacy and delivering exceptional results Connect with me to discuss your career ambition and how we can help you reach your goals.Specialism: executive search, market intelligence, competitor analysis, retention & internal benchmarking and workforce planning.Contact me at:Office: +65 65408770Eva.Toledo@keplersearch.comwww.keplersearch.com | EA Licence no. 18S9419 |

Email me directly at: atarki@eca-partners.com  We are a world-class Executive Search firm. Our strength lies within our process driven and systematic approach. This enables us to connect star-candidates with opportunities that are right for them – faster! We also have a network of thousands of independent top-tier management consultants.A few of my pieces in HBR and Forbes are included here below. As always, I'd appreciate hearing any comments and feedback on these.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Albert Richer is the Founder & Editor of WhatAreTheBest.com, a large-scale research platform analyzing more than 20,000 structured categories across software, consumer products, and niche industry verticals. He specializes in product evaluation, comparative market analysis, long-tail category research, and data-driven ranking methodologies that help businesses and consumers make confident purchasing decisions. At WhatAreTheBest.com, Albert oversees the full architecture behind the platform—from data collection and review standards to automated scoring frameworks and industry taxonomy design. His work blends large-scale content engineering with real-world buyer insights to identify the best products and tools across thousands of industries.

David B. Rewcastle is an Equity and Fixed Income Analyst with a background in Finance, Economics, and Middle East Studies. David has been a security analyst in numerous industry sectors, originally with a concentration in Energy and Utilities for nearly two decades; receiving numerous accolades for stock picking returns and earnings estimate accuracy. David won the Wall Street Journal’s “Best On The Street” award for portfolio performance in the Oilfield Services Sector, has been awarded the top-ranked stock picker for the Gas Utility Sector by Starmine/Forbes Magazine, and Starmine/Financial Times rated David as the #3 analyst/stockpicker in the US Gas Utility sector.

Stepan Kazaryan is a Business Management Consultant focused on digital presence, professional evaluation, and how public information shapes decision-making in modern business environments. His work centers on helping organizations and professionals understand how they are perceived before direct interaction occurs. In search-driven systems, evaluation often happens silently and quickly. Stepan advises clients on building structured digital foundations that support credibility over time. His approach emphasizes clarity, consistency, and responsible positioning rather than short-term visibility tactics. He works with executives, founders, and professional service providers who recognize that digital footprints influence trust, partnerships, and opportunity flow. By aligning websites, public profiles, and third-party references, Stepan helps create stable professional narratives that reduce uncertainty during evaluation. Rather than focusing on reactive measures, his advisory framework prioritizes preparation. This includes analyzing how search results present a name, how information connects across platforms, and how inconsistencies affect perception. The goal is to strengthen long-term positioning in a way that feels natural and sustainable. Stepan frequently writes and speaks about digital identity, credibility signals, and the structural factors that influence professional trust in online environments. His perspective reflects a broader shift in how professionals are assessed in the age of search and public information accessibility. Through disciplined strategy and steady execution, Stepan Kazaryan helps clients maintain clarity in environments where perception often forms before conversation begins.

***Views expressed are my own and do not necessarily reflect those of EY or any of its member firms.*** M&A, integration, divestitures, and corporate transformation business leader who helps global strategic and investment businesses turn deals into value. I'm a Senior Director at EY-Parthenon in New York, where I advise. global companies, private equity firms, and strategic acquirers on M&A, divestitures, large scale corporate transformation, JV, and corporate strategies, commercial and operational due diligence, sign to close transaction management, synergies assessment and value creation, and post-merger integrations. Over the past decade-plus I've worked on transactions ranging from acquisitions and carve-outs to transformations and partnerships - across consumer and retail / CPR, technology, industrials, and financial services companies. Before EY-Parthenon, I spent several years in investment research at S&P Global and Netscribes, analyzing global companies. I'm a CFA charterholder and hold an MBA from NYU Stern, where I collaborated with Nobel Laureate Robert Engle on ESG research published on Nasdaq. I'm happy to comment on deal trends, why integrations succeed or fail, revenue and cost synergies, regulatory shifts like HSR, and how boards evaluate strategic transactions. I respond quickly and speak plainly — no jargon.

Royston has over 10 years experience as an investment analyst and writer in the financial services industry. He has authored thousands of articles covering everything from which stocks to, and not to buy, through to commodities, currencies, macroeconomic developments, and evaluations of investment platforms and trading apps. Alongside contributing to trusted financial outlets like DayTrading.com, Royston was previously a stocks and commodities reporter, and editor of print and online forex coverage at Shares Magazine. Has was also a base and precious metals market correspondent at Fastmarkets.

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

James has 10+ years in financial services. He is currently Head of Content at DayTrading.com - overseeing the development of market analysis, educational information and brokerage reviews. He was formerly a management consultant in the banking and capital markets sector - working with some of the UK and Europe’s largest banks. James has been cited by a number of media outlets in the investing space - providing quotes on market developments and for his involvement in proprietary datasets and reports.