Securities Law Experts Experts 2025

William Berg is a securities expert at DayTrading.com with more than 20 years of experience reviewing brokers, trading platforms and the rules that sit behind them. With a legal and financial background, he has audited countless brokers and investigated thousands of trading scams and clone firms, giving him a sharp eye for what separates a trustworthy platform from a costly mistake. William holds an LL.M. from the Gothenburg School of Business, Economics and Law, where he focused on securities law and international trade. He later studied at Moscow State University, adding to a background that blends law, business administration and cross border finance. That mix gives him a solid grip on both the legal fine print and the real world mechanics of online trading. Before and alongside his editorial work, William consulted on IPOs in the Nordic market, worked with fintech startups in payments and point of sale systems, and provided localization for leading forex trading software. He has also spent years as a writer and fact checker for financial publications, using that experience to test brokers, compare trading tools and explain complicated topics without turning them into legal soup. As an active market participant, William has placed thousands of private and test trades across forex, CFDs, options and stocks, while testing different trading platforms and apps. His practical experience, paired with a deep knowledge of securities law and broker regulation, makes him well placed to comment on broker safety, platform quality, trading risks and the standards traders should expect before putting money on the line.

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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.

Eric Epstein is a former senior federal agency counsel with more than three decades of experience drafting, implementing, and defending major federal legislation and regulations. Before retiring from federal service, he served as Senior Policy Counsel at the U.S. Department of Justice, Bureau of Alcohol, Tobacco, Firearms and Explosives, where he was a principal advisor to executive leadership, the Attorney General, and White House officials on complex regulatory, legislative, and national enforcement matters. Over a 32-year career, he drafted and helped implement major federal firearms and explosives regulations and legislation, including the firearms trafficking provisions of the Bipartisan Safer Communities Act and ATF’s “Ghost Gun Rule,” which was later upheld by the United States Supreme Court. He spent 15 years in the field working alongside ATF agents and investigators on criminal and regulatory cases, providing firsthand operational insight into how federal laws are enforced in practice. He also represented ATF before industry leaders at trade conferences and executive meetings, giving him direct experience with how federal regulatory policy affects manufacturers, importers, retailers, and other regulated entities. Throughout his career, he authored dozens of federal regulations and rulings, advised members of Congress on statutory language, and worked closely with the U.S. Solicitor General in Supreme Court litigation. His work shaped administrative records, national enforcement policy, and compliance strategy across regulated industries. He is a recipient of the Distinguished Presidential Rank Award, the highest honor for career federal employees, as well as the Attorney General’s Distinguished Service Award. Mr. Epstein is the founder and CEO of Commentari, an AI-based platform that helps individuals and organizations analyze legislation and agency rulemakings and draft substantive public comments grounded in the Administrative Procedure Act. His work focuses on regulatory and legislative strategy, public comment impact, and litigation risk in federal policymaking. He provides commentary on federal rulemaking, legislative drafting, administrative law, regulatory litigation risk, firearms and explosives legislation and regulation, and how federal agencies develop, defend, and enforce major policy decisions. He is available to provide clear and practical insight into complex regulatory and legislative developments. He is based in the Washington, D.C. area.

With over 15 years of experience as an Internet Entrepreneur and a law degree and license, I bring a unique combination of skills and knowledge to the online business space.

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

Steve Jolly — Real Estate Expert Steve Jolly is a full-time real estate broker with Benchmark Realty, LLC, serving buyers, sellers, investors, banks, lenders, and asset management companies throughout Greater Nashville. With 20 years of real estate experience, more than $133 million in closed sales, 444+ personal sales, and 626+ team sales, Steve brings a practical, data-driven perspective to Nashville housing stories. His experience spans traditional residential sales, luxury homes, first-time buyers, investment properties, REO, foreclosure, bank-owned properties, and institutional asset disposition. Steve is also a past President of Greater Nashville REALTORS®, where he gained extensive media experience serving as a local real estate spokesperson during one of the most closely watched housing markets in recent history. In that role, he regularly helped explain market conditions, buyer and seller behavior, affordability challenges, inventory shifts, pricing trends, and the issues affecting homeowners, buyers, agents, and the broader Nashville housing market. Reporters looking for a clear, local, and experienced voice on Nashville real estate can turn to Steve for insight on: Nashville housing market trends Home prices and inventory Buyer and seller behavior Affordability and mortgage-rate impact Luxury real estate trends First-time buyer challenges Investment property activity Foreclosure, REO, and bank-owned properties Pricing strategy and seller mistakes Neighborhood-level market differences How national housing trends are showing up locally in Middle Tennessee Steve’s value as a source comes from both his market experience and his ability to explain complex real estate issues in plain language. He understands how buyers, sellers, investors, banks, lenders, and asset managers make decisions, and he can help connect housing data to what people are actually experiencing in the market. Whether the story is about rising inventory, slowing sales, affordability pressure, luxury housing, foreclosure activity, first-time buyers, or the changing expectations of Nashville homeowners, Steve can provide grounded, local perspective backed by two decades of hands-on experience. Steve’s approach is direct, practical, and consumer-focused: explain what is happening, why it matters, and what it means for buyers, sellers, homeowners, and the Nashville real estate market.

