The TheoTrade Team

Don Kaufman - Co-Founder, Lead Instructor, Risk Management - Stocks, Options, Futures

Don is one of the industry's leading financial strategists and educational authorities. With more than 21 years of financial industry experience, Mr. Kaufman oversees TheoTrade's firm wide strategy and deployment initiatives, while designing and executing upon innovative content in the financial education space.

Prior to TheoTrade, Mr. Kaufman spent 6 years at TD Ameritrade as Director of the Trader Group. At TD Ameritrade Mr. Kaufman handled thinkorswim content and client education which included the design, build, and execution of what has become the industry standard in financial education.

He started his career at thinkorswim in 2000 (acquired by TD Ameritrade in 2009), where he served as chief derivatives instructor, helping the firm progress into the industry leader in retail options trading and investor education services.

Teaching Specialties:

  • Equities
  • Options
  • Futures
  • Currencies
  • Risk Management
  • Financial Modeling
  • Technical Analysis
  • Volatility and Derivative Pricing
  • Market Making

Professor Jeff Bierman, CMT - Instructor &  Professional Trader - Technical & Fundamental Analysis

Professor Jeffrey Bierman, CMT is one of the industry's leading technical analysts with more than 28 years of experience under his belt.

Jeff started his career as a NASDAQ market maker assistant, and shortly thereafter decided to make the jump to running his own hedge fund which he successfully managed for nearly 10 years.

Jeff has worked in a variety of roles within the securities industry including portfolio manager, buy-side analyst, sell-side analyst, market technician and sales trader.

Jeff is a prolific writer and has been published and quoted in a number of business media outlets including Kiplinger's Personal Finance,, and BusinessWeek.  He was also named by Bull & Bear Report as one of its top stock-pickers for 1999 and 2000.

Prior to joining TheoTrade, Mr Bierman spent 8 years at TD Ameritrade serving as the company's Chief Market Technician, working along side Don Kaufman in the Trader Group.

At TD Ameritrade Jeff was employed in a myriad of capacities including building educational content, teaching technical and fundamental trading strategies, and assisting in the development and design of thinkorswim's charting packages which are considered the gold standard in the brokerage industry.

Jeff has been teaching at both Loyola University of Chicago and DePaul University business school programs as an adjunct professor for 3 years.

Jeff earned his Bachelor of Arts degree at University of California at Berkeley where he majored in English Literature and Sociology.  Jeff earned his Masters of Business Administration at University of Southern California's Marshall School of Business with an emphasis in Finance.

Teaching Specialties:

  • Fundamental Analysis
  • Technical Analysis
  • Quantitative Modeling
  • Equity Valuation Techniques
  • Candlestick Charting
  • Momentum Trading Strategies
  • Contrarian Trading Strategies
  • Statistical Analysis
  • Sector Rotation Analysis
  • Cycle Wave Theories

Tony Rago - Instructor & Professional Trader, E-mini NASDAQ Futures

Tony has been trading since the mid-90s and has narrowed his trading skills to focus on the specialization of NASDAQ Futures.

At TheoTrade, Tony provides our members day trading content specific to the NQ in the chat room. He provides TheoTrade members with actionable ideas, both long and short, as well as on-going education to help members with their trading objectives regarding futures.

Tony can be found at daily in our TheoChat® Room.

Corey Rosenbloom, CMT - Professional Trader - Stocks, Futures - Senior Market Strategist

Senior Market Strategist - Corey has been a Professional Trader, Trading Educator and Technical Analyst for 15 years, and specializes in Stocks and Futures.

He holds a Master’s Degree in Political Science/Public Affairs (concentration in Business) from the University of Alabama in Huntsville.

He also holds a Bachelor’s Degree (with highest honors), which is a Dual Degree in: Psychology and Political Science, also from the University of Alabama in Huntsville.

You can find Corey in the TheoTrade Live Trading Room, where he coaches on many subjects ranging from ES Futures, to Intraday, to Swing Trading, as well as in the “Corey’s Corner Archives,” which house Corey’s video trainings as well as his famous Daily Idealized Trade Reports and his Weekly Inter-Market Technical Reports…only here at TheoTrade!

