Advertise on podcast: Smart Money Circle

This $12B Money Manager Helps Investors Put Alternative Investments In Their Retirement Accounts. Guest: Henry Yoshida CFP Co-Founder & CEO of Rocket Dollar Company: Rocket Dollar (parent company retired.com) Assets Under Custody ~ $12B Website: https://rocketdollar.com/ Henry's Bio: Henry is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax advantaged retirement monies into private alternative investments. Henry was founder of venture capital backed roboadvisor retirement plan platform Honest Dollar[acquired by Goldman Sachs in 2016], was the founder of MY Group LLC[acquired by Captrust], and spent 10 years at Merrill Lynch. Henry is a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his two daughters. Company Bio: Rocket Dollar is a financial services company that lets individuals open self-directed retirement accounts like IRAs and Solo 401(k) plans that give you much greater control over what you invest in like real estate, private equity, cryptocurrency, precious metals, and more.

This Investment Bank Takes Frontier Companies Public and Helps Them Grow Guest Daniel G. Cohen, Executive Chairman Cohen & Company $COHN Company Cohen & Company, https://cohenandcompany.com/, COHN Daniel’s Bio Daniel G. Cohen is a financier, entrepreneur, and investor with more than two decades of experience building and leading institutions across investment banking, capital markets, asset management, and financial technology. He is the founder of Cohen & Company, the co-founder of The Bancorp, and the founder of Cohen Circle. Mr. Cohen founded Cohen & Company in 1999 and currently serves as Chairman of the Board of Directors of Cohen & Company Inc. (NYSE American: COHN) and Chairman of the Board of Managers of Cohen & Company, LLC, its majority-owned operating subsidiary. Mr. Cohen co-founded The Bancorp (Nasdaq: TBBK) in 1999 alongside his mother, Betsy Z. Cohen, serving as Chairman from 2000 through October 2021. Under his leadership, the bank became widely recognized as a pioneer in fintech-enabled banking and financial infrastructure. In 2019, Mr. Cohen founded Cohen Circle, LLC, a private investment firm and fund manager focused on financial technology and adjacent sectors. Cohen Circle has raised over $5 billion in capital since its founding. Mr. Cohen is also a recognized leader in the SPAC market, having served as CEO of multiple blank check companies targeting the fintech sector. Mr. Cohen holds a B.A. in East Asian History from the University of Chicago. He serves as a Trustee of the Paideia Institute, a Trustee of the Arete Foundation, and is a member of the board of the Columbia Global Center in Paris. Company Bio Cohen & Company is a leading financial institution delivering sector expertise, innovative products, and tailored solutions across a broad range of financial services, including investment banking, capital markets, fixed income and equities sales and trading, and asset management. We serve public companies, private companies, and their sponsors and owners, institutional investors, and financial institutions. Our mission is to deliver value to our clients and stakeholders by forming collaborative, long-term relationships that produce successful strategic outcomes.

This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients. Guest’s Name: Monish Verma * Title: Founding Partner, CEO * Company Website: www.vardhanwealth.com * AUM: ~$630M Bio: Monish Verma is the Founding Partner and CEO of Vardhan Wealth Management, a firm dedicated to helping individuals and multigenerational families achieve their financial goals with confidence. With over 25 years of experience in wealth management, Monish combines his deep expertise in financial planning with a steadfast commitment to integrity and client-first service. His personalized approach to financial strategies focuses on uncovering opportunities and addressing challenges guiding clients toward their unique financial goals while navigating both stable and volatile market environments. Before founding Vardhan Wealth Management, Monish served as Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc., where he led the Verma Wealth Management Group. He also held roles at Smith Barney and Morgan Stanley, developing extensive experience across a range of financial services. Monish earned his Bachelor of Science in Communication Pre-Law, with a minor in Business, from Michigan State University. He is a Chartered Retirement Plans SpecialistSM. Monish is actively engaged in the community as a past president and current member of the INDO American Chamber of Commerce, as well as a charter member of Indus Entrepreneurs, Michigan Chapter. When not working, Monish enjoys spending time with his wife, Roshnee, their three sons, and his parents. He loves playing tennis, supporting Michigan State sports, and recently returned to playing golf.

