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MoneyShow Masters Symposium Las Vegas

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MoneyShow Masters Symposium Las Vegas

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About the Event

Join us for an exclusive event featuring best-in-class accommodations, state-of-the-art meeting spaces, incredible live entertainment experiences, and an extensive array of networking opportunities. This event is designed to provide valuable insights and connections for all attendees.

Our global entertainment company with national and international locations features best-in-class hotels and casinos, state-of-art meetings and conference spaces, incredible live and theatrical entertainment experiences, and an extensive array of restaurant, nightlife and retail offerings.

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Event Agenda
  • July 19, 2026
  • July 20, 2026
  • July 21, 2026
  • July 22, 2026
13:30 to 13:40

Welcome Remarks

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Mike Larson
MoneyShow

Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
13:40 to 14:05

Introduction to Advances Fibonacci Time and Price Analysis

Join Carolyn as she discusses how fibonacci analysis has worked in recent markets.

14:05 to 14:30

Tokenization: Wall Street’s Quiet Takeover of Crypto (And the $100 Trillion Opportunity Most Investors Are Missing)

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Merlin Rothfeld
Trading Academy

Merlin Rothfeld

Trading Academy

Merlin Rothfeld is senior director at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

• While retail investors are still chasing hype cycles, the biggest players in finance are building something far more powerful – an entirely new financial system powered by blockchain

• In this session, Merlin will break down how tokenization is transforming real-world assets like Treasuries, real estate, and private credit into on-chain opportunities, why institutions like BlackRock and JPMorgan are moving aggressively into this space, and what it means for the future of investing

• More importantly, you'll learn how to separate real opportunity from noise, identify where capital is actually flowing, and understand which sectors could emerge as the biggest winners (and losers)

14:30 to 14:55

AI Stocks for 2026 and Beyond

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Michael Lee
Michael Lee Strategy

Michael Lee

Michael Lee Strategy

Michael Lee is the founder of Michael Lee Strategy, an investment management and wealth planning firm. A veteran of the financial services industry, he is one of the most sought-after voices in the industry. Mr. Lee appears regularly on Fox Business and on many financial media outlets to comment on economics, financial markets, and the effect of politics on both.

- Mike is one of the nation's foremost experts on AI industry developments – and investment opportunities - In this session, he'll discuss the best-positioned AI stocks moving the market…and where they're likely to go from here

15:15 to 17:15

Performance Psychology for Traders and Investors Understanding Your Trader Archetype and Building Daily Disciplines for Superior Results

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Robert Daugherty
Endowment Assurance Corporation

Robert Daugherty

Endowment Assurance Corporation

Robert Daugherty, Founder Endowment Assurance Corporation
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Wendy Borlabi
Performance Coach, Impact Engine Group

Wendy Borlabi

Performance Coach, Impact Engine Group

Dr. Wendy Borlabi, performance psychologist for the Chicago Bulls, U.S. Olympians, and Navy SEALs, brings elite-level performance psychology to the investing world. Since its inception, Dr. Borlabi has served as a special advisor to Daugherty and his affiliated firm, Endowment Assurance Corp, integrating the mindset training used by world-class athletes into investment decision-making. She will share the proven mental techniques that help investors stay in winning investments and trades and exit losers with clarity and confidence.

Financial markets reward disciplined behavior under pressure. Yet most traders and investors receive little formal training in the psychological skills required to perform consistently in volatile environments. This two-hour pre-conference seminar introduces participants to the performance psychology used by elite traders, professional athletes, and military special operations teams to make better decisions under uncertainty. Participants will learn how to identify their trader archetype, understand the behavioral patterns that influence their trading decisions, and implement daily practices used by professional trading desks to improve discipline, execution, and long-term results. Learning Outcomes By the end of this seminar, participants will be able to: 1. Identify Their Personal Trader Psychological Archetype Participants will complete a structured diagnostic designed to reveal their dominant trader archetype (such as Builder, Analyst, Protector, Gambler, or Performer). They will gain insight into how their identity, emotional responses, and decision patterns influence their trading behavior and investment outcomes. 2. Recognize the Three Most Common Psychological Mistakes Traders Make Participants will understand how behavioral biases such as loss aversion, over-trading, and time-horizon confusion cause most investors to underperform the market. Through practical market examples, they will learn how these mistakes arise and how disciplined investors work to avoid them. 3. Understand How Elite Trading Firms Train Traders to Perform Participants will learn how leading institutions including firms such as Goldman Sachs and other top global trading organizations develop traders to operate under uncertainty. This includes the role of structured feedback, risk discipline, and performance review systems that help professionals maintain consistent decision quality. 4. Strengthen Emotional Regulation and Decision Awareness Drawing on performance psychology used by elite athletes and Navy SEAL teams, participants will learn techniques for maintaining clarity and composure during volatile market conditions. These methods help traders recognize emotional triggers, avoid impulsive decisions, and improve judgment under pressure. 5. Build Daily Performance Practices Used by Professional Traders Participants will develop practical daily performance habits used by professional traders to improve discipline and decision-making. These include structured journaling, post-trade review, and simple routines designed to reinforce focus, reduce behavioral mistakes, and strengthen long-term trading performance. What Participants Will Gain Participants will leave the seminar with: • A clear understanding of their trader psychological profile • Insight into the behavioral mistakes that most often undermine performance • Practical techniques for managing volatility and emotional decision-making • Daily practices used by professional traders to improve execution and discipline • A framework for building long-term improvement in trading performance

17:15 to 18:45

AI in Modern Trading: A Practical Approach to Finding Real-World Edge

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Tom Sosnoff
Lossdog

Tom Sosnoff

Lossdog

Tom Sosnoff began his career on the CBOE floor in 1981, where he spent two decades as a market maker and money manager, and ran a prop trading firm. In 1999, he co-founded thinkorswim, a new broker-dealer and the leading options boutique in the US. The thinkorswim platform provided retail traders with professional-grade analytics and HFT execution tools. The company went public in 2007 and was acquired by TD Ameritrade in 2009 for $750M. Following the acquisition, Mr. Sosnoff co-founded tastytrade in late 2010. Tastytrade quickly became the largest streaming digital network for finance. In 2017, tasty launched a next-generation brokerage platform offering the industry's most advanced derivative trading technology. IG Group acquired tastytrade in 2021 for $1.1B. Tom now returns alongside co-founder Scott Sheridan with Lossdog, applying decades of experience in market transparency to professional and investment compensation. The platform uses intelligent, math-driven algorithms to calculate the optimization of both a user's investment portfolio and career profile.

Tom Sosnoff founded and build both thinkorswim and tastytrade, two of the most powerful trading platforms in the world. Now, he is going ot talk about AI in modern finance, exploring how retail traders have access to sophisticaed no-code bots and AI-powered strategy discovery tools. Sosnoff will go deep into the investing and trading world with amazing stories and an unforgettable lecture.

07:00 to 08:30

Live Trading with Tom Sosnoff: How to use Agentic AI to Build a Portfolio

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Tom Sosnoff
Lossdog

Tom Sosnoff

Lossdog

Tom Sosnoff began his career on the CBOE floor in 1981, where he spent two decades as a market maker and money manager, and ran a prop trading firm. In 1999, he co-founded thinkorswim, a new broker-dealer and the leading options boutique in the US. The thinkorswim platform provided retail traders with professional-grade analytics and HFT execution tools. The company went public in 2007 and was acquired by TD Ameritrade in 2009 for $750M. Following the acquisition, Mr. Sosnoff co-founded tastytrade in late 2010. Tastytrade quickly became the largest streaming digital network for finance. In 2017, tasty launched a next-generation brokerage platform offering the industry's most advanced derivative trading technology. IG Group acquired tastytrade in 2021 for $1.1B. Tom now returns alongside co-founder Scott Sheridan with Lossdog, applying decades of experience in market transparency to professional and investment compensation. The platform uses intelligent, math-driven algorithms to calculate the optimization of both a user's investment portfolio and career profile.

- Join Tom Sosnoff (thinkorswim, tastytrade) for a fun, interactive live trading event - Watch him trade stocks, options, futures, and crypto in a nonstop format using mutliple platforms and new AI tools from Lossdog – making this a must-see experience.

08:30 to 08:50

Welcome Remarks

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Mike Larson
MoneyShow

Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
08:50 to 09:20

What’s The Current Outlook For Tech Stocks?

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Mark Mahaney
Evercore ISI

Mark Mahaney

Evercore ISI

Mark Mahaney is a senior managing director and head of internet research at Evercore ISI. He has covered internet stocks for almost 25 years and has been consistently recognized by Institutional Investor for his research, spending 13 years as a top-three ranked analyst and five years as a number-one ranked analyst. He has worked on both the sell-side and the buy-side with companies, including American Technology Research, Morgan Stanley, Citibank, and Royal Bank of Canada.

Mark will review YTD trends in tech stocks and provide his fundamental outlook for tech stocks for the balance of 2026, along with his top picks.

09:20 to 09:40

"Never Be the Last to Know"

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Toby Wade
DeepVest

Toby Wade

DeepVest

Dr. Toby Wade is the CEO of DeepVest. He is an expert in investment, AI, and machine learning, with over 20 years of experience spanning equities, cryptocurrencies, futures, and currencies. He has held pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strate

How AI can watch your entire portfolio 24/7, tracking concentration creep, earnings surprises, drawdown thresholds, and correlation shifts, then alerting you before small problems become big losses.

09:40 to 10:15

AI, Robotics, Defense & Space Tech: What to Know and Who to Target for Maximum Profit

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Eva Ados
ERShares

Eva Ados

ERShares

Eva Ados is chief operating officer and chief investment strategist at ERShares, where she leads the firm's investment strategy, research, and market outlook. Her work focuses on global macro trends, thematic investing, and uncovering high-growth opportunities across public and private markets. MS. Ados helped pioneer the democratization of private equity access through XOVR, the first US-listed ETF to combine public and private-company exposure. She is a frequent financial media guest on CNBC, Fox Business, and Bloomberg
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Kevin Mahn
Inc.

Kevin Mahn

Inc.

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a managing director in 2004. Currently serving as the president and chief investment officer (CIO) of Hennion & Walsh Asset Management, he is responsible for all of the Wealth and Asset Management products and services offered at the firm including fee-based money management and the various portfolio strategies within the SmartTrustseries of Unit Investment Trusts (UITs). Mr. Mahn was also the former portfolio manager of the SmartGrowthMutual Funds.
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Mark Mahaney
Evercore ISI

Mark Mahaney

Evercore ISI

Mark Mahaney is a senior managing director and head of internet research at Evercore ISI. He has covered internet stocks for almost 25 years and has been consistently recognized by Institutional Investor for his research, spending 13 years as a top-three ranked analyst and five years as a number-one ranked analyst. He has worked on both the sell-side and the buy-side with companies, including American Technology Research, Morgan Stanley, Citibank, and Royal Bank of Canada.
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Mike Larson
MoneyShow

Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
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Jason Bodner
MoneyFlows

Jason Bodner

MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

Sure, you know about the AI Revolution. But so much MORE is going on in the technology arena - and that's opening up a wide range of profit opportunities. From robotics and space tech to cutting-edge defense and aerospace developments, our experts will cover it all. Plus, they'll "name names" so you can put the right stocks in your portfolio at the best possible time.

10:15 to 10:45

Meet and Greet and Book Signing with Mark Mahaney

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Mark Mahaney
Evercore ISI

Mark Mahaney

Evercore ISI

Mark Mahaney is a senior managing director and head of internet research at Evercore ISI. He has covered internet stocks for almost 25 years and has been consistently recognized by Institutional Investor for his research, spending 13 years as a top-three ranked analyst and five years as a number-one ranked analyst. He has worked on both the sell-side and the buy-side with companies, including American Technology Research, Morgan Stanley, Citibank, and Royal Bank of Canada.

*limited copies of book available. first-come, first served.

10:30 to 12:30

Two-Hour Trading: 0DTE Options Income Strategies*

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Brandon Wendell
Inc.

Brandon Wendell

Inc.

Brandon Wendell, CMT, has been active in financial markets since 1997. His career spans roles as a retail stockbroker, trader for a private hedge fund, and educator. Major financial media outlets, including CNBC, Bloomberg TV, and Fox Business, have recognized Mr. Wenedll's expertise in technical analysis. Mr. Wendell has mentored institutional traders and money managers with up to $100 million AUM and was contracted by TradeStation Securities to create educational content.

Tired of spending hours glued to charts, holding positions overnight, or watching theta eat your profits on multi-day trades? There's a better way — and it only takes two hours a day. Join trader and mentor Brandon Wendell for an eye-opening workshop on the 0DTE (zero days to expiration) iron condor, the same structural edge that powers his SPX Cash Flow Secrets system. You'll discover why the final two hours of the trading day offer the most predictable window for collecting premium, and you'll walk away with a complete, rules-based daily routine you can actually follow. In this session, Brandon will show you: - Why 0DTE SPX options give retail traders a genuine structural edge — with cash settlement, no overnight risk, and favorable 60/40 tax treatment - The anatomy of the iron condor and how it profits when the market stays in a range - Why 2:00 PM is the sweet spot for entry — where theta decay is maximized and the day's range is already established - A step-by-step strike selection framework using VIX, supply and demand zones, and delta targeting - The risk management rules that protect your capital: the 2× stop-loss, minimum credit thresholds, and the 5% account cap - Common mistakes that quietly drain trading accounts — and the disciplined approach that avoids them Plus, MoneyShow attendees will receive an exclusive offer available only at the end of the session. If you've been searching for a strategy that respects your time, defines your risk, and gives you a repeatable daily edge, don't miss this workshop. For educational purposes only. Options trading involves substantial risk of loss.

10:45 to 11:30

Stocks At The Speed Of Light: Photonics Stocks to Own Now

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Jason Bodner
MoneyFlows

Jason Bodner

MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

Find out from the leading expert in tracking "Big Money" which stocks institutions are accumulating -- and why you should be following their lead. Jason will focus on photonics stocks, one of the hottest sub-sectors in the technology industry!

10:45 to 11:30

Offset Your Taxes Through Oil and Gas Investments with Texakoma

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Steve LaTorre
Texakoma

Steve LaTorre

Texakoma

Steve LaTorre joined Texakoma in 2010 and oversees Texakoma's initiative for expansion. He has over 25 years of investment-related experience, working in the financial sector at Wells Fargo and AllianceBernstein. Mr. LaTorre is an attorney and a FINRA Registered Securities Principal.