Teaching Specialties:

  • Equities
  • Futures
  • ETFs
  • Swing Trading
  • Intraday Trading
  • Game Planning/Strategy Planning
  • Technical Analysis
  • Quantitative Analysis and Data Modeling
  • Backtesting and System Modeling
  • Risk Management
  • Trend Trading Identification and Strategies
  • Day Structure Modeling (Trend, Range)

Brandon Chapman, CMT - Professional Trader - Options, Stocks, Futures, Market Technician

Brandon Chapman, CMT has over 23 years in the financial industry and over 15 years teaching self-directed investors. He is currently a contributor for and He is also a subject matter expert for the CMT Association.

Prior to Joining TheoTrade, Brandon spent 13 years as a coach and instructor for TD Ameritrade’s education division. During his tenure, he helped write courses in option strategies, technical analysis, Forex, fundamental analysis and portfolio management. He was also a co-host for TD Ameritrade’s Morning Huddle broadcast for several years. During his tenure with TD Ameritrade and Thinkorswim Group, he authored serval articles for, thinkMoney Magazine and The Ticker Tape Monthly.

Brandon earned his Bachelor of Arts degree from Brigham Young University where he majored in Economics. He received his Chartered Market Technician (CMT) designation in 2007.

At Theotrade, he teaches daily classes on Options, Technical Analysis, Intermarket Analysis, Fundamental Analysis and Top Down Analysis.

Teaching Specialties:

  • Equities
  • Options
  • Currencies
  • Risk Management
  • Technical Analysis
  • Fundamental Analysis
  • Volatility Analysis
  • Top Down Analysis

Jeff Roth - Co-Founder,   COO, CMO, Executive Operations and Marketing Strategist

As a a 17-year veteran Digital Strategy and Implementation Executive and expert, prior to co-founding and running all the operations of TheoTrade, Mr. Roth spent 4 and half years in the financial industry as Co-Founder, Chief Marketing Officer, Operations Executive, and Executive Strategist for three different startups.

At each of the three Financial Education e-commerce startups, Jeff has been a Co-Founder, Chief Strategist, and Primary Revenue Driver; and they have each become multi-million dollar businesses within the first year he co-founded them. That's three multi-million dollar startups within a 6-year timeframe.

Mr. Roth was instrumental in the strategy and execution in helping one of those prior companies grow from a $2M startup to a whopping $15M in under 3 years and to reach #21 on the Inc. 500 list in that same time frame.

Jeff studied at Seton Hall University where he graduated with honors with a degree in Economics and a concentration in monetary policy. Trading runs in the family. Jeff’s stepfather was an independent floor trader on the Chicago Board of Options Exchange, CBOE, for 17 years. Jeff was hooked on the markets from an early age studying charts and helping his stepfather trade. When he saved up enough money to trade he made his first trade when he was 18.

Operational Specialties:

  • Company-wide Strategy and Deployment Initiatives Executive
  • Lead generation, customer nurture cycle, membership retention
  • Indirect and direct monetization of content
  • Full cycle digital sales funnel strategy and buildout
  • Google Adwords Certified, Google Analytics Certified
  • Multiple Digital Marketing Certifications
  • Social Media Strategic Directives
  • Media Buys
  • E-mail Marketing Campaigns

Stacie R. Cole - Director of Operations, Director of Digital Marketing & Content Strategist

Prior to joining Theotrade, Ms. Cole has over 20 years of professional, Executive Level business acumen and experience over a wide breadth of Operations for her clients including: Digital Product Strategy Development and Implementation, complete life cycle Digital Marketing, Search Engine Optimization, Copywriting (SEO and Emotive), Live Event management, production, and coordination, public relations management, managing/training entire customer service departments (Corporate Trainer), team building, recruiting and interviewing candidates (Executive Recruiter), organizational development and company structure buildout, and sales/business development.

With TheoTrade from Day 1, Stacie designed, structured and built the entire TheoTrade website (along with COO Jeff Roth), both the public and the membership sides -- with the goals of being elegant, extremely user-friendly, mobile responsive, optimized for search engines, easy to navigate, and able to adequately house the immense and ever-expanding digital library and curriculum of content that TheoTrade provides.

