Robert Deitrick is a financial advisor with Polaris Financial Partners, LLC, holding a Series 63 designation and over 40 years of industry experience. He has been with Polaris since 2003 and previously worked at Cadaret, Grant & Co., Inc. from 2010 to 2023. Outside of advising, he is co-author of the book *Bulls, Bears & The Ballot Box* and is involved with Polaris Productions LLC. Polaris Financial Partners is a small, supported investment adviser managing approximately $226 million for around 143 clients. The firm serves individuals and high-net-worth clients with financial planning and portfolio management, employing a variety of investment analysis methods and generally maintaining a long-term trading approach.

William Harrigan is a financial advisor at Polaris Financial Partners, LLC in Westerville, Ohio, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions with the Virgin Islands Department of Property and Procurement and the Superior Court of the Virgin Islands, as well as experience in legal settings during law school. Polaris Financial Partners is a small supported investment adviser managing approximately $226 million for about 143 clients through a team of three advisors. The firm provides financial planning and portfolio management for individuals and high-net-worth clients, using a range of investment approaches and offering a wrap fee program that combines management and transaction services.