- With more than 44 years in the oil and gas business, Texakoma offers unique investment opportunities to accredited investors who want to save on their taxes and generate revenue for ongoing income - Learn how the company's direct domestic drilling investments offer a low cost of entry, up to a 70% tax benefit in the first year, and ongoing tax benefits and revenue for the life of its projects

10:45 to 11:30

Why Cryptocurrency Is the Best Money

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Jason Hommel
Blockchain Mint

Jason Hommel

Blockchain Mint

Jason Hommel wrote the Silver Stock Report from 2003 until 2014. He is an expert on Bible Prophecy, Gold, Silver, Money, Health, Vitamins and Minerals, and now Cryptocurrencies.

Over 20 monetary properties of Bitcoin better than gold. Providing a blueprint for cryptocurrencies of the future.

10:45 to 11:30

Build Your Own Portfolio Alert System

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Toby Wade
DeepVest

Toby Wade

DeepVest

Dr. Toby Wade is the CEO of DeepVest. He is an expert in investment, AI, and machine learning, with over 20 years of experience spanning equities, cryptocurrencies, futures, and currencies. He has held pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strate

A working session on setting smart, condition-based triggers across your holdings, from valuation and risk thresholds to macro and news events, so your portfolio tells you when it needs attention instead of the other way around.

11:40 to 12:25

Master the Five Star Setup: Power Up Your Options Trading

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Danielle Shay
Simpler Trading

Danielle Shay

Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."

Join Danielle Shay, sought-after expert on CNBC and Fox Business, in this dynamic class on the Five Star Setup, first taught in John Carter's Mastering the Trade. As Vice President of Options Trading at Simpler Trading, Danielle teaches traders how to combine the power of the Squeeze, trend, earnings analysis, and precise entries and exits for top-rated options trades. Featured in her book, Sharpen Your Trading Edge, this setup delivers Five Star trades for beginners and pros.

11:40 to 12:25

How to use AI for Investing and Portfolio Management

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Gav Blaxberg
WOLF Financial

Gav Blaxberg

WOLF Financial

Gav Blaxberg is the CEO of WOLF Financial, a premium media brand & financial content creator agency dedicated to providing daily education to millions of stock market, real estate, and crypto investors. With a professional background in PWM at Goldman Sachs and PE at Versa, Gav works closely with Nasdaq, CBOE, and a variety of other financial firms helping them reach millions of retail investors.

- AI is transforming the way investors research, analyze, and manage their portfolios – and you don't need to be a quant or a coder to take advantage of it

- In this presentation, Gav will break down exactly how everyday investors and finance professionals can leverage AI tools to make smarter decisions, faster

- From automating research and screening stocks to analyzing earnings calls, building watchlists, and stress-testing portfolios, he'll cover practical, actionable strategies you can start using today – and invest with AI as your edge

11:40 to 12:25

Let the Evidence Lead

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Theodore Hicks II
Hicks & Associates Wealth Management

Theodore Hicks II

Hicks & Associates Wealth Management

Theodore Hicks II is the author of the award-winning book Evidence-Based Investing: To Invest Well Over a Long-Term, Sometimes You Have to First Survive the Short-Term. Hicks is also the founder and chief investment officer for a boutique asset management firm based in Cary, NC.

- Instead of trying to guess where the market is going next, your focus should be on having a repeatable, evidence-based process.

- Learn from Theodore why your predictions or those of the "experts" might be right every once in a while ... but, only a repeatable, evidence-based process will allow your wealth to survive over a long cycle.

11:40 to 12:25

The Token Economy: How to Profit from the Tokenization of Assets

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Tony Edward
Thinking Crypto Podcast

Tony Edward

Thinking Crypto Podcast

Tony Edward is an author, the visionary founder of the Thinking Crypto Podcast, and a passionate crypto/blockchain enthusiast. With a keen interest in the crypto space since 2016, Tony has established himself as a knowledgeable and influential figure. His podcast features insightful interviews with politicians, founders, CEOs, and other prominent personalities, offering listeners a deep dive into the world of cryptocurrency and blockchain technology.

- The global financial system is undergoing a massive transformation as assets move on-chain, with major institutions like BlackRock, Franklin Templeton, and JPMorgan Chase tokenizing real-world assets — from Treasury bills to money market funds

- This "token economy" will redefine how stocks, real estate, commodities, and even private equity are issued, traded, and owned — unlocking liquidity, 24/7 markets, and global access

- In this session, you'll learn what tokenization means for you as an investor, which sectors and assets are leading adoption, and where the biggest opportunities may emerge

12:45 to 13:15

Meet and Greet and Book Signing with Theodore Hicks II

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Theodore Hicks II
Hicks & Associates Wealth Management

Theodore Hicks II

Hicks & Associates Wealth Management

Theodore Hicks II is the author of the award-winning book Evidence-Based Investing: To Invest Well Over a Long-Term, Sometimes You Have to First Survive the Short-Term. Hicks is also the founder and chief investment officer for a boutique asset management firm based in Cary, NC.
13:30 to 13:55

Energy Markets After the Hormuz Crisis

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Anas Alhajji
Energy Outlook Advisors LLC

Anas Alhajji

Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry. He has extensive experience in market structure and modeling. Before his recent role as a managing partner at Energy Outlook Advisors LLC and editorial advisor of Attaqa, he was the former chief economist of NGP Energy Capital Management. He led the firm's macro-analysis of the oil, natural gas, and related markets as well as the overall economic environment. He was responsible for the short-term and long-term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji's articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for one of the industry's premier publications: World Oil. He is also the moderator of the industry's oldest virtual forum: Oil, Gas, & Energy Law (OGEL). Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics. Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds an M.A. in economics, and a Ph.D. in economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking.

Who are the winners? Who are the losers? Are national security issues killing energy markets? Join Anas Alhajji as he discusses energy and its impact.

13:55 to 14:20

Finding Opportunity in the Oil Field: A Smarter Approach to Energy Investing

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Dan Sauer
Vertical Petroleum Industries

Dan Sauer

Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.

• Oil drilling joint ventures offer a unique combination of profit potential, tax benefits, and customizable investment strategies

• As energy demand remains strong, these projects can provide accelerated returns and a powerful hedge against traditional market volatility

14:20 to 14:45

The Roaring ‘20s Are Back — And This Time, They Won’t End in a Crash - Three Trends To Follow and Beat the Market

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Robert Daugherty
Endowment Assurance Corporation

Robert Daugherty

Endowment Assurance Corporation

Robert Daugherty, Founder Endowment Assurance Corporation

- Join Robert as he explores why today's market environment may resemble the innovation and growth of the 1920s — without the same structural weaknesses that led to collapse - Learn the three major long-term trends reshaping global investing and how they create durable opportunities for portfolio growth - Gain a practical framework for navigating uncertainty, identifying asymmetric opportunities, and building an outperforming investment strategy

14:45 to 15:05

Growing Your Wealth Via Real Estate: Two Fresh Perspectives

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Mike Larson
MoneyShow

Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
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Janet LePage
Co-Founder & CEO, Western Wealth Capital

Janet LePage

Co-Founder & CEO, Western Wealth Capital

Janet LePage is the co-founder & ceoof Western Wealth Capital. For the past decade, Janet has been focused on creating wealth through well-selected real estate. She has grown her precise business strategy from more than 50 residential transactions in Arizona to the purchase of 130 multifamily buildings comprised of over 29,000 rental units. Under Janet's leadership, Western Wealth Capital has successfully completed over $6.4 billion in real estate transactions.
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Kate Butta
Ignite Funding

Kate Butta

Ignite Funding

Kate Butta joined the Ignite Funding team at the beginning of 2021 and has quickly made herself an integral part of the team. She seamlessly adapted to her role of educating potential clients on the benefits of diversification with Trust Deed investments to maintain a balanced portfolio. Ms. Butta brings with her over 30 years of sales and hospitality experience, and as a director of global sales she was responsible for $100 million in revenue internationally.

In this panel, you'll learn about two ways to grow your wealth in today's evolving real estate market. Our pair of panelists will explain how investing in private real estate vehicles and trust deeds work. Plus, they'll cover how doing so can boost the income and total returns your portfolio spins off, while providing diversification in a volatile market environment.

15:05 to 15:30

The Great Recalibration Recency Bias: Deciphering the Extraordinary Decade

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Michael Khouw
YieldMax ETFs

Michael Khouw

YieldMax ETFs

Michael Khouw is a 20- year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities, and equity and index derivatives for both buy-side and sell-side firms. He is the co-author of The Options Edge (Wiley 2016), a comprehensive guide to understanding the value of options, optionality, volatility, and strategy for both retail and institutional investors that includes practical real-life examples of do's and don'ts for everyone from options novices to seasoned practitioners.

- Michael will discuss what's behind a key statistical anomaly: The S&P 500's ~15.5% annualized total return over the last 10 years (2016–2026) versus its long-term ~10% historical average - He will also provide a "Perfect Storm" retrospective – discussing the tailwinds of ZIRP (Zero Interest Rate Policy), unprecedented fiscal stimulus and corporate buyback cycles, and the AI-driven valuation expansion - Finally, he'll deliver a reality check – how we have "pulled forward" future returns into the present

15:30 to 17:30

Off the Charts with Wayne McDonell*

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Wayne McDonell
TRADARS ANALYTICS

Wayne McDonell

TRADARS ANALYTICS

Wayne McDonell is an independent investor and forex/futures trader with more than 20 years of market experience. A former venture capitalist, he has invested in over 100 patented technologies and now manages charitable endowments using fundamental and technical analysis. Wayne is an award-winning educator, bestselling author of Strategic and Tactical Forex Trading, and founder of TRADARS.com, an AI-powered analytics platform helping traders make informed, risk-managed decisions.

Stop guessing. Start using GDP, inflation, jobs data, institutional positioning and pattern recognition to make smarter trading decisions for forex, futures and stock indexes with confidence.

15:30 to 16:00

Meet and Greet with Anas Alhajji

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Anas Alhajji
Energy Outlook Advisors LLC

Anas Alhajji

Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry. He has extensive experience in market structure and modeling. Before his recent role as a managing partner at Energy Outlook Advisors LLC and editorial advisor of Attaqa, he was the former chief economist of NGP Energy Capital Management. He led the firm's macro-analysis of the oil, natural gas, and related markets as well as the overall economic environment. He was responsible for the short-term and long-term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji's articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for one of the industry's premier publications: World Oil. He is also the moderator of the industry's oldest virtual forum: Oil, Gas, & Energy Law (OGEL). Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics. Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds an M.A. in economics, and a Ph.D. in economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking.
16:00 to 16:45

Biotech IPO Happening Now!

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Daniel Montano
Inc.

Daniel Montano

Inc.

Dan Montano started at the Los Angeles Stock Exchange in 1968 as a floor broker. Over the next 30 years, he managed thousands of stockbrokers as CEO of several security firls. In 1998, he left investment banking and dedicated himself to advance biotechnology breakthroughs. Presently, he is CEO of Zhittya Genesis Medicine Inc., a bio-pharaceutical company developing drug treatments for heart disease, strokes, Parkison's disease, Alzheimer's, and more.

Zhittya Genesis Medicine's marketing partner for the U.S. and Canada is doing an IPO. Zhittya is working on the number one cause of death in the world which are diseases that are caused by a lack of blood flow: heart disease, stroke, Parkinson's disease, Type 2 diabetes and more. This presentation you will explore how Zhittya is using their FGF-1 to treat these diseases and how Zhittya's marketing partner's pending IPO will create a great opportunity for investors.

16:00 to 16:45

Building Your Wealth Through Private Real Estate

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Janet LePage
Co-Founder & CEO, Western Wealth Capital

Janet LePage

Co-Founder & CEO, Western Wealth Capital

Janet LePage is the co-founder & ceoof Western Wealth Capital. For the past decade, Janet has been focused on creating wealth through well-selected real estate. She has grown her precise business strategy from more than 50 residential transactions in Arizona to the purchase of 130 multifamily buildings comprised of over 29,000 rental units. Under Janet's leadership, Western Wealth Capital has successfully completed over $6.4 billion in real estate transactions.

Starting as a young mother with a vision, Janet LePage built a billion-dollar real estate empire by developing scalable systems for success. Discover the strategies and mindset that fueled her growth, and learn how to apply them to your own real estate investing.

16:00 to 16:45

Drilling for Success: Unlocking Oil Investment Opportunities

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Dan Sauer
Vertical Petroleum Industries

Dan Sauer

Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.

Uncover the advantages to investing in oil drilling projects (joint ventures). They include the fact current oil prices could fuel huge potential profits, tax advantages, the ability to choose the right type of project for you, and the rapid and potentially extremely high rate of return on investment. Dan will educate you on this unique opportunity - and describe what has made him consistently successful in this sector.

16:55 to 17:40

Bitcoin's Bear Market Forecast, 2026

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Ryan Wilday
ElliottWaveTrader.net

Ryan Wilday

ElliottWaveTrader.net

Ryan Wilday has over two decades of experience trading equities, futures, and options. He began trading cryptocurrencies in 2013, and today, he melds his deep knowledge of the cryptocurrency market with Elliott Wave theory. In August 2017, Mr. Wilday launched his Cryptocurrency Trading service on elliottwavetrader.net.

Bitcoin has been in a bear market since its 2025 top. Ryan will discuss his outlook for the second half of 2026 and how Bitcoin likely finishes the year.

16:55 to 17:40

What Six Decades of Market History Tell Us About the Next 15

• In 1966, Yale Hirsch published the first Stock Trader's Almanac – and gave Wall Street some of its most enduring tools. They include the January Barometer, the Santa Claus Rally, the Best Six Months Switching Strategy, and the 4-Year Presidential Cycle • Sixty years later, they still work! Jeff will mark the anniversary with a retrospective on the calls that built the Almanac's legacy, and a forward look at where the market goes next • Specifically, get his 2026 mid-year update, top stock picks and sector ETF trades, TACO Trade and Trump Seasonal Cycle positioning, and how to play the midterm year weak spot/sweet spot transition

16:55 to 17:40

Must-Own Tech Themes: Flows Identify Stocks in AI Infrastructure, Robotics, and Space

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Jason Bodner
MoneyFlows

Jason Bodner

MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

- Join Jason as he demonstrates how huge inflows tell you which themes big investors are piling into

- Plus, find out EXACTLY which stocks to buy in hot sectors like AI, robotics, and space technology

16:55 to 17:40

Trading and Hedging in Today's Hot Commodities

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Carley Garner
DeCarley Trading

Carley Garner

DeCarley Trading

Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is frequently referenced on Jim Cramer's "Mad Money" on CNBC, and she is a regular guest on multiple media outlets, including Bloomberg Television and the Schwab Network. You may also see her on "Cow Guy Close," hosted by Scott Shellady, on RFD-TV or on the industry speaking circuit. Ms. Garner is an award-winning author, with books including Trading Commodity Options with Creativity, Higher Probability Commodity Trading, A Trader's First Book on Commodities, and others.

