Craig Johnson is a Managing Director and senior technical research strategist and directs Piper Jaffray’s technical research group. Johnson joined Piper Jaffray in 1995 as an analyst in the firm’s private client research department. He offers frequent technical commentary on the broader market and individual stocks. Johnson earned his B.S. degree with an emphasis in finance and marketing and his M.B.A. from Drake University. He holds the Chartered Financial Analyst and Chartered Market Technician designations and is an active member of the Twin Cities Society of Securities Analysts and co-chapter chair of the Minnesota Chapter Market Technician Association. He is also on the board of directors for the Market Technicians Association.

As a technical analyst, David monitors global equities and equity indices, as well as fixed income, currency, and commodity markets. Although he regularly reviews traditional technical indicators, including oscillators, moving averages, money flows, sentiment gauges, and volatility, he relies primarily on a quantitative technical research process he personally developed based on trend, momentum, and relative strength. Prior to joining Wellington Management in 2007, David owned and operated Breakaway Research, Inc., an independent research firm which he launched in 2004.

Prior to launching Breakaway, David was a founding partner and senior Technical Analyst at Lyceum Capital Partners (2002 – 2004), a global equity hedge fund. Prior to that, he was a technical analyst at Fidelity Investments (1999 – 2002). In addition, David was a senior technical analyst at Thomson Global Markets, and proprietor of Lundgren Financial Services, which he launched to jointly publish a technical research product with Thomson Financial. David is a Chartered Financial Analyst (CFA), and a member of the CFA Institute and the Boston Security Analysts Society (BSAS). He is an Associate Member of the Market Technicians Association. He graduated with high honors from Babson College (1988), with a degree in finance and investments.

Philip J. Roth, a Chartered Market Technician (CMT) was the Chief Technical Market Analyst at Miller Tabak + Co. from 2001 until April 2012. He was a Wall Street professional for 46 years, having been the chief market technician at Morgan Stanley, Dean Witter, Shearson Lehman, EF Hutton, and Loeb Rhodes. He is a three-time past President of the Market Technicians Association and a current director, and a former director of the New York Society of Security Analysts.

He is currently Vice President of the Technical Analysis Educational Foundation. He is an Adjunct Professor in the Graduate School of Business at Fordham University and at IE Business School in Madrid, Spain, and has lectured at Baruch, Pace, Columbia, Cornell, Georgia Tech, Howard, Ohio State, Pittsburgh, Rutgers, Seton Hall, Tulane, the University of Wisconsin, the University of Virginia, and the University of Richmond.  Roth served as Interim Executive Director of the Market Technicians Association from September 2015 to January 2016.

Brett Villaume is Past President of the CMT Association, having served on the Board of Directors from 2014 to 2023. Additionally, Brett is a Financial Advisor at Equitable Advisors, LLC based in San Francisco, California.

Brett previously served as Director of Investor Relations at a publicly-traded regional bank headquartered in Irvine, California. From 2004 to 2014, Brett was Vice President and Research Analyst with FIG Partners (now Janney Montgomery Scott), a boutique broker-dealer specializing in Bank and Thrift equity investments, where he specialized in fundamental and technical analysis of small- to mid-sized banks in the western region of the US. From 1999-2004, Brett was a Research Analyst at Neovest Trading, a trading software development firm and regional broker-dealer, where he authored daily technical analysis commentary and co-managed the firm’s proprietary quantitative stock picking model.

Brett is an Adjunct Professor of Technical Analysis at Golden Gate University in San Francisco, California. He previously served as Co-Chair of the Atlanta, Northern California, and Los Angeles chapters of the CMT Association.

Brett Villaume offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offers investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offers annuity and insurance products through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. AGE 7014042.1 (11/24) (EXP 11/28)

Mehmet Gunay is a discretionary trader at SMB Capital, a proprietary trading firm in New York.  He is a recent graduate of the Smeal College of Business at Penn State University where he co-founded a technical analysis club and was actively involved in the student trading community.

Mehmet previously served as the college liaison for the CMT Association where he was involved with organizing the College Colloquium series aimed at raising awareness for technical analysis at the collegiate level.

Cody Tafel, CMT, CAIA is a Senior Equity Trader for a multi-billion dollar Richmond, Virginia based registered investment advisor. He serves as President of the MTA Educational Foundation and has taught technical analysis in the Robins School of Business at the University of Richmond, as well as guest lectured at Penn State University and the University of Virginia.

Cody was previously the Director of Trading for Rapidan Capital LLC and also the head trader for Shockoe Capital Partners, a long/short equity hedge fund where he managed proprietary capital and began developing systematic trading programs.

Cody studied the Turtle Trading Method with an Original Turtle in 2005, and is a member of the Market Technicians Association and the Chartered Alternative Investment Analyst Association. He earned his CMT designation in 2007 and CAIA designation in 2013, and holds a BA in economics from the University of Virginia.

Richard Gula has an extensive background in securities analysis, including significant supervisory experience at several highly regarded investment management firms. He served in the late 1990s as the director of technical analysis at Fidelity Management and Research. In addition to developing quantitative and technical research methods, and integrating those approaches into the firm’s security selection process, Mr. Gula reported directly to Edward C. Johnson III, Fidelity’s chairman, concerning investment projects he managed.

Prior to working at Fidelity, Mr. Gula was the chief investment officer of BayBanks Investment Management, which managed $4 billion in assets for mutual funds, trusts, institutions and high-net-worth individuals. Mr. Gula’s professional background also includes senior positions at Batterymarch Financial Management and Putnam Funds, where he served as head of international equities and director of market analysis, respectively.

Mr. Gula graduated from Harvard University, with undergraduate and graduate degrees in psychology.

Kevin Moore is an executive professor and the director of the Master of Science in Finance (MSF) program at Texas A&M’s Mays Business School in College Station, TX. The MSF designed for quantitative non-finance undergraduates that want to launch a finance-related career. Its tagline is “STEM to Stocks.”

In addition to technical analysis, he teaches trading and markets. Prior to this, he was an adjunct professor teaching technical analysis at the University of Maryland, College Park, MD.

Kevin is also the founder and portfolio manager of K.M. Moore & Co, LLC in Houston, TX. He has more than 25 years of professional experience including over 15 years in investment analysis. Mr. Moore began his career at Goldman Sachs in its information systems division. He then worked in management consulting at Booz-Allen & Hamilton and Deloitte & Touche. Subsequently, he held senior equity research analyst positions at Deutsche Bank, Alex. Brown, and Wachovia Securities.

Kevin holds a B.S in electrical engineering from the University of Pennsylvania and an MBA from the Wharton School. He served with the Maryland National Guard in Iraq during 2003.

Scott Richter, CFA, CMT, CHP is a senior portfolio manager for Westfield Group Insurance, which manages over $4B in AUM.  He is the lead portfolio manager for alternative assets and is also responsible for investments in the energy and utility sectors.  He was formerly the co-manager of Fifth Third Asset Management’s Large Cap Value Strategy.  Prior to Fifth Third, he was a founding partner of Weber Fulton Felman Investment Counsel.

He is a graduate of the University of Rochester and Harvard’s Graduate School of Business. He has been a guest/contributor to CNBC, Fox Business, Bloomberg, Barrons,and Reuters.

He has been a member of the CMT Association since 2000 and a board member since 2013.