Guest Pete Anevski, CEO, Progyny PGNY Company: Progyny Website progyny.com Ticker: $PGNY Pete’s Bio Pete Anevski is the Chief Executive Officer at Progyny, where he leads the company’s strategic vision and growth as it transforms the family building and women’s health benefits industry. With decades of experience building and scaling operations at leading healthcare and technology companies, Pete is driving Progyny’s aim to deliver equitable, high-quality care for women and families. Under Pete’s leadership, Progyny has expanded its footprint to support millions of lives across the U.S. and globally, while introducing new solutions that address care gaps across fertility, maternal health, parenting, menopause, and midlife. He is a passionate advocate for redefining the standard of care, building an integrated, data-driven model that improves outcomes, enhances the member experience, and lowers costs for employers. Prior to becoming CEO, Pete served as Progyny’s President and Chief Financial Officer. Before joining Progyny, he was Chief Financial Officer at WebMD, where he helped scale the organization and expand access to health information for millions of consumers. A recognized industry leader, Pete was named to the TIME100 Health list for protecting access to IVF, Ernst & Young’s Entrepreneur of the Year, Crain’s New York Notable Leader in Healthcare, and a Champion for Women's Health by The World Economic Forum. A frequent speaker on the future of women’s health and family building benefits and continues to work closely with top employers, consultants, and policymakers to champion access and innovation. Company Bio Progyny (Nasdaq: PGNY) is a global leader in women's health and family building solutions, trusted by the nation's leading employers, health plans and benefit purchasers. We envision a world where everyone can realize their dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients, and physicians. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs. Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare’s Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, INC. 5000, INC. Power Partners and Crain’s Fast 50 for NYC. For more information, visit www.progyny.com.

Guest Scott Stevens, Founder and CEO Grays Peak Capital + Black Peak Group With Approximately $1B Of Transactions Year. Veteran portfolio manager who successfully led multi-billion-dollar portfolios at top funds including Coatue Capital, SAC Capital, and JAT Capital. Scott Stevens is the Founder and CEO of Grays Peak Capital, a New York-based global investment firm that has deployed +$300 million of private credit loans over the last 12 months using next gen data science and AI in its loan screening and investment process. He is also the Founder and CEO of Black Peak, the specialized National Security arm of the business that invests in Defense Technology, Military & Government Contracting. Grays Peak has completed over 60 venture investments into 8 unicorns and 15 exits with a specialty in technology, software and FinTech. The private equity portfolio consists of a broad range of companies with a specialty in mid-market companies with a long history of profitability. Scott has 25+ years of global investment experience across venture capital, private equity, private credit, real estate and M&A. Prior to founding Grays Peak in 2014 and Black Peak in 2024, he held key positions at some of the leading asset managers and hedge funds. He began his career at Coatue Capital, a technology-focused fund founded by Tiger Cub Philippe Laffont, where he was one of the early investment professionals. Scott went on to hold senior investment roles at Ivory Capital, Strata Capital (Head of Research), and SAC Capital Advisors (now Point72), where he managed a $250 million TMT portfolio, before ultimately serving as a Managing Director at JAT Capital, overseeing a $1 billion long/short equity portfolio in the technology, media, and telecom (TMT) sectors. Before joining the buy-side, Scott worked at Merrill Lynch & Co. in the Mergers & Acquisitions Group, completing more than $20 billion in transactions across aerospace/defense, media, healthcare, and energy, and also served as an Analyst for the Taurus Fund, a private equity fund focused on early- to mid-stage telecommunications investments. He earned a B.A. in Economics from the University of Michigan. About Grays Peak Capital + Black Peak Grays Peak Capital is a global investment firm that has invested $300 million in the past year alone in companies focused on the public market, private equity, real estate, and credit. With a strategic emphasis on data science and analytics, the firm deploys capital into companies that are shaping the future of their industries. The Grays Peak portfolio includes multinational brands that have created value by disrupting industries and embracing technology led innovation. Black Peak is a specialized platform that focuses on National Security, DefenseTech and Government Contracting. For more information, please visit https://grayspeakcapital.com and https://blackpeakgrp.com/.