I bring a rare dual perspective to criminal law: 23 years as an FBI Special Agent followed by nearly a decade as a criminal defense attorney. This unique combination of federal law enforcement experience and defense advocacy gives me comprehensive insight into both sides of the criminal justice system. As owner of the Law Office of Jerry L. Garner, I represent clients facing serious criminal charges throughout Southern Indiana, including weapon offenses, white collar crimes, violent crimes, OWI/DUI, drug charges, and sex-related offenses. My FBI career spanned investigations in Alabama and Kentucky, giving me firsthand knowledge of federal investigative procedures, constitutional protections, and the inner workings of law enforcement agencies. Beyond my legal practice, I served as a professor at Kentucky Wesleyan College from 2013 to 2020, teaching courses in Criminal Law, Criminal Procedure, Criminal Investigation, White Collar Crime, and Critical Issues in Policing. My academic background also includes teaching Astronomy at the collegiate level. Areas of Expertise: - Criminal Defense & Constitutional Rights – Fourth, Fifth, and Sixth Amendment protections; search and seizure law; Miranda rights - Federal Law Enforcement & FBI Procedures – Investigation techniques, evidence collection, federal prosecution processes - White Collar Crime – Fraud, corruption, financial crimes, and federal enforcement trends - Criminal Procedure – Arrest protocols, interrogation practices, courtroom procedures - Violent Crime & Drug Offenses – Defense strategies, sentencing considerations, plea negotiations - Criminal Justice Policy – Policing practices, judicial processes, reform issues Education: - JD – Louis D. Brandeis School of Law, University of Louisville (1988) - MS – Swinburne University of Technology, Melbourne, Australia (2010) - BA – Hanover College, Indiana (1985) Professional Experience: - Owner/Attorney, Law Office of Jerry L. Garner (2017–Present) - Professor/Adjunct Professor, Kentucky Wesleyan College (2013–2020) - Special Agent (Retired), FBI – Federal Bureau of Investigation (1990–2013) - Associate Attorney, Law Office of Jenner & Kemper (1989–1990)

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.

I am an attorney and owner of Alpine Mortgage. As a seasoned mortgage banker and real estate attorney for over 20 years I can offer insights into real estate finance and law. Throughout my career, I have been committed to making the mortgage process clear and understandable so my clients are informed and confident in their financial decisions. My deep understanding of both the financial and legal side of real estate transactions allows me to contribute unique perspectives on mortgage trends to property laws. As a passionate advocate for transparent and ethical practices in the real estate industry, I am eager to share my knowledge and experiences through engaging articles that inform and empower readers on real estate and mortgage finance. Whether you're looking for expert commentary on mortgage trends, real estate market analysis or insights into property law, I offer practical advice from my years of real estate transactions and legal consultations.

I’m Bob Simpson, Esq., CAMS, and I'm an expert in mortgage fraud, money laundering and financial crime, especially as it touches real estate and mortgage loans. For 25 years I ran the largest mortgage fraud investigation company in the US. I am a former mortgage loan officer, so I thoroughly understand the mortgage loan business in the US. I am a former practicing lawyer who focused on real estate fraud civil litigation. My work has included analyzing fraudulent loan transactions, advising financial institutions on BSA/AML compliance and risk, and helping lenders identify the real-world warning signs of fraud. I appeared on an episode of CBS’s 60 Minutes as a mortgage credit quality and loan fraud expert. If you have need of insights on these issues as they touch Fannie Mae or Freddie Mac, or FHFA, or delinquencies in the US housing market, I will likely have an opinion that matters.

I’m a lifesciences compliance strategist with a passion for building real-world, right-sized programs in fast-moving environments. With deep experience in pharma and medtech, I specialize in translating regulatory complexity into practical, actionable frameworks. I’ve spent 7+ years navigating the gray areas of compliance—from training physicians on industry expectations to building startup programs from the ground up. I believe compliance should be ethical, functional, and human-centered—and that culture is built through clarity, storytelling, and respect, not fear. Outside of policy and audits, I speak regularly on startup compliance and love turning “boring” topics into memorable moments. I'm here to connect, create, and contribute.

