Alec Smidt is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and one year of industry experience. Prior to joining Bass Rocks, he worked in marketing and other roles including at Full Throttle Marketing and XYZ LLC. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients, focusing on equities, ETFs, and options-related strategies. The firm manages accounts on a discretionary basis and prepares individualized investment policy statements.

Matthew Kelmon is a financial advisor with Bass Rocks, LLC and Bass Rocks Asset Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Backshore Asset Management, Insperex LLC, and Blue Investment Partners, among others. He also serves as an outside advisor for Flourish Capital, an early stage venture investing firm. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients. The firm focuses on equities, ETFs, and options-related strategies, managing accounts on a discretionary basis with documented risk tolerance and time horizons.

Nicholas Tognoli is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and no prior industry experience before beginning his advisory career in 2023. His work history includes a year at Brookwood Investment Group and five years at Arizona State University. Bass Rocks Asset Management provides discretionary portfolio management primarily to individuals, high-net-worth clients, and other advisers, focusing on equities, ETFs, and options-related strategies. The firm emphasizes the use of margin and both fundamental and technical analysis, with client accounts custodied at Schwab Institutional.