Featured Equity Research Experts

I like to research stuff (companies, industries, products I'm interested in purchasing etc)

David B. Rewcastle is an Equity and Fixed Income Analyst with a background in Finance, Economics, and Middle East Studies. David has been a security analyst in numerous industry sectors, originally with a concentration in Energy and Utilities for nearly two decades; receiving numerous accolades for stock picking returns and earnings estimate accuracy. David won the Wall Street Journal’s “Best On The Street” award for portfolio performance in the Oilfield Services Sector, has been awarded the top-ranked stock picker for the Gas Utility Sector by Starmine/Forbes Magazine, and Starmine/Financial Times rated David as the #3 analyst/stockpicker in the US Gas Utility sector.

Influencer | Featured on Times of India | 4x World Record Holder | 10x Microsoft & Azure Certified Expert | ITIL® 4 Specialist Certified | 44x IBM & Design Thinking Certified | SNOW | NOC/IMS/CIS Specialist | Digital & Social Media Marketer | Brand Promoter & Lead Generator

- investment banking analyst at JP Morgan - long/short hedge fund analyst at a tiger cub - software startup 6th employee (acquired) - uber - dropbox - startup in stealth Writing publicly at https://leonlins.com/

Matt Jude is a CERTIFIED FINANCIAL PLANNER practitioner and Equity Compensation Associate at Rebalance, a fee-only SEC-Registered Investment Adviser (RIA) that provides in investment management and comprehensive financial planning services.Areas of service: Financial Planning, Investment Management, Retirement Planning, Cash Flow Planning, Equity Compensation Planning, Tax Planning, Estate Planning, Education Funding, Insurance PlanningCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

With experience as an Executive Research Leader, I have a multifaceted background in…

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

I am a Risk Management and Cyber Security professional, providing services to public and private sector clients for over 15 years.I graduated from Mount Saint Mary's in 2006 with a Bachelor's Degree in Computer Science.My most worked for award is my rank of Eagle Scout in the Boy Scouts of America, which I received on January 13, 1999.

As a Mechanical Engineer and Business Analyst, I thrive at the intersection of engineering innovation and strategic problem-solving. With experience in business development, market analysis, and process optimisation, I’ve delivered impactful results—whether driving market expansion or improving processes in manufacturing. Passionate about leveraging technology and data to fuel growth, I’m always looking for the next challenge—optimizing operations, exploring new markets, or designing innovative solutions.

Search Engine Optimization Analyst with a demonstrated history of working in the information technology and services industry. Skilled in Search Engine Optimization (SEO), Website Promotion, Microsoft Excel, Web Content Writing, and Analytical Skills. Strong marketing professional with a Bachelor's Degree focused in B.Tech Computer Science Engineering from Geetanjali Institute of Technical Studies.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

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.

SEO and Web Design Specialist at KKT Management Enhance digital strategies and website functionalities. Improve search engine rankings and design user-centric interfaces. Conduct successful SEO campaigns, staying abreast of the latest trends and algorithms. Operations Manager at Anna Nasi Lemak Spicy Asia City Manage day-to-day operations and spearhead online presence. Oversee digital engagement and brand management. Integrate traditional marketing with digital solutions to boost brand visibility and customer interaction.

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.

Dawn finds me decoding the overnight bond market coffee cooling while a 4‑basis‑point shift in the 10‑year nudges today’s 30‑year quotes. I translate that twitchy data into plain‑English guidance borrowers (and the journalists who cover them) can use before their next cup. Sixteen years of engineering Fortune 100 revenue taught me one thing: speed wins. Full stop. Clarity seals the deal. Now I apply the same analytics‑and‑automation playbook to home financing, publishing the daily mortgage update, designing no‑code workflows that shave days off processing, and keeping compliance front and center. Need insight on a deadline? I can deliver: • Context for today’s 30‑ & 15‑year rate swings • How a 20‑point credit shift reshapes an APR • The tech behind faster closings from one‑tap POS apps to AI underwriting • The compliance fine print every borrower should bookmark • Quoted by Realty News, CreditUtilization.net, and Brokerage Tips. Offline, my family calls me the “Zen Dad,” proof that calm strategy wins deals and bedtime battles alike. Omaro Ayloush — NMLS #2036765 | Loan Factory NMLS #320841

Anant Wairagade is a Technical Lead with over 20 years of experience in Software Engineering enabling IT organizations with digital transformation and helping them become secure organizations. In his more than two decades long career, Anant has worked for financial services companies where he led the design and development of several successful products in the Security, Finance and CRM domain. Beginning of his career, Anant worked as a Technology consultant for major Financial Services companies and Banks. Anant is a thought leader in Enterprise Integrations solutions. He is expert in API based data connector development, Kafka and Messaging Middleware. Anant is also an active member of several Industry Open Standard communities. He is an IEEE Senior member and serves as Program Committee Member for several IEEE and other IT conferences.

I am the executive leading the global strategy, innovation and transformation at SAP…

Neil Datta is a seasoned investment professional with over two decades of experience across family offices, hedge funds, private equity, venture capital, and institutional asset management. As Founder and Managing Partner of NKD Advisory, he advises ultra-high-net-worth families, sovereign investors, and entrepreneurs on how to navigate alternatives while also launching innovative private credit and multi-asset strategies. Over his career, Neil has personally reviewed 2,000 fund managers globally—giving him one of the most comprehensive perspectives in the industry. His expertise bridges institutional rigor with the personalized needs of family offices, making him a trusted voice on how wealth is created, preserved, and transitioned across generations. Family Offices & UHNW: Neil speaks frequently about intergenerational dynamics, governance, and how younger heirs are driving new allocations into venture, technology, and impact investing. He also highlights the lifestyle dimensions of wealth, from philanthropy and passion investing to structuring real estate, art, and sports holdings. Hedge Funds & Portfolio Management: With deep experience allocating to hedge funds, Neil offers insight into liquidity vs. performance trade-offs, the rise of multi-strategy firms, and the behavioral discipline required for long-term success. He emphasizes portfolio construction around risk exposures rather than rigid asset classes, backed by stress testing and scenario analysis. Venture Capital & Private Equity: Having founded a venture-backed fintech platform that raised $2M from institutional investors, Neil brings founder empathy to venture discussions. He comments on GP/LP dynamics, the boom in co-investments, and opportunities across fintech, healthcare, consumer, and sports/media. Institutional Asset Management: Early experience at Salomon Smith Barney shaped Neil’s institutional lens—governance, diversification, and balancing beta vs. alpha. He applies these lessons for family offices without the bureaucratic inertia of large institutions. Neil is known as a connector of people, capital, and ideas. His global network spans top hedge funds, private equity firms, and next-generation wealth leaders, and his perspectives are sought by media for their clarity and accessibility. He combines technical authority with the human dimension of wealth, offering not just financial insights but also a narrative of how money, meaning, and modernity intersect in today’s economy.