Adam Koós, CMT, CFP®, CEPA, is the president, portfolio manager, and Senior Financial Adviser at Libertas Wealth Management Group, Inc., located in Columbus, Ohio. His professional journey began just 10 days before the tragic attack on the World Trade Center in 2001.

While taking growing his firm through four of the worst market crashes in U.S. history, Adam has been recognized in publications such as The Wall Street Journal, MarketWatch, Investopedia, FA Magazine, and Proactive Advisor Magazine, just to name a few. He’s been named to Investopedia’s list of “Top 100 Most Influential Financial Advisors,” he’s a 7-time winner of Columbus CEO Magazine’s Best of Business Awards for “Best Private Wealth Management Firm,” but he’s most proud of being honored by the Better Business Bureau as a winner of Torch Award for Ethics and Trust.

After helping a friend and wealth manager in the business go from stagnant growth to their first record year in more than a decade, Adam decided to start ADRENALINE Advisor Consulting as a “passion project.” Through this initiative, he opens up his business to share the proven systems and processes he’s implemented over the years to prospect for new business and grow a seven-figure practice.

David Lundgren has more than three decades of investment industry experience, with a focus on technical analysis strategies, particularly momentum and trend following. He is the former Director of Technical Research at Wellington Management, where he was also a Managing Director and portfolio manager with extensive experience managing global long only and US long-short portfolios. David also held senior analyst positions at Fidelity & Thomson Financial. In addition, he has started several research and investment firms, including hedge fund Lyceum Capital, Breakaway Research, and most recently MOTR Capital Management & Research, Inc.

He is also currently the portfolio manager of a private long short momentum & trend following hedge fund. David taught a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, MA (June 2015-June 2020), where he received the 2015 Excellence in Teaching Award in his first year. He is a Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) dual charter holder, and a member CMT Association’s board of directors. He launched and Co-Hosts “Fill the Gap”, CMT Association’s official podcast. David is a graduate of Babson College, with a finance and investments dual major.

Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI.

Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities’ institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a bachelor’s of science degree in business administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a member of the CFA Institute, the CMT Association, the CFA Society of New York, the American Association of Professional Technical Analysts, the Financial Women’s Association, and 100 Women in Finance.

Janine's extensive industry tenure spans over three decades, yet her dedication to understanding client needs and providing outstanding service traces back to her early years at her family's hometown grocery store in Starbuck. Raised in a close-knit community near Winnipeg, she learned the importance of community engagement and volunteerism. Drawing from her role as a parent, she possesses the coaching acumen necessary to guide them toward success, instilling the confidence needed to tackle obstacles head-on. Whether navigating the complexities of work-life balance or achieving financial objectives while enjoying life's pleasures, Janine advocates for a balanced approach.

Her diverse career has exposed her to various facets of the industry, ranging from multinational banks to family wealth management firms. Leveraging her comprehensive understanding of the industry landscape, Janine excels in her passion—empowering clients, effecting tangible change in their lives, and sharing in their joy as they reach significant milestones.

Jeff deGraaf has been one of Wall Street’s most influential macro-analysts over the last quarter-century. His process assisted clients in navigating both the up and downside as well as the inherent risks associated with this business. As a member of Institutional Investor’s Hall of Fame, Jeff has helped legitimize technical analysis by employing a disciplined process reliant on data, history, and statistics, while discounting the narrative-based approach that remains so popular on Wall Street. His dedication to the business, unquenchable passion for markets and history creates a foundation that offers the flexibility to profit and protect. Jeff is known for his pragmatism and willingness to express both bullish and bearish views.

Having spent the early part of his career at Merrill Lynch and then Lehman Brothers, where he served on the firm’s investment policy committee as a Managing Director, Jeff’s process compelled him to resign from Lehman Brothers in February of 2007 and join ISI Group as an Executive Managing Director. There, Jeff served on the firm’s management committee and headed the firm’s investment policy committee. A member of the NYSSA, MTA, and CFA, and a CMT charter holder, Jeff is a frequent contributor to CNBC and often quoted in Barron’s, Bloomberg and The Wall Street Journal.

John Lewis is a Senior Portfolio manager with Nasdaq Dorsey Wright and is responsible for the investment strategies used in various different indices and models.  Since joining the firm in 2002, Mr. Lewis has developed strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.

One of the foremost experts on relative strength investing, Mr. Lewis has authored several original research papers on the subject. He is a Chartered Market Technician (CMT) and a member of the CMT Association and the American Association of Professional Technical Analysts.  Mr. Lewis earned an M.B.A. in Finance from the University of Southern California and a B.A. from the University of San Diego.

Pamela Yoon, CMT, FEA, leads a team dedicated to providing comprehensive wealth management advice to affluent multi-generational global families, entrepreneurs, business executives, foundations, and non-profits. An investment management veteran with three decades of experience, Pamela has successfully guided clients through numerous bull and bear market cycles, ensuring their portfolios recover fully. Her deep expertise and confidence equip her to help clients navigate future market cycles with strategic foresight.

Pamela manages concentrated, high-conviction global portfolios built on proprietary technical analysis, underpinned by rigorous fundamental screening. Her tactically active approach involves conducting in-depth due diligence on every company her team invests in. While committed to long-term investing, she remains vigilant about short-term risks, with risk management as a cornerstone of her strategy. She personally invests her wealth in the same strategies as her clients, reflecting her alignment and shared commitment to their financial success.

Tyler Wood serves as CEO and Executive Director of CMT Association with the aim of elevating investors’ mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. He is a seasoned business executive focused on educational technology for the financial services industry. Since 2011, Tyler has presented the tools of technical analysis around the world to investment firms, regulators, exchanges, and broker-dealers.

Tyler is a familiar voice to many as the co-host of Fill the Gap: the official podcast of the CMT Association and a regular guest in University classrooms through the Academic Partner Program. Tyler is also the co-founder of GoNoGo Charts, a data visualization tool that simplifies market analysis to remove emotional bias from investment decisions.

Prior to joining the CMT Association, Tyler worked in management consulting and publishing. As an executive manager over the past 20 years, he has managed product, brand communications, and sales teams to drive top-line revenue growth for public, private, and non-profit entities.