Featured Equity Research Experts

CA Prateek Mittal is a seasoned financial expert and IBBI Registered Valuer with over two decades of experience in business valuations, corporate finance, and strategic advisory. As the Director of Valuations at [FinVal Research & Consultancy](https://finvalresearch.in), he specializes in delivering high-authority compliance and advisory solutions, including ESOP valuations, corporate guarantee valuations, and startup advisory. A thought leader in the evolving corporate landscape, Prateek frequently publishes insights on cutting-edge industry shifts, from integrating AI and Big Data into valuation practices to navigating ESG compliance risks and supply chain crises. Alongside his valuation expertise, he serves as a Virtual CFO, helping businesses optimize their financial strategies, secure fundraising mandates, and drive operational efficiencies. --- ### Key Media Angles & Topics I Can Comment On: * Regulatory & Compliance Valuations: Deep dives into ESOPs, Corporate Guarantees, and international accounting standards. * The Intersection of Finance & Tech: How AI, big data, and automated tools are transforming modern valuation models. * Startup Ecosystem & Fundraising: Strategic structuring, mid-market growth challenges, and investment readiness. * Risk Management: Evaluating ESG compliance risks and implementing Virtual CFO frameworks during economic volatility.

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

I am an AI researcher, financial engineering professional, and data analytics expert with experience in artificial intelligence, quantitative finance, predictive analytics, economics, and financial modeling. My work focuses on AI applications in finance, agentic AI systems, market analysis, economic trends, and data-driven decision-making. I also write on topics related to financial engineering, AI innovation, economics, and emerging technologies.

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.

I run Elevated Signal. Before that, I spent years building data-intensive products, which is a fancy way of saying I got very used to reading source documents nobody else wanted to read. The firm does competitive intelligence, market research, and customer sentiment work for smaller companies that can't afford the big consulting firms and don't trust the software that promises to replace them. Most research in this industry is recycled. One report quotes another that quotes a survey nobody's read in years. I got tired of that, so we built something that actually reads the source material. SEC filings, patent applications, court records, H-1B data, FDA recall databases, whatever is sitting in a public archive. We also read real customer conversations on public forums, so when a client asks "what do people actually think about this brand," the answer isn't a vibes check or a small survey. It's real sentences from real buyers in their own words. I'm happy to talk about: How competitive intelligence actually works, and why the tools that promise to automate it mostly produce noise. The difference between "primary source" research and the stuff that calls itself primary source. Most of what's labeled that way isn't. AI in research and analysis work. It genuinely helps with pattern extraction across huge piles of text. It flat-out fails at specific facts, novel judgment, and honest citations. Telling the difference matters. What it's like running an intelligence firm on a solo-team budget while the big consultancies charge six figures for work AI can now do in minutes. Customer sentiment, and the gap between what people say in surveys and what they say in public when they think nobody's asking. Quick on deadline, happy to give original quotes or dig into a specific company or industry question.

Christian is a professional journalist with 30+ years' experience, specialising in technology before transitioning to financial media to pursue his passion for trading and investing. He has actively traded stocks, futures, forex, and cryptocurrencies for over 10 years across all major platforms, with a focus on risk management and disciplined analysis. That track record earned him status as an eToro Popular Investor. His investment experience runs deeper still — over 20 years in individual stocks and ETFs, and long-term positions in large-cap cryptocurrencies. He manages his own SIPP and Stocks & Shares ISA, both structured around global wealth accumulation and long-term growth.

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)

I am a personal finance researcher and founder of The Money Decoded, a plain-English finance education site based in India. I research budgeting, saving, debt, investing basics, and financial literacy — and explain these topics clearly for people who were never taught how money works. My perspective is not academic. It comes from lived experience. In 2011, our family's publication business collapsed overnight. We mortgaged our home to start a new business. That failed too. The bank began proceedings to auction our house. It took a decade of effort — my savings from working as a Project Manager at InfluxIQ Tech Pvt. Ltd., my brother's contribution, and help from friends and relatives — to finally recover the house from auction in 2021. That experience taught me what financial planning means when the stakes are real. Since then I have researched personal finance thoroughly, backing every article with sources from the Reserve Bank of India, the Federal Reserve, CFPB, IRS, and peer-reviewed research. At The Money Decoded I have published 60+ research-led articles covering financial literacy, budgeting, saving, debt, credit, and investing — plus free calculators for compound interest, loan EMI, inflation, savings goals, emergency funds, and net worth. My expertise covers: — How financial hardship unfolds for middle-class Indian families — Plain-English finance for complete beginners — Budgeting and saving on tight or irregular incomes — Psychological and practical barriers to financial resilience — The Indian financial system — RBI policy, CIBIL scores, PPF, SSY, fixed deposits I am available as a source for stories on personal finance, financial resilience, money mistakes, budgeting for beginners, debt management, financial literacy gaps, and personal finance in India. Website: https://themoneydecoded.com LinkedIn: https://www.linkedin.com/in/tapabrata-biswas-blogs/

Ray Voice is the CEO of marketing agency group Voice/Muramasa and the Principle of Rykaur Global. He's a Forbes Featured Independent Economic Analyst and the author of Parasocial Influence and his upcoming book The Investables. He serves as advisory counsel to family offices, hedge funds, and private equity firms, contributing billions in client revenue. He has been an advisor on major campaigns for Netflix, Toyota, and IBM. His work has appeared in more than 300 media outlets, including Forbes. His books on business, finance, and technology have sold over 150,000 copies internationally.

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.

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.

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 804.270.2765 Glen Allen, VA Available for national and international commentary Cetera Investors is a marketing name of Cetera Investment Services. 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. www.EagleVisionWealthManagement.com www.EagleVisionAccounting.com