Smart Money Circle

The interview is also on Youtube: https://youtu.be/oSIFewGWnNE?si=efQOrP5YXeoWuYYAGuest Carlos Moreira Founder & CEO of SealSQ Ticker: (Nasdaq: LAES)Website: https://www.sealsq.com/BioCarlos Creus Moreira is a global technology entrepreneur and cybersecurity authority, serving as Founder, Chairman, and CEO of WISeKey (NASDAQ: WKEY) and SEALSQ (LAES). For decades, he has been a leading voice in securing the internet, developing trusted digital identity ecosystems, and advocating for the ethical use of artificial intelligence.Moreira began his career as a United Nations expert on CyberSecurity and Trust Models, working with agencies such as ILO, UNCTAD, ITC/WTO, World Bank, UNDP, and ESCAP (1983–1999). He is also the Founder of OISTE.org, a global non-profit dedicated to strengthening digital identity standards.From 1995 to 1999, he served as an Adjunct Professor and Head of the Trade Efficiency Lab at RMIT University in Australia, contributing to advances in trade facilitation and cybersecurity. His academic and professional work has consistently focused on enhancing trust in digital systems.Moreira holds influential roles in numerous international organizations. He is a Founding Member of the Geneva Government’s E-Voting Steering Committee, a UN Global Compact Member, and has contributed extensively to the World Economic Forum (WEF). His WEF roles include: Founding Member of Global Growth Companies, WEF New Champion (2007–2016), Vice-Chair of the Agenda Council on Illicit Trade (2012–2015), Member of the WEF Selection Committee for Growth Companies, and contributor to the Agenda Council on the Future of IT Software & Services (2014–2016). He has been recognized as one of the WEF’s Trailblazers, Shapers, and Innovators.He also serves on the Blockchain Advisory Board of the Government of Mexico, the Blockchain Research Institute, and is Founder of the Geneva Security Forum, the Blockchain Center of Excellence, and TrustValley.Moreira has received numerous honors, including:• One of Switzerland’s 300 most influential people (Bilan.CH 2011, 2013)• Top 100 in the Net Economy• Most Exciting EU Company (Microsoft MERID 2005)• Man of the Year (AGEFI 2007)• One of Switzerland’s 100 most important digital leaders (Bilanz 2016)• Best EU M&A Award (2017)• Blockchain Davos Award of Excellence (GBBC 2018)• CGI Award HolderHe is co-author of the global best-selling book “The TransHuman Code,” a leading work on managing technology’s impact on humanity. As a multilingual keynote speaker (English, Spanish, Italian, French, Portuguese), Moreira has spoken at the UN, WEF, CGI, ITU, Bloomberg, Munich Security Conference, World Policy Conference, Zermatt Summit, Microsoft, IMD, INSEAD, MIT Sloan, HEC, UBS, and the CEO Summit.Pioneering Work During the Dawn of the World Wide Web (WWW)During the early 1990s in Geneva, at the same time Tim Berners-Lee was creating the World Wide Web at CERN, Moreira was deeply involved in advancing secure digital identity and trust models. His UN cybersecurity work positioned him as a key advocate for building security into the fabric of the emerging web. This vision led him to found WISeKey in 1999, which has become a global leader in digital identity, authentication, and securing online transactions.He later established the Geneva Security Forum and Geneva Philanthropy Forum, reinforcing Geneva’s role as a center for digital trust, innovation, and global cybersecurity dialogue.Married with six children, Carlos Creus Moreira remains committed to building a secure, transparent, and human-centered digital future. More information can be found at carloscreusmoreira.com.

