Smart Money Circle

https://intelligence.financialmodelingprep.com/pricing-plans?couponCode=adamsarhan

Website: https://site.financialmodelingprep.com/

Mission: Make Financial Data Available For All

BIOs:

Jack Zhang is an experienced Management Consultant and Data Systems Architect with a demonstrated history in the financial services industry. He specializes and has a deep understanding of data analytics & visualization, system process optimization, data architecture design, and machine learning. With a wide range of job experiences, from Sales at PepsiCo, to Real Estate at Berkshire Hathaway, he's a curious and passionate individual striving for growth and change. Jack initially co-founded Utradea to revolutionize how retail investors consume financial insights by bridging the financial knowledge gap with a custom NLP AI model. A few years after, Jack stepped in as CEO and took over FMP to optimize, scale and vertically integrate FMP's data architecture to offer one of the most comprehensive financial data API in the market.

Website: https://telomirpharma.com/

Ticker: $TELO

Guest: Dr. Howard Berman CEO and Chairman of Coya Therapeutics $COYA

Website:

https://coyatherapeutics.com/

Bio:

Chief Executive Officer and Chairman of the Board

Howard co-founded Nicoya Health in 2020 to realize the vision and research of Dr. Stanley Appel and merged the company with Coya Therapeutics in 2021 where he currently serves as Chairman and CEO.

He has over 18 years of entrepreneurial and industry experience working at the interplay of science and business. His experience offers him a unique combination of business acumen and scientific credibility with the ability to assess, quantify, and bridge both disciplines.

Howard gained corporate experience with increasing responsibilities and positions as a Medical Science Liaison at AbbVie where he spent 7.5 years launching Venetoclax in CLL and later, supporting numerous solid tumor assets. He also served in leadership roles at Novartis Pharmaceuticals and later Eli Lilly where he was the scientific point of contact between the company and key opinion leaders for development and initiation of collaborations, clinical trials and investigator initiated trials.

Howard began his career at MD Anderson Cancer Center in the technology transfer division where he was responsible for assessing the market, patent, and scientific merits of numerous oncology-based technology platforms in order to ascertain their commercial viability He received a Bachelor in Biology from the University of Michigan and a Masters and Ph.D. in Neuroscience and Pharmacology from Weill Cornell Medical School.

Think Differently With Salvatore M. Capizzi Executive Vice President at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM.

About Dunham & Associates

Dunham & Associates Investment Counsel, Inc. is an accessible, full-service wealth management firm which has been challenging the industry’s thinking for nearly four decades. The company’s differentiated investment strategies and approaches are designed to strengthen the investment process, relieve investment stress, and secure the best possible outcomes for clients. Financial advisors can utilize Dunham’s client service and asset allocation programs to optimize portfolio management. In addition to concierge back-office support, advisors can work with Dunham to create carefully engineered and well-balanced portfolios using innovative mutual fund strategies. Wherever possible, the compensation of Dunham’s sub-advisors is tied directly to the success of investments, in accordance with the firm’s commitment to accessibility, accountability, and fairness.

How To Bucket Plan Your Money & Avoid Freak Out

Websites:

https://www.jlsmithgroup.com/

https://c2penterprises.com/

Get The Book Here:

https://www.amazon.com/Bucket-Plan%C2%AE-Protecting-Worry-Free-Retirement/dp/1626344604/ref=sr_1_2?crid=5YE2KRN9CIHN&dib=eyJ2IjoiMSJ9.1MfSFPkx12WjYCIZNeBxtmRkWgi7L6Tw_r_qoydp2PJ8MEj3tNOAj7x_AxNgGXnKZb3e-vY15oUnMf_ATMhjsYexCG0Jy3GI4Qz6zhcUpbxT0eWCsh6CZLeXx-5JU0v-lmze5CBPfr9Z8ArANtBh9zrxqqLPhzpli_GX1z_iIEwPQ2_2Zc87mD_5BR5m60Pyu7_p-o0hSYhqipjTBip0-DjCaP9Mcp_9IJzMHZQ1EA4.s3629J44iVPSCDlcJbDQaXQHGO-HA1OML_KkCDQJJ7Y&dib_tag=se&keywords=Bucket+Plan+Book&qid=1712758052&sprefix=bucket+plan+book%2Caps%2C167&sr=8-2

Ted Karkus CEO & Chairman Of The Board Of

Ticker: PRPH

Website:

https://www.prophaselabs.com/

Bio:

Ted Karkus

Chairman & CEO of ProPhase Labs

Ted Karkus, CEO and Chairman of ProPhase Labs, drives the company’s diverse and synergistic businesses with his successful track record in biomedical and health companies. He transformed ID Biomedical’s strategy and valuation from $25 million to $1.4 billion sale to GlaxoSmithKline. As CEO of ProPhase Labs, he restructured the go-to-market strategy for the flagship product Cold-EEZE, turned around and significantly grew revenues, ultimately selling it for $50 million to Mylan.