This Biotech CEO is Working on Making The Impossible Possible & Helping Us Fight Bad Bacteria. Meet Dr. Deborah Birx (Armata Pharmaceuticals -ARMP) Guest CEO Full Name: Dr. Deborah Birx CEO, Armata Pharmaceuticals Company Name: Armata Pharmaceuticals, Inc. Website: http://www.armatapharma.com/ Ticker: $ARMP (NYSE American) Dr. Deborah Birx Bio: Deborah L. Birx, M.D., was appointed Chief Executive Officer on July 10, 2023. Prior to joining Armata, Dr. Birx served as a member of Innoviva's Board of Directors from March 2021 until July 2023.Dr. Birx is a world-renowned medical expert and leader who most recently served as the response coordinator of the White House Coronavirus Task Force. Previously, she served as Ambassador-at-Large, when she assumed the role of the Coordinator of the United States Government Activities to Combat HIV/AIDS and U.S. Special Representative for Global Health Diplomacy. Dr. Birx also served as the U.S. Global AIDS Coordinator where she oversaw the President's Emergency Plan for AIDS Relief (PEPFAR) at the CDC and as the Director of the U.S. Military HIV Research Program (USMHRP) at the Walter Reed Army Institute of Research. From 1980 until 2008, Dr. Birx served in the United States Army, retiring with the rank of colonel. Dr. Birx has published over 230 manuscripts in peer-reviewed journals, authored nearly a dozen chapters in scientific publications, as well as developed and patented vaccines. She received her medical degree from the Hershey School of Medicine, Pennsylvania State University, and beginning in 1980, she trained in internal medicine and basic and clinical immunology at the Walter Reed Army Medical Center and the National Institutes of Health. Dr. Birx is board certified in internal medicine, allergy and immunology, and diagnostic and clinical laboratory immunology. Company Bio: Armata is a late clinical-stage biotechnology company focused on the development of high-purity pathogen-specific bacteriophage therapeutics for the treatment of antibiotic-resistant and difficult-to-treat bacterial infections using its proprietary bacteriophage-based technology. Armata is developing and advancing a broad pipeline of natural and synthetic phage candidates, including clinical candidates for Pseudomonas aeruginosa, Staphylococcus aureus, and other important pathogens. Armata is committed to advancing phage therapy with drug development expertise that spans bench to clinic including in-house phage-specific current Good Manufacturing Practices manufacturing to support full commercialization

This Biotech CEO Created The RedTail Platform To Fight Cancer. Guest: Eric Poma CEO of Calidi Bio CLDI Company Name: Calidi Biotherapeutics Website: https://www.calidibio.com/ Ticker: NYSE: CLDI Eric's Bio: Eric Poma, Ph.D. has served as Chief Executive Officer and board director of Calidi since April 2025 and brings more than 30 years of experience in the biopharmaceutical industry, with a strong record of capital fundraising, big pharma collaboration agreements, and clinical program development. Prior to joining Calidi, Dr. Poma served as CEO of Molecular Templates (NASDAQ: MTEM), a clinical-stage biotech focused on the development of a novel class of therapeutic agents with unique biology in oncology. At Molecular Templates he raised over $250 million in equity financing and secured over $150 million in strategic capital through agreements with Takeda, Vertex and BMS. He previously served as Vice President, Business Development of Innovive Pharmaceuticals. Prior to that he held various senior level positions at Imclone Systems, Inc., primarily in business development. Earlier, Dr. Poma served as a Healthcare & Biotechnology Analyst with the healthcare fund Eagle Growth Investors, LLC. Dr. Poma received a Ph.D. in Microbiology and Immunology from the University of North Carolina at Chapel Hill, an M.B.A. from the Leonard N. Stern School of Business and a Bachelor of Science in Biology from the University of North Carolina at Chapel Hill. Company Bio: Calidi Biotherapeutics is a biotechnology company pioneering the development of targeted genetic medicines for cancer and other diseases through its RedTail platform. The company's lead compound, CLD-401, is a systemically delivered oncolytic virus that expresses high levels of IL-15 superagonist only in the tumor microenvironment. The company expects to file an IND to initiate clinical studies for CLD-401 by the end of 2026. The company continues to advance what the RedTail platform can achieve and will be presenting additional data throughout the year.

This CEO Is Revolutionizing Aviation Fuel With Waste & Other Cutting Edge Methods Guest Chris Cooper, Chief Executive Officer XCF Global $SAFX Company XCF.Global About XCF Global XCF Global is one of the only publicly traded U.S. companies focused primarily on sustainable aviation fuel (SAF), which can reduce greenhouse gas emissions by up to 80% compared to traditional jet fuel while remaining fully compatible with existing aircraft engines. We produce scalable, waste based SAF that is sourced entirely from domestic feedstocks. Our flagship Nevada facility has a permitted annual capacity of 38 million gallons, and we are actively developing additional U.S. sites along with a growing international platform. With modular, replicable infrastructure and secure feedstock access, we are building a SAF system designed for reliability, affordability, and energy security, especially important in today’s volatile global fuel markets. NASDAQ Ticker = SAFX Guest Chris Cooper, Chief Executive Officer Chris Cooper leverages more than 25 years of experience in the global energy industry. As President of Neste U.S. (North America), he oversaw regional leadership for renewable products, following his tenure as Vice President, Americas, Renewable Aviation. As Head of Renewables Trading at BGN, Chris led global trading activities for renewable fuels, including SAF, renewable diesel, and biogenic feedstocks. Earlier in his career, he spent nearly two decades at Phillips 66 and Chevron, holding a range of leadership roles in commercial strategy, downstream operations, and business development. A professional pilot, Chris brings a unique perspective on the aviation sector, combining operational depth with an international view of energy transition, renewable fuels, and infrastructure innovation.

