DUNN Capital Management, LLC is a Commodity Trading Advisor ("CTA") located in Stuart, Florida. Founded in 1974, DUNN is one of the oldest managed futures firms in the industry, and its trading programs are quantitative, statistical and 100% systematic.

NestEggs is an SEC-Registered Investment Adviser (RIA), Open Architecture Record Keeper and Third Party Administrator offering the bundled design, implementation, administration and investment management of retirement plans while serving as ERISA 3(16), 3(21), and 3(38) Fiduciaries. We specialize in 401(k), Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), 403bs and other qualified retirement plans. Our founder Rob Slimmon is the author of renowned retirement plan design textbooks and contributes to industry publications in addition to speaking at professional societies and industry conferences. We place great emphasis on customizing a qualified plan to meet the tax objectives of the firm it serves. Headquartered in Jacksonville, Florida, NestEggs works with small-to-medium size privately held businesses ranging from startups to companies with up to 10,000 employees, throughout 26 U.S. States from the east coast to west coast. We offer a broad spectrum of options and services to accommodate our clients’ specific objectives in this ever changing economy.

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.

Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused educated financial advice.

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).

DSM CAPITAL PARTNERS LLC actively manages growth stock investment portfolios for a wide range of clients, including pension plans, foundations and endowments, other institutions, and individual investors. DSM was founded in 2001 by Daniel Strickberger and Stephen Memishian. Headquartered in Palm Beach Gardens, FL, DSM manages approximately $10 billion across domestic, international and emerging markets through a variety of investment vehicles.

Since 1976, the professionals at Certified Financial Group (“CFG”) have delivered retirement planning and asset management, providing peace of mind to countless families for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. Our CERTIFIED FINANCIAL PLANNER™ professionals have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan. Disclaimer: Professionals may be registered representatives of TransAm Securities, Inc. - Member FINRA, SIPC. Financial Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm. SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®. Click on the Company Website link for Certified Financial Group, Inc, www.FinancialGroup.com for disclosures. Third-party posts found on this profile do not reflect the views of the firm, its Associated Persons or Affiliates, and have not been reviewed by the firm as to accuracy or completeness. · This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. · The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success. · Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients or non-clients. We have not paid for these comments.

Spearheaded day-to-day operations of all trading systems, with concurrent responsibility for implementing trading strategies for more than $2B in client investments.Ensured smooth implementation of company’s trading strategies, coordinating daily with trading staff. Performed extensive research on new trading models and other potential markets. Verified validity of potential signals.

ICV is a private equity firm that invests in lower middle market companies in North America through its offices in Miami, FL and Atlanta, GA. Our focus is on making equity investments in high-margin, market leading businesses in partnership with proven managers who want to grow and improve their company. We have made 30 investments and understand what it takes to build capabilities and to take a company to the next level of performance. Companies with revenues of $25 - $300 million are uniquely driven, entrepreneurial and focused. They face special challenges, often with limited resources. They can be more vulnerable to market fluctuations and face many obstacles in executing their plans. ICV looks at the problems confronting a company and the possible solutions through the lens of a supportive partner. Because we are passionate about helping to build and strengthen smaller, middle-market companies, we are focused on being supportive advisors to our management partners. We provide real support, both operational and financial, so our partner companies are better prepared to achieve their goals.

Sawgrass Asset Management is 100% owned by its employees. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success. The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients. Team Continuity: The majority of our investment staff has worked together since the inception of the firm in 1998. We believe team continuity brings long-term experience into all aspects of our investment decisions. Our clients receive an investment process from a group of professionals who average 25 years of investment experience. Consistency: Our clients receive a consistent and repeatable investment approach in their equity and fixed income investments with Sawgrass Asset Management. By applying an investment process that is structured and disciplined in its application, our clients understand exactly how we expect to perform in rising and falling markets. We strive to limit declines of capital in down markets and participate when markets are rising. This approach helps to provide the consistency that our clients demand and depend on in a diversified portfolio structure.

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.

RiverNorth is an investment management firm founded in 2000 that specializes in opportunistic strategies in niche markets where the potential to exploit inefficiencies is greatest. RiverNorth is the investment manager to multiple registered and private funds. Disclosure: rivernorth.com/linkedin