Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Kopernik Global Investors is a global equity investment management specialist focused on a fundamental, bottom-up, and value-oriented process. Our job is to appraise businesses and take advantage of market inefficiencies. We never knowingly overpay, as value is not a philosophy - it is a prerequisite. We highly value independent thought and prefer to do our own research and analysis, where we have high conviction and more faith in our own conclusions than in the mainstream consensus. This often leads to portfolios with high active share and compellingly low correlation to benchmarks and our peers, providing meaningful diversification benefits to investors. Kopernik is 100% employee-owned. The firm was founded in July 2013 by Dave Iben, the Managing Member, Founder, and Chief Investment Officer. Kopernik was built on the same investment philosophy and time-tested investment process that Dave Iben has been successfully developing over his 41-year career. As of December 31, 2023 Kopernik has 42 employees and manages approximately $6 billion (managed and advisory-only) across global and international equity strategies.

Our Mission Statement - J. W. Cole’s existence is solely dependent on its partner Advisors. When they succeed, we succeed. Our mission is to help our partners build great businesses. About J.W. Cole Financial, Inc. J.W. Cole Financial, Inc., Member FINRA /SIPC is a full service independent broker/dealer offering a wide array of general securities, investment products, and insurance services. With Financial Advisors throughout the U.S., our main objective is to provide them with the best products and services available in the financial services industry so that they can successfully service their clients'​ needs. Whether it is the relationship between the home office and the Financial Advisor or the Financial Advisor and the client, listening and comprehending the needs of those that work with us is key for the continued growth of J.W. Cole.

Calton & Associates, Inc. is a nationwide Independent broker dealer and investment advisory firm. Our focus on Independence is a key reason why Calton is the clear firm of choice for clients seeking the industry's premier financial professionals. Now in our 32nd year of providing excellent tools and support, we offer one of the widest selections of products and services available from any firm, anywhere. We welcome you to explore some of the educational resources available on this site. Most importantly, please remember that our growing team of associates is always available to provide valuable one-on-one consultations. www.finra.org http://brokercheck.finra.org/ http://www.sipc.org/

AGW is an experienced, independent Capital Advisory Firm invested in you and your financial needs to confidently take on what lies ahead. We invest in people. We invest in their goals, their standards, and their expectations. But most importantly, we invest in their confidence. With over eight decades of collective wisdom and a transparent, comprehensive approach, our goal is to exceed yours. Reach out today or visit agwcapital.com to learn more. Social Disclosure: The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or to solicit to buy any securities or related financial instruments in any jurisdiction.

MBS Capital Markets, LLC is a boutique investment banking firm specializing in land-secured, utility and general government tax-exempt financings.

Suncoast Equity Management, LLC, is dedicated to providing you with what we believe is a time-tested strategy with proven success. Established in 1997, we are an investment management firm in Tampa, Florida. As a registered investment advisor, we offer a portfolio of stocks in carefully selected, high-quality corporations. This portfolio of stocks is designed for the long term, and has delivered above-average returns and less risk. Our approach for long-term investment begins by selecting a group of companies that meet the stringent criteria of Suncoast Equity Management’s Disciplined Investment System (SEM-DIS). Through this 5-step system, our investment management experts employ the proven philosophy of Warren Buffett and Benjamin Graham. Like Graham and Buffett, we believe true wealth is created through investing in top-quality companies for the long term. Our successful investment management strategy was created and is supervised by our President and Chief Investment Officer, Donald R. Jowdy. With business experience of more than 20 years, Mr. Jowdy has studied the investment techniques of the world’s leading investors. His extensive research shows that the investment principles of Graham and Buffett yield long-term results. Using the SEM-DIS, our investment advisors are able to invest successfully because we think in terms of years, not days, weeks, or months. Investing in common stocks over the long haul is indeed profitable, but in order to do well investors must be focused on the long term. Sudden changes in the stock market can be expected in the short term. Managed properly, stock market price fluctuations should not jeopardize one’s future. Our investment management principles have attracted clients from far and wide. We serve a diverse group of clients, including high net-worth individuals, trust funds, endowments, foundations, corporations, retirement accounts, and financial planners in search of investment opportunities for their clients.

Anzu Partners is a venture capital and private equity firm that invests in breakthrough industrial technologies. We team with entrepreneurs to develop and commercialize technological innovations by providing capital and deep expertise in business development, market positioning, global connectivity, and operations. Anzu Partners has offices in Washington, DC, San Diego, CA, Boston, MA, Atlanta, GA, and Tampa, FL.

Jaffe Tilchin Wealth Management has assembled a team of Professionals who are dedicated to helping our clients in the areas of Investment and Risk Management. We are a boutique private wealth management firm that is passionately committed to our clients success. Securities offered through Comprehensive Asset Management and Servicing Inc. (CAMAS), 1-800-637-3211. Member FINRA/SIPC/MSRB - Advisory services offered through Jaffe Tilchin Investment Partners, LLC. - Jaffe Tilchin Investment Partners, LLC is independent of CAMAS.

Crosstree is a distinguished boutique investment banking firm focused exclusively on the needs of middle-market companies within three subsectors of the life sciences and healthcare industries: pharmaceutical services, diagnostics and tools, and digital health. Since 2004, Crosstree has advised on more completed transactions in these collective subsectors than any other investment bank. The firm provides clients a full suite of advisory and capital raising services, including both buy-and sell-side mergers and acquisitions advisory, private capital raising, strategic advisory, and valuations. Crosstree's narrow industry focus provides clients the expertise common of a bulge-bracket investment banking firm to middle-market companies and investors, with unparalleled industry insights, well-established strategic relationships across the globe and superior access to capital markets. From our offices in Tampa, Florida, Crosstree has advised clients throughout North America, Europe, India, China, Latin America, and Australia on transactions ranging from $25 million to more than $1 billion. All securities transactions are offered by and conducted through Crosstree Capital Securities, LLC, a broker-dealer registered with the SEC, a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and an affiliate of Crosstree Capital Partners, Inc.

Mangrove Equity Partners, LP is a Tampa, Florida-based lower middle market private equity firm. Mangrove has 100+ years collective reputation as uncommonly effective, fair, flexible and honorable partners to company owners and managers. From our captive equity fund, we sponsor owners and operators in management buy-outs, management buy-ins, majority recapitalizations, family succession recaps, and industry consolidations. We have the financial resources and deal experience to efficiently close transactions. We also have substantial operating experience and a collaborative approach to build value at the companies with whom we partner. Mangrove is the ideal partner for liquidity and growth for companies in our target size range. EBITDA: Mangrove invests in stable and profitable service companies, niche manufacturers, enthusiast-driven branded consumer businesses, and value-added distributors headquartered in the U.S. or Canada with $2-$10 million of pre-tax profits. Revenues: For new investments, rather than add-on acquisitions, Mangrove typically invests in companies with revenues from $10-$100 million. Transaction Size: Mangrove’s transactions are typically from $15-$75 million in deal size. What makes Mangrove different is the full measure of what we bring to our portfolio partners: character, experience, ability, and the desire to help our portfolio partners prosper.

CARTIER FINANCIAL, LLC is an investment banking company based out of 510 W MONTROSE ST, Clermont, Florida, United States.