Sukesh Pai is a CFA® charterholder with eight years of industry experience, currently serving at Trillium Square Advisors LLC since 2018. He has prior experience at Fasttrackr AI, Prabhu Inc, Self Employed, and QMS Capital Management LP. Outside of advisory work, he is a managing partner at Everest AI Ventures, an AI technology company. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients with financial planning, portfolio management, and corporate cash-management services. The firm employs a blend of active management and quantitative techniques, including algorithmic trading and multi-strategy portfolios, and offers ongoing supervision along with educational seminars as part of its client services.

Samuel Miesmer is a financial advisor at Trillium Square Advisors LLC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Trillium Square Advisors, he worked at Fidelity Investments for three years. His background also includes roles in the restaurant industry and financial education. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, and corporate cash-management services. The firm combines active management with quantitative techniques and offers ongoing supervision alongside educational seminars and workshops.