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.

As a trusted partner, Kobie delivers market-leading, end-to-end loyalty solutions designed to enable customer experiences for the world's most successful brands.   We do this with a strategy-led, technology-enabled approach that uncovers the truth behind what drives consumers on an emotional level.    With more than 34 years in business and named the ONLY Services and Technology Leader by Forrester, it is our mission to grow enterprise value through loyalty.   We believe that our team's passion and expertise are the driving forces behind our success, and are proud to be named a Top Workplaces in the USA, where the best and brightest in loyalty work. Named a Top Workplace in the USA, and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We’re always looking for talented individuals who are ready to join a collaborative, growth-focused culture.

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/

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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.

Investment firm offering highly personalized service to individual investors. Over the years, despite the changing financial markets, our commitment to long term financial relationships has remained unchanged. We offer municipal and corporate bonds, government securities, mutual funds, annuities, as well as individual stocks.

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8

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.