Join Jon and Pete Najarian, along with an impressive lineup of keynote speakers, for two high-impact days of insights and strategies to take your trading to the next level.
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services.
Bryn Talkington is a Managing Partner of Requisite Capital Management. Bryn has more than 20 years of experience in the financial services industry. Her areas of expertise include all facets of Asset Management with a focus on Capital Markets, Alternatives and Investor behavior.
Bryn has spent most of her career working with private clients, foundations and endowments. Prior to Requisite Capital Management, Bryn was an Executive Director at UBS Asset Management where she worked for 15 years. Prior to UBS, she worked at Bear Stearns. Bryn earned a double bachelor’s degree in Business Management and Spanish from Texas Tech University. She holds Series 63 and 65 securities licenses. Bryn is a guest on CNBC’s “Fast Money: Halftime Show.” She and her husband Ross live in Houston. She has two boys, Nickolas and Jack.
Mark L. Newton is the Head of Technical Strategy at FSInsight. As a former managing member/Owner of Newton Advisors LLC, Mark has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and Morgan Stanley in New York City as their technical strategist. Before moving to the New York City area in 2004, Mark traded equity options as a market maker/floor trader at the CBOE and worked in risk management. Mark is a member of the Market Technicians Association and a former member of the CBOE, CBOT, and PHLX.
Brian Sullivan is anchor of CNBC’s “Worldwide Exchange” (M-F, 5AM-6AM ET), which broadcasts from CNBC Global Headquarters in Englewood Cliffs, N.J. He is also Senior National Correspondent for the network, covering some of the nation’s biggest stories.
Most recently, Sullivan was co-anchor of CNBC’s “Power Lunch”(M-F, 1PM-3PM ET).
In his 25 years of financial journalism and television experience, Sullivan has reported from five continents. He has been twice nominated for the prestigious Loeb Award; one for being recognized as among the first financial journalists to highlight the risks of the housing bubble in 2007, and the other for the 2013 CNBC documentary “America’s Gun: The Rise of the AR-15.”
Prior to CNBC, Sullivan served as an anchor at Fox Business News as well as a producer, reporter and anchor for Bloomberg Television.
Sullivan has a B.A. in political science from Virginia Tech, where he serves on the Alumni Board, as well as a law degree from Brooklyn Law School. In his free time, he is an avid race car driver with two SCCA divisional championships.
Jordan Fried is a blockchain evangelist and crypto-capitalist. He’s currently the Chairman and CEO of Immutable Holdings, a blockchain holding company that owns and operates NFT.com, 1800Bitcoin.com, CBDC.com, HBAR.com, and more.
Previously, Jordan was a founding team member of Hedera Hashgraph where he served as Senior Vice President of Business Development from inception in 2017 until the end of 2020. Jordan also co-founded and served as CEO of Buffered VPN, the fastest growing personal VPN service until it was acquired in the first quarter of 2017.
Jordan is an angel investor in companies like Buffer.com, Clearview.ai, Hive.org, and other early-stage startups. Jordan has been featured in Wired Magazine, Entrepreneur Magazine, Inc. Magazine, Time.com, and Success.com.
Jake Newbold joined the U.S. Navy at the age of 18 in June of 1997, one month after graduating high school in rural eastern Ohio. After completion of Basic Underwater Demolition/SEAL Training (BUD/S) class 219 in 1998, he embarked on a twenty-year career serving at SEAL Teams FOUR, EIGHT, Naval Special Warfare Unit FOUR, Naval Special Warfare Basic Training Command, and the Naval Special Warfare Center. Throughout his Naval career, as a SEAL Sniper and Senior Enlisted leader, Newbold led over 150 combat operations throughout eight deployments in Afghanistan, Iraq, Central, South America, and the Caribbean, and trained over 1200 active-duty SEAL candidates as a SEAL Instructor.
Upon retiring from the Navy in 2017, he began his civilian career working as an Associate Banker on JPMorgan’s Corporate Client and Specialized Industries team in Dallas, TX. As a licensed Series 79 Investment Banker, he assisted the bank’s Energy Finance team with providing commercial and investment banking services to largely high yield, public oil and gas companies with average annual revenues of $500mm to upwards of $3bn.
Newbold has served on the Board of Directors of the SEAL Legacy Foundation (SLF), non-profit organization since 2011. As a primary financial sponsor and supporter of the SLF since its inception, Trident 1’s founders and primary equity sponsor, Park Ten Capital, hand selected Newbold in February of 2020 to develop and lead the Trident 1 team as the President & CEO.
