David Bailey II

Rutvik Joglekar is the founder of DIYFi Advisors LLC and holds a Series 65 credential. He has prior experience at Econ One, where he serves as a consultant providing economic analysis and litigation support, and has worked in various roles including at Capital One and Bates White Economic Consulting. Outside of his advisory work, he manages expert reports in healthcare-related litigation as part of his consulting practice. DIYFi Advisors LLC serves individual clients, particularly recent graduates and young professionals, by providing financial planning and portfolio transition guidance through fixed-fee and hourly engagements. The firm focuses on passive, low-cost, globally diversified investment strategies and delivers advice as point-in-time planning rather than ongoing portfolio management.

Vincent DeCrow is a financial advisor at RISE Investment Management, LLC (dba RISE Investments) with 7 years of direct industry experience. He holds the Series 65 designation and has worked at RISE since 2019, following roles at Origin Investments and Duff & Phelps, LLC. RISE Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm emphasizes long-term equity ownership, tax efficiency, and diversified portfolio construction, offering access to private placements and manager-of-managers solutions.

Brady Lawrence is a financial advisor at RCM Wealth Advisors with a Series 65 credential and four years of industry experience. He has worked at RCM Wealth Advisors since 2022 and is also involved with RCM Ag Services and Strategic Trading Advisors, where he specializes in commodities hedging and agricultural market research. Prior to his advisory roles, he attended the University of Mississippi. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, including individuals, pension plans, and corporate clients. The firm uses a combination of fundamental and cyclical analysis, supported by an internal Investment Policy Committee, and offers tailored portfolio management with both discretionary and non-discretionary account options.

Jared Goldstine is a dedicated financial advisor at Stirlingshire Investments, bringing 8 years of hands-on industry experience to help clients achieve their financial goals with confidence and clarity. He holds the Series 7 license and is a Retirement Income Certified Professional (RICP). Jared has built his expertise at respected firms including Park Avenue Securities, Guardian Life Insurance Company and Northwestern Mutual. In addition to his professional work, Jared serves as Vice President of First Choice Networking Group, a professional networking organization, where he volunteers his time to connect business leaders and foster meaningful relationships in the community. Stirlingshire Investments is a forward-thinking wealth management firm on the leading edge of AI and technology in the financial services industry. We deliver discretionary portfolio management to individuals, trusts, families, and institutions — serving both non-high-net-worth and high-net-worth clients with sophisticated, personalized strategies. By combining deep human expertise with advanced AI-powered analytics, machine learning models, and cutting-edge technology platforms, Stirlingshire provides a significant edge in portfolio construction, risk management, and opportunity identification. Our team utilizes multiple analytical methods and offers a broad range of investment solutions, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles. At Stirlingshire, we believe the future of wealth management belongs to those who intelligently merge proven financial principles with the most advanced tools available. Jared Goldstine and the entire team are committed to delivering innovative, technology-enhanced investment solutions tailored to each client’s unique objectives, risk tolerance, and timeline.

Director of Private Funds focused on alternative investment product strategy, capital formation, and platform leadership. Lead the development, commercialization, and governance of private market solutions across private equity, private credit, hedge funds, infrastructure, and co-investments. Partner with investment and distribution leadership across a $100B+ platform serving institutional, family office, private wealth, and international clients. CIBC Asset Management and CIBC Private Wealth Advisors provide investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and committees to deliver customized portfolio management and offers access to specialized strategies, including options hedges and structured notes, with a notably high assets-under-management per advisor ratio.

Richard Smith is the founder, CEO, and Chief Investment Officer of SRC Capital Management, an independent investment advisory firm based in Chicago, IL. He holds Series 63 and Series 65 credentials and has over 20 years of industry experience. Alongside his advisory work, he has taught at multiple universities, including DeVry University, Southern New Hampshire University, Chicago Public School District 299, Argosy University, and University of Phoenix. SRC Capital Management provides discretionary investment management services to individuals, nonprofit and for-profit entities, endowments, pension plans, and government clients. The firm employs a fundamental, bottom-up value investing approach focused on under-owned and under-researched domestic equities, with an emphasis on stock selection and sector diversification to manage downside risk.