Join us to discuss your favorite commodities. We will analyze the charts, seasonality, volatility, and market positioning in markets such as crude oil, natural gas, gold, and more.

17:40 to 18:05

The New Geopolitical Energy Order: Oil's Enduring Role, Transition Challenges, and the Metals Power Shift

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Phil Flynn
The PRICE Futures Group

Phil Flynn

The PRICE Futures Group

Phil Flynn is senior energy analyst at The PRICE Futures Group and a Fox Business Network contributor. He is one of the world's leading market analysts, providing individual investors, professional traders, and institutions with up-to-the-minute investment and risk management insight into global petroleum, gasoline, and energy markets. Mr. Flynn's precise and timely forecasts have come to be in great demand by industry and media worldwide. His impressive career goes back almost four decades, gaining attention with his market calls and energetic personality as writer of The Energy Report.

The description of this report will explain the dynamics and the historic changes in the energy sector the Outlook for demand for metals in a New World of a shifting geopolitical Middle East, as well as the coming growing artificial intelligence revolution.

18:05 to 18:30

Energy Strategies for a New World Order

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Mike Larson
MoneyShow

Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
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Anas Alhajji
Energy Outlook Advisors LLC

Anas Alhajji

Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry. He has extensive experience in market structure and modeling. Before his recent role as a managing partner at Energy Outlook Advisors LLC and editorial advisor of Attaqa, he was the former chief economist of NGP Energy Capital Management. He led the firm's macro-analysis of the oil, natural gas, and related markets as well as the overall economic environment. He was responsible for the short-term and long-term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji's articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for one of the industry's premier publications: World Oil. He is also the moderator of the industry's oldest virtual forum: Oil, Gas, & Energy Law (OGEL). Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics. Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds an M.A. in economics, and a Ph.D. in economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking.
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Carley Garner
DeCarley Trading

Carley Garner

DeCarley Trading

Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is frequently referenced on Jim Cramer's "Mad Money" on CNBC, and she is a regular guest on multiple media outlets, including Bloomberg Television and the Schwab Network. You may also see her on "Cow Guy Close," hosted by Scott Shellady, on RFD-TV or on the industry speaking circuit. Ms. Garner is an award-winning author, with books including Trading Commodity Options with Creativity, Higher Probability Commodity Trading, A Trader's First Book on Commodities, and others.
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Phil Flynn
The PRICE Futures Group

Phil Flynn

The PRICE Futures Group

Phil Flynn is senior energy analyst at The PRICE Futures Group and a Fox Business Network contributor. He is one of the world's leading market analysts, providing individual investors, professional traders, and institutions with up-to-the-minute investment and risk management insight into global petroleum, gasoline, and energy markets. Mr. Flynn's precise and timely forecasts have come to be in great demand by industry and media worldwide. His impressive career goes back almost four decades, gaining attention with his market calls and energetic personality as writer of The Energy Report.

It's a New World Order in energy. The US is a powerhouse producer and exporter of crude oil and LNG. The latest Middle East conflict is having huge impacts on supply in that part of the world. Energy consumers like China and India are fighting for any edge they can find – while South American nations like Venezuela and Guyana are poised to become bigger global market players. Our experts will help you make sense of it all...and share their top strategies and recommendations for generating greater returns in the sector.

18:30 to 18:35

Daily Wrap Up

07:30 to 08:15

Sunrise Session - HCN (By Invitation Only)

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Kevin Bidner
The Hotel Communication Network

Kevin Bidner

The Hotel Communication Network

Kevin Bidner was a founding partner and executive at 2020 Technology for nearly two decades. Renowned as an exceptional 'super-salesman,' he was pivotal in securing 2020's largest multi-million-dollar clients. Following its IPO in 2009, Mr. Bidner embarked on a new journey that led to the inception of HCN, where he embodies the roles of visionary, strategist, and unwavering leader.

Please visit Hotel Communication Network to reserve your spot

07:30 to 08:15

Sunrise Session - VPI (By Invitation Only)

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Dan Sauer
Vertical Petroleum Industries

Dan Sauer

Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.

Please visit Vertical Petroleum Industries to reserve your spot

08:15 to 08:20

Welcome Remarks

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Mike Larson
MoneyShow

Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
08:20 to 08:45

Will the Current Decade Be the Roaring 2020s?

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Edward Yardeni
Inc.

Edward Yardeni

Inc.

Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.

In this keynote, Dr. Ed Yardeni will discuss the similarities and differences between the current decade and previous ones Find out why he assigns a 75% probability to a productivity-led boom like the 1920s – and 25% to a scenario similar to the Great Inflation of the 1970s (including a possible debt crisis and a trade war) You'll also learn why economists have been too pessimistic about the US economic outlook...and the importance of the AI Digital Revolution Plus, see why Dr. Ed remains bullish, with S&P 500 targets of 7,700 in 2026 and 10,000 in 2029 – but also takes into consideration widespread concerns about US government deficits and the unsettling geopolitical environment

08:45 to 09:10

Follow the Money

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Kevin Mahn
Inc.

Kevin Mahn

Inc.

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a managing director in 2004. Currently serving as the president and chief investment officer (CIO) of Hennion & Walsh Asset Management, he is responsible for all of the Wealth and Asset Management products and services offered at the firm including fee-based money management and the various portfolio strategies within the SmartTrustseries of Unit Investment Trusts (UITs). Mr. Mahn was also the former portfolio manager of the SmartGrowthMutual Funds.

- Prior to the onset of the military conflict in Iran, certain themes were resonating in the markets, providing investors with impressive returns. - These thematic investment opportunities still exist - if you consider areas where large sums of money were spent last year, will continue to be spent this year, and will likely be spent for the balance of this decade. - Kevin will teach you how to "follow the money" in areas like AI, infrastructure, power, memory, aerospace & defense, and healthcare innovations.

09:10 to 09:25

Democratizing Microfinance: How InNova Global Fund is Connecting Investors with Kenya’s Economic Revolution

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Rudolfo Beltran
InNova Global Fund

Rudolfo Beltran

InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

- InNoval Global Fund connects investors with Kenya's microfinance industry

- Through their partnership with AFRESA SACCO, they facilitate $109 million monthyl in microloans to millions of microenterprises

- Learn how they offer pathways for both accredited and reail investors, delivering competitive returns while creating economic opportunity across East Africa.

09:25 to 09:55

The Stocks and ETFs You Can’t - and Shouldn’t – Live Without

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Danielle Shay
Simpler Trading

Danielle Shay

Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."
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Louis Navellier
Navellier & Associates

Louis Navellier

Navellier & Associates

Louis Navellier is one of Wall Street's renowned growth investment advisors. He is the founder and chairman of Navellier & Associates, a money management firm. Mr. Navellier specializes in behavioral finance and utilizes extensive quantitative and fundamental analysis to identify market-beating stocks. he is the editor of five investing newsletters published through InvestorPlace.
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Tim Plaehn
a Subsidiary of Magnifi Communities

Tim Plaehn

a Subsidiary of Magnifi Communities

Tim Plaehn is the lead research analyst for income and dividend investing at Investors Alley, a subsidiary of Magnifi Communities. He is the editor of The Dividend Hunter, Weekly Income Accelerator, ETF Income Maximizer, ETF Income Trader, and ETF Income Edge. Mr. Plaehn was formerly in the US Air Force serving as an F-16 fighter pilot and instructor.
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Hilary Kramer
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Hilary Kramer

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Hilary Kramer is an investment analyst and portfolio manager with 30 years of experience on Wall Street. The Financial Times describes her as "A one-woman financial investment powerhouse" and The Economist distinguishes her as "One of the best-known investors in America." Ms. Kramer independently published newsletters including GameChangers, Value Authority, High Octane Trader, 2-Day Trader, IPO Edge, and Inner Circle. She is often quoted in publications such as the Wall Street Journal, New York Post, Bloomberg, and Reuters. Ms. Kramer is a frequent guest commentator on CNBC, CBS, Fox News, and Bloomberg, providing investment insight and economic analysis.

Are there stocks and ETFs you can't live (and shouldn't!) live without? Absolutely. In this volatile market, just buying and holding an index fund won't cut it. You need to dive deeper – and find stocks that can help you build a bracket-busting portfolio. Our panelists will come armed with their lists of top stocks and funds...so you can leave Caesars with powerful new plays to put to work right away.

09:55 to 10:10

The Entrepreneurial Quest: How to Spot a Unicorn Investment; Learn From a Founder's Journey.

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Kevin Bidner
The Hotel Communication Network

Kevin Bidner

The Hotel Communication Network

Kevin Bidner was a founding partner and executive at 2020 Technology for nearly two decades. Renowned as an exceptional 'super-salesman,' he was pivotal in securing 2020's largest multi-million-dollar clients. Following its IPO in 2009, Mr. Bidner embarked on a new journey that led to the inception of HCN, where he embodies the roles of visionary, strategist, and unwavering leader.

Serial entrepreneur Kevin Bidner talks about his first success as one of the founders of a company that reached $500M. He continues to use the same principles that drove that success, but on an exponentially larger scale. Now passing the $100M level, his current company, HCN, is heading straight for Unicorn territory. Mr. Bidner will talk about founder DNA, grand-scale strategy, and the other key drivers that will help investors recognize these opportunities at the early stage, where investments can reach the kinds of multiples we all dream of finding.

10:10 to 10:40

Meet and Greet and Book Signing with Danielle Shay and Edward Yardeni

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Danielle Shay
Simpler Trading

Danielle Shay

Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."
speaker headshot

Edward Yardeni
Inc.

Edward Yardeni

Inc.

Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.

*Limited copies available. First-come, first served.

10:30 to 12:30

Everything You Wanted to Know About Oil but Were Afraid to Ask!*

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Carley Garner
DeCarley Trading

Carley Garner

DeCarley Trading

Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is frequently referenced on Jim Cramer's "Mad Money" on CNBC, and she is a regular guest on multiple media outlets, including Bloomberg Television and the Schwab Network. You may also see her on "Cow Guy Close," hosted by Scott Shellady, on RFD-TV or on the industry speaking circuit. Ms. Garner is an award-winning author, with books including Trading Commodity Options with Creativity, Higher Probability Commodity Trading, A Trader's First Book on Commodities, and others.
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Phil Flynn
The PRICE Futures Group

Phil Flynn

The PRICE Futures Group

Phil Flynn is senior energy analyst at The PRICE Futures Group and a Fox Business Network contributor. He is one of the world's leading market analysts, providing individual investors, professional traders, and institutions with up-to-the-minute investment and risk management insight into global petroleum, gasoline, and energy markets. Mr. Flynn's precise and timely forecasts have come to be in great demand by industry and media worldwide. His impressive career goes back almost four decades, gaining attention with his market calls and energetic personality as writer of The Energy Report.

The year 2026 has been PACKED with news impacting the energy markets. Now, two of our top commodities educators will teach you everything you wanted to know about oil…but were afraid to ask! Specifically, Phil Flynn, senior energy analyst at The PRICE Futures Group, and Carley Garner, senior commodity market strategist and broker at DeCarley Trading, will… • Discuss the history of oil and how it can be used to project future moves • Share their personal experiences and market opinions • Walk you through charts, trading products, and potential trading strategies If you're ready to dissect the oil market past, present, and future, this is the class for you!

10:45 to 11:30

Fueling Your Portfolio: A Smarter Approach to Oil & Gas Investing

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Jeff Novak
Rivery Capital

Jeff Novak

Rivery Capital

Jeff Novak is a former NFL lineman turned real estate operator with 15 years of experience developing, acquiring, and capitalizing mixed-use communities nationwide. Now managing partner of Rivery Capital, he's partnered with Enverus founder Allen Gilmer and Oil and Gas Asset Clearinghouse owner Cody Davis to deliver institutional-grade energy funds to serious investors. Rivery Capital's edge: unmatched data intelligence, unrivaled deal flow, and a proven capital-raising track record.

• With energy markets in transition, Rivery Capital will break down how their oil and gas funds are positioned to capture upside while managing downside risk

• Discover the specific opportunities in domestic energy that most investors are overlooking—and how to gain exposure through a disciplined fund structure

• Learn why oil and gas remains one of the most compelling asymmetric investment opportunities available to investors in 2026

10:45 to 11:30

Introducing InNova Global Fund: Empowering Change Through Microfinance in Kenya

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Rudolfo Beltran
InNova Global Fund

Rudolfo Beltran

InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

InNova Global Fund is redefining financial inclusion by delivering innovative micro-lending solutions that expand access to capital for underserved communities across Kenya Powered by technology and data-driven insights, InNova scales impact efficiently—fueling entrepreneurship, local economic growth, and long-term community empowerment Invest with purpose alongside a platform designed to generate measurable social impact while reshaping the future of opportunity in emerging markets

10:45 to 11:30

Thriving Through Change: 18 Years in Oil & Gas

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Ronald C. Filer, Jr.
Hornet Corporation

Ronald C. Filer, Jr.

Hornet Corporation

Ron Filer, Jr., has been with Hornet Corporation since they drilled their first well, impressed by the unique opportunity the company offers to its partners. His vast experience spans across many industries. Mr. Filer is an integral part of the Hornet team's much-heralded success.

- Ronald will share his experience in the industry – and three Rs with you: Resilience, Reliability, and Results

- He will also educate you on investment strategies that provide both profit potential and aggressive tax benefits for this year

10:45 to 11:30

Beyond the Market: Income, Diversification & Opportunity Outside Traditional Investments

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Kate Butta
Ignite Funding

Kate Butta

Ignite Funding

Kate Butta joined the Ignite Funding team at the beginning of 2021 and has quickly made herself an integral part of the team. She seamlessly adapted to her role of educating potential clients on the benefits of diversification with Trust Deed investments to maintain a balanced portfolio. Ms. Butta brings with her over 30 years of sales and hospitality experience, and as a director of global sales she was responsible for $100 million in revenue internationally.

