Meet our Speakers



Joe is an active trader with many years of trading experience. He began his trading career in 1989 while operating a successful small business. In March of 2003 he was invited to become an instructor for a leading financial education firm. He became a key Lead Instructor and dedicated himself to teaching the power and risk management advantages of trading options in the financial markets to thousands of students around the world – from introductory level to the most advanced strategies. His skills for trading include all types of financial instruments – Stock/Equities, Indices, Options/Derivatives, Futures, Commodities and Foreign Exchange Currencies.

Joe specializes in creating rules based systems then applies those methods to his everyday trading. As an Instructor, his ‘high energy’ style of teaching makes him a favorite among traders and students from all across the world. He is passionate about helping others find success.



Ken is a degreed Electrical Engineer with an MBA and 35 years of sales and sales management experience in high-technology industries.

However, he found his true passions in teaching and trading. He is a seasoned training professional and has taught adult education courses for most of his career including the Dale Carnegie Courses and as an Assistant Leadership Instructor at Rapport Leadership International and EmpowerU.

He turned professional trader and trainer 15 years ago after learning about options and their limited risk potential and subsequently has taught options trading to over 15,000 students in 7 different countries. He is most interested in helping others avoid common trading mistakes and enjoys the benefits of learning new trading ideas by surrounding himself with other outstanding professionals. He has traded stocks, options, futures and forex for his own accounts and has written several trading books about options.

He likes giving back to his community and served as a volunteer EMT and firefighter for 10 years before retiring from service. When he’s not teaching Ken enjoys the lifestyle trading provides by traveling to exotic locations like Australia, the Caribbean and Tahiti and sailing catamarans to quiet and peaceful beaches and anchorages.


markMark strongly believes that learning how to manage risk and how to use leverage provided by trading options and futures are key parts of an investors formula for success. Back In 2000, Mark was a full-time police officer who wanted more for his family’s financial future.  He took immediate action and attended stock and option classes where he fell in love with option trading. Because of his trading success, he was able to transition out of law enforcement and spend more quality time with his family (a wonderful wife of 20 years and 4 children).

The most rewarding aspect of his investing and trading is that he has been able to help many others achieve their financial goals. To date, Mark has taught stock, option and futures strategies to over 60,000 people.



Ryan was first introduced to options trading at the age of 19 while still attending the Culinary Institute of America in New York City.  Ryan didn’t want to make the same mistakes as most first time traders, ie: learning the hard way and losing money.  In the very beginning he attended as many educational workshops as he could by the top firms of the day.  In addition, he sought out and was mentored by several ex-market makers learning how to trade as a professional, with a focus on implied volatility and risk management.  During this time, he also mentored under one of the top technical analysts, mastering chart reading with inter-market relationships and with whom he eventually became trading partners.

At the age of 22 he was invited by a large firm to share his methods of trading around the US and abroad in 8 other countries, which allowed him to discover a passion for educating others in his unique approach and methodology for trading options.

It was that unique approach that interested several Hedge Fund and RIA’s to seek him out as a consultant to learn his methods for analyzing and structuring option positions to reduce risk and increase profit potential.

In 2012, he and his trading partner were approached to design and construct a trading desk and risk management division for private bank eventually taking him to warm and sunny Florida where he currently resides.



Scott has spent over 25 years working for a Fortune 500 company, and left and executive position at a company in 2005 to teach and trade. Since that time, Scott has facilitated live seminars for tens of thousands of investors both in and outside of the United States. He has presented for, and represented companies that include: CNBC, Business Week, Donald Trump, National Achievers Conference, Women’s Financial Conference, and TD Ameritrade.

Scott has been a featured financial Speaker at MoneyShows, TradersExpo, and Market Drive events. He loves to teach others about his processes, and is uniquely qualified to teach investors how to manage portfolios using the stock and option markets.



Shaun began his investing career at an early age. By his mid-twenties, Shaun had already implemented technology solutions to some of the largest financial institutions in the world, including Sanwa, SunTrust, LBB, Royal Bank of Scotland, Royal Bank of Canada, Crestar, Southbank, Wells Fargo and others. This gave Shaun insight into how the global financial markets work. Over time, Shaun was able to leverage that understanding into a comprehensive investment strategy to create, grow, and protect his wealth. Shaun has traveled the world teaching these strategies in Japan, Singapore, Hong Kong, Netherlands, UK, France, Australia, New Zealand, the Caribbean isles.

Shaun has worked with Richard Branson, Donald Trump, Robert Kyosaki, Tony Robbins. Shaun lives in the southwestern United States with his beautiful wife and 6 (yes 6) children.



Steven has been a president of two different financial planning organizations. Since that time, he has earned many licenses and certifications, including graduating and becoming a financial planner. Steven grew up in Orange County California, but now resides in Atlanta where he is married and has two sons. When he is not spending his spare time fly fishing, he has a passion for writing.

Steven has written two books, and uses his knowledge and experience to help others move forward with their investments.


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