Most Recommended Investment Portfolio Diversification Experts

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.

Daryl is Head of Business Development & Innovation at Intellek - a learning technology company focused on the legal sector. He manages sales, marketing, account management, support, and client success while generating revenue through new business, existing clients, and partnership programs. Daryl has worked across several software companies, rising quickly from Business Development Executive to his current leadership role. Since joining as the company's first sales hire, he has grown new business revenue by 18% year on year and expanded the team by 500% during challenging economic and geopolitical times. During his time at Intellek, Daryl has led international events and built a diverse client base spanning four countries. His work focuses on helping firms gain a competitive advantage through better staff training and development programs. Daryl has helped clients across the UK, USA, Canada, and South Africa transform their training through learning technology. He takes a partnership approach with trainers, helping them show leadership the real value of staff development and overcome the challenges that come with changing technology demands. Beyond his professional role, Daryl volunteers as a mentor at Bournemouth University, supporting graduates to plan their next steps. He was recognized in the university's 30 under 30 list in 2023. When not working, he enjoys golf, supports FORCE cancer charity through local running events, and follows football (soccer) and rugby. Daryl combines his passion for personal development with practical business experience, making him well-placed to comment on training challenges, business growth strategies, and how companies can build stronger teams through learning technology.

Growth & revenue leader with a record of turning new ideas into lasting revenue. I focus on measurable outcomes, building lean high performing teams, and repeatable processes that scale. Founder, GlidePoint – Advise early-stage fintech and marketplace teams on customer acquisition, pricing, and revenue operations. Deliver clear playbooks, tight forecasting, and hands-on execution. Head of Growth, Frec – Own the go-to-market for a direct-indexing platform now past $270M in AUM. Expanded organic channels, added targeted paid programs for HNW investors, and built referral and employee-benefit loops that keep CAC in check. VP Sales & Marketing, Realm – 5th hire. Built company from scratch. Hired and trained a 40+ person sales org from zero, rolled out packaging & pricing, acquired 100s of vendors.

I'm Andrew Izrailo, Senior Corporate and Fiduciary Manager at Astra Trust with over 10 years of experience managing trusts and corporate structures across 15+ jurisdictions. With a legal background and a passion for wealth management, I deliver tailored solutions for complex client needs.