This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG)GuestJohn Tinsman, Founder of AOT Invest LLC and Portfolio Manager of the AOT Growth and Innovation ETF (Nasdaq: AOTG).About John:John blends Midwestern pragmatism with global financial expertise. He grew up in his family’s Iowa fertilizer business, studied economics at Northwestern and Oxford, and cut his teeth as a Chicago market maker. In 2022, he launched the AOT Growth and Innovation ETF, which has scaled from $20M to almost $100M AUM, focusing on profitable, tech-driven companies that compound growth.• Company: AOT Invest LLC• Website: http://aotetf.com/• Tickers: $AOTG, Launching $ AOTS SoonMethodologyAOT Invest selects innovative companies which seek to significantly grow their revenues and earnings. AOT also believes companies whose products or services have low marginal cost attributes will be able to achieve above average growth and profit margins in the future. AOT targets industries projected to grow significantly over the next 5 to 10 years. Within those industries, AOT seeks to invest in innovative market leaders who are growing their revenues or earnings and whose products or services could be described as having low marginal cost qualities. Marginal Cost is defined as the cost added by producing one additional unit of a product or service. By having a low marginal cost, a firm may be able to sell its product or service at a much higher price than the cost it took to produce the additional product or service, achieving a significant profit on new sales. Thorough fundamental analysis is made to weigh valuation metrics with growth of each company so that the greatest investment opportunities in AOT’s opinion are selected. Thus, AOT selects innovative companies well positioned in expanding industries, that are both reasonably valued and have low marginal cost qualities. AOT expects that such companies will not only significantly increase their revenues, but that their earnings will increase at even greater rate than revenue. Over time, AOT believes this revenue and earnings growth will ultimately lead to above average share price appreciation for these companies and the AOT Growth and Innovation ETF.

Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital ManagementWebsite www.vivaldicap.comAUM ~$6bn BioIlya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best-In-State Wealth Advisor for two consecutive years. Prior to joining Vivaldi, Ilya served as an Investment Consultant at TD Ameritrade and was a member of the Private Wealth Group at RMB Capital Management. He holds a BS in Finance from the Kelley School of Business at Indiana University and an MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago.Disclaimer: This is one Advisor's perspective and not reflective of VCM.Read the full disclaimer and learn more here: https://www.vivaldicap.com/

This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash.GuestMayo Schmidt Executive Chairman of the Board of Directors of Brazil Potash Corp. (NYSE-American: GRO), CompanyBrazil Potash CorpWebsitehttps://brazilpotash.com/Ticker: GROBioMayo Schmidt is the Executive Chairman at Brazil Potash, Corp. (GRO-NYSE), where he provides leadership in the company’s mission to strengthen domestic fertilizer production and advance global food security.Prior to this, Schmidt served as President and CEO of Viterra (2000–2012), transforming a $220 million regional co-operative into a US$7.3 billion global agribusiness, operating across 14 countries and supplying over 50 countries with critical food ingredients.Schmidt held senior leadership positions at Nutrien (2012–2021), including Chairman and interim CEO, where he chaired Nutrien’s Merger Committee for Agrium and PotashCorp.From 2015–2018, as CEO of Hydro One, he led one of Canada’s largest IPOs and delivered significant operational efficiencies.Schmidt was a Co-Investor and Chairman of VersaCold, Canada’s national temperature-sensitive food supply chain company, growing from a $500 million acquisition to a $1.5 billion sale.Schmidt began his career in leadership roles at General Mills and as President of ConAgra Grain, Canada, gaining early experience across the global food and agribusiness value chain.

This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered Full name: Joshua BaroneTitle: Principal Wealth ManagerCompany name: Savvy Wealth Website: http://savvywealth.com/AUM: Savvy Advisors manages over $3 billion in assets under managementBio: Josh Barone is a financial advisor based in Reno, Nevada, and joined Savvy Advisors in early 2025. As the co-founder of a trust company and investment advisory firm, he brings over 30 years of experience guiding clients on their financial journeys. Josh leverages active macroeconomic, quantitative, and tax strategies to manage risk and help families achieve lasting financial independence, acting as a guardian for future generations. Trust, consistency, and accessibility are central to the long-standing relationships he builds with clients.

