Karim Mawji is a CFA® charterholder with three years of industry experience. He is currently the sole advisor at Eagle Talon Partners and has prior experience with Paragon Intel and Dentonia Park Capital Management. Eagle Talon Partners manages separately managed accounts for high-net-worth individuals, family offices, and institutional investors, employing an event-focused investment approach that combines fundamental and systematic analysis across global equities, derivatives, and ETFs. The firm offers a range of strategies and bespoke investment products, including concentrated long and short positions and thematic ETF overlays.

Lawrence Lepard is a financial advisor with EMA SMA LLC, holding a Series 65 designation and five years of industry experience. He is the sole member and manager of Equity Management Associates, LLC, an exempt reporting adviser, and serves as a board member of Lavras and Rise Gold Corp. His career includes management roles at multiple investment entities and private funds. EMA SMA provides discretionary portfolio management and investment advisory services to qualified high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both long- and short-term strategies across a variety of instruments, with a particular emphasis on precious-metal equities.

John Hummel is a financial advisor at AIS Capital Management L.P. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with AIS Futures Management LLC and AIS Capital Management LLC since 1993. He is also the owner of Hummel Inc., a commodity pool operator. AIS Capital Management L.P. provides discretionary investment management to individuals, family offices, endowments, foundations, pension plans, trusts, and pooled investment vehicles. The firm focuses on absolute-return strategies through discretionary global macro, futures, and long-only tactical asset allocation approaches, utilizing futures, options, and leverage in some programs.

Bertram Martin III is an Investment Advisor Representative with RiverGlades Family Offices, LLC, holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. He has previously been involved with Robertson Stephens Wealth Management and Martin Capital Management LLC. Martin serves as a trustee for the Sister Margaret Freeman Foundation and volunteers on the finance committee of the St. Pete Free Clinic. RiverGlades Family Offices provides advisory services to high-net-worth individuals, multigenerational families, charitable organizations, and corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, utilizing diversified ETF exposures and derivatives strategies within separately managed accounts, and offers external CIO and consulting services.

Christopher Vernon is a financial advisor with Andrew Hill Investment Advisors, Inc. in Naples, FL, holding a Series 65 credential and 10 years of industry experience. He has been with Andrew Hill Investment Advisors since 2016 and concurrently operates Vernon Litigation Group as an attorney since 2008. Outside of his advisory and legal work, he is involved with Griffon Force, LLC, a company focused on identity-theft protection and restoration, and Investor Life Guard LLC, an investor watchdog group. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans, including captive insurance companies. The firm customizes portfolios with a mix of fundamental, technical, cyclical, and behavioral analysis, incorporates ESG factors, and offers services that extend to legal referrals and administrative assistance uncommon among similar-sized firms.

Robert Gerstemeier is a CFP®-credentialed financial advisor with 22 years of industry experience. He is a principal at Gerstemeier Financial Group, LLC, where he has worked since 2009. The firm provides personalized financial planning and ongoing investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Gerstemeier Financial Group employs a strategic asset-allocation approach using passive index funds and ETFs for core exposures combined with tactical satellite allocations, managing approximately $143 million in discretionary assets for around 70 clients.

Michael Farr is a financial advisor with FarrCrest Capital LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Hightower Advisors for five years and IA Farr, Miller & Washington, LLC for 25 years. He serves as an outside director for Goal Financial LLC, a student loan portfolio company. FarrCrest Capital is a family office managing portfolio and generational wealth exclusively for the founding family and affiliates. The firm focuses on long-term stewardship through fundamental research, managing concentrated, discretionary portfolios with an emphasis on legacy planning and governance.

Louis Lemos II is a CFA® charterholder and Series 63 licensee with three years of industry experience. He has worked at Navian Asset Management, LLC since 2025 and previously held roles at Luma Financial Technologies, Navian Capital LLC, and First Kentucky Trust. Navian Asset Management, LLC provides discretionary and non-discretionary portfolio management with integrated financial planning to individuals, including high net worth clients, and charitable organizations. The firm uses a customized portfolio construction approach that incorporates various analytical methods and a broad range of investment instruments, including options and digital assets.

Paul Murphy is a CFA® charterholder with 17 years of industry experience. He is currently with Front Edge Capital Management, LLC, where he has worked since 2019. His prior experience includes roles at Ironbridge, Quasar Distributors, LLC, and Credit Suisse Securities (USA) LLC. Front Edge Capital Management provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a proprietary research process focused on large U.S. companies with a blend of growth and value strategies and manages approximately $88.5 million in client assets across about a dozen relationships.

