Asset Management Professionals to Know 2025

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

Visionary and Entrepreneurial leader that delivers a unique combination of strategic, operational, technical, and transactional expertise in finance, media and tech.

Real estate investor with a background in technology, specifically commercial real estate and fintech.Currently focused on acquisition of existing self storage facilities as well as putting together new development projects.

Christopher W. Adam is an automotive industry expert with deep experience across the collector, classic, exotic, and electric vehicle markets. As Director at Woodside Credit, the nation’s leading lender for auto enthusiasts, he brings more than a decade of financial expertise focused on how passion, lifestyle, and market trends drive purchasing and financing decisions. Adam is a frequent presence at major automotive events and auctions, collaborating with leading manufacturers, dealerships, and auction houses. His insights—spanning from the timeless appeal of collector cars to the emerging influence of EVs—make him a trusted voice on the evolving intersection of finance, innovation, and the enthusiast market.

With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.

Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.

Sabine Ghali, Managing Director at Buttonwood Property Management, Award Winning Real Estate Broker and an Entrepreneur at heart. Sabine is on a mission to help investors create real estate wealth over time in the Greater Toronto Area. Sabine is published in a number of media outlets, including Toronto Star, The Globe and Mail, Toronto Sun, Entrepreneur, Forbes, and Gulf News, among many others.

I work with you and your family to build your portfolio and develop a stable recurring income for your lifetime and that of your loved ones.We try to make that income tax efficient, so that we have as much after-tax income in your pocket to provide you with a comfortable retirement. For your non-registered monies, we generate tax preferred income through Canadian dividends that receive the dividend tax credit.As an example, there is a family I work with that receives about $100,000 in Canadian dividends every year from their joint account. Of this amount, $50,000 is taxed in each spouse's tax return along with their RRIFs and government pensions. As such, they pay very little taxes and have almost all of that income for their living needs. The dividends are of Canadian companies that are common shares and preferred shares. The common shares are of large dominant businesses with stable earnings enough to fund the dividends; like banks, telecoms, pipelines/utilities, insurance companies, etc.These companies are the type that clients are generally very comfortable with holding. Although the common share prices can fluctuate up and down through time, they have typically paid dividends for more than 50 years and are ones I feel can continue to pay well into the future. In addition to common shares, we hold higher quality Canadian preferred shares to generate tax preferred income and stability to your portfolio.We structure your personal investments to act like a pension. We use a fund to hold up to a year of cash needs. From this fund we take regular monthly withdrawals and automate transfers to your bank account every month. We then scoup up the dividends to top up the fund.As we want you to have a well diversified portfolio, we hold bonds and foreign stocks in tax registered accounts, like an RRSP, RRIF or TFSA.I do more than just managing investments. I provide estate planning to make sure your estate will pass to your spouse, children and other loved ones in a tax efficient way. And through financial planning, we want to make sure your financial situation doesn't get derailed if "life happens".The biggest value some say I provide, is that you and your family have someone who is experienced and knowedgeable in financial matters to help you, your spouse and children (especially after you have passed away) throughout your lives.I look forward to hearing from you:Office Tel: 604-288-2083Toll free: 1-855-855-9267 Extension 2Office Email: steve@lycosasset.comKindest regards,Steve Nyvik, BBA, MBA, CIM, CFP, R.F.P.

Motivated, Sociable, learning quickly and ability to work under pressure.

Many Real-Estate companies are grappling with ineffective marketing techniques, low-quality leads and rising costs. As a seasoned Marketing Strategist, I specialize in helping Real-Estate companies to overcome the unique challenges of today’s market. My mission is to drive exponential growth for your business by improving your Digital Marketing and Lead Generation processes. My expertise lies in crafting tailor-made marketing strategies that drive results. Whether it's optimizing Lead Generation funnels, implementing data-driven SEO techniques, or improving advertising campaigns, I will help find the biggest growth lever in your business. I have a proven track-record of driving Real-Estate leads, boosting occupancy rates, enhancing brand visibility, increasing NOI, and am dedicated to helping you unlock your businesses full potential.

