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Eric B

Series 63, Series 65

Newport Beach, CA

A.G.P. / Alliance Global Partners

Eric Boegh is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Since 2012, he has worked at Euro Pacific Capital, Inc. 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 offers a range of portfolio management, financial and estate planning, and brokerage services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Kenneth B

Series 63, Series 65

Kalispell, MT

A.G.P. / Alliance Global Partners

Kenneth Barkus is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at D.A. Davidson & Co. for 27 years before joining Alliance Global Partners in 2025. Outside of his advisory role, he serves as a youth soccer referee for the Montana Youth Soccer Association and the Montana Officials 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 offers a range of portfolio management and financial planning services, with a notable focus on international investing and management of pooled vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Garry B

Series 66

Holmdel, NJ

A.G.P. / Alliance Global Partners

Garry Bale is a financial advisor at A.G.P. / Alliance Global Partners with 18 years of industry experience. He holds the Series 66 designation and has worked at Euro Pacific Capital, Inc. since 2015 and previously at Chase Investment Services Corp. in 2010. 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 and financial planning services, including discretionary and non-discretionary strategies, model portfolios, and third-party sub-advisory arrangements.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Maria D

CFP®, Series 66

Sunny Isles, FL

A.G.P. / Alliance Global Partners

Maria Dontsis is a CFP® with 11 years of industry experience. She is currently with A.G.P. / Alliance Global Partners and previously worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney 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. The firm emphasizes international investing and offers a range of portfolio management and financial planning services across a multi-team platform.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Stephen J

Series 65, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Stephen Jones is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include 17 years at National Asset Management Inc and long-term affiliation with National Securities Corp. Outside of his advisory work, he serves as a board member of Latsky Dance, Inc., a dance company. 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 emphasizes international investing alongside discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Alexander Y

Series 63, Series 66

Westport, CT

A.G.P. / Alliance Global Partners

Alexander Yelensky is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior roles include positions at Aegis Capital Corp. and Gunnallen Financial, Inc. Outside of advisory work, he is involved as a water polo referee at the college, high school, and club levels. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual and institutional clients through a multi-team platform. The firm emphasizes international investing alongside diversified portfolio management and financial planning services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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David T

Series 63, Series 66

Scottsdale, AZ

A.G.P. / Alliance Global Partners

David Tillman is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to joining A.G.P. in 2020, he worked at Oceanic Partners, Emerson Equity LLC, and Pelorus Jack Capital. He is also Managing Director of Headwall Private Markets, which acts as a broker and special purpose vehicle provider for pre-IPO companies. 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 discretionary and non-discretionary portfolio management and financial planning services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Richard V

Series 63, Series 65

Boca Raton, FL

A.G.P. / Alliance Global Partners

Richard Vincent is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Oppenheimer Asset Management, and CIBC World Markets. 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 variety of portfolio management and financial planning services, along with active broker-dealer operations and management of pooled vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jonathan M

Series 63, Series 65

Newport Beach, CA

A.G.P. / Alliance Global Partners

Jonathan Mendiola is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Since 2013, he has been associated with Euro Pacific Capital, Inc. Outside of his advisory role, he offers private lessons in Jiu-jitsu. 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 provides a range of portfolio management and financial planning services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Mike M

Series 63, Series 65

Scottsdale, AZ

A.G.P. / Alliance Global Partners

Mike Masunas is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked at Euro Pacific Capital since 2014 and is involved with Moore Masunas and Moore, a law firm, and MASUNAS Sports Complex, which provides athlete training services. He is also a co-founder and co-owner of The Eco Drone, a drone-based spray cleaning business set to launch in 2025. 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 with a multi-team platform that emphasizes international investing, discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jonathan G

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Jonathan Greene is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Maxim Financial Advisors, Dominick & Dickerman LLC, and Oppenheimer. 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, with a notable focus on international investing and management of pooled-vehicle accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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George R

ChFC®, Series 63, Series 65

Rochelle Park, NJ

A.G.P. / Alliance Global Partners

George Russell is a financial advisor at A.G.P. / Alliance Global Partners with over 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Aegis Capital Corp, National Asset Management, Inc., and Cetera Wealth Services, LLC. Outside of his advisory work, he operates a tax preparation business as a sole proprietor. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving high-net-worth individuals, retirement plans, and pooled/institutional accounts through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services alongside brokerage and insurance products.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Barry M

Series 63, Series 66

Boca Raton, FL

A.G.P. / Alliance Global Partners

Barry Mills is a financial advisor at A.G.P. / Alliance Global Partners with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Aegis Capital, Westport Resources Management Inc, and Morgan Stanley. Mills is based in Boca Raton, FL. 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 focus on international investing and active broker-dealer operations.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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