Pentwater Capital Management LP is a financial services company based out of Naples, FL. With offices in Evanston, IL, New York, NY, Minneapolis, MN, and London, UK.

At Private Capital Management, our goal is to provide you the peace of mind that comes from knowing your wealth management strategy has been properly developed and your financial future is skillfully managed by a team dedicated to you. We are committed to providing exceptional service. We act only in our client's best interests and each decision we make is centered on this philosophy. We are also committed to having the best people, process and technology available, engaging with our clients and each other with respect, humility and fairness, and giving back (while having fun in what we do).

Our Mission keeps us focused on what is most important – individuals, families, foundations and business owners with missions of their own. Founded in 2001, The Sanibel Captiva Trust Company was created in response to high net-worth investors like you, seeking quality independent wealth management services to protect, grow and perpetuate their families’ assets. By holding fast to our Mission, we are able to create a unique relationship with individualized services designed specifically for you.

In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust and investment services, means a person answers all calls. It also means we avoid all activities that would put us in a position of conflict with our clients. We do not sell products and we do not draft legal documents or prepare tax returns, so there is no self-referral. We accept no commissions or incentives for referrals to other professionals outside our expertise. As an independent trust company, we operate more cost effectively than our competitors. We maintain tight control over quality by having our own in-house operations department rather than piggy-back on less efficient, costly middlemen. Personal, Traditional, Independent: Caldwell Trust Company has been doing it this way from the beginning and will be doing it this way for generations to come. BUILDING WEALTH | PRESERVING LEGACY

Capital Wealth Advisors is a comprehensive wealth, insurance, and estate planning firm catering to affluent and discerning individuals, families, and businesses. Our clients have access to our team of experienced professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. Headquartered in Naples, Florida, with additional offices in Charlotte, NC; Cary, NC; and New Orleans, Louisiana, Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity. CWA Asset Management Group (“CWA”) reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA Asset Management Group, LLC will not accept purchase or sale orders via social media messaging systems. CWA Asset Management Group, LLC is not responsible for unsolicited content posted by third parties. Nothing contained on social media platforms representing CWA, or its employees should be interpreted as investment, legal tax or other advice nor is it to be relied on in making an investment or other decision. CWA Asset Management Group, LLC may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates. Designations and/or awards are not indicative of an Advisor’s past or future performance and should not be construed as an endorsement of CWA by any third-party.

Bramshill® Investments LLC, is an asset management firm that specializes in providing absolute return solutions within fixed income and income producing securities. Founded in 2012, by Art DeGaetano, Bramshill is 100% employee-owned. The firm’s core investment strategy, which has an absolute return objective, was spun-out of a strategy managed by Mr. DeGaetano during his tenure at GLG Partners. The track record dates back to 2009. Bramshill seeks to generate income and total return by tactically allocating across highly liquid fixed income and income producing asset classes. With an emphasis on risk management, Bramshill’s relative value approach is designed to harness opportunities with strong risk/reward characteristics. The firm currently manages institutional separate accounts as well as mutual funds. Follow us on Twitter: @BRAMSHILLINVEST Terms of Use: http://bramshillinvestments.com/disclosures

LPF ADVISORS LLC is a company based out of 2601 CATTLEMAN ROAD, SUITE 302, SARASOTA, Florida, United States.

Based in Naples, Florida, Andrew Hill Investment Advisors, Inc. is an independent, privately owned registered investment advisor firm. As a fee based advisor, we provide our services with the goal to help our clients improve their lives and achieve their financial goals by being financially prepared and organized. Our firm was created in January 2010 to address the lack of local and professional investment management and financial concierge services for clients within the $400,000 to $4,000,000 range. As investment professionals, we believe that we have a responsibility to provide every client with a high level of service without the high-end costs. The firm is structured among the following services: Portfolio Management Services, Financial Concierge Services, Corporate Trustee Services and Custodial Services. Our client base includes professionals, retirees, senior citizens, trust entities, pension plans and captive insurance companies. Fidelity Investments serves as our firm’s primary custodian. This provides safekeeping of our client’s assets, online access and delivery of account statements for our clients and the infrastructure to allow us to transact on behalf of our clients. The success of our firm is measured by not only our assets under management and the growth of the firm, but the trust that our clients place in our firm by hiring us as their investment advisor. Therefore, the confidentiality of our clients is one of the most important elements of the firm.

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.

Halstatt is a family owned investment firm headquartered in Naples, Fla. Katie Sproul, Halstatt’s CEO is the great granddaughter of Barron Gift Collier, the founder of Collier County, Fla. The Sproul family has been instrumental in the development of Florida for more than half a century. Halstatt and its network of affiliated firms manage Halstatt’s capital across a broad range of asset classes as well as that of a select number of family office and institutional investors.

TerraCap Management LLC considers thematic factors such as business formation, employment growth and population growth on a market-by-market basis, as most metros and submarkets have different economic-based industries and therefore move through their economic cycles differently. TerraCap makes moderate strategic overweighting or underweighting to markets, depending on the specific economic drivers influencing supply and demand. The Investment Manager has been in operation since 2008 with its headquarters located in Naples, FL the firm also has offices in Tampa, FL, Atlanta, GA, and Denver, CO. As operators, TerraCap believes it can make decisions more efficiently while leveraging expertise from property to property. The firm has over seven million square feet of commercial assets within its portfolio, with over one billion dollars of assets under management.

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