Stacie earned her Masters degree in the Entertainment Business from Full Sail University, graduating with Valedictorian honors and two Course Director's Awards (Product  & Artist Management; Negotiation & Deal-Making). She also has a BSBA in Business from Indiana Wesleyan University.

She holds multiple business-related certifications including: Storynomics (Story in Business), several Digital Marketing certifications, and the John C. Maxwell Leadership Certification, Change Management, Corporate Behavioral Science (Organizational Development, Myers-Briggs, Personality Science, Enneagram of Personality Certified, Seven Habits of Highly Effective People, etc).

Operational Specialties:

  • Digital Asset / Content Strategist
  • Full life cycle Digital Marketing Strategist and Implementation
  • Website Design/Buildout (online course structure & buildout)
  • Copywriting (email marketing, sales pages)
  • Documentation/Process Development
  • Internet Reputation Management
  • Live Event Coordination & Management
  • Public Relations Management
  • Social Media Strategist
  • Corporate Behavioral Science/Psychology (Personality, Organizational Development)

John Poston "JP" - Trading Support Specialist

Trading Support Specialist - John has 15 years of experienced Professional roles in the Financial Services industry, ranging from Realtor, to New Community Sales, to Senior Mortgage Banker…to Trading Education Support Specialist here at TheoTrade.

His formal education is in Golf Complex Operations from the Golf Academy of America, where he spent the early part of his career as a Golf Pro, before transitioning into the Financial Services Sector.

You can reach John at 800-256-8876 or If you have any questions about your TheoTrade membership, beginner trading questions, questions about our ala carte classes, any events we do…just reach out. ”JP” will always point you in the right direction…he’s here to help!

Steve "Slim" Miller - Instructor & Professional Trader Stocks, Options, Futures

Steve Miller, aka, Slim, has spent the past 42 years trading stocks, options, futures on and off the trading floor. His nickname, "Slim," came from his trading floor badge, SLM. Currently, he still trades actively, providing daily analysis and commentary on the financial markets, a unique charting service, based on cycle analysis and coaching/consulting for hedge funds and individual self-directed traders/investors.Throughout his long career, Slim has studied technical analysis of the financial markets, emphasizing cycle studies for a short-term swing trading style.

You can find Steve on TheoTrade delivering the following reports to TheoTrade members:

FutureSpeak: Weekly on Wednesday; analysis of six segments of the futures markets, 24 contracts (48 weeks a year)

Stock Sectors: Cycle analysis of 1-3 stock groups with actionable information (3-5 times a month)

Tools for Techs: Information and illustration on the use of many studies on the TOS platform and much more

Trader Psychology: Important discussion of personal issues that may bring roadblocks to success (1-2 times a month)

Big Picture Analysis: Long-term perspectives and analysis of major markets

Style, Strategy & Plan: Many topics on traders’ approach to the markets

IRA MO: Approach and trading ideas suitable for IRAs

Market Week: Fridays 48 weeks a year (We take off one week a quarter).

 Matt Williamson - Professional Trader - Options, Market-Neutral Strategies, Greeks, Complex Positions

Matt has over 15 years of professional trading an investing experience under his belt, the most successful of which has been in the complex options space. He is also extremely well-versed in Risk Management and market-neutral positions.

Prior to joining TheoTrade Matt was in a different educational space as a premier guitar instructor/educator and musician. As a formerly trained musician, he graduated from the University of Montevallo with a Bachelor of Arts in Music. He also ran the Operations for NYC Guitar School for many years. The common ground from music theory and instruction to trading theory and instruction was a seamless blended transition for Matt.

As a TheoTrade Instructor, he works tirelessly educating our Members on complex options and volatility trading to a level that is approachable and actionable for the retail trading community.

He splits his time evenly between risk-based margin strategies (portfolio margin and SPAN margin types) and smaller Reg-T margin trades. You will definitely want these tools Matt shows you in your trading arsenal!

His lively, fun and highly educational sessions are chock full of live executions, adjustments, and position risk management techniques.

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