Bertram Martin III is an Investment Advisor Representative with RiverGlades Family Offices, LLC, holding Series 65 and Series 66 credentials and bringing nine years of industry experience. He is also a trustee of the Sister Margaret Freeman Foundation and a volunteer finance committee member at St. Pete Free Clinic. RiverGlades Family Offices provides advisory services to high-net-worth individuals, multigenerational families, charitable organizations, and corporate clients, managing approximately $221 million. The firm combines fundamental and technical analysis with modern portfolio theory, deploying diversified ETF exposures and derivatives strategies within separately managed accounts, and offers external CIO services alongside consulting projects.

Paul Marinelli is a CFA® charterholder with 21 years of industry experience and has been with RiverGlades Family Offices, LLC since 2014. He is also a principal of Arcus Family Office Services, LLC, which provides personal financial reporting, bill pay, and administrative services to high net-worth individuals and families. Additionally, Marinelli holds minority interests in Hestia Holdings, LLC and Hestia Management, LLC, both private companies involved with private funds. RiverGlades Family Offices serves high-net-worth individuals, multigenerational families, charitable organizations, and corporations with portfolio management, external Chief Investment Officer services, and consulting engagements. The firm combines fundamental and technical analysis with modern portfolio theory, using ETFs, publicly traded real estate funds, fixed income securities, and TIPS, and offers options strategies and derivatives in separately managed accounts.