This CEO Is Disrupting The Insurance Industry With Tech & AI. “Never confuse effort for success” Guest Tim Johnson (Founder & CEO) Company Health In Tech, Inc. (Nasdaq: HIT) Website https://healthintech.com/ Tim’s Bio Tim Johnson is the founder and CEO of Health In Tech. He has spent his entire career in the insurance industry, beginning on the property and casualty side at a small regional insurer before moving to larger firms including Liberty Mutual and AIG. He later transitioned to the brokerage side, working at leading brokerage firms where he built captives and developed alternative risk solutions. Mr. Johnson has over 30 years of experience as an entrepreneur and has founded multiple successful companies in the medical insurance sector. He has extensive knowledge in the stop-loss insurance and self-funded benefits space, and between 2005 and 2007, he helped pioneer some of the country’s first Stop Loss captive programs for healthcare, applying proven techniques from the P&C world that had not previously been widely used in employee benefits. He also launched his own insurance carrier and built a vertically integrated platform offering underwriting, claims, repricing, and medical management services. Seeing how far behind healthcare was in technology, Tim began building Health In Tech with a system designed to help brokers quote and bind health plans more quickly and efficiently. That early tool ultimately evolved into the AI-powered platform Health In Tech is known for today. Company Bio: Health in Tech (“HIT”) is an insurance technology platform company, which offers a marketplace that aims to improve processes in the healthcare industry through vertical integration, process simplification, and automation. By removing friction and complexities, we streamline the underwriting, sales and service process for insurance companies, licensed brokers, and TPAs. Marketplace: We are a health insurance marketplace where insurance companies can list various stop-loss policy options for self-funded benefits plans. Licensed brokers registered on our platform can log in, upload certain required information, select policy plans, obtain a bindable quote and sell them to small businesses. Our technology enables us to medically underwrite insurance policies and usually produce bindable quotes within approximately two minutes, allowing us to deliver an integrated and seamless sales cycle. Customizable Solutions: Beyond policy underwriting and sales, our marketplace offers customization of health benefits plans, vendors, claims, and network services. Brokers can select customized plans that suit their customers. Accessibility and Savings: We make self-funded benefits plans and stop loss insurance accessible online for small businesses. We aim to deliver meaningful cost savings for low-risk, small employers with comparatively healthy employees through a digital medical underwriting process. We seek to deliver time savings for employers, brokers, TPAs, and carriers, by leveraging both external and internally developed technology. HIT was founded on the belief that self-funded benefits plans and stop loss insurance should be simple and streamlined with significant transparency. With over 30 years of industry experience of our management team, we understand the complexities of the healthcare insurance market, and we know how to integrate the multifaceted aspects of the industry. Our solutions and technology platforms do exactly this through vertical integration, process simplification, automation, and digitalization.

Guest James (Jim) Reuter, President and Chief Executive Officer First interstate Bank FIBK Company Name First Interstate BancSystem, Inc. Website http://www.fibk.com Ticker $FIBK Company Bio https://fibk.com/overview/default.aspx Jim’s Bio James A. Reuter has been President and Chief Executive Officer of the Company and First Interstate Bank as well as a member of the Board of Directors since November 2024. Mr. Reuter leads with expertise drawn from more than 37 years in the banking industry. Prior to joining First Interstate Bank, Mr. Reuter was the President and Chief Executive Officer of FirstBank Holding Company of Colorado from 2017 to 2024. Mr. Reuter started his banking career at FirstBank in 1987 and, prior to CEO, served as the bank’s Chief Operating Officer, overseeing many of the bank’s divisions including: loan/mortgage operations; information technology (IT); digital banking; payments; business banking; contact center; online account/loan acquisition; marketing; and treasury management. Mr. Reuter has been actively involved in the industry, serving on the Board of Directors of the American Bankers Association (ABA), ABA Government Relations Committee, ABA Payments Systems Advisory Council, and the ABA Venture Investment Committee. He also served on The Clearing House Real Time Payments Business Committee, the Board of Directors for the Mid-Size Bank Coalition of America, the Federal Reserve Bank Faster Payments Task Force Steering Committee, and the Colorado Bankers Association. In addition to industry-related work, Mr. Reuter has served on the boards of numerous nonprofits including: the American Cancer Society of Colorado’s CEOs Against Cancer; Women’s Foundation of Colorado; Special Olympics of Colorado; Ability Connection Colorado; Blind Institute of Technology; and Cerebral Palsy of Colorado. Mr. Reuter currently serves as Chair of the First Interstate BancSystem Foundation Board of Directors. Mr. Reuter earned a Bachelor of Arts degree in Finance from Luther College in Decorah, Iowa, and attended the Graduate School of Banking at the University of Wisconsin.

