Newport Beach, CA Office

Christopher Rieger is a financial advisor with A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes six years at UBS Financial Services and over two decades at Euro Pacific Capital. A.G.P. / Alliance Global Partners is a multi-team firm managing approximately $2.95 billion for more than 7,000 clients, offering portfolio management, financial planning, retirement plan advisory, and brokerage services through an open-architecture model that incorporates both internally managed strategies and sub-advisory relationships.

Jacob Heskett is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Crown Capital Securities, Consolidated Brokerage Services, Euro Pacific Capital, and TD Ameritrade. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and access to estate-planning through a partnership with Trust & Will, employing an open-architecture investment model that integrates internally managed strategies with co- and sub-advisory relationships.

Elisa Steingruebner is a financial advisor at A.G.P. / Alliance Global Partners with five years of industry experience. She holds a Series 66 designation and has worked at Euro Pacific Capital/Alliance Global Partners since 2017. Prior to that, she was not employed in the financial sector for ten years. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with about 131 advisors managing approximately $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services, utilizing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships and emphasizes value and dividend-oriented international approaches.

Matt Ward is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds a Series 63 designation and has been with Euro Pacific Capital, Inc. since 2012. Based in Newport Beach, CA, he operates within a multi-team platform that includes 131 advisors. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.95 billion across more than 7,000 clients. The firm employs an open-architecture model combining internally managed strategies—especially international equity separately managed accounts—with co- and sub-advisory relationships, model programs, and both discretionary and non-discretionary mandates.

Nikhil Kathuria is a financial advisor at A.G.P. / Alliance Global Partners in Newport Beach, CA, holding Series 65 and Series 63 credentials with five years of industry experience. He has worked at A.G.P. since 2021 and has held various positions including roles at Santa Monica College and Southern Methodist University. Outside of his advisory work, he is a ski instructor for 16 hours a week. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with about 131 advisors managing roughly $2.95 billion for over 7,000 clients. The firm employs an open-architecture model combining internally managed strategies and sub-advisory relationships, offering services including portfolio management, financial planning, and retirement-plan advisory.

David Echeverria is a financial advisor at A.G.P. / Alliance Global Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at Euro Pacific Capital and Euro Pacific Capital, Inc. for a combined 18 years. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Eric Steingruebner is a CFP® with 26 years of industry experience, currently serving as an advisor at A.G.P. / Alliance Global Partners in Newport Beach, CA. He has been associated with Euro Pacific Capital, Inc. since 2005. Outside of his advisory role, he manages his family's investment assets through SEVEN C'S FAMILY, LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture approach that integrates internally managed strategies, co- and sub-advisory relationships, and value- and dividend-oriented international equity investments across discretionary and non-discretionary mandates.

Thomas Arthur 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 has previously worked at Euro Pacific Capital Inc., Chase Investment Services Corp., U.S. Bancorp Investments, and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that incorporates internally managed strategies, sub-advisory relationships, and various managed account programs.

Eric Boegh 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 has been associated with Euro Pacific Capital, Inc. since 2012. Based in Newport Beach, CA, he operates within a multi-team firm platform. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and various investment and brokerage services through an open-architecture model utilizing both internal and external management strategies.

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. He has been with Euro Pacific Capital, Inc. since 2013. Outside of his financial career, he offers private lessons in Jiu-jitsu. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors. The firm manages nearly $3 billion for over 7,000 clients using an open-architecture model that combines internally managed strategies, sub-advisory relationships, and model programs with a focus on international equity and value-oriented approaches.