Many Real-Estate companies are grappling with ineffective marketing techniques, low-quality leads and rising costs. As a seasoned Marketing Strategist, I specialize in helping Real-Estate companies to overcome the unique challenges of today’s market. My mission is to drive exponential growth for your business by improving your Digital Marketing and Lead Generation processes. My expertise lies in crafting tailor-made marketing strategies that drive results. Whether it's optimizing Lead Generation funnels, implementing data-driven SEO techniques, or improving advertising campaigns, I will help find the biggest growth lever in your business. I have a proven track-record of driving Real-Estate leads, boosting occupancy rates, enhancing brand visibility, increasing NOI, and am dedicated to helping you unlock your businesses full potential.

Sammy Bohannon is the founder of Bohannon Virtual Solutions, a fractional, virtual support team providing online business management and virtual assistance to small businesses with teams less than 10. Collectively, Sammy and her team take over routine administrative tasks and manage your daily operations, including your team, to help you grow your business on your terms without having to make sacrifices. Sammy is a former EL teacher who left education during lockdown and started her own tutoring business. After a few years of struggling to find clients, Sammy realized her biggest problem was she was so burnt out from teaching that she didn’t really want to do it anymore. The skills she’d learned from building that business all on her own became the skills that guided her into virtual assistance and later online business management. Sammy personally vets her VA team and they work in her business before ever working with clients. Her VA team is from all over the world and has complementary skillsets to provide clients with the type of service, quality, and expertise Bohannon Virtual Solutions is known for.

Experienced Executive Assistant supporting leadership at Edison Risk, a life and annuity-focused IMO, and The Policy Shop, a health insurance brokerage. Skilled in managing executive calendars, communications, licensing, and agent support across fast-paced, client-focused environments. Known for staying organized, ensuring smooth operations, and handling sensitive information with professionalism and care.

Luxury Real Estate Leader & Lifestyle Concierge With nearly two decades in luxury real estate and over $300 million in career sales, Damian Hall has become one of the Carolinas’ most trusted names. A Christie’s Masters Circle member (top 1 % worldwide) and recipient of the inaugural Christie's International Real Estate Gavel of Greatness award (2023), Damian stands out among the global network’s 32 000+ agents. He leads the Damian Hall Group, operating across five distinct luxury lifestyle markets—from Greater Greenville, SC including Downtown and Simpsonville to equestrian estates in Tryon, lakefront homes on Lake Keowee, mountain homes in Highlands and Cashiers, and coastal properties in Hilton Head. Damian is excited to soon be expanding into hsi hometown of Charleston. His team’s consistent record‑setting sales range from the Cliffs Communities to the highest sale on Lake Lure, the highest residential lot sale in North Main, highest sale in the City of Asheville, Most Expensive Equestrian Estate in SC, and dozens more. Many of these are records for highest sale in the neighborhood or highest price per square foot in the past year. Damian’s expertise is widely recognized; he’s been featured on HGTV, in the Wall Street Journal and New York Times, and speaks on luxury real estate, branding, AI, marketing, and social media at industry events. High-profile property coverage: South Carolina’s most expensive property, represented by Damian, was featured on the cover of WSJ | Mansion. The $22 million estate has also been covered in Realtor.com, Post and Courier, and Mansion Global, highlighting its status as the priciest listing in state history. HGTV House Hunters: Damian was featured in the episode "Housing Horses in South Carolina," advising buyers hunting for equestrian properties around Greenville. Quoted and referenced on prominent outlets: Damian's perspective on topics from luxury branding, home sale strategies, and market trends can be found in Robb Report, NY Times, The State, Realtor.com, and others, positioning him as a go-to expert in the region. Panelist and speaker: Damian is regularly invited to panels at Christie's conferences and national real estate events, sharing marketing and branding strategies with industry peers. Social media and industry interviews: Numerous interviews on YouTube and other platforms show his expertise in using social media for luxury listings and real estate branding.

