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Lawrence T

Series 63, Series 66, Series 65

Holmdel, NJ

A.G.P. / Alliance Global Partners

Lawrence Tulenko is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Aegis Capital Corp. for 11 years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and offers portfolio management, financial planning, brokerage, capital markets, and investment banking services.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
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Robert M

Series 63, Series 65

Holmdel, NJ

A.G.P. / Alliance Global Partners

Robert Maxson 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, Bank of America, TD Ameritrade, Belmont Capital Advisors, and Coppell Advisory Solutions. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture approach with a focus on international investing and combines in-house management, third-party money managers, and sub-advisers to implement discretionary and non-discretionary strategies.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
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Matthew M

Series 63, Series 65

Holmdel, NJ

A.G.P. / Alliance Global Partners

Matthew Mason is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and 65 licenses and bringing 29 years of industry experience. Prior to joining A.G.P. in 2021, he worked at Aegis Capital Corp for nine years. Outside of his advisory role, he is involved with Mason Express LLC, a non-investment-related business. A.G.P. / Alliance Global Partners serves a diverse client base including high-net-worth individuals, trusts, corporations, and retirement-plan sponsors, offering services such as portfolio management, financial planning, and investment banking. The firm is noted for its international investing focus through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
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Craig M

Series 63, Series 65

Holmdel, NJ

A.G.P. / Alliance Global Partners

Craig Margolies is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Aegis Capital Corp from 2014 to 2021 before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, pooled vehicles, and charitable and retirement-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 provides a range of advisory and brokerage products, including separately managed accounts and third-party manager programs.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
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Alex B

Series 66

Holmdel, NJ

A.G.P. / Alliance Global Partners

Alex Boatman is a financial advisor at A.G.P. / Alliance Global Partners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of his advisory role, he serves as Vice President of a local networking group, Business by the Bay. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, providing portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group and maintains active brokerage and product-distribution activities beyond standard advisory services.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
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Stephen T

Series 63, Series 66

Holmdel, NJ

A.G.P. / Alliance Global Partners

Stephen Tomkins is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He worked at Oppenheimer & Co. Inc for ten years prior to joining Alliance Global Partners in 2026. Outside of his advisory role, Tomkins umpires and refers baseball and football games for the New Jersey State Interscholastic Athletic Association. A.G.P. / Alliance Global Partners is a multi-team firm serving individuals, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan services, combining in-house management with third-party managers and employing an open-architecture approach with an emphasis on international investing.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
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Nilos S

Series 63, Series 65

Holmdel, NJ

A.G.P. / Alliance Global Partners

Nilos Sakellariou is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with Alliance Global Partners since 2025 and has prior experience with Arete Wealth Management LLC and Arete Wealth Advisors LLC dating back to 2011. He is also a licensed insurance agent providing fixed and long-term care insurance products. 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 specialized strategies and combines advisory recommendations with brokerage and insurance products.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
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Daniel B

Series 66

Holmdel, NJ

A.G.P. / Alliance Global Partners

Daniel Bodnar is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and four years of industry experience. Prior to joining Alliance Global Partners in 2026, he worked at Edward Jones for four years and has experience in various roles at GE, Astellas Pharmaceuticals, Zoll, and Endo Pharmaceuticals. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing, offering portfolio management, financial planning, brokerage, and capital markets services.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
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Anthony R

Series 65, Series 63

Holmdel, NJ

A.G.P. / Alliance Global Partners

Anthony Romano is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. Prior to joining A.G.P. in 2021, he worked at Aegis Capital Corp for six years. Outside of his advisory work, he is involved in a trucking business and a detox and inpatient addiction recovery company as a partner and co-owner, respectively. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services combined with brokerage and investment banking capabilities. The firm employs an open-architecture investment approach with an emphasis on international investing and manages assets through a mix of in-house and third-party managers while also maintaining an active broker-dealer business and involvement with pooled vehicle portfolios.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy 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 with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 18 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2015. 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, combining macro themes with security selection in long-term strategies.

Options & derivatives strategies Private / alternative investments Equity compensation tax strategy Founder/Business Owner Executive
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