Christopher Covato is a financial advisor at Covato Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CS Planning Corp and Covato Capital Management, LLC. Outside of his advisory role, Mr. Covato is a Captain and Simulator Check Airman for Atlas Air Inc., where he has been employed since 1999, flying Boeing 747s. Covato Capital Management, LLC is a fee-based registered investment adviser serving individuals, trusts, and other entities, including high-net-worth clients. The firm offers customized portfolio management and financial planning, utilizing a range of investment vehicles and model portfolios, and is notable for its involvement with sponsored private investment vehicles and commodity trading activities.

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.

Shakeel Dewji is a financial advisor at Aurora Investment Managers, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Aurora Investment Managers since 2008. Aurora Investment Managers is a fee-only registered investment adviser managing approximately $323 million across about 179 client accounts. The firm offers customized portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, employing a strategy that integrates fundamental and technical analysis with both long- and short-term positions.

Robert Farr is a financial advisor at FarrCrest Capital LLC with a Series 65 designation and three years of industry experience. He previously worked at Hightower Advisors, Digital Management, LLC, and ECS Federal, LLC. FarrCrest Capital is a privately held family office that provides portfolio management and generational wealth counsel exclusively for the founding family and affiliated members. The firm focuses on long-term stewardship through fundamental research and manages concentrated family mandates with discretionary oversight, combining governance and legacy services with traditional asset management.

Pasquale Antonetti Jr. is a financial advisor at Antonetti Capital Management, LLC in Naples, Florida, holding Series 63, 65, and 66 licenses with 19 years of industry experience. He has been with Antonetti Capital Management since 2010. Antonetti Capital Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, pensions, estates, and other entities. The firm combines customized and model portfolios, using a range of analytical approaches and offering ongoing account monitoring and reporting.

Susan Fechtor is a financial advisor at LiveLife Capital Partners LLC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley & Co. Incorporated, and Purshe Kaplan Sterling Investments. LiveLife Capital Partners LLC is an SEC-registered advisory firm managing approximately $372 million for about 260 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm generally follows a long-term, diversified investment approach using low-cost mutual funds and ETFs, and also offers family-office-style services and retirement plan advisory work.

Steven Lebens is a financial advisor with Lebens Advisory Group LLC in Naples, FL. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to founding Lebens Advisory Group in 2014, he has been involved with SS Design since 1995. Outside of advisory work, he is also engaged in fixed insurance sales as a licensed insurance agent. Lebens Advisory Group serves individuals, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $56.9 million in assets and offers customized portfolios primarily composed of individual equities and ETFs, employing a mix of fundamental, technical, and charting analysis.

Patrick Logue is a CFP® professional with nine years of experience in financial planning. He has been with Prudent Financial Planning since 2017, following a period at Ave Maria University from 2013 to 2016. Prudent Financial Planning serves individual and high-net-worth clients, as well as charitable and corporate/employee benefit plan sponsors, managing approximately $17 million across around 79 clients. The firm focuses on individualized investment policy development using a primarily passive approach with low-cost index funds and ETFs, supplemented by outside managers and custodial managed-account platforms when appropriate.

Michael Cox is a financial advisor with CW Securities, LLC in Naples, FL, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with CW Securities since 2002 and is also an insurance agent, dedicating a small portion of his time to insurance appointments. Additionally, he operates Capital Wealth Management, LLC as a sole proprietor for expense management unrelated to securities. CW Securities, LLC provides investment supervisory services and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines discretionary management with financial planning and consulting, developing client-specific investment policies implemented across various asset classes and management styles.

Andrew Hill is a CFA® charterholder and founder of Andrew Hill Investment Advisors, Inc. in Naples, FL, with 17 years of industry experience. He has led his firm since 2006. Hill serves as a board member for the Big Cypress Basin, an appointment made by Governor Ron DeSantis. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, insurance company clients, and institutional plan sponsors. The firm’s investment approach includes customized portfolios guided by fundamental, technical, cyclical, and behavioral analysis, with ESG factors integrated into security selection.

David Maggio is a financial advisor at Personal Financial Profiles Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His work history includes roles at Personal Financial Profiles Inc. since 2013 and Apw Capital, Inc. since 2014. Outside of advising, he is involved in insurance sales through ELM44 Financial Group, LLC. Personal Financial Profiles Inc. is an SEC-registered investment adviser serving individuals and pension and profit-sharing plans, managing approximately $335 million across about 228 client accounts with a two-advisor team. The firm offers discretionary portfolio management through managed-account programs and separate financial planning services, using a blend of behavioral, fundamental, and technical analysis with various investment strategies.