Syed Rizvi is a financial advisor at AlphaQ Advisors with 20 years of industry experience. He holds a Series 65 designation and has worked at AlphaQ Advisors since 2006 and Loyal Venture Advisors Inc. since 2024. In addition to his advisory role, he serves as an advisor and venture partner consulting on business strategy for early-stage private companies. AlphaQ Advisors provides portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm focuses on retirement, estate, trust, and divorce-related planning, employing a range of investment techniques and offering sub-advisory services to other advisers.

Peter Mataras is a financial advisor with AlphaQ Advisors in Winter Park, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with AlphaQ Advisors since 2008. AlphaQ Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm focuses on retirement, estate, trust, and divorce-related planning, offering tailored strategies through in-house model portfolios and third-party managers, and includes sub-advisory services to other advisers.