This CEO Is Creating Solar Battery Backups For Your Home -Meet Ardes Johnson CEO NeoVolta NEOV Guest Ardes Johnson CEO NeoVolta $NEOV About NeoVolta - Solar Battery Backup for Home | NeoVolta Solar Energy Storage NeoVolta Inc. (NASDAQ: NEOV) is a U.S.-based energy technology company delivering scalable energy storage solutions for resilient residential and commercial power infrastructure. Founded in 2018, NeoVolta designs, develops, and manufactures advanced battery systems that enable efficient energy management, grid independence, and reliable backup power. Its solutions help homeowners and businesses reduce utility costs, optimize renewable energy usage, and maintain critical operations during grid outages. With a strong focus on performance, safety, and long-term reliability, NeoVolta is well positioned to support the growing adoption of distributed energy resources and the transition to a more resilient, decentralized energy system. About Ardes Johnson, CEO Ardes Johnson is Chief Executive Officer and Director of NeoVolta, bringing nearly 30 years of executive experience in the energy sector. He previously served as President and General Manager of Meyer Burger Americas, where he led a successful transition to module sales, built a multi-gigawatt backlog, and rapidly scaled manufacturing operations. Earlier, he was Director of Americas Sales and Marketing for Tesla’s Energy Products division, where he helped launch partner channel programs for Powerwall and Powerpack and secured a major energy storage contract with Southern California Edison. His career also includes senior leadership roles at SolarWorld Americas and General Electric. Johnson holds an MBA from Southern Methodist University and a BS in Mechanical Engineering from Texas Tech University.

This CEO Is Creating A Vaccine To Cure Breast Cancer - Meet Dr. Amit Kumar, Chairman/CEO of Anixa Biosciences $ANIX Guest Dr. Amit Kumar, Chairman and CEO of Anixa Biosciences Anixa Biosciences, www.Anixa.com, NASDAQ:ANIX Company Info Anixa Biosciences NASDAQ:ANIX https://www.Anixa.com/ Amit's Bio: AMIT KUMAR, PH.D. Chairman & Chief Executive Officer Dr. Kumar has been an investor, founder, director and CEO of several technology enterprises, both public and private. As CEO, he took CombiMatrix Corporation public and ran it for a decade while listed on the NASDAQ Global Market. He has worked in venture capital with OAK Investment Partners, and has been an advisor to investment funds, venture capital firms, and Fortune 500 companies. He was on the Board of Directors of Acacia Research Corporation from 2002-2008. Dr. Kumar is currently Chairman and CEO of Anixa Biosciences and he sits on the Board of other public and private companies. He has served on the Board of the American Cancer Society since 2016. He received his AB in Chemistry from Occidental College. After graduate studies at Stanford University and Caltech, he received his Ph.D. from Caltech and followed that with a post-doctoral fellowship at Harvard. Company Bio: Anixa is a biotechnology company focused on the treatment and prevention of cancer. Anixa's therapeutics portfolio consists of a cancer immunotherapy program which uses a novel type of CAR-T, known as chimeric endocrine receptor T-cell (CER-T) technology. Anixa’s vaccine portfolio consists of technology focused on the immunization against specific “retired” proteins associated with breast cancer, specifically triple negative breast cancer (TNBC), and ovarian cancer. Further, Anixa is developing additional “retired tissue specific protein” vaccines to address many intractable cancers, including high incidence malignancies in lung, colon, and prostate. Retired proteins are proteins that are expressed at certain times in life and then are no longer expressed in healthy people. Anixa continually examines emerging technologies in complementary fields for further development and commercialization.