Newbold has an MBA from the Johnson School of Management at Cornell University, an MBA from the Smith School of Business at Queen’s University in Canada, and a BS in Workforce Education and Training from Southern Illinois University, Carbondale. He is fluent in the Spanish and Portuguese languages and is the recipient of numerous service awards and decorations, including the Bronze Star Medal with a combat “V” device for distinguished valor. He currently resides in Dallas, TX.
Tommy Joe Martins is an American professional stock car racing driver. He competes part-time in the NASCAR Xfinity Series, driving the No. 44 and 45 Chevrolet Camaros for Alpha Prime Racing. Martins began his racing career at the age of five in karting in his native Mississippi. After financial issues caused him to have to quit racing at 16, he attended the University of Mississippi seeking a degree in journalism. During his sophomore year, he resumed competition, driving in Sports Car Club of America-sanctioned events. On August 30, 2021, Martins confirmed a partnership with Caesar Bacarella to co-own Alpha Prime Racing, with Martins switching to a part-time schedule in 2022 to split the No. 44 with multiple drivers.
Jon ‘DRJ’ Najarian was linebacker for the Chicago Bears before he turned to another kind of contact sport – trading on the Chicago Board Options Exchange. He became a member of the CBOE, NYSE, CME and CBOT and worked as a floor trader for some 25 years. In 1990 he founded Mercury Trading, a market-making firm at the Chicago Board Options Exchange (CBOE), which he sold in 2004 to Citadel, one of the world’s largest hedge funds. In 2005 Jon co-founded optionMONSTER and tradeMONSTER. He partnered with private equity firm General Atlantic Partners in 2014 and they sold the firm to E*Trade for $750 million in September of 2016. Today, he is a professional investor, money manager and media analyst. Jon has earned a reputation in the industry as an options trading expert and pioneer. He developed and patented trading applications and algorithms used to identify unusual activity in stock, options, and futures markets. optionMONSTER, the options news and education site he co-founded, was described by Securities Industry News as “content king of the options business.” For years, tradeMONSTER was consistently rated “Best for Options Traders” by Barron’s and was the first online broker to deploy streaming, desktop-like trading in a web browser. Jon can be seen weekly on CNBC, where he is cast member of the “Halftime Report” and “Fast Money” shows. Jon and Pete invest in and work with start-ups via Rebellion Partners, a venture consulting firm they launched in 2015. In 2016 Jon and Pete co-founded Market Rebellion, a company focused on educating the individual investor.
Pete Najarian, the “Pit Boss,” was ranked one of the top 100 traders by Trader Monthly magazine and in 2005 co-founded, together with his brother Jon “DRJ” Najarian, the options news and education firm optionMONSTER, and leading online brokerage firm tradeMONSTER. Both were acquired in 2014 by private equity firm General Atlantic Partners and they sold the firm to E*Trade for $750 million in September of 2016. Following a football career that included several seasons with the NFL’s Tampa Bay Buccaneers and Minnesota Vikings, Pete took up options trading in 1992 joining his brother Jon at Mercury Trading, a market-making firm at the Chicago Board Options Exchange (CBOE). Two years later, he assumed responsibility for Mercury’s risk and arbitrage and later led its entry onto the New York Stock Exchange (NYSE). He also led Mercury’s joint venture with M.J. Meehan, the third-largest specialist firm on the NYSE. From 2000 to 2004, Najarian served as president of Mercury, and helped execute its sale to Citadel, one of the world’s largest hedge funds. Before starting optionMONSTER, he has been a founding member of One Chicago, an electronic exchange committed to becoming the global leader in futures on individual stocks, narrow-based indexes, and ETFs. He is also the Co-Founder of Hedgehog stock, options, and futures trading platform and together with brother Jon, co-developed the Heat Seeker™ and complementary programs identifying unusual buying activity in stocks, options, and futures. In 2016 Pete and his brother Jon co-founded Najarian Advisors, a company advising institutional investors on options strategies. The brothers also invest in and work with start-ups via Rebellion Partners, a venture consulting firm they launched in 2015. Pete is one of the “Fast Money Five” on CNBC’s “Fast Money” as well as a cast member of CNBC’s “Halftime Report.” He also contributes to CBOE-TV, the exchange’s popular webcast. Pete graduated from the University of Minnesota with a degree in physiology.