ProPhase Labs is a fast-growing biotech, genomics and diagnostics company due to its commitment to growth, innovation, and execution excellence outlined in Ted’s high growth roadmap. He pivoted into industry leading CLIA labs, and then further diversified by acquiring genomics leader Nebula Genomics. Constantly innovating, Ted then created ProPhase BioPharma to deliver antivirals, cancer tests and therapeutic cancer compounds. The new acquisitions and legacy businesses work to drive synergistic growth with multi-billion-dollar potential.

He holds a BS in Psychology from Tufts University with Magna Cum Laude Honors and an MBA in Finance from Columbia University School of Business with Beta Gamma Sigma Honors.

Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM

Bio:

Alan Snyder

Founder and CEO

Alan is the Founder and CEO of aShareX. He is also the Managing General Partner of Shinnecock Partners, a family office investment boutique. Prior to forming aShareX, he was the Founder, CEO, President and Chairman of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, President and COO of First Executive Corporation, and Executive Vice President and Board Member at Dean Witter Financial (predecessor to Morgan Stanley). Alan holds a Bachelor’s degree from Georgetown University and an MBA from Harvard Business School.

How To Avoid Spectacular Failures With Leddar Tech CEO Frantz Saintellemy $LDTC

Frantz Saintellemy, CEO of LeddarTech

Nasdaq: LDTC

Bio: Engineer, innovator and internationally recognized expert in advanced technologies, Frantz has 25 years of experience in the electronics and automotive sector, with specialized knowledge in automotive, autonomous driving, AI, IoT and automation applications, in addition to business and product development, applications engineering, global sales and marketing. A dedicated entrepreneur and philanthropist, he is also co-founder of Groupe 3737, an incubator and innovation center that houses more than 30 companies and start-ups, in addition to offering a framework for ideation to revenue generation.

Frantz joined LeddarTech in September 2017, having previously served as VP and General Manager of the Automotive and Industrial Division of Integrated Device Technology (NASDAQ: IDTI), a California-based company specializing in a broad array of complete mixed-signal solutions. Prior to IDT, Frantz was President and Executive VP of Global Sales and Marketing at ZMDI AG, a global supplier of MEMs-based sensor solutions for automotive and industrial applications, which was acquired by IDT in December 2015. Prior to ZMDI, Frantz was CTO and Corporate VP of Technical Marketing and Advanced Engineering Group at Future Electronics, a global distributor of semiconductors and passive, interconnect and electromechanical components.

Throughout his career, Frantz has produced numerous patents and technical innovations. He also founded and co-founded many successful start-ups and corporations, the likes of which include SMGT Inc., Q-Links Home Automation, Groupe Reno-Metrix, Capital Plus and OMNI Global, and sits on several boards and advisory committees.

Frantz holds degrees in electrical engineering, business and marketing, and is also a graduate of the MIT Sloan Engineering Fellows Program on Innovations and Global Leadership. He was appointed chancellor of the University of Montreal in October 2021.

Heather Welsh, SR. VP, and Wealth Planning Dept

Leader Sequoia Financial Group $17B AUM CFP

Website:

https://www.sequoia-financial.com/

Bio

As Vice President of Wealth Planning, I determine

the strategic direction for the planning solutions created for Sequoia’s clients. I collaborate with the firm’s advisors and external partners to communicate timely, actionable planning-based recommendations to help clients achieve their wealth planning goals and objectives. Additionally, I oversee the

firm’s planning-based relationships with external collaborators with whom we

work closely to meet our clients’ tax, insurance, and retirement plan needs.

Beyond Wealth Planning, I participate in the firm’s

Management Committee to assist in execution of our strategic plan. I have focused those efforts on our talent engagement strategy & leading Sequoia’s diversity and inclusion efforts.