- Trust deeds are an alternative investment in the real estate space 

- Learn from Kate how you can generate additional income from them, while diversifying your portfolio beyond traditional stocks and bonds

 

11:40 to 12:25

Consistent High Probability Buy and Sell Natural Algorithms for Intraday and Swing Trading with Price and Time

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Jeff Greenblatt
LLC

Jeff Greenblatt

LLC

Jeff Greenblatt is director of Lucas Wave International. He is the author of Breakthrough Strategies for Predicting Any Market, Charting Elliott Wave, Lucas, Fibonacci, Gann and Time for Profit. He is the creator of the Kairos price/time charting and trading strategies, a 21st century model for what Gann was doing 100 years ago.

- Learn about reliable natural algorithms based on price and time - so you can capitalize on big moves for stocks, futures, commodities, Bitcoin, Gold/Silver and Forex

- Discover how to find opportunities where nobody else is looking, allowing you to enter wholesale and not chase the move.

- By end of session, you should have more confidence to know how and why markets do what they do - as the time element is most important, yet most misunderstood, element of financial markets

11:40 to 12:25

The SpaceX Opportunity

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Eva Ados
ERShares

Eva Ados

ERShares

Eva Ados is chief operating officer and chief investment strategist at ERShares, where she leads the firm's investment strategy, research, and market outlook. Her work focuses on global macro trends, thematic investing, and uncovering high-growth opportunities across public and private markets. MS. Ados helped pioneer the democratization of private equity access through XOVR, the first US-listed ETF to combine public and private-company exposure. She is a frequent financial media guest on CNBC, Fox Business, and Bloomberg

- SpaceX is the biggest IPO story of the year, but what does it mean for your portfolio? Eva will break down the investment case for the company today

- She'll share her outlook for the stock and what investors should be watching in the months ahead

- Learn what drove her conviction in the name – and what it tells us about where the real opportunity lies next

11:40 to 12:25

Trader Therapy: Rewire Your Brain for Market Mastery

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Heather Vanek
Simpler Trading

Heather Vanek

Simpler Trading

Heather Vanek is a content manager at Simpler Trading where she takes complex options strategies and breaks them down into easy-to-understand lessons. She works directly with John Carter, world-class trader and developer of the TTM Squeeze indicator, to deliver his highly successful trades to aspiring traders hoping to gain wisdom and proficiency from the master himself. Heather originally began a career as a photographer in 2004. After nine years of working behind the camera, she realized her true passion was teaching other professionals skills. She has since redirected this passion from teaching business skills to photographers to teaching retail traders how to grow their accounts.

- It's no secret that 90% of traders fail—despite having access to the same charts, data, and tools as the 10% who succeed.

- What separates consistently profitable traders from everyone else? It's not just strategy—it's psychology and neuroscience.

- In this session, we'll explore how the brain is wired to react to risk, uncertainty, fear, and reward—and how those hardwired responses can quietly sabotage trading decisions.

11:40 to 12:25

The Great Wealth Shift: Why Smart Money Is Moving Into Gold & Silver - and How to Get Positioned Before the Crowd

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David Morgan
TheMorganReport.com

David Morgan

TheMorganReport.com

David Morgan is a widely recognized analyst in the precious metals industry and consults for hedge funds, high-net-worth investors, mining companies, depositories, and bullion dealers. He is the publisher of The Morgan Report, a world-class publication designed to build and secure wealth. In addition, Mr. Morgan is the author of The Silver Manifesto and a featured speaker at investment conferences worldwide. He has appeared on CNBC, Fox Business, Yahoo! Finance, MSNBC, and BNN in Canada.

- We are at the early stages of a capital rotation OUT of overvalued financial assets and IN to real assets ... but most investors are completely unprepared

- Learn how real value investing is present in the mining industry, why smart money is moving now, and what you can do to capitalize before the crowd

12:40 to 13:30

What Should Your Portfolio Be Watching For?

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Toby Wade
DeepVest

Toby Wade

DeepVest

Dr. Toby Wade is the CEO of DeepVest. He is an expert in investment, AI, and machine learning, with over 20 years of experience spanning equities, cryptocurrencies, futures, and currencies. He has held pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strate

An open discussion on the signals investors wish they'd caught earlier, and how AI monitoring changes the game between quarterly check-ins.

13:45 to 14:10

Economic and Financial Market Conditions

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Jose Torres
Interactive Brokers

Jose Torres

Interactive Brokers

José Torres, a senior economist at Interactive Brokers, is responsible for market forecasting, economic analysis, economic commentary, client presentations, and educational content. His skill set includes the ability to communicate and analyze complex economic topics in English and Spanish. Throughout his career, he has been interviewed by media outlets including Bloomberg, CNBC, CNN, WSJ, AP, Yahoo Finance, Cheddar, Insider, Seeking Alpha, Bond Buyer, Kiplinger, PBS, FOX, US News, Economic Times, Univision, and Telemundo.

- José will provide a timeliy, actionable update on economic and financial market conditions - Particular emphasis will be placed on consumer spending, labor markets, equities, fixed-income, & commodity trends

14:10 to 14:45

The Great Migration, the 21st Century Playbook for your Portfolio

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Larry McDonald
The Bear Traps Report

Larry McDonald

The Bear Traps Report

Larry McDonald is a political risk expert, New York Times bestselling author with over 1 million books sold in over 12 languages, and founder of The Bear Traps Report, a research platform focused on global systemic risk. A former Lehman Brothers VP, he predicted the subprime crisis and wrote A Colossal Failure of Common Sense, a top-selling finance book. In his most recent best-seller, How to Listen When Markets Speak, Larry goes over his unique and counterintuitive investment strategies to help readers navigate never-before-seen market volatility. As a keynote speaker, Mr. McDonald shares insights on market risk, inflation, energy, and investment strategy. Larry is a regular contributor on CNBC, Bloomberg, and Fox Business, known for delivering powerful, actionable talks to investors worldwide.

- Traditional portfolios are breaking down in this multipolar, inflation-driven market — so investors must rethink capital allocation for the decade ahead - Larry will share his forward-looking framework, highlighting winning asset classes and real-time positioning from top institutional investors - You'll gain a strategic edge with insights from his 21 systemic risk indicators to better anticipate volatility and manage risk

14:45 to 15:15

Elections, Geopolitics, & Markets – Profiting Because (or in SPITE) of Policy

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Mike Larson
MoneyShow

Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
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Edward Yardeni
Inc.

Edward Yardeni

Inc.

Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.
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Jose Torres
Interactive Brokers

Jose Torres

Interactive Brokers

José Torres, a senior economist at Interactive Brokers, is responsible for market forecasting, economic analysis, economic commentary, client presentations, and educational content. His skill set includes the ability to communicate and analyze complex economic topics in English and Spanish. Throughout his career, he has been interviewed by media outlets including Bloomberg, CNBC, CNN, WSJ, AP, Yahoo Finance, Cheddar, Insider, Seeking Alpha, Bond Buyer, Kiplinger, PBS, FOX, US News, Economic Times, Univision, and Telemundo.
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Larry McDonald
The Bear Traps Report

Larry McDonald

The Bear Traps Report

Larry McDonald is a political risk expert, New York Times bestselling author with over 1 million books sold in over 12 languages, and founder of The Bear Traps Report, a research platform focused on global systemic risk. A former Lehman Brothers VP, he predicted the subprime crisis and wrote A Colossal Failure of Common Sense, a top-selling finance book. In his most recent best-seller, How to Listen When Markets Speak, Larry goes over his unique and counterintuitive investment strategies to help readers navigate never-before-seen market volatility. As a keynote speaker, Mr. McDonald shares insights on market risk, inflation, energy, and investment strategy. Larry is a regular contributor on CNBC, Bloomberg, and Fox Business, known for delivering powerful, actionable talks to investors worldwide.

The midterm elections will be fast approaching when we gather in Las Vegas. The results could have powerful and lasting effects on markets...and your portfolio...in 2027-2028. Considering the geopolitical crises we've ALREADY seen so far in 2026, there's no telling what might be on the front page of the Wall Street Journal this July, too. Our panelists will cover what's happening then, what to expect next, and how to profit because of (or in spite of!) what Washington has planned.

15:15 to 15:45

Meet and Greet with Larry McDonald and Katie Perry

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Larry McDonald
The Bear Traps Report

Larry McDonald

The Bear Traps Report

Larry McDonald is a political risk expert, New York Times bestselling author with over 1 million books sold in over 12 languages, and founder of The Bear Traps Report, a research platform focused on global systemic risk. A former Lehman Brothers VP, he predicted the subprime crisis and wrote A Colossal Failure of Common Sense, a top-selling finance book. In his most recent best-seller, How to Listen When Markets Speak, Larry goes over his unique and counterintuitive investment strategies to help readers navigate never-before-seen market volatility. As a keynote speaker, Mr. McDonald shares insights on market risk, inflation, energy, and investment strategy. Larry is a regular contributor on CNBC, Bloomberg, and Fox Business, known for delivering powerful, actionable talks to investors worldwide.
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Katie Perry
zerohash

Katie Perry

zerohash

Katie Perry is the cmo of zerohash, the leading crypto and stablecoin infrastructure platform, and the author of Ticker Shock: A Playbook for Investor Relations, Communications, and Leadership in the Age of Retail Investors (Wiley, 2026). With over 15 years of experience across tech and agencies, she previously served as the first marketing hire and vp at Public.com, where she grew the brand from its early stages through 2023. Her diverse background includes founding a fractional marketing consultancy and serving as a chief of staff for a publicly traded company, with expertise spanning B2B and B2C sectors like fintech, media, and consumer goods. A recognized thought leader, Katie frequently contributes to The Wall Street Journal and Bloomberg and has spoken at major industry events such as Money 20/20 and CES. As a financial journalist, she has interviewed over 100 executives, including the leaders of Robinhood and Shopify. Her industry contributions have earned her a spot in the World Economic Forum's Future of Capital Markets group and recognition as a Top 50 FinTech Marketer. Her book, available July 15, 2026, examines the growing influence of retail investors on the public markets.

*Limited books available. First-come, first-served.

15:30 to 17:30

Sharpen Your Trading Edge: A 10-Step Process to Master Options Trading

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Danielle Shay
Simpler Trading

Danielle Shay

Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."

Join Danielle Shay, sought-after financial media expert on CNBC and Fox Business, and vice president of Options Trading at Simpler Trading, in this transformative overview based on her book, Sharpen Your Trading Edge. Discover... • How Danielle went from broke single mom to pro trader, and how that journey proves anyone can succeed with the right plan • Her proven ten-step method to demystify options trading, shorten your learning curve, and avoid costly mistakes • Strategies like the Squeeze indicator and her Five Star Setup, with examples of trade wins like a 125% NVDA return Perfect for beginners and seasoned traders, this course offers actionable tools to trade with confidence. Join Danielle to sharpen your trading edge today!

15:45 to 16:30

Finding Opportunity in the Oil Field: A Smarter Approach to Energy Investing

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Dan Sauer
Vertical Petroleum Industries

Dan Sauer

Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.

• Oil drilling joint ventures offer a unique combination of profit potential, tax benefits, and customizable investment strategies

• As energy demand remains strong, these projects can provide accelerated returns and a powerful hedge against traditional market volatility

15:45 to 16:30

Sponsor Workshop - TBD

15:45 to 16:30

Hot Stocks and Sectors for the Summer Doldrums

15:45 to 16:30

Unicorn Alert!: The Coming AI Revolution in Travel, Invest in the Company Making it Happen

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Kevin Bidner
The Hotel Communication Network

Kevin Bidner

The Hotel Communication Network

Kevin Bidner was a founding partner and executive at 2020 Technology for nearly two decades. Renowned as an exceptional 'super-salesman,' he was pivotal in securing 2020's largest multi-million-dollar clients. Following its IPO in 2009, Mr. Bidner embarked on a new journey that led to the inception of HCN, where he embodies the roles of visionary, strategist, and unwavering leader.

Prepare for a game-changing evolution in the multi-trillion-dollar travel industry, poised to revolutionize the way we explore the world. With the millennial generation taking the lead as the dominant consumer group, the travel sector is on the brink of transformation, presenting remarkable investment opportunities. Stay at the forefront by gaining valuable insights into these imminent changes and positioning yourself for unparalleled gains. Introducing HCN, the Hotel Communication Network, a trailblazing software technology enterprise acclaimed at a national level, whose innovative solutions are in some of the largest Hiltons in the world.

16:40 to 17:25

A New Class of High Yield ETFs

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Tim Plaehn
a Subsidiary of Magnifi Communities

Tim Plaehn

a Subsidiary of Magnifi Communities

Tim Plaehn is the lead research analyst for income and dividend investing at Investors Alley, a subsidiary of Magnifi Communities. He is the editor of The Dividend Hunter, Weekly Income Accelerator, ETF Income Maximizer, ETF Income Trader, and ETF Income Edge. Mr. Plaehn was formerly in the US Air Force serving as an F-16 fighter pilot and instructor.

- Join Tim to learn about recently launched ETFs that use barrier or autocallable securities to generate attractive yields with less volatility than covered call ETFs

- Find out what makes them "tick," how they function, and where they may fit into an income-focused investment portfolio

16:40 to 17:25

The Put-Call-Put (PCP) or Wheel Strategy

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Dr. Alan Ellman
The Blue Collar Investor Corp.

Dr. Alan Ellman

The Blue Collar Investor Corp.

Alan Ellman is president of The Blue Collar Investor Corp. and best-selling author. He's been trading stock options since 1995 and started The Blue Collar Investor Corp. in 2007. He's a frequent guest/contributor on the Options Industry Council's Wide World of Options, StockCharts TV, The Money Answers Radio program, the Options Industry Council, American Association of Individual Investors, and Nasdaq.com.

Selling stock options is a proven way to lower our cost-basis and beat the market on a consistent basis. Two such low-risk strategies are covered call writing and selling cash-secured puts. This presentation will detail how to incorporate both strategies into one multi-tiered option-selling strategy where we either generate cash-flow or buy stock at a discount. I refer to this as the Put-Call-Put (PCP) Strategy, also referred to as the wheel strategy. The basics and pros and cons are discussed as well as a real-life example and introduction into the BCI trade Management Calculator (TMC). This seminar is appropriate for those who look to generate modest, but repeatable, returns which will enable us to beat the market on a consistent basis while focusing on capital preservation.

