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Thomas D
CFP®, CFA®, Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Thomas Dowling is a CFP® and CFA® with 31 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2021 and has held prior roles at Aegis Capital Corp and FSC Securities Corp. Outside of his advisory work, he is president of Mark Up Equity Ventures, Inc., an accounting services business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.
Alec L
Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Alec Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He previously worked at LPL Financial and INVEST Financial Corporation before joining Alliance Global Partners in 2018. Outside of his advisory role, Lowell is the general manager and owner of Sidelyne, LLC, a non-investment-related entity currently inactive. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and combines in-house management with third-party money managers. It offers a range of services including portfolio management, financial planning, and brokerage capabilities.
Eric K
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Eric Kleinberg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Morgan Stanley in various roles from 2012 to 2023 before joining Alliance Global Partners. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.
Simona T
Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Simona Taurosevicius is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and bringing 13 years of industry experience. Her prior roles include positions at GWN Securities Inc. and Maxim Group LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm utilizes an open-architecture investment approach with a focus on international investing and combines in-house management, third-party managers, and sub-advisers to implement various strategies, alongside active broker-dealer operations and private fund advisory services.
Lance K
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Lance Kluger is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc for 16 years before joining A.G.P. in 2019. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies and active brokerage and product-distribution activities alongside advisory services.
William V
Series 63, Series 65, Series 66
Charlotte, NC
A.G.P. / Alliance Global Partners
William Van Pelt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 53 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 11 years before joining Alliance Global Partners in 2023. Van Pelt serves as an arbitrator for FINRA and is a member of the Board of Managers for the Saint Nicholas Society of the City of New York, a genealogy society focused on the history of New York. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product distribution alongside standard advisory services.
Vishal C
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Vishal Chotai is a financial advisor at A.G.P. / Alliance Global Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, he is the CEO of TGIC Enterprises Inc., a business entity created for tax purposes. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and offers a variety of investment strategies, including separately managed accounts and third-party manager programs.
Marc L
ChFC®, Series 63
Boca Raton, FL
A.G.P. / Alliance Global Partners
Marc Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Alliance Global Partners in 2021, he worked at LPL Financial and Invest Financial Corporation. Lowell serves as a board member for Goodman JFS, a charitable organization. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and investment banking. The firm emphasizes international investing through its EPC Advisors Group division and combines top-down macro themes with bottom-up security selection in its strategies.
Susan S
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Susan Stern is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has worked at A.G.P. since 2019, with prior roles at Oppenheimer & Co. Inc. and Robert W. Colby Asset Management, Inc. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing and combines in-house management with third-party managers and sub-advisers.
Thomas M
Series 63
New York, NY
A.G.P. / Alliance Global Partners
Thomas Mazzara Jr. is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Royal Alliance since 2007. In addition to his advisory role, he serves as a statutory agent for multiple insurance companies, involved in group life and group health insurance sales. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and maintains active brokerage and product-distribution activities alongside traditional advisory services.
Joshua B
Series 63, Series 65
Ridgewood, NJ
A.G.P. / Alliance Global Partners
Joshua Barg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, with a combined tenure exceeding 17 years, as well as National Securities Corporation. He owns Saratoga Global Partners and has engaged in advisory and insurance-related activities outside his primary role. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage, capital markets, and investment banking capabilities. The firm employs an open-architecture investment approach, emphasizing international investing and utilizing a combination of in-house management, third-party money managers, and sub-advisers.
Siddharth D
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Siddharth Dhawan is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, he is the president and CEO of ICAP International LLC, a business involved in managing branch expenses and staff. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and capital markets services, with a focus on international investing and a range of investment strategies including separately managed accounts and third-party manager programs.
John C
Series 63, Series 65
Scottsdale, AZ
A.G.P. / Alliance Global Partners
John Catalfio is a financial advisor with A.G.P. / Alliance Global Partners in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and charitable and retirement-plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, third-party manager access, and capital markets and investment banking services, with a focus on international investing through its EPC Advisors Group division.
Stephen C
Series 63, Series 65
Winter Park, FL
A.G.P. / Alliance Global Partners
Stephen Colavito is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at firms including Perigon Wealth Management, Lakeview Capital Partners, and Asset Preservation Advisors. In addition to his advisory work, Mr. Colavito consults with Enverra Partners and serves as a council member at Gerson Lehrman Group, both non-investment-related consulting roles. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan services. The firm uses an open-architecture investment approach with a focus on international investing and offers a combination of in-house management, third-party managers, and sub-advisers to implement discretionary and non-discretionary strategies.
Peter H
Series 63
Boca Raton, FL
A.G.P. / Alliance Global Partners
Peter Hirsh is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 63 designation and over 42 years of industry experience. He has worked at Alliance Global Partners since 2023 and previously spent 12 years at Aegis Capital Corp. In addition to his advisory work, he serves as president of Linmatt Equities, a non-investment-related business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of strategies including separately managed accounts and third-party manager programs.
Marti L
Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Marti Latour is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 12 years of industry experience. Prior to joining Alliance Global Partners in 2022, Marti worked at LPL Financial and INVEST Financial Corporation. Marti also served as Director of Marketing for The AID Group Financial Planning. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage, capital markets, and investment banking capabilities. The firm employs an open-architecture investment approach with a particular focus on international investing through multiple management strategies and provides both discretionary and non-discretionary portfolio solutions.
Salvatore R
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Salvatore Renzo is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with A.G.P. since 2019. Prior to this, he worked at Aegis Capital Corp. Renzo is also president of RS Unlimited dba The Reliance Group, where he manages day-to-day operations. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other clients, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.
Andrew S
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Andrew Schiff is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Euro Pacific Capital Inc. since 2008. Outside of advising, he receives royalties from a non-investment-related book published by Wiley & Sons. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product distribution beyond standard advisory services.
Dylan D
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. He has worked at Alliance Global Partners since 2026 and previously was employed by Lord Abbett & Co. LLC from 2022. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and combines in-house management, third-party managers, and sub-advisers to offer portfolio management, financial planning, brokerage, and capital markets services.
Lawrence T
Series 63, Series 66, Series 65
Holmdel, NJ
A.G.P. / Alliance Global Partners
Lawrence Tulenko is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Aegis Capital Corp. for 11 years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and offers portfolio management, financial planning, brokerage, capital markets, and investment banking services.
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