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Stephen T
Series 63, Series 66
Holmdel, NJ
A.G.P. / Alliance Global Partners
Stephen Tomkins is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Oppenheimer & Co. Inc and Janney Montgomery Scott. Outside of his advisory work, he umpires and referees baseball and football games for the New Jersey State Interscholastic Athletic Association. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage services.
Nilos S
Series 63, Series 65
Holmdel, NJ
A.G.P. / Alliance Global Partners
Nilos Sakellariou is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Glen Eagle Wealth, Arete Wealth Advisors, and Arete Wealth Management. Outside of advisory work, he is a licensed insurance agent providing reviews, advice, and sales of fixed life and long-term care insurance products. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.
Hal B
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Hal Brown is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 38 years of industry experience. His prior roles include positions at Maxim Financial Advisors, Maxim Group LLC, B. Riley Wealth Management, and Dominick & Dickerman LLC. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA‑member broker‑dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi‑team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and maintaining active broker‑dealer operations alongside management of pooled vehicles and private funds.
Fred P
CFP®, Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Fred Pisculli Jr. is a CFP® professional with 29 years of experience in the financial services industry. He has worked at A.G.P. / Alliance Global Partners since 2020 and previously held positions at Aegis Capital Corp and HSBC Securities (USA) Inc. He is based in New York, NY. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management and financial planning services with a focus on international investing and manages both discretionary and non-discretionary accounts across multiple strategies.
Ben D
Series 63, Series 65, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Ben Dembin is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and managing both discretionary and non-discretionary accounts across a multi-team platform.
Jean Pier S
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Jean Pier Suarez is a financial advisor at A.G.P. / Alliance Global Partners with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Spartan Capital. Suarez is also the owner and managing member of Suarez Advisory & Holdings, LLC, an investment-related business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing through its EPC Advisors Group division and manages portfolios using a mix of discretionary and non-discretionary strategies.
Daniel G
CFP®, Series 66
Hilton Head, SC
A.G.P. / Alliance Global Partners
Daniel Guerrini is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Alliance Global Partners (A.G.P.) and previously held roles at Hargray Communications and RNDC of SC. Guerrini is based in Hilton Head, South Carolina. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and the management of pooled investment vehicles.
Jonathan S
Series 63
New York, NY
A.G.P. / Alliance Global Partners
Jonathan Siegel is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds a Series 63 designation and previously worked at Stifel for 18 years before joining his current firm in 2025. Based in New York, NY, he is part of a multi-team platform serving a diverse client base. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services across its multi-team platform.
Ronald O
Series 63
New York, NY
A.G.P. / Alliance Global Partners
Ronald Orr is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He previously worked at Oppenheimer & Co for 13 years and Aegis Capital Corp for 2 years. He holds a Series 63 designation and is based in New York, NY. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA‑member broker‑dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi‑team platform. The firm emphasizes international investing and offers a range of portfolio management services including discretionary and non‑discretionary strategies, model portfolios, and third-party sub‑advisory arrangements.
Riccardo R
Series 63
New York, NY
A.G.P. / Alliance Global Partners
Riccardo Rainieri is a financial advisor at A.G.P. / Alliance Global Partners with 38 years of industry experience. He holds the Series 63 designation and has worked at notable firms including Euro Pacific Capital, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Prudential Bache. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management, financial and estate planning, and brokerage services, with a notable focus on international investing through its EPC Advisors Group division.
Peter M
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Peter Mohan is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations with 32 years of industry experience. He worked at Oppenheimer & Co. Inc. for 27 years before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing and offers a range of discretionary and non-discretionary portfolio management services, combining top-down country and currency analysis with bottom-up security selection.
Daniel B
Series 66
Holmdel, NJ
A.G.P. / Alliance Global Partners
Daniel Bodnar is a financial advisor at A.G.P. / Alliance Global Partners with four years of industry experience. He holds the Series 66 designation. Prior to joining Alliance Global Partners in 2026, he worked at Edward Jones for four years and has held positions in several companies including GE and various pharmaceutical firms. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services across its multi-team platform.
Gregory C
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Gregory Charlot is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at A.G.P. since 2019 and previously held roles at Foresters Financial and its affiliated entities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm delivers investment advice through a multi-team platform with an emphasis on international investing and offers a broad range of portfolio management, planning, and brokerage services.
Sanford S
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Sanford Steinberg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Citigroup Global Markets, Quadstar Capital Advisors, and Aegis Capital Corp. He has a limited affiliation with a medical insurance entity unrelated to investment activities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicle accounts alongside traditional advisory and brokerage operations.
Harrison F
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Harrison Fischer is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill before joining A.G.P. in 2019. Outside of his advisory role, he is a partner in Koohlah LLC, a food manufacturing business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, operating both advisory and broker-dealer businesses along with managing pooled vehicles.
Ashley G
Series 63, Series 65
Chicago, IL
A.G.P. / Alliance Global Partners
Ashley Garrido is a financial advisor at A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 65 designations with six years of industry experience. She previously worked at Sentinus Securities, LLC and Bloomingdale's. Outside of her advisory work, she serves as Treasurer and head of the finance committee for the 1313 Ritchie Court Condominium Association. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including management of pooled vehicles and proprietary investment funds.
Woodrow W
CFP®, PFS™, Series 63, Series 65
Annapolis, MD
A.G.P. / Alliance Global Partners
Woodrow Willey Jr. is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has prior experience at Arete Wealth Management LLC and Sherwood Associates Inc., where he also serves as Vice President involved in tax return preparation and tax planning. Willey is additionally licensed as a fixed life insurance agent. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes a range of investment strategies, including international investing and ETF-based model portfolios, and has notable broker-dealer operations alongside its advisory services.
Sarah P
Series 66
Charlotte, NC
A.G.P. / Alliance Global Partners
Sarah Peter is a financial advisor with A.G.P. / Alliance Global Partners in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her work history includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled vehicles across a multi-team platform. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services.
Confrence G
Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Confrence Gbaje is a financial advisor at A.G.P. / Alliance Global Partners with Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Aegis Capital Corp. since 2010. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled-vehicle accounts alongside active broker-dealer operations.
Eric Z
CFP®, Series 63, Series 65
Raleigh, NC
A.G.P. / Alliance Global Partners
Eric Zoldan is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2019. His prior experience includes roles at Calton & Associates, Inc., JHS Capital Advisors, LLC, and Gunnallen Financial, Inc. He operates E Zoldan LLC as an investment-related business entity for 1099 purposes. A.G.P. / Alliance Global Partners is a multi-team, dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled vehicles. The firm emphasizes international investing and offers a range of portfolio management and financial planning services across discretionary and non-discretionary platforms.
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