16:40 to 17:25

The VC Shark Next Door: Evaluate Disruptive Portfolio Opportunities Like a Wall Street Pro

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Hilary Kramer
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Hilary Kramer

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Hilary Kramer is an investment analyst and portfolio manager with 30 years of experience on Wall Street. The Financial Times describes her as "A one-woman financial investment powerhouse" and The Economist distinguishes her as "One of the best-known investors in America." Ms. Kramer independently published newsletters including GameChangers, Value Authority, High Octane Trader, 2-Day Trader, IPO Edge, and Inner Circle. She is often quoted in publications such as the Wall Street Journal, New York Post, Bloomberg, and Reuters. Ms. Kramer is a frequent guest commentator on CNBC, CBS, Fox News, and Bloomberg, providing investment insight and economic analysis.

- Are you asking founders the questions that lead to the right decisions? How do you know what's hot and what's just hype?

- Hilary has heard thousands of pitches in her hedge fund days – and now, she'll share her evaluation methodology with you

- The session will feature plenty of real-life examples...and the stocks and sectors on Hilary's radar right now.

16:40 to 17:25

Introduction to Advances Fibonacci Time and Price Analysis

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Carolyn Boroden
ElliottWaveTrader.net

Carolyn Boroden

ElliottWaveTrader.net

Carolyn Boroden is a technical analyst specializing in Fibonacci analysis. Her unique form of price and time analysis is quickly proving to be one of the most promising trading techniques using Fibonacci available today. Ms. Boroden's first book, Fibonacci Trading: How to Master the Time and Price Advantage, was published by McGraw-Hill in early 2008. She is currently running a trading room at Elliottwavetrader.net.

Join Carolyn as she discusses how fibonacci analysis has worked in recent markets.

17:30 to 18:00

Trader Talk: How to Maintain Your Edge in a Rapidly Evolving Ecosystem

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Michael Khouw
YieldMax ETFs

Michael Khouw

YieldMax ETFs

Michael Khouw is a 20- year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities, and equity and index derivatives for both buy-side and sell-side firms. He is the co-author of The Options Edge (Wiley 2016), a comprehensive guide to understanding the value of options, optionality, volatility, and strategy for both retail and institutional investors that includes practical real-life examples of do's and don'ts for everyone from options novices to seasoned practitioners.
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Wayne McDonell
TRADARS ANALYTICS

Wayne McDonell

TRADARS ANALYTICS

Wayne McDonell is an independent investor and forex/futures trader with more than 20 years of market experience. A former venture capitalist, he has invested in over 100 patented technologies and now manages charitable endowments using fundamental and technical analysis. Wayne is an award-winning educator, bestselling author of Strategic and Tactical Forex Trading, and founder of TRADARS.com, an AI-powered analytics platform helping traders make informed, risk-managed decisions.
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Jerremy Newsome
Newsome

Jerremy Newsome

Newsome

Jerremy Alexander Newsome is the CEO and co-founder of reallifetrading.com. He has one of the fastest-growing audiences and websites on the internet and attacks the markets with an energy, exuberance, and humor that is truly refreshing. Mr. Newsome has been professionally trading the stock market since he was 21 years old. He specializes in candlesticks, gaps, credit spreads, and day and swing trading.
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Katie Perry
zerohash

Katie Perry

zerohash

Katie Perry is the cmo of zerohash, the leading crypto and stablecoin infrastructure platform, and the author of Ticker Shock: A Playbook for Investor Relations, Communications, and Leadership in the Age of Retail Investors (Wiley, 2026). With over 15 years of experience across tech and agencies, she previously served as the first marketing hire and vp at Public.com, where she grew the brand from its early stages through 2023. Her diverse background includes founding a fractional marketing consultancy and serving as a chief of staff for a publicly traded company, with expertise spanning B2B and B2C sectors like fintech, media, and consumer goods. A recognized thought leader, Katie frequently contributes to The Wall Street Journal and Bloomberg and has spoken at major industry events such as Money 20/20 and CES. As a financial journalist, she has interviewed over 100 executives, including the leaders of Robinhood and Shopify. Her industry contributions have earned her a spot in the World Economic Forum's Future of Capital Markets group and recognition as a Top 50 FinTech Marketer. Her book, available July 15, 2026, examines the growing influence of retail investors on the public markets.

If you're an active trader, you better buckle up. Tokenization of ETFs and stocks is coming. Prediction markets are growing like wildfire. 24/7 trading could soon spread from crypto to other markets. Throw in new ETF and option-based strategies for income, profit, and hedging risk – and you can see why it's so important to get expert trading help. Our panelists will provide it in Las Vegas. Plus, they'll answer any OTHER pressing questions you have live from the stage!

18:00 to 18:30

How to Find the Right Alternatives for YOU

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Tony Edward
Thinking Crypto Podcast

Tony Edward

Thinking Crypto Podcast

Tony Edward is an author, the visionary founder of the Thinking Crypto Podcast, and a passionate crypto/blockchain enthusiast. With a keen interest in the crypto space since 2016, Tony has established himself as a knowledgeable and influential figure. His podcast features insightful interviews with politicians, founders, CEOs, and other prominent personalities, offering listeners a deep dive into the world of cryptocurrency and blockchain technology.
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David Morgan
TheMorganReport.com

David Morgan

TheMorganReport.com

David Morgan is a widely recognized analyst in the precious metals industry and consults for hedge funds, high-net-worth investors, mining companies, depositories, and bullion dealers. He is the publisher of The Morgan Report, a world-class publication designed to build and secure wealth. In addition, Mr. Morgan is the author of The Silver Manifesto and a featured speaker at investment conferences worldwide. He has appeared on CNBC, Fox Business, Yahoo! Finance, MSNBC, and BNN in Canada.
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Katie Perry
zerohash

Katie Perry

zerohash

Katie Perry is the cmo of zerohash, the leading crypto and stablecoin infrastructure platform, and the author of Ticker Shock: A Playbook for Investor Relations, Communications, and Leadership in the Age of Retail Investors (Wiley, 2026). With over 15 years of experience across tech and agencies, she previously served as the first marketing hire and vp at Public.com, where she grew the brand from its early stages through 2023. Her diverse background includes founding a fractional marketing consultancy and serving as a chief of staff for a publicly traded company, with expertise spanning B2B and B2C sectors like fintech, media, and consumer goods. A recognized thought leader, Katie frequently contributes to The Wall Street Journal and Bloomberg and has spoken at major industry events such as Money 20/20 and CES. As a financial journalist, she has interviewed over 100 executives, including the leaders of Robinhood and Shopify. Her industry contributions have earned her a spot in the World Economic Forum's Future of Capital Markets group and recognition as a Top 50 FinTech Marketer. Her book, available July 15, 2026, examines the growing influence of retail investors on the public markets.

The hunt for the best alternative investments is on...and our experts will help you find the best targets for YOUR portfolio. From precious metals and digital assets to real estate and private market investments, they'll cover the pros, the cons, and the access options for various "alts." Whether your goal is more income, better diversification, or non-correlated returns, our experts can help in Vegas.

07:00 to 08:50

How to make millions analyzing gaps in the stock market

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Jerremy Newsome
Newsome

Jerremy Newsome

Newsome

Jerremy Alexander Newsome is the CEO and co-founder of reallifetrading.com. He has one of the fastest-growing audiences and websites on the internet and attacks the markets with an energy, exuberance, and humor that is truly refreshing. Mr. Newsome has been professionally trading the stock market since he was 21 years old. He specializes in candlesticks, gaps, credit spreads, and day and swing trading.

-Learn a secret to human psychology that works wonderfully well -Discover patterns that repeat daily to increase your consistency -Finally become a trader who can pre plan your analysis based on chart sentiment -Unlock a very fast way to become super profitable and proficient

08:45 to 08:50

Welcome Remarks

08:50 to 09:15

Taming and Trading “The Beast”: INFLATION

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Eric Bolling
BOLLING

Eric Bolling

BOLLING

Eric Bolling is an Emmy Award–winning television host and New York Times bestselling author with more than 15 years as a leading voice in cable news. He hosted the #1 show on Newsmax, the nation's second-largest conservative network. A libertarian-conservative commentator, Bolling has built a loyal audience through careers in professional baseball, Wall Street, and television.

- Eric shared several major league winners at past events in Ft. Lauderdale, Miami, and Orlando. Now, he'll walk you down the strange and winding road that it takes to be successful when managing the portfolio crusher known as inflation

- Find out what assets work as inflation "hedges," which will fall prey to "The Beast," and how to thrive in an elevated-inflation trading environment

- Hard to predict, but impossible to ignore, inflation is something your portfolio will thank you for protecting it from

09:15 to 09:40

Concentrated Portfolios and Fundamental Research Can Beat the Market

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Nancy Tengler
Laffer Tengler Investments

Nancy Tengler

Laffer Tengler Investments

Nancy Tengler is the chief executive officer and chief investment officer of Laffer Tengler Investments. She is responsible for active equity management research and portfolio management, as well as leading the firm. Ms. Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler's Women & Wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning. The second edition of her book, The Women's Guide to Successful Investing, was published in September 2023. As one of the most dynamic women in the investment management industry today, she is a sought-after TV and print financial commentator on local and national media outlets. Prior to joining Laffer Tengler, Ms. Tengler had a distinguished investment management career in several senior leadership roles. Most recently, she served as chief investment officer at Heartland Financial where she was also a director of Arizona Bank & Trust. Ms. Tengler has also served as president, chief executive officer, and chief investment officer of Fremont Investment Advisors in San Francisco. Before that, she founded Global Alliance Value Investors. She also worked for UBS Asset Management as head of the Value Equities Group and with Spare, Tengler, Kaplan, and Bischel, Ltd., as president and senior portfolio manager.

There is nothing wrong with indexing but all the great wealth in this country has often been built owning one primary stock. Concentrated portfolios can generate much stronger returns than the major indices. We will explore fundamental research stock selection and portfolio construction for building a concentrated portfolio for the long term.

09:40 to 10:05

Turn OFF the Noise and Turn UP the Bull

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Brian Belski
Humilis Investment Strategies

Brian Belski

Humilis Investment Strategies

With over 36-years of Wall Street experience as a strategist and portfolio manager, Brian Belski opened his own firm, Humilis Investment Strategies in late 2025. During his career, Brian is know for his consistency and disciplined approach to investment strategy and equity portfolios, as exhibited during his previous roles at BMO Capital Markets, Oppenheimer and Company, Merrill Lynch and Piper Jaffray. Brian has had the honor of guiding institutions, advisors, and investors through every major market cycle of the past four decades.

Equity markets have been held captive to noise for too long again and need to return to their fundamental footing.

10:05 to 10:30

The Market's Wild Ride: How We Got Here and Where We're Going

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Timothy Anderson
TJM Investments

Timothy Anderson

TJM Investments

Tim Anderson has been in senior trading positions in the investment world for 40+ years, including stints at Salomon Brothers, NatWest Markets, and Citigroup. Currently as a managing director at TJM Investments he frequently gives media commentary on the Economy, The Federal Reserve, and any impact headlines of the day influencing Financial Markets. Mr. Anderson has been viewed recently on Fox Business, FinTechTV, The Schwab Network, Yahoo Finance, NYSE TV and numerous leading financial podcast channels.

Explore the pivotal market events that transformed investing from 1982 to today, including major bull and bear markets, financial crises, and technological revolutions. Learn how interest rates, innovation, investor psychology, and policy decisions have shaped long-term market performance. Gain perspective on why the AI revolution may represent the next major phase of economic and market growth—and what it could mean for investors.

10:30 to 10:50

Return of the Stock Picker: And Why Consensus Does Not Understand

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Mike Larson
MoneyShow

Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.
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Brian Belski
Humilis Investment Strategies

Brian Belski

Humilis Investment Strategies

With over 36-years of Wall Street experience as a strategist and portfolio manager, Brian Belski opened his own firm, Humilis Investment Strategies in late 2025. During his career, Brian is know for his consistency and disciplined approach to investment strategy and equity portfolios, as exhibited during his previous roles at BMO Capital Markets, Oppenheimer and Company, Merrill Lynch and Piper Jaffray. Brian has had the honor of guiding institutions, advisors, and investors through every major market cycle of the past four decades.
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Nancy Tengler
Laffer Tengler Investments

Nancy Tengler

Laffer Tengler Investments

Nancy Tengler is the chief executive officer and chief investment officer of Laffer Tengler Investments. She is responsible for active equity management research and portfolio management, as well as leading the firm. Ms. Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler's Women & Wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning. The second edition of her book, The Women's Guide to Successful Investing, was published in September 2023. As one of the most dynamic women in the investment management industry today, she is a sought-after TV and print financial commentator on local and national media outlets. Prior to joining Laffer Tengler, Ms. Tengler had a distinguished investment management career in several senior leadership roles. Most recently, she served as chief investment officer at Heartland Financial where she was also a director of Arizona Bank & Trust. Ms. Tengler has also served as president, chief executive officer, and chief investment officer of Fremont Investment Advisors in San Francisco. Before that, she founded Global Alliance Value Investors. She also worked for UBS Asset Management as head of the Value Equities Group and with Spare, Tengler, Kaplan, and Bischel, Ltd., as president and senior portfolio manager.

Markets are entering a period where active stock selection may outperform broad index investing as dispersion between winners and losers widens. Learn why consensus opinions often arrive late to emerging opportunities and how independent thinking can create an investment edge. Discover a practical framework for identifying high-quality companies before the broader market catches on.

10:50 to 11:30

Meet and Greet with Heather Vanek

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Heather Vanek
Simpler Trading

Heather Vanek

Simpler Trading

Heather Vanek is a content manager at Simpler Trading where she takes complex options strategies and breaks them down into easy-to-understand lessons. She works directly with John Carter, world-class trader and developer of the TTM Squeeze indicator, to deliver his highly successful trades to aspiring traders hoping to gain wisdom and proficiency from the master himself. Heather originally began a career as a photographer in 2004. After nine years of working behind the camera, she realized her true passion was teaching other professionals skills. She has since redirected this passion from teaching business skills to photographers to teaching retail traders how to grow their accounts.
11:00 to 13:00

Consistently Catch Significant Swing/Position Trading and Investing Setups with Price, Time and Non-Linear Cycles

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Jeff Greenblatt
LLC

Jeff Greenblatt

LLC

Jeff Greenblatt is director of Lucas Wave International. He is the author of Breakthrough Strategies for Predicting Any Market, Charting Elliott Wave, Lucas, Fibonacci, Gann and Time for Profit. He is the creator of the Kairos price/time charting and trading strategies, a 21st century model for what Gann was doing 100 years ago.