This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of ArchName: Ryan EisenmanTitle: Co-founder and CEOCompany Name: ArchWebsite: www.arch.coRyan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, venture capital, and real estate. What started as a tool for collecting K-1s is now used to automate portfolio management and analysis by over 475 institutional clients, private offices, banks, and investment advisors, with $275B in assets on the platform. Ryan is a Houston native, graduated from Vanderbilt University with a degree in Human and Organizational Development, and lives in New York City, where Arch is headquartered and building in-office.About Arch:Arch is a digital way to track all private market investments.Arch consolidates data from over 800 fund portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems. Read about our Series B here.

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron’s, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF’s Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team TwoGuest:Mike Hayes A Managing Director at Insight Partners * Former Commanding Officer of US Navy SEAL Team TWO* Managing Director, Insight Partners* Author of National Bestseller Mission Driven (distilled nicely in this article)All of Mike’s profits from his book sales go to a 501(c)(3) he founded, The 1162 Foundation, which pays off mortgages for Gold Star families – he’s paid off 12 widows’ mortgages to date.AUMRegulatory assets under management $90B and 600 portfolio managers. Timeless LessonsLeaders Don’t need to make the best decision.They need to make sure the best decision gets made. Team, Teammate, SelfAlgin these 3 things – for purpose and elite performance:What gives someone energy?What are they good at?What’s good for the business?Best adviceWhenever you are having a hard day, find someone else who’s having a harder day and help them. Social Profiles* Instagram @thisis.mikehayes* X @thisismikehayes* LinkedInBioMike Hayes is Managing Director at Insight Partners, a global software investment firm with $90B+ in regulatory assets under management and 800+ portfolio companies across every stage of growth.Prior to Insight, Mike was Chief Operating Officer at VMware, where he led the company’s worldwide business operations, their SaaS transition, and the successful acquisition into Broadcom for $94B. Before that, Mike served as Senior Vice President and Head of Strategic Operations for Cognizant Technologies, where he ran a $2B P&L for Cognizant’s global financial services clients.Mike previously spent four years at Bridgewater Associates, an investment management firm, where he served in Chief of Staff to CEO and COO roles. Prior to Bridgewater, he spent 20 years in the U.S. Navy SEALs where his career began as one of 19 graduates from a class of 120. Mike served throughout South America, Europe, the Middle East, and Central Asia, including the conflicts in Bosnia, Kosovo, Iraq, and Afghanistan.His last job in the Navy was the Commanding Officer of SEAL Team TWO, which included ten months as the Commander of a 2,000-person Special Operations Task Force in southeastern Afghanistan. Before that, Mike was selected as a White House Fellow ('08/'09) and served two years as Director of Defense Policy and Strategy at the National Security Council.In the Bush Administration, Mike was responsible for the START Treaty, where he produced a new proposed START Treaty and flew to Russia for negotiations. In the Obama administration, he led the White House response to President Obama’s first major foreign policy showdown — the hijacking of the Maersk Alabama off the coast of Somalia. Prior to the White House Fellowship, Mike served as the Deputy Commander for all Special Operations in Anbar Province, Iraq.Mike holds an M.A. in Public Policy from Harvard’s Kennedy School and received his B.A. from Holy Cross College, where he was an active Big Brother. His military decorations include the Bronze Star for valor in combat in Iraq, a Bronze Star for Afghanistan, and the Defense Superior Service Medal from the White House.Mike is the author of the best-seller Never Enough: A Navy SEAL Commander on Living a Life of Excellence, Agility, and Meaning, and donates all profits to a 501(c)(3) he started that pays off mortgages for Gold Star widows and children.He serves on the board of Immuta, a data governance company, and is the founding board member of the National Medal of Honor Museum. Mike is a lifetime member of the Council on Foreign Relations, is fluent in German and Spanish, frequently speaks about leadership and elite organizations, and enjoys mentoring others to success.He is a life-long Sox/Pats fan, but most enjoys laughing with his wife, Anita, and their 24-year-old daughter, Maeson.

