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. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and UBS Financial Services. Van Pelt serves as a FINRA arbitrator and is a board member of the Saint Nicholas Society of the City of New York, a genealogy organization. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer servicing individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management options, financial and estate planning, and maintains a notable focus on international investing along with management of pooled vehicles and active broker-dealer operations.

James Pinzker is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He previously worked at firms including B. Riley Wealth Management, National Securities Corporation, Oppenheimer, UBS Financial Services, and Citigroup Global Markets. Outside of finance, he is a passive investor in two unrelated businesses: a barbecue operation and a coffee shop. 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 pooled/institutional vehicles. The firm employs a variety of investment strategies with an emphasis on international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage and insurance product distribution.

Patricia Van Pelt is a financial advisor with A.G.P. / Alliance Global Partners in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her career includes roles at Stifel Nicolaus, Stifel, and Grandview Financial Group. She is also involved with a separate business entity, Van Pelt & Company. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual and institutional clients through a multi-team platform, offering portfolio management, financial and estate planning, and a range of advisory and brokerage services with a focus on international investing and pooled vehicle management.

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.

Jonathan Moody is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2024. He previously worked at Stifel Financial Corp. for five years and has additional experience at Capitol Financial Solutions and Carroll Financial. Moody has held instructional roles at Winthrop University and Central Piedmont Community College. A.G.P. / Alliance Global Partners is a multi-team firm that serves individual clients, including high-net-worth households, retirement plans, and institutional vehicles. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance products, with a notable emphasis on international investing and management of pooled vehicles.