Are you ready to learn about a new tool that will consistently enable you to catch important market turns on swing/ position trading and investment levels? Buy and sell at wholesale, not retail, so you don't chase the move as time is most important yet most underappreciated factor in all financial markets. There is a calendar algorithm where each day of year has significant vibration linked to Earth's orbit around sun that embeds in ordinary patterns you trade every day which allows you to take market seasonality with greater accuracy. When calendar algorithm lines up with price/time on your individual chart it creates interesting trading/investing opportunities. Applies to indices, futures, stocks, commodities, gold/silver, crypto and Forex. Enables you to buy important dips and bounces on daily/weekly time frames with incredible accuracy. Did you ever wonder why certain setups (such as retracements) work at certain times But not others? This tool caught to the day: - Major December 2024 top - Recent NASDAQ October 29, 2025 high - NASDAQ 2022 bear phase - 2025 Bitcoin Top - 2022 Bitcoin major breakout Many other significant buy and sell opportunities with incredible accuracy By end of this session, you will have much greater knowledge of how and why markets change directions the way they do so you can position yourself correctly to capitalize on these opportunities.

11:30 to 12:15

The Power Trade: How America's Energy Crunch is Creating the Next Wave of Market Winners (and Losers)

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Merlin Rothfeld
Trading Academy

Merlin Rothfeld

Trading Academy

Merlin Rothfeld is senior director at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.

- Beneath the headlines of AI, electric vehicles, and technological innovation lies a far bigger story: America's power grid is being pushed to its limits

- Merlin will unpack how surging electricity demand ... driven by data centers, electrification, and infrastructure constraints ... is reshaping entire sectors and forcing capital to reposition in real time.

11:30 to 12:15

Trading Uncertainty: How Professionals Navigate Risk, Volatility & Options Opportunity

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Jay Soloff
a Subsidiary of Tifin.ai

Jay Soloff

a Subsidiary of Tifin.ai

Jay Soloff is the lead options analyst at Investors Alley, a subsidiary of Magnifi Communities. He is the editor for 48-Hour Income, Weekly Income Accelerator, Market Momentum, ETF Income Edge, and ETF Income Trader. Prior to Mr. Soloff's work with Investors Alley, he was a professional options market maker on the floor of the Chicago Board Options Exchange, the largest options trading exchange in the world.

In an era of unprecedented market volatility and rapid regime shifts, traditional risk models aren't enough — you need strategies that adapt. Trading Uncertainty: How Professionals Navigate Risk, Volatility & Options Opportunity delivers real-world insights from a seasoned options trader on interpreting volatility regimes, identifying true pricing inefficiencies, and executing trades that can uncover opportunity and protect capital. Designed for active traders and self-directed investors, this session gives you practical frameworks and tools to thrive in today's markets — from tactical risk management to advanced volatility-based decision making.

11:30 to 12:15

Why 2026 Will Be a Strong Year for Earnings AND Economic Growth

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Louis Navellier
Navellier & Associates

Louis Navellier

Navellier & Associates

Louis Navellier is one of Wall Street's renowned growth investment advisors. He is the founder and chairman of Navellier & Associates, a money management firm. Mr. Navellier specializes in behavioral finance and utilizes extensive quantitative and fundamental analysis to identify market-beating stocks. he is the editor of five investing newsletters published through InvestorPlace.

- The earnings environment, led by data center stocks, is simply incredible - yet the analyst community continutes to revise thier consensus earnings estimates higher

- Meanwhile, %5-plus GDP growth is expected to arrive soon due to booming productivity, a shrinking trade deficit, and improving customer spending.

12:30 to 13:15

See What's Really Moving the Stock Market

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Brent Kochuba
SpotGamma

Brent Kochuba

SpotGamma

Brent Kochuba founded SpotGamma in 2020 to provide retail traders with an edge by unveiling how and when options are driving stocks and futures. SpotGamma models all US options flows to generate proprietary expert analysis and actionable indicators for our global trading community.

- COVID, GameStop, Iran. Markets react - but what's really driving them? - While headlines creat volatility, the options market is often the hidden force behind the moves

- In this presentation, Brent shows how these forces shape the S&P 500 leading stocks every single day

12:30 to 13:15

How to Find the Next 10x Stock (Plus 5 Stocks to Buy Today!)

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Ryan Irvine
KeyStone Financial

Ryan Irvine

KeyStone Financial

Ryan Irvine is president and founder of KeyStocks.com, one of Canada's only independent stock market research advisor firms. KeyStocks.com specializes in uncovering, before the broader market, under-followed small-to-mid-sized companies that are financially sound and producing solid growth in both revenues and earnings and has a 25-year track record to prove it. Mr. Irvine has a BBA in finance, authored a syndicated financial column for eight years, which appeared in well-known Canadian publications including The Vancouver Province, Calgary Herald, and Investor's Digest. He is a regular guest on BNN and Canada's number one financial radio show Money Talks with Michael Campbell.

• Most investors dream of finding the next 10-bagger that truly changes a portfolio – like KeyStone's recommendations of little-known but highly profitable stocks that include Canada's Hammond Power, up 40,000%, and Boyd, up 9,000%...or XPEL, up 3,700%, in the US

• But to identify stocks with 10x potential, you need to know where to look. They key is finding stocks that are small, growing, profitable, and undiscovered

• This presentation will cover how to identify these winners – and include five new "Buy" recommendations from Keystone's research

12:30 to 13:15

The Strongest Asset Protection Tool Most Advisors Have Never Used: Nevada Domestic Asset Protection Trusts Explained

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John Netto
Rareview Capital

John Netto

Rareview Capital

John Netto is the Chief Legal Macro Strategist at Rareview Capital and the Founder and Managing Attorney of Unit of Risk Legal Advisors. He is the creator of the Juris-Macro Investment Framework. This methodology integrates regulatory regime dynamics, statutory interpretation, company-specific legal exposure, and juris-macro investment analysis into cross-asset macro investing. This framework extends the interdisciplinary work John has developed over a twenty-five-year career in global macro trading and risk architecture. Mr. Netto is also the author of The Global Macro Edge: Maximizing Return per Unit-of-Risk and is featured in Jack Schwager's Unknown Market Wizards: The Best Traders You've Never Heard Of, which profiles his career employing discretionary and algorithmic macro strategies. He created the Netto Number, the Risk Factor Compensation System, and the Protean Strategy—frameworks that have reshaped how professional investors quantify and reward risk-adjusted performance. His commentary on macro strategy, volatility, and market structure has appeared on Bloomberg TV, CNBC, Fox Business, Real Vision, and The Wall Street Journal, and he is a frequent speaker at investment conferences. Mr. Netto is a licensed attorney in the State of Nevada and earned his Juris Doctor, magna cum laude, from UNLV's Boyd School of Law, where he externed with the Nevada Supreme Court (Justice Kristina Pickering) and the Discovery Commission (Commissioner Adam Ganz). A former US Marine Corps Staff Sergeant, he brings military-grade precision to his legal and advisory work. His legal practice focuses on VA disability claims, transactional matters, trust and estate planning, and M&A strategy—areas that benefit from his integrated approach to law, finance, and risk assessment. John is currently completing his MBA at UNLV's Lee Business School, with coursework focused on data-driven decision-making in accounting, M&A, financial modeling, and entity taxation—all approached through an applied AI lens that integrates statistical modeling with legal and financial analysis.

- Nevada's Domestic Asset Protection Trust (NDAPT) is one of the most powerful wealth preservation vehicles available to individuals. Unlike traditional irrevocable trusts, a properly structured Nevada DAPT allows the grantor to remain a discretionary beneficiary while placing assets beyond the reach of future creditors

- As a Nevada trust attorney and chief legal macro strategist, John will demystify the NDAPT — explaining how it works, who it's for, and which specific structuring decisions determine whether it holds up when it matters most

- This is not a theoretical overview. It is a practitioner's guide to one of the most underutilized trust structures in domestic estate planning – delivered by an attorney who uses and advises on these structures professionally

13:30 to 17:30

From Trader to Portfolio Manager: Hedge Fund Strategies and Tactics

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Scott Maragioglio
Trading Academy

Scott Maragioglio

Trading Academy

Scott Maragioglio started his trading career at a NYSE member firm in 1992, where he was lucky enough to be mentored in technical analysis and asset management by experienced money managers at the firm. Over a 20 year career he has experienced many facets of the financial industry, working with both retail and institutional investors and on both buy and sell side trading desks. He has also provided technical research to many of the largest asset management firms and banks on Wall Street. As a Trading Academy instructor, Mr. Maragioglio is a strong proponent of process based trading and strict risk management. Students taking his class can expect an emphasis on these topics.

Most traders think managing a hedge fund is about bigger capital and better returns…but it's not. It's about structure, process, and execution at a completely different level. In this high-impact, four-hour workshop, Trading Academy instructor Scott Maragioglio will pull back the curtain on how real hedge funds are built — from strategy design and portfolio construction to risk management and execution frameworks used by institutional players. 

You'll also get... 

• A behind-the-scenes look at what it actually takes to transition from trading your own account to thinking and operating like a fund manager

• Deep insights into the technology, workflows, and decision-making processes professionals rely on every day

• A practical, no-fluff introduction to the mechanics of running money at scale It's all designed to give you clarity on whether stepping into the world of hedge funds is your next smart move.

Meet Our Speakers

Scott Maragioglio

Trading Academy

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Scott Maragioglio

Trading Academy

Scott Maragioglio started his trading career at a NYSE member firm in 1992, where he was lucky enough to be mentored in technical analysis and asset management by experienced money managers at the firm. Over a 20 year career he has experienced many facets of the financial industry, working with both retail and institutional investors and on both buy and sell side trading desks. He has also provided technical research to many of the largest asset management firms and banks on Wall Street. As a Trading Academy instructor, Mr. Maragioglio is a strong proponent of process based trading and strict risk management. Students taking his class can expect an emphasis on these topics.

Kate Butta

Ignite Funding

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Kate Butta

Ignite Funding

Kate Butta joined the Ignite Funding team at the beginning of 2021 and has quickly made herself an integral part of the team. She seamlessly adapted to her role of educating potential clients on the benefits of diversification with Trust Deed investments to maintain a balanced portfolio. Ms. Butta brings with her over 30 years of sales and hospitality experience, and as a director of global sales she was responsible for $100 million in revenue internationally.

Janet LePage

Co-Founder & CEO, Western Wealth Capital

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Janet LePage

Western Wealth Capital

Janet LePage is the co-founder & ceoof Western Wealth Capital. For the past decade, Janet has been focused on creating wealth through well-selected real estate. She has grown her precise business strategy from more than 50 residential transactions in Arizona to the purchase of 130 multifamily buildings comprised of over 29,000 rental units. Under Janet's leadership, Western Wealth Capital has successfully completed over $6.4 billion in real estate transactions.

Katie Perry

zerohash

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Katie Perry

zerohash

Katie Perry is the cmo of zerohash, the leading crypto and stablecoin infrastructure platform, and the author of Ticker Shock: A Playbook for Investor Relations, Communications, and Leadership in the Age of Retail Investors (Wiley, 2026). With over 15 years of experience across tech and agencies, she previously served as the first marketing hire and vp at Public.com, where she grew the brand from its early stages through 2023. Her diverse background includes founding a fractional marketing consultancy and serving as a chief of staff for a publicly traded company, with expertise spanning B2B and B2C sectors like fintech, media, and consumer goods. A recognized thought leader, Katie frequently contributes to The Wall Street Journal and Bloomberg and has spoken at major industry events such as Money 20/20 and CES. As a financial journalist, she has interviewed over 100 executives, including the leaders of Robinhood and Shopify. Her industry contributions have earned her a spot in the World Economic Forum's Future of Capital Markets group and recognition as a Top 50 FinTech Marketer. Her book, available July 15, 2026, examines the growing influence of retail investors on the public markets.

Timothy Anderson

TJM Investments

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Timothy Anderson

TJM Investments

Tim Anderson has been in senior trading positions in the investment world for 40+ years, including stints at Salomon Brothers, NatWest Markets, and Citigroup. Currently as a managing director at TJM Investments he frequently gives media commentary on the Economy, The Federal Reserve, and any impact headlines of the day influencing Financial Markets. Mr. Anderson has been viewed recently on Fox Business, FinTechTV, The Schwab Network, Yahoo Finance, NYSE TV and numerous leading financial podcast channels.

Carolyn Boroden

ElliottWaveTrader.net

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Carolyn Boroden

ElliottWaveTrader.net

Carolyn Boroden is a technical analyst specializing in Fibonacci analysis. Her unique form of price and time analysis is quickly proving to be one of the most promising trading techniques using Fibonacci available today. Ms. Boroden's first book, Fibonacci Trading: How to Master the Time and Price Advantage, was published by McGraw-Hill in early 2008. She is currently running a trading room at Elliottwavetrader.net.

Ryan Irvine

KeyStone Financial

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Ryan Irvine

KeyStone Financial

Ryan Irvine is president and founder of KeyStocks.com, one of Canada's only independent stock market research advisor firms. KeyStocks.com specializes in uncovering, before the broader market, under-followed small-to-mid-sized companies that are financially sound and producing solid growth in both revenues and earnings and has a 25-year track record to prove it. Mr. Irvine has a BBA in finance, authored a syndicated financial column for eight years, which appeared in well-known Canadian publications including The Vancouver Province, Calgary Herald, and Investor's Digest. He is a regular guest on BNN and Canada's number one financial radio show Money Talks with Michael Campbell.

Dr. Alan Ellman

The Blue Collar Investor Corp.

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Dr. Alan Ellman

The Blue Collar Investor Corp.

Alan Ellman is president of The Blue Collar Investor Corp. and best-selling author. He's been trading stock options since 1995 and started The Blue Collar Investor Corp. in 2007. He's a frequent guest/contributor on the Options Industry Council's Wide World of Options, StockCharts TV, The Money Answers Radio program, the Options Industry Council, American Association of Individual Investors, and Nasdaq.com.

Brent Kochuba

SpotGamma

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Brent Kochuba

SpotGamma

Brent Kochuba founded SpotGamma in 2020 to provide retail traders with an edge by unveiling how and when options are driving stocks and futures. SpotGamma models all US options flows to generate proprietary expert analysis and actionable indicators for our global trading community.

Gav Blaxberg

WOLF Financial

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Gav Blaxberg

WOLF Financial

Gav Blaxberg is the CEO of WOLF Financial, a premium media brand & financial content creator agency dedicated to providing daily education to millions of stock market, real estate, and crypto investors. With a professional background in PWM at Goldman Sachs and PE at Versa, Gav works closely with Nasdaq, CBOE, and a variety of other financial firms helping them reach millions of retail investors.