Brian A. LeeVice President of SalesBL Wealth Management Firm AUM $600M Website https://blwealthmanagement.com/About Brian LeeBrian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Services space after a two years graduating from Northern Illinois University. He began his journey at Country Financial in Sales helping middle market clients with insurance and financial planning.Brian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Services space after a two years graduating from Northern Illinois University. He began his journey at Country Financial in Sales helping middle market clients with insurance and financial planning.My focus now is helping younger generation with financial planning, understand compounding of investments, saving for the future and providing protection for the unexpected. My work also helps individuals, small business owners plan, save and plan for long-term. Brian is supported with a team of insurance and financial professionals with over 70 years of combine experience to forge strong customer relationships and provide competence and integrity. Brian is a financial advisor representative who is the investment advisor representative at First Advisors National. In a fiduciary capacity, he develops and reviews financial plans for individuals and families. He has a Series 65 and Life and Health license. Brian resides in the Western suburbs of Chicago with his wife, daughter. Brian enjoys outside activities like golfing, boating, snowmobling, socializing with family and friends!

Use Your Investor Voice To Make A Big Impact – Meet Kristin Hull Founder NIA Impact Capital Name: Kristin HullTitle: Founder, CIO AUM: $530MWebsite: www.niaimpactcapital.com Bio:Kristin is the Founder, Chief Investment Officer, and Portfolio Manager of Nia Impact Capital. Kristin oversees research and decision-making for Nia’s Flagship Global Solutions portfolio, Nia Growth and Dividend SMA, and Nia’s Equity Forward Portfolio, leading company analysis, portfolio design, and criteria setting.Kristin started her investment career at Hull Trading and later Hull Investments, LLC, then combined her worlds of financial markets and systems change in 2007, becoming an early pioneer in the impact investing space after Hull Trading sold to Goldman Sachs.As President and Chair of the Board, Kristin supervised the creation of the first 100% mission-aligned foundation endowment in 2007. She went on to found Nia Community Investments and Nia Community Foundation, the second 100% impact-invested foundation portfolio in 2010.Nia Community is a 100% impact-invested portfolio of companies crossing the entire spectrum of impact investing opportunities from early-stage angel investments to public equities, funds, and loan guarantees. After extensive due diligence on public equity options, Kristin was called to create Nia Global Solutions to offer investors high-quality impact alongside daily liquidity.She spent two years at Domini Social Investments, working on fossil fuel–free portfolio options and building out Nia Global’s six solution themes.Kristin is co-founder of Impact Hub Oakland and North Oakland Community Charter School, and she served on the founding board of George Mark Children’s House. She currently serves on the advisory board of Limitless Bridge Venture Capital Fund, Emerging Women, How Women Invest, and several non-profit boards.Kristin is a Registered Investment Advisor. She earned her B.A. and teaching credentials from Tufts University in 1990, her M.A. in Research in Bilingual Education from Stanford University in 1995, and her Ph.D. in Urban Education from the University of California at Berkeley in 2006.

Full name: Thierry L. BernardTitle: Chief Executive OfficerWebsite: https://www.qiagen.com/usTicker: $QGENBiography: Thierry Bernard joined QIAGEN in February 2015 to lead the company’s growing presence in molecular diagnostics, the application of Sample to Insight solutions for molecular testing in human healthcare.He was named Chief Executive Officer in March 2020 after serving in this role on an interim basis and became a member of the Managing Board in 2021.Previously, Mr. Bernard held roles of increasing responsibility during 15 years with bioMérieux SA, most recently as Corporate Vice President, Global Commercial Operations, Investor Relations and the Greater China Region, and held senior management roles in several other leading international companies.He was named Chair of the AdvaMedDx Board of Directors in March 2023, a U.S. industry trade association, and joined the Board of Directors of Neogen Corporation (NASDAQ: NEOG) in 2024.Mr. Bernard has earned degrees and certifications from Sciences Po, the London School of Economics, the College of Europe, Harvard Business School, Centro de Comercio Exterior de Barcelona. He has been appointed Conseiller du Commerce Extérieur by the French government.