Timothy is the managing director of SEO Sydney Agency, and has been practising SEO for over 5 years. Timothy is the founder of Dealswiki a deals sharing community you can earn money from sharing deals. Ranked number 1 for term "Landvalue" in Australia in 3 months He is also the founder of Landvalue, a tool designed to help users find below-market property in NSW and QLD. At Landvalue, Timothy oversees all aspects of the business, including product development, marketing, and strategic partnerships. His expertise in SEO, marketing, and project management. Timothy's vision for Landvalue is to make it the go-to platform for property investors looking to uncover valuable real estate opportunities in Australia. As a seasoned digital entrepreneur, Timothy Yang has exited Tsikot.com and Picoworkers.net. Picoworkers.net is a freelancing microjobs platform platform with over 100,000 freelancers. Flipped it in 1 month for a 2.5x profit. During his ownership, he significantly increased Tsikot traffic by 50%, achieving 200,000 visits and 400,000 views per month. Engagement on Tsikot also tripled, with the average time spent on the site rising from 30 seconds to 1 minute and 30 seconds. Additionally, Timothy's efforts led to a substantial improvement in the site's SEO performance, with the Semrush Domain Rating increasing from 37 to 44. Notably, he authored the top Google-ranked article for "Number coding Philippines" and various other keywords, which attracted 50,000 visitors a month. I own a confidential Shopify Ecommerce site doing over $3000 a month in sales and 4000 visits a month with an Ahrefs/Semrush Domain Authority, Authority Score of 33

Blake Morgan serves as Managing Partner of Mineral Vault following a career at Google, and, more recently, 10 years experience in mineral interest acquisition and management at Allegiance Oil & Gas and Anthem Oil & Gas. Mr. Morgan is a graduate of The University of Texas at Austin, where he received an academic scholarship to obtain his degrees in Business Honors & Finance. He is a native of Midland, Texas.

Chicago real estate investor and manager. Extensive project management skills gained from 15 years managing major engineering and construction projects. Kellogg MBA in Real Estate and Finance, Certified Project Management Professional, Licensed Real Estate Managing Broker.

Adam has over 25 years of experience in private funds and asset management compliance. Prior to joining Optima, Adam was a Partner & CCO of J. Goldman & Co., L.P. (JGC), an SEC and NFA registered global multi-strategy/multi-manager hedge fund with long/short equity and quant strategies comprising several billion in AUM, for over a decade. Adam served on JGC’s Operating Committee, led governance restructuring, jointly oversaw the HR, IR, Operations, and IT Departments, and managed all legal, regulatory, and compliance matters globally. Previously, Adam was the Global CCO of John A. Levin & Co. (f.k.a BKF Asset Management, Inc.) and held management positions on the sell side at several regional wire houses including Ladenburg Thalmann & Co. and Gruntal & Co. Adam is a regular contributor to various investment industry periodicals and frequently speaks at industry events on a wide range of topics, including insider trading, trade desk oversight, data integrity/ big data/AI compliance, third party vendor due-diligence, CCO liability and managing regulatory examinations/investigations. In 2016, Adam was invited by the SEC to speak at their Annual National CCO Outreach program. Adam also served on the Board of Directors of The National Society of Compliance Professionals (“NSCP”) from 2010-2018, where he created and chaired the NSCP Private Funds Committee and NSCP Regulatory Interchanges. Adam works with private funds and wealth managers of varying sizes, strategy and complexities including, hedge, quant, private equity, real estate, and venture capital to build out practical compliance programs and provide ongoing regulatory compliance advice and support. Adam manages numerous regulatory examinations and inquiries and works with clients in undertaking mock examinations to ensure preparedness.