From building a trading platform and designing a training program on options, futures, and other derivatives for hundreds of European bankers on behalf of German bank Vereins- und Westbank AG early in his career, Dirk has come full circle to concentrate on options education. An executive leader in the fields of Global Banking, Corporate Finance and Technology, Dirk is an active investor and has co-founded and/or served as chief executive and board member of several startup companies across three continents – Europe, Africa and North America. As FOUNDER/Managing Director of consulting firm LTR Ltd., Dirk conducted corporate research and due diligence in Europe, Africa and the US on behalf of corporate clients including well-known British Industrialist “Tiny” Rowland, and served as an advisor on mining issues to several South African governments and was an expert witness in several merger cases before the court of the European Commission. Working on behalf of the Rowland Family Trust and the W.K. Kellogg Foundation, Dirk built one of the largest leadership development programs in the SADC region in cooperation with Standard Bank of South Africa. He then later partnered with Jon and Pete Najarian to co-found their own investor education company optionMONSTER and sister online trading company tradeMONSTER with Dirk serving as co-founder/CEO. Under Dirk’s leadership, both companies achieved renown for the quality of content offered and innovation. optionMONSTER gained a reputation as the leader for option education and tradeMONSTER was the first online broker to deploy streaming, desktop-like trading in a web browser and rated “Best for Options Traders” by Barron’s for numerous years running, prior to both companies being sold to General Atlantic in 2014. Dirk earned an MA (Dipl.-Kfm) in General Business Administration and Finance with a focus in Banking & Corporate Finance from the University of Hamburg, Germany.
With over 80 years of experience—you’ll be learning from some of the best analysts in the industry.
Ryan Mastro was born and raised in Southern New Jersey. As a teenager, Ryan spent time as a commercial clammer – a job that made him appreciate hard physical labor. He attended Drexel University on a Swimming and Diving Scholarship, where he received dual majors in Finance and Economics. Through Drexel’s co-op program, Ryan found his career path on the derivatives floor of the Philadelphia Stock Exchange.
After several years as a market maker and specialist, Ryan and Ron Ianieri co-founded a successful off-floor proprietary order flow trading desk. The risk exposure on the desk forced Ryan to create a specialized cross asset and volatility risk management technology to reduce the overall portfolio risk. This technology path led to a partnership with IVolatility to create dozens of powerful cutting-edge scanning and analytical tools to find opportunities and minimize research time.
Ryan and Ron Ianieri joined forces again to build the online option education company Options University, which was recognized as an Inc. 500 fastest growing company for two consecutive years. Ryan built the full Options University technology suite and co-managed options trading newsletters while helping investors reach their goals.
In 2008, Ryan launched Sports Analytics Company where he designed software and co-patented algorithms to scan for mispriced opportunities. After selling his portion of the company, Ryan was hired as Chief Option Strategist and Director of Options Education at Shadowtrader.net. In this role, he appeared weekly on broadcasts to TD Ameritrade Thinkorswim users to provide market insights and options education.
Ryan has completed all three levels of the Chartered Market Technician (CMT) program, a designation for professionals who develop deep knowledge in technical analysis. Ryan and his wife have three beautiful daughters who keep them busy in their downtime as professional taxi drivers going from one activity to the next.
Senior Technical Analyst for Market Rebellion, AJ Monte is a charted market technician with 40 years of experience as a market analyst. He was chairman at the Options Floor Trading Committee and a member of COMEX for 10 years. AJ is the author of 2 best-selling books, Take Charge of Your Money Now and 5 Points For Trading Success. AJ has appeared on Fox Busines, PBS and ABC and is a regular contributor on Serious Money Radio.
Bill Johnson has published 10 books on various financial topics including options, single stock futures, hedging, forex, and the Federal Reserve. He was a former adjunct professor teaching futures, options, and swaps at Florida International University in Miami (FIU).
In a previous company, he created two online educational courses on options and single-stock futures with more than 300,000 students enrolling worldwide. Bill was also a regular host for a live financial radio show on WNN 1470AM in Boca Raton, Florida.
From 1995 to 2000, he worked as a subject matter expert on an active trader team at Charles Schwab. He also taught weeklong courses in Option Strategies, Pricing, and Hedging to advanced brokers. Bill was selected as part of small team for Schwab’s first venture into the IPO market with Berkshire Hathaway Class B shares.
Bill has had articles published in Active Trader, Buy-Sell-Hold, SFO (Stocks, Futures and Options), Smart Money, Forbes, Fortune, and Worth magazines and has also been quoted in Barron’s and the Wall Street Journal. He was also a guest speaker for the Option’s Institute Master Sessions at the Chicago Board Option’s Exchange (CBOE).
Bill received a master’s degree in Economics in 1996 and an M.B.A. in Finance in 1999, both from the University of Central Florida.