Eric Bolling

BOLLING

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Eric Bolling

BOLLING

Eric Bolling is an Emmy Award–winning television host and New York Times bestselling author with more than 15 years as a leading voice in cable news. He hosted the #1 show on Newsmax, the nation's second-largest conservative network. A libertarian-conservative commentator, Bolling has built a loyal audience through careers in professional baseball, Wall Street, and television.

Jay Soloff

a Subsidiary of Tifin.ai

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Jay Soloff

a Subsidiary of Tifin.ai

Jay Soloff is the lead options analyst at Investors Alley, a subsidiary of Magnifi Communities. He is the editor for 48-Hour Income, Weekly Income Accelerator, Market Momentum, ETF Income Edge, and ETF Income Trader. Prior to Mr. Soloff's work with Investors Alley, he was a professional options market maker on the floor of the Chicago Board Options Exchange, the largest options trading exchange in the world.

Jerremy Newsome

Newsome

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Jerremy Newsome

Newsome

Jerremy Alexander Newsome is the CEO and co-founder of reallifetrading.com. He has one of the fastest-growing audiences and websites on the internet and attacks the markets with an energy, exuberance, and humor that is truly refreshing. Mr. Newsome has been professionally trading the stock market since he was 21 years old. He specializes in candlesticks, gaps, credit spreads, and day and swing trading.

Nancy Tengler

Laffer Tengler Investments

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Nancy Tengler

Laffer Tengler Investments

Nancy Tengler is the chief executive officer and chief investment officer of Laffer Tengler Investments. She is responsible for active equity management research and portfolio management, as well as leading the firm. Ms. Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler's Women & Wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning. The second edition of her book, The Women's Guide to Successful Investing, was published in September 2023. As one of the most dynamic women in the investment management industry today, she is a sought-after TV and print financial commentator on local and national media outlets. Prior to joining Laffer Tengler, Ms. Tengler had a distinguished investment management career in several senior leadership roles. Most recently, she served as chief investment officer at Heartland Financial where she was also a director of Arizona Bank & Trust. Ms. Tengler has also served as president, chief executive officer, and chief investment officer of Fremont Investment Advisors in San Francisco. Before that, she founded Global Alliance Value Investors. She also worked for UBS Asset Management as head of the Value Equities Group and with Spare, Tengler, Kaplan, and Bischel, Ltd., as president and senior portfolio manager.

John Netto

Rareview Capital

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John Netto

Rareview Capital

John Netto is the Chief Legal Macro Strategist at Rareview Capital and the Founder and Managing Attorney of Unit of Risk Legal Advisors. He is the creator of the Juris-Macro Investment Framework. This methodology integrates regulatory regime dynamics, statutory interpretation, company-specific legal exposure, and juris-macro investment analysis into cross-asset macro investing. This framework extends the interdisciplinary work John has developed over a twenty-five-year career in global macro trading and risk architecture. Mr. Netto is also the author of The Global Macro Edge: Maximizing Return per Unit-of-Risk and is featured in Jack Schwager's Unknown Market Wizards: The Best Traders You've Never Heard Of, which profiles his career employing discretionary and algorithmic macro strategies. He created the Netto Number, the Risk Factor Compensation System, and the Protean Strategy—frameworks that have reshaped how professional investors quantify and reward risk-adjusted performance. His commentary on macro strategy, volatility, and market structure has appeared on Bloomberg TV, CNBC, Fox Business, Real Vision, and The Wall Street Journal, and he is a frequent speaker at investment conferences. Mr. Netto is a licensed attorney in the State of Nevada and earned his Juris Doctor, magna cum laude, from UNLV's Boyd School of Law, where he externed with the Nevada Supreme Court (Justice Kristina Pickering) and the Discovery Commission (Commissioner Adam Ganz). A former US Marine Corps Staff Sergeant, he brings military-grade precision to his legal and advisory work. His legal practice focuses on VA disability claims, transactional matters, trust and estate planning, and M&A strategy—areas that benefit from his integrated approach to law, finance, and risk assessment. John is currently completing his MBA at UNLV's Lee Business School, with coursework focused on data-driven decision-making in accounting, M&A, financial modeling, and entity taxation—all approached through an applied AI lens that integrates statistical modeling with legal and financial analysis.

Brian Belski

Humilis Investment Strategies

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Brian Belski

Humilis Investment Strategies

With over 36-years of Wall Street experience as a strategist and portfolio manager, Brian Belski opened his own firm, Humilis Investment Strategies in late 2025. During his career, Brian is know for his consistency and disciplined approach to investment strategy and equity portfolios, as exhibited during his previous roles at BMO Capital Markets, Oppenheimer and Company, Merrill Lynch and Piper Jaffray. Brian has had the honor of guiding institutions, advisors, and investors through every major market cycle of the past four decades.

Jeff Greenblatt

LLC

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Jeff Greenblatt

LLC

Jeff Greenblatt is director of Lucas Wave International. He is the author of Breakthrough Strategies for Predicting Any Market, Charting Elliott Wave, Lucas, Fibonacci, Gann and Time for Profit. He is the creator of the Kairos price/time charting and trading strategies, a 21st century model for what Gann was doing 100 years ago.

Rudolfo Beltran

InNova Global Fund

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Rudolfo Beltran

InNova Global Fund

Rudolfo Beltran, the vice president and head of capital acquisition, marketing, and CRM at InNoval Global Fund, brings over three decades of extensive experience in brand management and sales within the beverage industry. His wealth of knowledge has been instrumental in driving growth and success as they strive to make a positive impact through micro-lending in Kenya.

Larry McDonald

The Bear Traps Report

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Larry McDonald

The Bear Traps Report

Larry McDonald is a political risk expert, New York Times bestselling author with over 1 million books sold in over 12 languages, and founder of The Bear Traps Report, a research platform focused on global systemic risk. A former Lehman Brothers VP, he predicted the subprime crisis and wrote A Colossal Failure of Common Sense, a top-selling finance book. In his most recent best-seller, How to Listen When Markets Speak, Larry goes over his unique and counterintuitive investment strategies to help readers navigate never-before-seen market volatility. As a keynote speaker, Mr. McDonald shares insights on market risk, inflation, energy, and investment strategy. Larry is a regular contributor on CNBC, Bloomberg, and Fox Business, known for delivering powerful, actionable talks to investors worldwide.

Jeff Novak

Rivery Capital

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Jeff Novak

Rivery Capital

Jeff Novak is a former NFL lineman turned real estate operator with 15 years of experience developing, acquiring, and capitalizing mixed-use communities nationwide. Now managing partner of Rivery Capital, he's partnered with Enverus founder Allen Gilmer and Oil and Gas Asset Clearinghouse owner Cody Davis to deliver institutional-grade energy funds to serious investors. Rivery Capital's edge: unmatched data intelligence, unrivaled deal flow, and a proven capital-raising track record.

Jose Torres

Interactive Brokers

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Jose Torres

Interactive Brokers

José Torres, a senior economist at Interactive Brokers, is responsible for market forecasting, economic analysis, economic commentary, client presentations, and educational content. His skill set includes the ability to communicate and analyze complex economic topics in English and Spanish. Throughout his career, he has been interviewed by media outlets including Bloomberg, CNBC, CNN, WSJ, AP, Yahoo Finance, Cheddar, Insider, Seeking Alpha, Bond Buyer, Kiplinger, PBS, FOX, US News, Economic Times, Univision, and Telemundo.

Hilary Kramer

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Hilary Kramer

Hilary Kramer is an investment analyst and portfolio manager with 30 years of experience on Wall Street. The Financial Times describes her as "A one-woman financial investment powerhouse" and The Economist distinguishes her as "One of the best-known investors in America." Ms. Kramer independently published newsletters including GameChangers, Value Authority, High Octane Trader, 2-Day Trader, IPO Edge, and Inner Circle. She is often quoted in publications such as the Wall Street Journal, New York Post, Bloomberg, and Reuters. Ms. Kramer is a frequent guest commentator on CNBC, CBS, Fox News, and Bloomberg, providing investment insight and economic analysis.

Heather Vanek

Simpler Trading

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Heather Vanek

Simpler Trading

Heather Vanek is a content manager at Simpler Trading where she takes complex options strategies and breaks them down into easy-to-understand lessons. She works directly with John Carter, world-class trader and developer of the TTM Squeeze indicator, to deliver his highly successful trades to aspiring traders hoping to gain wisdom and proficiency from the master himself. Heather originally began a career as a photographer in 2004. After nine years of working behind the camera, she realized her true passion was teaching other professionals skills. She has since redirected this passion from teaching business skills to photographers to teaching retail traders how to grow their accounts.

David Morgan

TheMorganReport.com

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David Morgan

TheMorganReport.com

David Morgan is a widely recognized analyst in the precious metals industry and consults for hedge funds, high-net-worth investors, mining companies, depositories, and bullion dealers. He is the publisher of The Morgan Report, a world-class publication designed to build and secure wealth. In addition, Mr. Morgan is the author of The Silver Manifesto and a featured speaker at investment conferences worldwide. He has appeared on CNBC, Fox Business, Yahoo! Finance, MSNBC, and BNN in Canada.

Tim Plaehn

a Subsidiary of Magnifi Communities

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Tim Plaehn

a Subsidiary of Magnifi Communities

Tim Plaehn is the lead research analyst for income and dividend investing at Investors Alley, a subsidiary of Magnifi Communities. He is the editor of The Dividend Hunter, Weekly Income Accelerator, ETF Income Maximizer, ETF Income Trader, and ETF Income Edge. Mr. Plaehn was formerly in the US Air Force serving as an F-16 fighter pilot and instructor.

Louis Navellier

Navellier & Associates

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Louis Navellier

Navellier & Associates

Louis Navellier is one of Wall Street's renowned growth investment advisors. He is the founder and chairman of Navellier & Associates, a money management firm. Mr. Navellier specializes in behavioral finance and utilizes extensive quantitative and fundamental analysis to identify market-beating stocks. he is the editor of five investing newsletters published through InvestorPlace.

Ronald C. Filer, Jr.

Hornet Corporation

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Ronald C. Filer, Jr.

Hornet Corporation

Ron Filer, Jr., has been with Hornet Corporation since they drilled their first well, impressed by the unique opportunity the company offers to its partners. His vast experience spans across many industries. Mr. Filer is an integral part of the Hornet team's much-heralded success.

Edward Yardeni

Inc.

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Edward Yardeni

Inc.

Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.

Phil Flynn

The PRICE Futures Group

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Phil Flynn

The PRICE Futures Group

Phil Flynn is senior energy analyst at The PRICE Futures Group and a Fox Business Network contributor. He is one of the world's leading market analysts, providing individual investors, professional traders, and institutions with up-to-the-minute investment and risk management insight into global petroleum, gasoline, and energy markets. Mr. Flynn's precise and timely forecasts have come to be in great demand by industry and media worldwide. His impressive career goes back almost four decades, gaining attention with his market calls and energetic personality as writer of The Energy Report.

Carley Garner

DeCarley Trading

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Carley Garner

DeCarley Trading

Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is frequently referenced on Jim Cramer's "Mad Money" on CNBC, and she is a regular guest on multiple media outlets, including Bloomberg Television and the Schwab Network. You may also see her on "Cow Guy Close," hosted by Scott Shellady, on RFD-TV or on the industry speaking circuit. Ms. Garner is an award-winning author, with books including Trading Commodity Options with Creativity, Higher Probability Commodity Trading, A Trader's First Book on Commodities, and others.

Wayne McDonell

TRADARS ANALYTICS

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Wayne McDonell

TRADARS ANALYTICS

Wayne McDonell is an independent investor and forex/futures trader with more than 20 years of market experience. A former venture capitalist, he has invested in over 100 patented technologies and now manages charitable endowments using fundamental and technical analysis. Wayne is an award-winning educator, bestselling author of Strategic and Tactical Forex Trading, and founder of TRADARS.com, an AI-powered analytics platform helping traders make informed, risk-managed decisions.

Ryan Wilday

ElliottWaveTrader.net

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Ryan Wilday

ElliottWaveTrader.net

Ryan Wilday has over two decades of experience trading equities, futures, and options. He began trading cryptocurrencies in 2013, and today, he melds his deep knowledge of the cryptocurrency market with Elliott Wave theory. In August 2017, Mr. Wilday launched his Cryptocurrency Trading service on elliottwavetrader.net.

Daniel Montano

Inc.

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Daniel Montano

Inc.

Dan Montano started at the Los Angeles Stock Exchange in 1968 as a floor broker. Over the next 30 years, he managed thousands of stockbrokers as CEO of several security firls. In 1998, he left investment banking and dedicated himself to advance biotechnology breakthroughs. Presently, he is CEO of Zhittya Genesis Medicine Inc., a bio-pharaceutical company developing drug treatments for heart disease, strokes, Parkison's disease, Alzheimer's, and more.

Jason Bodner

MoneyFlows

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Jason Bodner

MoneyFlows

Jason Bodner is an accomplished investor and stock researcher, reaching tens of thousands of people each week. He co-founded MoneyFlows (formerly MAPsignals.com), a quantitative equity research firm focusing on unusual institutional trading. Mr. Bodner contributes to Navellier & Associates' weekly letter, writing Sector Spotlight and several white papers. He is also the editor of Quantum Edge for TradeSmith.

Anas Alhajji

Energy Outlook Advisors LLC

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Anas Alhajji

Energy Outlook Advisors LLC

Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, influencer, investor, and speaker with more than 1,000 papers, articles, and columns to his credit. He advises governments, companies, financial institutions, and investors on various energy market issues. He focuses on the oil, gas, and energy markets outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy, employment, and technology in the oil and gas industry. He has extensive experience in market structure and modeling. Before his recent role as a managing partner at Energy Outlook Advisors LLC and editorial advisor of Attaqa, he was the former chief economist of NGP Energy Capital Management. He led the firm's macro-analysis of the oil, natural gas, and related markets as well as the overall economic environment. He was responsible for the short-term and long-term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji's articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for one of the industry's premier publications: World Oil. He is also the moderator of the industry's oldest virtual forum: Oil, Gas, & Energy Law (OGEL). Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics. Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds an M.A. in economics, and a Ph.D. in economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking.

Kevin Bidner

The Hotel Communication Network

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Kevin Bidner

The Hotel Communication Network

Kevin Bidner was a founding partner and executive at 2020 Technology for nearly two decades. Renowned as an exceptional 'super-salesman,' he was pivotal in securing 2020's largest multi-million-dollar clients. Following its IPO in 2009, Mr. Bidner embarked on a new journey that led to the inception of HCN, where he embodies the roles of visionary, strategist, and unwavering leader.