I am a Cyber and Crypto Lawyer, legal researcher, and author specializing in cryptocurrency regulation, blockchain compliance, digital asset recovery, cybercrime investigations, and FinTech law. As the Founder of Crypto Law Consult, I advise clients on cryptocurrency-related legal matters, including regulatory compliance, AML/CFT frameworks, virtual asset licensing, blockchain investigations, and cross-border digital asset disputes. My work focuses on helping cryptocurrency businesses, Web3 startups, investors, and victims of digital asset fraud navigate the evolving legal and regulatory landscape. I have authored multiple books and publications on cyber law, cryptocurrency regulation, arbitration, and blockchain governance, and regularly contribute legal analysis on emerging developments in the digital asset sector. With the introduction of Pakistan's Virtual Assets regulatory framework and the establishment of PVARA, I am actively engaged in advising on virtual asset licensing, compliance obligations, and regulatory implementation. My practice combines legal analysis, regulatory strategy, and investigative methodologies to address complex challenges involving digital assets and emerging technologies.

Damin Murdock (J.D | LL.M | BACS - Finance) is a seasoned commercial lawyer with over 17 years of experience, recognised as a trusted legal advisor and courtroom advocate who has built a formidable reputation for delivering strategic legal solutions across corporate, commercial, construction, and technology law. He has held senior leadership positions, including director of a national Australian law firm, principal lawyer of MurdockCheng Legal Practice, and Chief Legal Officer of Lawpath, Australia's largest legal technology platform. Throughout his career, Damin has personally advised more than 2,000 startups and SMEs, earning over 300 five-star reviews from satisfied clients who value his clear communication, commercial pragmatism, and in-depth legal knowledge. As an established legal thought leader, he has hosted over 100 webinars and legal videos that have attracted tens of thousands of views, reinforcing his trusted authority in both legal and business communities. With over 20 years of experience and 260 5-Star reviews on Lawpath, Damin has assisted over 1000 startups and SMBs in the areas of corporate, commercial, intellectual property, construction and employment law. Damin often assists his clients with terms and conditions, privacy, cyber-security, data analytics, commercial agreements, corporate structuring and capital raising, having acted on matters valued in excess of $100 million in the last few years. Damin is also a litigator and has appeared in nearly all courts and tribunals in eastern Australia.

Lori Selsberg, JD is the Co-Founder and CEO of DocuGuardian, an Intelligent Legacy Infrastructure company redefining how individuals and families organize, protect, and understand life-critical information. With over two decades of experience spanning law, financial services, and SaaS leadership, Lori brings a rare combination of legal expertise and operational execution to one of the most overlooked challenges facing modern families: the clarity and continuity of essential documents. A licensed attorney and former estate planning firm founder, Lori has deep domain expertise in the legal, financial, and emotional complexities that arise when critical information is disorganized, inaccessible, or misunderstood. Her career has focused on solving high-stakes problems at the intersection of compliance, technology, and human behavior, particularly in moments of crisis, transition, and generational change. Lori is the visionary behind DocuGuardian, a secure digital vault and intelligence platform designed to provide structured governance and plain-English clarity for financial, legal, medical, and personal records. The platform’s proprietary approach, including its read-only AI intelligence layer (LegacyIQ), reflects Lori’s commitment to trust, accuracy, and responsible innovation in an era where misinformation and fragmented data create real-world consequences for families. Prior to founding DocuGuardian, Lori built multiple businesses and has led large-scale transformation initiatives across both high-growth startups and Fortune 100 environments. She is known for her ability to translate complex regulatory and operational requirements into scalable, user-centric solutions that drive both business value and meaningful human impact. Lori is a frequent voice on topics including generational wealth transfer, estate and legacy planning, digital asset organization, and the role of AI in high-trust environments. She offers a uniquely practical perspective grounded in real-world experience, focused not just on technology, but on how people actually navigate life’s most important moments. Her work is driven by a simple but powerful belief: preparation is an act of care, and clarity is one of the greatest gifts you can leave behind.

Steve Wallace is a Florida Bar Board Certified Real Estate Attorney and founder of Wallace Law, a multi-state bankruptcy, business and real estate firm serving clients in Florida and Texas. As a legal commentator, he is frequently called on to explain how debt, real estate, and policy changes actually play out for business owners and homeowners, including being quoted by outlets such as Forbes Advisor and featured on TV news breaking down Florida homestead and property tax proposals. A former BigLaw attorney turned entrepreneur, Steve advises business owners, lenders, and investors on bankruptcy, distressed debt, and complex commercial real estate, translating technical issues into clear, actionable insights for business and finance audiences. He is available for TV, digital, and print commentary on business and consumer bankruptcy, real estate cycles, property tax and homestead reform, and practical risk management for growing companies and their portfolios.

