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.

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.

Anthony Marks is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds a Series 66 designation and has recently begun his career in the industry, joining Alliance Global Partners in 2026. Prior to his current role, he worked at Ameriprise Financial Services LLC and Crestwood Technology Group. Outside of his advisory work, Marks performs administrative duties for his father's e-commerce company. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and institutional clients. The firm offers a range of investment products and services, including portfolio management, financial planning, and capital markets, with a focus on international investing and active brokerage activities.

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 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.

Nechemia Vallach is a financial advisor at A.G.P. / Alliance Global Partners with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including National Asset Management and Eagles Coast Capital. 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 services. The firm emphasizes international investing through its EPC Advisors Group and is notable for its active brokerage and product-distribution activities in addition to standard advisory services.

Daniel Goldschmidt is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with 20 years of industry experience. Prior to joining A.G.P. in 2021, he worked at Aegis Capital Corp for six years. 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, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities beyond standard advisory services.

Michael Mondiello Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cantella & Co., Inc. from 2015 to 2022. He serves as a board member of the North Shore Child and Family Guidance Center. 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, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of investment strategies including separately managed accounts and third-party manager programs.

Scott Shames is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work includes roles at National Asset Management, Inc. and V-Finance. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering services such as portfolio management, financial planning, and capital markets advisory. The firm combines advisory and brokerage services with a focus on international investing and various specialized investment strategies.

Ian Dietz is a financial advisor at A.G.P. / Alliance Global Partners with 39 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is based in New York, NY. 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 access to third-party managers, with a focus on international investing through strategies that combine macro themes with security selection.

Nick Son is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and Aegis Capital Corp. Outside of advisory work, he provides fixed insurance products as an insurance agent. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product distribution beyond standard advisory offerings.

Mason Rothe is a Series 66-licensed advisor at A.G.P. / Alliance Global Partners with three years of industry experience. Prior to joining Alliance Global Partners, he worked in the family construction business, Rothe Construction, where he performed masonry, utility work, and operated heavy equipment. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering a range of services such as portfolio management, financial planning, retirement-plan consulting, and capital markets advisory. The firm is known for its emphasis on international investing through its EPC Advisors Group division and its active brokerage and product-distribution activities beyond traditional advisory services.

Kayvan Karoon is a financial advisor at A.G.P. / Alliance Global Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Capital Corp and National Asset Management, Inc. Karoon is also president of KS Capital Management Inc., where he manages client accounts. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, providing portfolio management, financial planning, and capital markets services. The firm emphasizes international investing and maintains active brokerage and product-distribution operations alongside its advisory business.

Mai Bresnik is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Alliance Global Partners since 2022 and held various roles at National Securities Corporation and National Asset Management from 2015 to 2022. Bresnik is also president of Bresnik Financial Services Inc., a non-investment-related business based in San Diego. 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, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is notable for its active brokerage and product-distribution activities beyond standard advisory services.

Moss Plaine is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with A.G.P. since 2018. He also has a concurrent affiliation with Aegis Capital Corp dating back to 2013. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, third-party manager access, and capital markets services, with a focus on international investing and a range of actively managed strategies.

Robert Nepo is a financial advisor at A.G.P. / Alliance Global Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at Five Rings Capital LLC for eight years before joining A.G.P. in 2020. 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 is notable for its emphasis on international investing and its active brokerage and product-distribution activities beyond standard advisory services.

Philip Michals is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes roles at A.G.P. Canada Investments ULC, Euro Pacific Capital, Aegis Capital Corp., and Quadstar Capital Advisors. He serves on the board of directors for Manhattan Bridge Capital, a publicly traded finance company, and is a board member of Save Asbury Park History, a nonprofit focused on historic preservation. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and institutional clients, emphasizing international investing through its EPC Advisors Group division. The firm offers portfolio management, financial planning, and capital markets services with a long-term, low-turnover investment approach and engages in active brokerage and product distribution beyond standard advisory offerings.

Hemant Singh is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Aegis Capital Corp and National Asset Management, Inc. He is also involved in insurance-related business activities through ownership and producer roles at KS Insurance Services. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, offering portfolio management, financial planning, and investment banking 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.

Cole Aaronson is a CFP® with 11 years of industry experience. He has been with A.G.P. / Alliance Global Partners since 2021 and previously worked at David Lerner Associates, Inc. for seven years. Based in New York, NY, he holds Series 63 and Series 65 licenses. 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, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through specialized strategies combining top-down and bottom-up approaches, and it engages in active brokerage and product distribution alongside advisory services.

Steven Muehlgay is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.

Ying Zhao is a financial advisor at A.G.P. / Alliance Global Partners with 18 years of industry experience. She holds a Series 66 designation and previously worked at Stifel from 2015 to 2021. Outside of her advisory role, Zhao has been involved in film production as a part-time producer in Los Angeles. 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 strategies that combine macro themes with security selection and offers a range of investment products, including separately managed accounts and third-party manager programs.

Paul Morse is a CFP® professional with 33 years of industry experience, currently affiliated with A.G.P. / Alliance Global Partners since 2020. His prior roles include positions at Gladstone Wealth Group, LPL Financial, LLC, and Wells Fargo Advisors LLC. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division, combining top-down macro themes with bottom-up security selection in a long-term, low-turnover approach.

Eric Strominger is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is a member of CRAZMINDs LLC, a consumer products company. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its international investing strategies and active brokerage and product-distribution activities beyond standard advisory services.

Stephanie Fagenson is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and National Securities Corp. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering a range of advisory and brokerage services. The firm emphasizes international investing through its EPC Advisors Group and provides access to various investment strategies, third-party managers, and financial products beyond standard advisory services.