Danielle Shay

Simpler Trading

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Danielle Shay

Simpler Trading

Danielle Shay is a market analyst, trader, and the VP of options at Simpler Trading. She is an expert commentator on Fox News, Fox Business, Yahoo! Finance, Cheddar, Stockcharts.com and more. Ms. Shay is also a contributing author in John Carter's 3rd edition of Mastering the Trade. Her focus is on trend-following and directional strategies via options trading, though she covers stocks and ETFs as well. As a former teacher, Ms. Shay's goal is to help traders grasp the basics that make trading simpler-no matter their skill level. Her motto is, "If I can do it, you can do it!."

Michael Khouw

YieldMax ETFs

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Michael Khouw

YieldMax ETFs

Michael Khouw is a 20- year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities, and equity and index derivatives for both buy-side and sell-side firms. He is the co-author of The Options Edge (Wiley 2016), a comprehensive guide to understanding the value of options, optionality, volatility, and strategy for both retail and institutional investors that includes practical real-life examples of do's and don'ts for everyone from options novices to seasoned practitioners.

Tony Edward

Thinking Crypto Podcast

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Tony Edward

Thinking Crypto Podcast

Tony Edward is an author, the visionary founder of the Thinking Crypto Podcast, and a passionate crypto/blockchain enthusiast. With a keen interest in the crypto space since 2016, Tony has established himself as a knowledgeable and influential figure. His podcast features insightful interviews with politicians, founders, CEOs, and other prominent personalities, offering listeners a deep dive into the world of cryptocurrency and blockchain technology.

Theodore Hicks II

Hicks & Associates Wealth Management

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Theodore Hicks II

Hicks & Associates Wealth Management

Theodore Hicks II is the author of the award-winning book Evidence-Based Investing: To Invest Well Over a Long-Term, Sometimes You Have to First Survive the Short-Term. Hicks is also the founder and chief investment officer for a boutique asset management firm based in Cary, NC.

Mike Larson

MoneyShow

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Mike Larson

MoneyShow

Mike Larson serves as senior vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. He produced the company's Safe Money Report, Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading sereral other past products.

Dan Sauer

Vertical Petroleum Industries

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Dan Sauer

Vertical Petroleum Industries

Dan Sauer is the president and CEO of Vertical Petroleum Industries (VPI) in Adrmore, Oklahoma. Currently, VPI partners with multiple operators, geologists, and field engineers to ensure the success of over 20 projects for more than seven years.

Jason Hommel

Blockchain Mint

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Jason Hommel

Blockchain Mint

Jason Hommel wrote the Silver Stock Report from 2003 until 2014. He is an expert on Bible Prophecy, Gold, Silver, Money, Health, Vitamins and Minerals, and now Cryptocurrencies.

Mark Mahaney

Evercore ISI

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Mark Mahaney

Evercore ISI

Mark Mahaney is a senior managing director and head of internet research at Evercore ISI. He has covered internet stocks for almost 25 years and has been consistently recognized by Institutional Investor for his research, spending 13 years as a top-three ranked analyst and five years as a number-one ranked analyst. He has worked on both the sell-side and the buy-side with companies, including American Technology Research, Morgan Stanley, Citibank, and Royal Bank of Canada.

Brandon Wendell

Inc.

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Brandon Wendell

Inc.

Brandon Wendell, CMT, has been active in financial markets since 1997. His career spans roles as a retail stockbroker, trader for a private hedge fund, and educator. Major financial media outlets, including CNBC, Bloomberg TV, and Fox Business, have recognized Mr. Wenedll's expertise in technical analysis. Mr. Wendell has mentored institutional traders and money managers with up to $100 million AUM and was contracted by TradeStation Securities to create educational content.

Toby Wade

DeepVest

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Toby Wade

DeepVest

Dr. Toby Wade is the CEO of DeepVest. He is an expert in investment, AI, and machine learning, with over 20 years of experience spanning equities, cryptocurrencies, futures, and currencies. He has held pivotal roles in hedge funds, financial exchanges, and banking institutions, focusing on alpha research, portfolio management, risk assessment, and trading strate

Steve LaTorre

Texakoma

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Steve LaTorre

Texakoma

Steve LaTorre joined Texakoma in 2010 and oversees Texakoma's initiative for expansion. He has over 25 years of investment-related experience, working in the financial sector at Wells Fargo and AllianceBernstein. Mr. LaTorre is an attorney and a FINRA Registered Securities Principal.

Kevin Mahn

Inc.

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Kevin Mahn

Inc.

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a managing director in 2004. Currently serving as the president and chief investment officer (CIO) of Hennion & Walsh Asset Management, he is responsible for all of the Wealth and Asset Management products and services offered at the firm including fee-based money management and the various portfolio strategies within the SmartTrustseries of Unit Investment Trusts (UITs). Mr. Mahn was also the former portfolio manager of the SmartGrowthMutual Funds.

Eva Ados

ERShares

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Eva Ados

ERShares

Eva Ados is chief operating officer and chief investment strategist at ERShares, where she leads the firm's investment strategy, research, and market outlook. Her work focuses on global macro trends, thematic investing, and uncovering high-growth opportunities across public and private markets. MS. Ados helped pioneer the democratization of private equity access through XOVR, the first US-listed ETF to combine public and private-company exposure. She is a frequent financial media guest on CNBC, Fox Business, and Bloomberg

Wendy Borlabi

Performance Coach, Impact Engine Group

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Wendy Borlabi

Impact Engine Group

Dr. Wendy Borlabi, performance psychologist for the Chicago Bulls, U.S. Olympians, and Navy SEALs, brings elite-level performance psychology to the investing world. Since its inception, Dr. Borlabi has served as a special advisor to Daugherty and his affiliated firm, Endowment Assurance Corp, integrating the mindset training used by world-class athletes into investment decision-making. She will share the proven mental techniques that help investors stay in winning investments and trades and exit losers with clarity and confidence.

Robert Daugherty

Endowment Assurance Corporation

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Robert Daugherty

Endowment Assurance Corporation

Robert Daugherty, Founder Endowment Assurance Corporation

Tom Sosnoff

Lossdog

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Tom Sosnoff

Lossdog

Tom Sosnoff began his career on the CBOE floor in 1981, where he spent two decades as a market maker and money manager, and ran a prop trading firm. In 1999, he co-founded thinkorswim, a new broker-dealer and the leading options boutique in the US. The thinkorswim platform provided retail traders with professional-grade analytics and HFT execution tools. The company went public in 2007 and was acquired by TD Ameritrade in 2009 for $750M. Following the acquisition, Mr. Sosnoff co-founded tastytrade in late 2010. Tastytrade quickly became the largest streaming digital network for finance. In 2017, tasty launched a next-generation brokerage platform offering the industry's most advanced derivative trading technology. IG Group acquired tastytrade in 2021 for $1.1B. Tom now returns alongside co-founder Scott Sheridan with Lossdog, applying decades of experience in market transparency to professional and investment compensation. The platform uses intelligent, math-driven algorithms to calculate the optimization of both a user's investment portfolio and career profile.

Michael Lee

Michael Lee Strategy

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Michael Lee

Michael Lee Strategy

Michael Lee is the founder of Michael Lee Strategy, an investment management and wealth planning firm. A veteran of the financial services industry, he is one of the most sought-after voices in the industry. Mr. Lee appears regularly on Fox Business and on many financial media outlets to comment on economics, financial markets, and the effect of politics on both.

Merlin Rothfeld

Trading Academy

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Merlin Rothfeld

Trading Academy

Merlin Rothfeld is senior director at Trading Academy. As one of the first students of the academy, he took his expertise to Europe where he built financial training materials for banks, brokerages, and universities, including the first ever trading lab in Europe. He has led the development of OTA's digital asset program and is featured on the company's Monday Morning Must-Knows show.
Event Sponsors

Rivery Capital

Rivery Capital

Rivery Capital is a strategic management company established through the collaboration of its affiliate companies—Novak Capital, Oil & Gas Asset Clearinghouse, Ridge Oil & Gas, and Novak Commercial Development. With a focus on Capital Markets and Oil & Gas brokerage, this unique structure brings together a rare blend of industry insight, operational expertise, and strategic vision under one platform. 

As the central hub for these affiliates, Rivery Capital provides leadership, oversight, and shared resources that drive value creation across a diverse portfolio of industries, including real estate, energy, oil & gas, and film. This collaborative foundation allows us to efficiently identify, develop, and manage high-potential investment opportunities that deliver long-term, sustainable returns for our partners. 

Through its affiliates, Rivery Capital maintains active platforms in real estate development, energy investments, upstream oil & gas transactions, and film financing. Each platform benefits from the firm’s disciplined management approach, thoughtful structuring, and deep sector expertise—ensuring exceptional outcomes for investors and partners alike.

Website

Western Wealth Capital

Western Wealth Capital

Keystone Financial

Keystone Financial

Investors Alley

Investors Alley

Wolf Financial

Wolf Financial

Simpler Trading

Simpler Trading

IBD

IBD

Market Watch

Market Watch

Hornet Corporation

Hornet Corporation

Hornet Corporation is one of the fastest growing Tennessee oil and gas companies, based out of Hendersonville.

At Hornet Corporation, we look at developing and operating Tennessee oil wells and Tennessee oil fields. Our team works hard to ensure that we become a dominant oil and gas developer with continued growth in the field. The oil and gas sector is highly competitive, and Hornet Corporation fully intends on developing high-quality and producing oil wells in Tennessee.

Website

Texakoma

Texakoma

Since 1982, the Texakoma Group (“Texakoma”) has established and grown our oil and gas exploration, operation and production business around our greatest asset, our people. Led by Texakoma’s Executive Management team and our core of industry-respected and veteran engineers, geologists, landmen and professional staff – many having over 20 years with Texakoma – we have been able to find, explore and develop numerous oil and gas fields in states such as Texas, Oklahoma, New Mexico, Montana and Pennsylvania. 

From 1993 to 2004, Texakoma became one of the top coal bed methane gas producers in the San Juan Basin, New Mexico, holding 22,000 acres under lease with 76 producing wells and gross reserves of 170 bcf. Since our sale of the New Mexico asset to POGO Producing Co. in 2004, Texakoma has continued to explore and develop assets in multiple basins including the SCOOP & STACK, Williston and Anadarko Basins. Currently, we are among the largest oil producers in Roberts County, Texas, and have operated in 9 states.

Website

The Epoch Times

The Epoch Times

The Epoch Times is an independent media organization dedicated to delivering value-driven journalism that informs, inspires, and provides clarity. We were founded in 2000 on the premise that truth and tradition are cornerstones of a thriving society. We have a deep commitment to freedom of the press, drawing inspiration from the experiences of our first reporters and editors in China, who faced state-sanctioned censorship, torture, and jail. 

We have an unwavering commitment to stories that matter, in-depth reporting, and timeless values. Our goal is to serve our readers with reporting free from political agendas, corporate influence, and government pressure. The Epoch Times is one of the fastest-growing media companies in the United States. Internationally, we publish in 22 languages across 35 countries. The Epoch Times has received numerous awards for our reporting and design, including from the Society of Professional Journalists, the New York Press Association, and the Society for News Design.

Website

Yardeni QuickTakes

Yardeni QuickTakes

Dr. Ed Yardeni has been one of Wall Street’s most respected voices for over four decades. He’s appeared on CNBC, Bloomberg, Fox Business, and is frequently quoted by The Wall Street Journal, The Financial Times, and Barron’s. Yardeni Research has long been known for independent, unbiased macro insights used by institutional investors around the world. QuickTakes is the retail-friendly version of that same trusted research.

QuickTakes is a fast, no-fluff daily email designed to help you understand what truly matters in the markets. Built for retail investors who want real substance without spending hours sorting through noise.

Website

Trading Academy

Trading Academy
Website

MarketWatch

MarketWatch

MarketWatch was born in an act of rebellion. In 1997, it was radical to ask why real-time market data, news, and analysis should only be available to the privileged few. 20+ years later, the democratization of financial information remains MarketWatch’s guiding principle.

Website

Investor's Business Daily

Investor's Business Daily

Investor's Business Daily provides exclusive stock lists, investing data, stock market research, education, and the latest financial and business news to help investors make more money in the stock market. All of IBD's products and features are based on the CAN SLIM investing system developed by IBD's founder William J. O'Neil, who identified the seven common characteristics that winning stocks display before making huge price gains. Each letter of CAN SLIM represents one of those traits.

Website

Barrons

Barrons

Since 1921, self-directed investors have relied on Barron’s as a trusted source of market ideas and insights to grow their portfolios and minimize their investing risks. Today, Barron’s creates the most trusted investment intelligence for affluent individuals and prestigious institutions. Its market-moving insights, analysis, contrarian viewpoints, and investment strategies enhance the professional success and personal wealth of its investment-savvy readers.

Website

101 AI World

101 AI World

Your ultimate guide to the AI Revolution

Website

InNova Global Fund

InNova Global Fund

InNova Global Fund is a pioneering micro-lending platform on a mission to transform lives and communities. With a laser focus on financial inclusion, we're revolutionizing access to capital for underserved populations in Kenya. Our innovative approach combines technology, data-driven insights, and a profound commitment to impact, making us a catalyst for economic growth and empowerment. Join us in reshaping the landscape of opportunity and investing toward a brighter future for all. (Formerly Positiviti)

Website

Hotel Communication Network

Hotel Communication Network

Come and hear about the incredible opportunity to invest in the company taking the world's largest industry, travel, by storm. It's an innovative 'guestroom tablet' solution that solves several challenges for the hotelier and gives guests a creative digital concierge from the convenience of their room. The opportunity is multiplied by HCN's highly profitable food delivery service, made even more relevant post-COVID, as most hotels are canceling room service permanently. This company is poised to take off. Find out how you can get invested to reap huge profits.

Website

Vertical Petroleum Industries

Vertical Petroleum Industries

Vertical Petroleum Industries (VPI), established in 2016 by Dan Sauer, an oil developer in Ardmore, Oklahoma, focuses on acquiring high-potential oil and gas leases. VPI manages every step of the development process—from working with experienced operators and geologists to overseeing legal, marketing, and capital fundraising efforts. VPI’s latest venture, the Thunderbird Development, marks their 28th drilling project. Given today’s strong oil market, they are confident this lease offers a strong opportunity for returns and long-term value.

Website

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