Thomas Ryan Treadwell

Douglas Miscoll is a financial advisor at Ravello Partners LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Ravello Partners since 2011. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process is based on fundamental research and typically involves a multi-year holding horizon, with flexibility for tactical adjustments including the use of options and margin.

Justin Swiderski is a financial advisor at Palm Capital Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wilmington Capital Securities LLC since 2015. Palm Capital Group provides discretionary portfolio management to high-income and high-net-worth individuals, as well as charitable organizations and businesses. The firm employs a bottom-up value investing approach, managing concentrated portfolios primarily through equity, debt, and options securities, and offers performance-based fee arrangements for qualified clients.

John Zolidis is a financial advisor at Quo Vadis Capital, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Buckingham Research Group. Quo Vadis Capital provides research and consulting products to institutional investors and discretionary separately managed account services to high-net-worth clients. The firm uses a proprietary analytical method focused on detailed structural analysis of financial statements and industry data to pursue long-term capital appreciation.

Barbara Doty is a CFA charterholder with six years of industry experience, currently serving as the sole advisor at Majority Asset Management, Inc. She has been with the firm since 2009 in various capacities. Majority Asset Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and a limited number of charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a mix of long- and short-term trading, focusing on tailored portfolio management rather than brokerage or performance-based services.

Stuart Quan is a financial advisor at Powder Ridge Capital LP with six years of industry experience. He holds the Series 65 designation and has worked at Powder Ridge Capital LP since 2017, following a two-year tenure at Eden Capital Management LLC. Powder Ridge Capital LP provides discretionary wealth advisory and investment management services primarily to individuals, high-net-worth individuals, family offices, and corporate or business entities. The firm focuses on U.S. equity markets and constructs portfolios consisting of equities, bonds, and ETFs, using fundamental analysis to tailor investments to clients’ financials and risk tolerance.

Stephen Taylor is a financial advisor with Big Rock Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Big Rock Advisors in 2024, he spent 23 years at Credit Suisse Securities (USA) LLC and Credit Suisse Group. He is also an insurance agent involved in insurance sales and service through Cardona and Company. Big Rock Advisors is a small SEC-registered firm providing discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolio construction using fundamental analysis and offers periodic reviews, rebalancing, and tax-loss harvesting tailored to client objectives.