Guest:Edward (a.k.a. Scooter) F. Thomas IIITitle: Financial AdvisorAUM: ~$250MWebsite: https://savantwealth.com/employee/scooter-thomas/Bio:As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.Scooter has been involved in the financial services industry since 2017. He was an associate advisor with Bridgeworth until it joined with Savant in 2023. Prior to joining Bridgeworth, Scooter served as an officer in the U.S. Marine Corps and then transitioned to the reserve forces.While serving our country, Scooter was awarded the Navy and Marine Corps Commendation Medal and the Navy and Marine Corps Achievement Medal. In 2021, he was recognized by the Birmingham Business Journal as a Veteran of Influence.Scooter maintains his affiliation with the Marine Corps Reserve and serves as a Regional Air Defense Policy Planner on the Aviation Expeditionary Enabling team at the Pentagon. He is a member of the Monday Morning Quarterback Club and the Alabama Veterans Memorial Park Board, serves as president of the Birmingham chapter of the Hampden-Sydney Alumni Club, and is the board finance chair for the Birmingham Committee on Foreign Relations..Scooter earned a bachelor of arts degree in religious studies (Islam) from Hampden-Sydney (VA) College.Scooter and his wife Megan happily reside in Mountain Brook with their daughter Evie, son Franklin, and two dogs, Lettie and Macy.DisclaimerThis discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about our firm.

Guest:Neil Blumenthal Co-founder and Co-CEO of Warby ParkerWebsite:https://www.warbyparker.com/Ticker: $WRBYBio:Neil Blumenthal is a co-founder and co-CEO of Warby Parker, a direct-to-consumer lifestyle brand focused on vision for all. Since day one, over twenty million pairs of glasses have been distributed through the company’s Buy a Pair, Give a Pair program. Neil has been named a Young Global Leader by the World Economic Forum, Entrepreneur of the Year by Ernst & Young, and one of the 100 Most Creative People in Business by Fast Company. He serves on the board of directors of Sweetgreen (NYSE: SG), as well as the nonprofit organizations Robin Hood, Tech: NYC, the Partnership Fund for New York City, and the Warby Parker Impact Foundation. Neil also sits on the leadership council of Responsible Innovation Labs, and he serves as a General Partner of Good Friends LLC, an early stage venture capital firm. A native of New York City, Neil received his BA from Tufts University and his MBA from The Wharton School of the University of Pennsylvania.

GuestTed Halpern, Regional President, Managing Director | MAI Capital MAI Capital’s AUM =$35BWebsitehttps://mai.capital/BioTed Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth management planning to affluent families, professionals, and their businesses. Ted serves on the Board for Institutional Investor and is involved in several charities. He holds a B.S. in Finance from the University of Maryland. He and his wife, Bethe, live in both Naples, FL and Ashburn, VA, and are proud parents of twins.

Guest:Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc.Website:https://www.marathon-forthelongrun.com/Bio:-Runner since 1969-BS in 1975-Middle school teacher 1976-1980-Married since 1983-MBA in 1987-Passed CPA exam in 1988-Episcopalian since 1989-Father since 1989-Founded Marathon in 1995-Certified Financial Planner (CFP) since 1997-Chartered Financial Consultant (ChFC) since 1997-CFP Ambassador since 2010-Named a Five-Star Wealth Manager by Atlanta magazine last thirteen years (click here for details)-Board member of Episcopal Community Foundation since 2017-Member of AARP's Executive Council since 2018-Wrote seven books in ten years. (See Mark's Books-Free to You page.)

