Sunho Lee is a financial advisor at Salem Asset Management with 20 years of industry experience. He has been with Salem Asset Management since 2004. Lee holds a Series 63 designation. Salem Asset Management provides discretionary portfolio management services to individual clients, managing approximately $3.7 million in regulatory assets across four client relationships. The firm maintains a small client base, allowing for direct work with a limited number of households and exercises investment discretion with formal policies outlined in its regulatory filings.

Frederick Lake is a financial advisor at Crito Capital Advisers LLC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Lake Partners, Inc. for over 30 years, along with roles at F/M Investments, LLC and Narrative Alpha. In addition to advising, Lake operates as a sole proprietor providing financial writing and communications services for financial firms. Crito Capital Advisers LLC is a supported firm with a small team of four advisors.

Lisa Snyderman is a financial advisor with Crito Capital Advisers LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at multiple firms including UBS Financial Services, Robus Capital Partners, and Vision Investment Advisors. In addition to her advisory role, she operates Lisa M. Snyderman, LLC, a compliance consulting firm providing customized services and outsourced chief compliance officer functions. Crito Capital Advisers LLC is a small firm employing four advisors.

Theodore Gillman is a CFA® charterholder with 26 years of industry experience. He has worked at Crito Capital LLC since 2012 and had a previous role at FA Asset Management Inc. in 2003-2004. He holds several leadership positions across related investment firms in the UK and Portugal, including CEO and managing principal roles. Crito Capital Advisers LLC is a Connecticut-registered investment adviser with a small team of four advisors, focusing on providing supported advisory services.