Guest Wes Bolsen, CEO Citro Tech- $CITR Mr. Bolsen brings over two decades of experience building and leading high-growth companies across emerging technologies and wildfire protection. He co-founded and led LaderaTech as a board member and CEO, scaling it into the world’s leading wildfire prevention and protection technology company before successfully selling the business to Perimeter Solutions. He subsequently joined Perimeter’s leadership team during its growth and $2 billion public listing. Mr. Bolsen holds a Bachelor of Science in Electrical Engineering with a minor in Economics from Rose-Hulman Institute of Technology and an MBA from Stanford University’s Graduate School of Business. Company General Enterprise Ventures, Inc. (“CitroTech”) (NYSE American: CITR) Website www.citrotech.com. Company Bio About General Enterprise Ventures, Inc. / CitroTech General Enterprise Ventures, Inc. is the owner of the CitroTech family of innovative, environmentally safe fire prevention solutions for homes, wood products, and wildfire prevention and asset protection. CitroTech is the only long-term fire inhibitor recognized by the EPA Safer Choice program and tested to UL Greenguard Gold standards, providing effective and scientifically validated wildfire mitigation while safeguarding human and environmental health. The company’s growing patent portfolio, recurring-revenue model, and scalable approach support its long-term growth and market expansion.

Some Timeless Advice From Charles You need learn how to operate at the speed of the market, not your speed or the speed of the company. In your 20s and 30s you LEARN In the 40s-60’s you EARN 60-100 you RETURN This CEO Is Using AI Agents The World Communicate Better. Meet Charles Salameh, CEO, Sangoma Technologies Guest Charles Salameh, CEO, Sangoma Technologies Ticker $SANG:Nasdaq $STC:TSX (Toronto Stock Exchange) Bio Charles Salameh is a seasoned technology executive with more than three decades of international expertise, with a storied career spanning the Information Technology and Network industries. His notable contributions include pivotal roles in the global evolution of Infosys’ Strategic go-to-market programs, SVP of Hewlett Packard Services Americas business, and occupying various high-ranking positions at DXC, Nortel Networks, and Bell Canada. Equipped with an MBA from the University of Toronto and a civil engineering degree, Charles combines robust academic foundations with his broad career experiences. Beyond his professional and academic accolades, he dedicates himself to advising the industry and passionately advocates for the advancement of technology. Company Sangoma Technologies, Tickers - SANG:Nasdaq, STC:TSX (Toronto Stock Exchange) Website https://sangoma.com/ Bio Sangoma (TSX: STC; Nasdaq: SANG) is a leading business communications platform provider with solutions that include its award-winning UCaaS, CCaaS, CPaaS, and Trunking technologies. The enterprise-grade communications suite is developed in-house; available for cloud, hybrid, or on-premises setups. Additionally, Sangoma provides managed services for connectivity, network, and security. A trusted communications partner with over 40 years on the market, Sangoma has over 2.7 million UC seats across a diversified base of over 100,000 customers. Sangoma has been recognized for nine years running in the Gartner UCaaS Magic Quadrant. As the primary developer and sponsor of the open source Asterisk and FreePBX projects, Sangoma is determined to drive innovation in communication technology continuously. For more information, visit www.sangoma.com

This CEO Is Disrupting The Online Brokerage Business - Meet Anthony Denier, Webull Group US $BULL Ticker: NASDAQ: BULL Website: https://www.webull.com/ About Webull: Webull is a leading online investment platform built on next generation global infrastructure. Users of the Webull platform are empowered to pursue their financial goals with advanced charting tools, cutting-edge technology, and real-time market data. Through Webull's online brokerage, self-directed investors can access low-cost trading across a wide range of assets, including securities, options, and futures, along with wealth management services. Anthony’s Bio: Anthony Denier is the Group President and U.S. CEO of Webull, where he is responsible for managing the company's regulated businesses across the globe, including all licensed broker-dealers. He is a financial expert with over two decades of experience in management, compliance, operations, trading, sales, research of both U.S. and International equity, fixed income, and futures products. After graduating from Columbia University, Anthony joined the international equity trading team at Credit Suisse, which pioneered the newly emerging electronic trading DMA (direct market access) and algorithmic systems of the time. He then became Vice President of ING's equity trading desk in New York and most recently was the CEO of LXM Financial where he expanded the broker’s business into DMA customer trading and foreign broker chaperoning arrangements. Under Denier’s leadership, Webull has become one of the largest brokerages in the United States for customer numbers and trading volumes. As a go-to mobile brokerage app with over 25 million registered users, the company has expanded globally, added features based on customer feedback and won accolades from industry-leading publications and awards.