Samuel Scheller is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He joined A.G.P. in 2019 after six years at Aegis Capital Corp. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm emphasizes international investing through its EPC Advisors Group and provides a range of portfolio management and financial planning services alongside brokerage and capital markets capabilities.

Jay Shah is a financial advisor at A.G.P. / Alliance Global Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Management, National Asset Management, and National Securities Corporation. Outside of his advisory role, he is a consultant and part-owner of 360EMED LLC, an online medical appointment scheduling business. 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 is notable for its active brokerage and product-distribution activities beyond standard advisory offerings.

John Raho is a financial advisor at A.G.P. / Alliance Global Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. He is also president of Sound Wealth Management, LLC, a private wealth management firm. 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 is known for active brokerage and product-distribution activities beyond standard advisory services.

Hal Brown is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Maxim Financial Advisors, Maxim Group LLC, and Wunderlich Securities, Inc. prior to joining Alliance Global Partners. 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, emphasizing international investing through specialized strategies and maintaining active brokerage and product-distribution activities alongside its advisory services.

Fred Pisculli Jr. is a CFP® with 29 years of industry experience, currently serving at A.G.P. / Alliance Global Partners since 2020. He previously worked at Aegis Capital Corp for nine years. 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 investment banking. The firm is known for its international investing strategies and active brokerage and product-distribution activities beyond standard advisory services.

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 previously worked at Spartan Capital Private Wealth Management, Spartan Capital Securities, Bank of America, and Merrill. Suarez is also the owner and managing member of Suarez Advisory & Holdings, LLC. 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, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through specialized strategies and maintains active brokerage and product-distribution activities alongside its advisory services.

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 Alliance Global Partners in 2025. He is based in New York, NY. 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 is known for its international investing strategies and active brokerage and product-distribution activities beyond standard advisory offerings.

Ronald Orr is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 63 designation and over 32 years of industry experience. His prior roles include positions at Aegis Capital Corp and Oppenheimer & Co. 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 access to capital markets and investment banking. The firm emphasizes international investing through specialized strategies and maintains active brokerage and product-distribution operations alongside its advisory services.

Riccardo Rainieri is a financial advisor with A.G.P. / Alliance Global Partners based in New York, NY. He holds a Series 63 designation and has 37 years of industry experience. His prior roles include positions at Euro Pacific Capital, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Prudential Bache. 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 and offers a range of investment strategies through separately managed accounts and third-party manager programs.

Peter Mohan is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for 27 years before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, emphasizing international investing through strategies that combine top-down macro themes with bottom-up security selection.

Harrison Fischer 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 previously worked at Bank of America and Merrill. Outside of his advisory role, he is a partner in Koohlah LLC, a food manufacturing 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 and offers a range of strategies including separately managed accounts and third-party manager programs.

Confrence Gbaje is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Since 2010, he has worked at Aegis Capital Corp. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Rodney Ibrahim is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2021 and previously spent six years at Aegis Capital Corp. He holds Series 63 and Series 65 licenses and is based in New York, NY. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, providing portfolio management, financial planning, and capital markets services. 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.

Elias Pritsoulis is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at A.G.P. since 2020 and has been with Aegis Capital Corp since 2013. Based in New York, NY, his career includes roles at notable firms in the financial services sector. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product-distribution activities beyond standard advisory offerings.

Christopher Toro is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Joseph Gunnar & Co., LLC for 11 years before joining Alliance Global Partners in 2025. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.

Kenneth Biebel is a financial advisor at A.G.P. / Alliance Global Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for David Lerner Associates from 2012 to 2021. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Dustin Vancott is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Aegis Capital Corp and Fahnestock & Co. Inc. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other clients, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities alongside standard advisory services.

Ross Gladstone is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous roles include positions at Spartan Capital Securities, Millennial Advisers, Allied Millennial Partners, and David Lerner Associates. Outside of finance, he is involved in restoring and selling vintage axes. 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 engages in active brokerage and product distribution beyond standard advisory services.

Logan Michals is a financial advisor at A.G.P. / Alliance Global Partners with a Series 66 designation and two years of industry experience. His prior work includes roles at Surf NJ and Advance Parking LLC, as well as time spent at the University of Alabama. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement-plan sponsors by offering portfolio management, financial planning, and capital markets services. The firm is known for its emphasis on international investing and its active brokerage and product-distribution activities beyond standard advisory services.

Prashant Mody is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Aegis Capital Corp. for ten years before joining A.G.P. in 2021. 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 division and engages in active brokerage and product-distribution activities beyond standard advisory services.

Elizabeth Tavel is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Tavel is also the founder of Tavel Financial, a business focused on investment-related activities and business development. 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 services. The firm is known for its emphasis on international investing and its active brokerage and product-distribution activities beyond standard advisory services.

Teddy Lellos 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 previously operated Lellos Wealth Management under JOSEPH GUNNAR & CO. LLC for 13 years. He is also a passive member of Buttonwood Select Opportunities Management Associates LLC. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and capital markets services, with a focus on international investing through its EPC Advisors Group division.

Stephen Jones is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at National Asset Management Inc and National Securities Corp. Outside of his advisory work, he serves on the board of Latsky Dance, Inc., a dance company. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and institutional clients, 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.

Jonathan Greene is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Maxim Financial Advisors, Maxim Group LLC, and Wunderlich Securities, Inc. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering a range of services such as portfolio management, financial planning, and capital markets. The firm is noted for its international investing strategies through its EPC Advisors Group division and maintains active brokerage and product-distribution activities alongside its advisory services.

George Russell is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Aegis Capital Corp and National Asset Management, Inc. In addition to his advisory work, Russell operates a tax preparation business as a sole proprietor. 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 specialized strategies and combines advisory recommendations with brokerage and insurance products.