Mike Yamamoto is lead analyst for the Unusual Option Activity service at Market Rebellion. He has specialized in the options market since joining optionMONSTER as managing editor when the financial crisis began in 2008. As an award-winning journalist earlier in his career, Mike was the executive news editor of CNET Networks, investigations editor of the Los Angeles Times Washington Bureau, and city editor of the San Francisco Chronicle. He was the founding managing editor of News.com, the first major news organization on the Internet, and has covered a broad array of areas ranging from business and government to technology and entertainment. Mike has also been an adjunct professor at American University in Washington and California State University at Northridge, as well as a guest commentator on ABC, CBS, CNN, CNBC, and Fox News. He has degrees in journalism and psychology from San Francisco State University.
Bryan McCormick is an analyst with Market Rebellion, where he primarily works on the UOA Elite and Pete’s Covered Calls products. He has been analyzing markets for the last 25+ years after getting his start running a friend’s options black box project back in the early 1990s . Since then, he has worked as a fundamental analyst for a private equity fund, consulted on bespoke projects for hedge funds, and wrote the technical section for a news service for 15 years. Before his career in markets, he earned a BA in History of Art from the University of Toronto where he graduated with distinction and completed his PhD coursework in Art History as an Excellence Fellow at Rutgers.
Wayne Razzi brings nearly three decades of trading experience as an Options Analyst at Market Rebellion. In this role, he applies his expertise in technical analysis to help identify and report on options trade opportunities. Prior to Market Rebellion, Wayne served as a senior educator/trainer for Jon & Pete Najarian’s Option Monster Education. He has also published hundreds of educational articles, developed course materials and software tools and provided economic and market forecasts as an options theory and technical analysis instructor for leading firms such as IVolatility.com and Options University.
Wayne was also an on-floor market-maker at the PHLX for the better part of 10 years, traded on a trading desk for several years, and helped launch an electronic options trading desk for Crédit Commercial de France (HSBC France) on what is now known as the Eurex. In addition, he has served as a series 7 & 66 licensed professional financial advisor and market commentator and is currently completing the final (Level 3) CMT requirements to become a Chartered Market Technician.
Wayne and his wife currently live in constant motion with their four children in a small town dotted with Palmetto trees and cresting waves in coastal South Carolina’s Lowcountry.
Greg is a veteran trader with three decades of experience as a floor trader himself and managing floor trading operations for market-making firms. In addition, he is an experienced financial educator having taught a graduate-level course in Derivatives and an undergraduate course in Markets and Institutions at Saint Joseph’s University, and a graduate-level course in International Financial Management at Delaware Valley College.
Prior to Market Rebellion, he managed an off-floor trading desk, ran the PHLX Floor Trading Unit, managed the off-floor staff and qualified an International Securities Exchange (ISE) DTR for JAS Securities’ Partners. Before that he traded on the AMEX and PHLX Floors as a market-maker with Rockrimmon Securities. He was responsible for hiring and training all floor personnel, monitoring each market maker’s intra-day risk, inter-day risk and hedging the PHLX group’s overnight risk. In addition to managing the firm’s floor trading operation, he was a market maker in Dell Computer options, one of the busiest equity options in the country. He began his long trading career as a Clerk for Interactive Brokers on the floor of the American Stock Exchange in XMI Index and Equity Options, and Trader at the New York Mercantile Exchange working on Crude Oil Options & Futures.
Greg earned his BS in Financial Management from Saint Joseph’s University, and a Masters in Applied Finance (MAppFin) at Macquarie University’s Centre for Money and Banking in Sydney, Australia.
Chris Sykora is an analyst with Market Rebellion, where he primarily works on the UOA Elite and Pete’s Covered Calls products. Chris has been analyzing markets for the last 10+ years. He got his initial start in option trading by writing covered calls and soon found his passion in researching Unusual Option Activity. When not watching the markets, the Charleston, SC native is chasing fish above and below the surface. He earned his BS in Accounting from Clemson University.
One of Market Rebellion’s Senior Cryptocurrency Analysts, CJ Reichel provides expert commentary on the practical application of technical and fundamental analysis within the cryptocurrency sector. CJ is also an Advisor to Rebellion Capital Partners Crypto LLC – an actively managed cryptocurrency hedge fund incorporating derivatives strategies and analysis of growth potential in emerging crypto assets.
Matt Montemayor is a Senior Cryptocurrency Analyst at Market Rebellion where he provides insights and analysis to a global community of crypto traders. In addition, he serves as an advisor to actively managed cryptocurrency hedge fund that seeks to identify prevailing trends in the crypto space.