A.G.P. / Alliance Global Partners

Thomas Dowling is a CFP® and CFA® with 31 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2021 and has held prior roles at Aegis Capital Corp and FSC Securities Corp. Outside of his advisory work, he is president of Mark Up Equity Ventures, Inc., an accounting services business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

Alec Lowell is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Alliance Global Partners since 2021, following positions at LPL Financial and INVEST Financial Corporation. Outside of his advisory role, he is the owner and general manager of Sidelyne, LLC, an inactive entity established for possible tax purposes. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and access to third-party managers, with a focus on international investing through its EPC Advisors Group division and a mix of advisory and active brokerage product-distribution activities.

Eric Kleinberg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Morgan Stanley in various roles from 2012 to 2023 before joining Alliance Global Partners. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

Simona Taurosevicius is a financial advisor at A.G.P. / Alliance Global Partners with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Maxim Group LLC from 2016 to 2019. Her current tenure at GWN Securities Inc. dates from 2019 to the present. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product-distribution activities beyond standard advisory services.

Lance Kluger is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc for 16 years before joining A.G.P. in 2019. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies and active brokerage and product-distribution activities alongside advisory services.

William Van Pelt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 53 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 11 years before joining Alliance Global Partners in 2023. Van Pelt serves as an arbitrator for FINRA and is a member of the Board of Managers for the Saint Nicholas Society of the City of New York, a genealogy society focused on the history of New York. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product distribution alongside standard advisory services.

Vishal Chotai is a financial advisor at A.G.P. / Alliance Global Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, he is the CEO of TGIC Enterprises Inc., a business entity created for tax purposes. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and offers a variety of investment strategies, including separately managed accounts and third-party manager programs.

Marc Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Alliance Global Partners in 2021, he worked at LPL Financial and Invest Financial Corporation. Lowell serves as a board member for Goodman JFS, a charitable organization. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and investment banking. The firm emphasizes international investing through its EPC Advisors Group division and combines top-down macro themes with bottom-up security selection in its strategies.

Susan Stern is a financial advisor at A.G.P. / Alliance Global Partners with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Oppenheimer & Co. Inc and Robert W. Colby Asset Management, Inc. She has been with A.G.P. since 2019. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm emphasizes international investing and offers a range of strategies including separately managed accounts and third-party manager programs.

Thomas Mazzara Jr. is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Royal Alliance since 2007. In addition to his advisory role, he serves as a statutory agent for multiple insurance companies, involved in group life and group health insurance sales. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and maintains active brokerage and product-distribution activities alongside traditional advisory services.

Siddharth Dhawan is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, he is the president and CEO of ICAP International LLC, a business involved in managing branch expenses and staff. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and capital markets services, with a focus on international investing and a range of investment strategies including separately managed accounts and third-party manager programs.

John Catalfio is a financial advisor with A.G.P. / Alliance Global Partners in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and charitable and retirement-plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, third-party manager access, and capital markets and investment banking services, with a focus on international investing through its EPC Advisors Group division.

Anthony Marks is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds a Series 66 designation and has recently begun his career in the industry, joining Alliance Global Partners in 2026. Prior to his current role, he worked at Ameriprise Financial Services LLC and Crestwood Technology Group. Outside of his advisory work, Marks performs administrative duties for his father's e-commerce company. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and institutional clients. The firm offers a range of investment products and services, including portfolio management, financial planning, and capital markets, with a focus on international investing and active brokerage activities.

Peter Hirsh is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 63 designation and over 42 years of industry experience. He has worked at Alliance Global Partners since 2023 and previously spent 12 years at Aegis Capital Corp. In addition to his advisory work, he serves as president of Linmatt Equities, a non-investment-related business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of strategies including separately managed accounts and third-party manager programs.

Marti Latour is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial, INVEST Financial Corporation, ViaMar Health, and BMO Harris Financial Advisors. Outside of advising, she serves as Director of Marketing for The AID Group Financial Planning. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of managed account strategies and product distribution beyond standard advisory services.