I work with SaaS and tech companies to leverage AI governance and privacy law as a business advantage. I am the founder of AMBART LAW, a New York-based law firm that focuses on AI Counseling, Data Privacy Law, Art Law, and IP Law (Copyright and Trademark). We provide fractional general counsel services to SaaS, Consumer Tech, and DTC startups (usually Series B and C). I am a Member of the International Association of Privacy Professionals (IAPP), and have earned the designation of Certified AI Governance Professional (AIGP) and Certified Information Privacy Professional (CIPP/US). I am a co-chair of IAPP's New York KnowledgeNet Chapter. I am also a charter member of Women in AI Governance, and lead the global chapter for Fractional GCs in AI Governance. I have been quoted in the New York Times, Bloomberg Law, Business Insider, Reader's Digest, Law360, Forbes, and others. For fun, I love to collect contemporary art, and I am the founder of QAMI JAN, a homeware accessories brand that taps into ancient Armenian cultural heritage to create contemporary design. Previously, I was the founder of ORIGEN, an art-tech startup that focused on art collector behavior. Finally, I serve as General Counsel for ZUVIC, a civil and environmental engineering firm based in Connecticut, servicing New England.

Legal researcher and advisor with 18 years of experience in U.S. and Canadian immigration law, administrative and public law, and corporate and commercial matters. LLM, George Mason University — Antonin Scalia Law School. Published peer-reviewed researcher in international law journals covering access to justice, immigration frameworks, and cross-border legal systems. Based in Raleigh, North Carolina.

Harrison Jordan is the Founder and Managing Lawyer of Substance Law, Canada's law firm for regulated substances and fintech. Harrison earned his Juris Doctor (J.D.) from Osgoode Hall Law School, where he completed a wide array of public and private law courses. He also holds a Bachelor’s degree in Criminal Justice & Public Policy from the University of Guelph.   His comprehensive knowledge ensures that Substance Law remains at the forefront of legal developments in these interrelated evolving fields. Harrison’s dedication to his practice and continuous learning contributes to his reputation as a trusted advisor in regulated industries.   Through his work, Harrison aims to influence positive change while supporting the growth of innovative businesses within regulated sectors. He is a recognized thought leader and commentator in the Canadian cannabis space. Harrison and his firm have been quoted in BBC, Global News, CBC News, BlogTO, the Cannabis Industry Lawyer Podcast, and more.

Shawn is a seasoned lawyer with an entrepreneurial spirit & is experienced working with technology-focused organizations at varying stages, including as General Counsel for an international health tech company. Shawn works closely with clients as a valued & trusted advisor, providing business ready solutions to resolve issues revolving around incident response (breach coach), strategic risk, crisis, data privacy & cybersecurity.Shawn Ford provides strategic risk advisory services that span a comprehensive spectrum, encompassing strategic communications, investigations, due diligence, supply chain analysis, intelligence research & a range of specialized services. He provides guidance on issues related to kidnap, extortion, blackmail & product contamination, rendering invaluable support to High Net Worth Individuals & Families in need of protection & emergency response. He focuses on providing executive-level strategies to plan for, prevent, & respond to crises throughout the pre-, intra-, & post-crisis stages.Shawn values aiding clients to develop & build upon their understanding of strategic risk, compliance, privacy & cyber obligations. As such, he realizes first-hand the challenges that organizations face when trying to balance their compliance obligations while innovating & developing new products & services. Shawn helps companies turn their obligations into opportunities, to build trust & advance their business goals.Shawn assists multinational institutions to understand & operationalize their risk, privacy & cyber requirements. He works closely with the executives, CISOs & legal counsel to create enterprise-wide strategic risk programs, third party risk programs & incident response capabilities. He frequently works with privacy officers to implement their privacy program & to understand their data.As Co-Founder & President of IronGate Protection, Shawn leads the business as it provides executive & close protection, security operations, private investigation, bodyguard, residential security, threat assessment, & international operation management.Shawn states that his mission is “to take a 360° approach to understand your organization’s position & ability to leverage strategic risk, data security, privacy & technology best practices to build brand trust & resiliency.”__The content shared is for general informational purposes only & should not be construed as legal advice.Do not provide confidential information via LinkedIn as it may not be treated as confidential, privileged, or protected.Prior results do not guarantee similar outcome.