Name: Will Rhind Granite Shares ETFs – Over $10B AUM Title: Founder and CEOAUM: GraniteShares AUM ~ $10 Billion AUMCompany name:GraniteSharesWebsite: https://graniteshares.comBio: Will Rhind is the Founder & CEO of GraniteShares, an award-winning ETF company managing over $10 billion in assets. A recognized leader in commodities and alternative investing, Will helps investors protect and grow capital in inflationary and volatile markets — exactly where smart money wants an edge.Before GraniteShares, Will held senior roles at iShares, ETF Securities, and The World Gold Council, building innovative products that make real assets accessible to everyday investors. He’s a trusted voice on CNBC, Bloomberg, and Fox Business, known for breaking down complex macro trends into clear, actionable strategies. Originally from the UK and now based in New York.

Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUMAUM: $2.5BCompany: Merk InvestmentsWebsite: https://www.merkinvestments.com/Tickers: OUNZ / ASABio:Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, with a focus on gold and precious metals. With a B.A. and M.Sc. from Brown University, Axel brings a wealth of knowledge and expertise to the financial industry.Known for his proactive approach, Axel believes in taking action, whether in markets or life. His leadership extends beyond finance, as he actively participates in community service, including serving on the Board Committee for the Dancers Repertory Theatre.Axel's commitment to using his skills and resources for the greater good makes him a dynamic and inspiring figure in both investment and community circles.

Guest: Oktay Kavrak, Director of Comms and Strategy at Leverage Shares & IncomeSharesCompany: Leverage Shares ETPsWebsite: www.leverageshares.com / www.incomeshares.com AUM: ~$2 Billion Bio:Oktay Kavrak is the Director of Communications & Strategy at Leverage Shares, the pioneer in single-stock ETPs, and IncomeShares, Europe’s first options-based income ETPs on single stocks, indices, and commodities. He has been instrumental in bringing some of the most popular products to the London Stock Exchange, including the most traded ETP for three consecutive years.A CFA Charterholder, Oktay has built his career across banking, fund administration, and product strategy before taking on his current leadership role in the ETF industry. He has been quoted in Bloomberg, the Financial Times, CNN, and ETF Stream, and has appeared on CNBC, Benzinga, and others.Known for making complex financial products easy to understand, Oktay has built a following of more than 30,000 investors and professionals by sharing digestible, data-driven content across social media. When he’s not deep in markets, he reminds himself - and his audience - that life is too short to overthink the petty things.Disclaimer:The views expressed in this interview are Oktay’s own and not necessarily those of Leverage Shares. This content is for informational purposes only and should not be considered investment advice. Always do your own research.

Alan StraussSenior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assetsWebsitehttps://www.crystalfunds.com/BioAlan has been with the firm since 2009. During that time, he has helped lead the firm’s investor relations department and continues to focus on client relations, sales, and marketing initiatives. He earned both his M.S.Ed. in Sport Administration and his B.S. in Broadcast Journalism and Spanish from the University of Miami.Crystal has over $1bn of AUM on its platform

This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing GuestDaria Victorov – Financial Advisor and Partner atAbacus Wealth Partners with approximately $3B in AUMWebsite: https://abacuswealth.com/ BioDaria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a small RIA in Silicon Valley. There she kick started her career working primarily with young professionals in tech. After a year the company merged with another RIA where she gained experience working with a transcontinental team and focusing on transitioning clients to the new firm.In 2016 she moved to Abacus Wealth Partners where she is now a relationship manager and partner. Abacus is a national RIA that serves ~1,600 households. She has been on FPA Silicon Valley's board of directors and the NorCal committee. Currently she is involved with NAPFA's DEI committee. In 2018 she was named one of Financial Advisor's 10 Young Advisors to Watch. Lastly, in 2024 she was named one of InvestmentNews' Rising Star recipients.Disclaimer:Abacus Wealth Partners, LLC (‘Abacus’) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is developed from sources believed to be providing accurate information. Abacus’ website and its associated links offer news, commentary, and generalized research. The opinions expressed and material provided are for general information and should not be considered as a recommendation or solicitation of any particular security, strategy or investment product. It is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not a legal or accounting firm. Please consult with your tax and/or legal professional regarding your specific tax or legal situation when determining if any of the mentioned strategies are right for you. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.