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.

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

Producers and Traders of Poultry

Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm.

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.

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.

Joe Walsh Jr. founded Walsh & Associates in 1986 for people seeking financial guidance without product or sales influence. Originally one advisor and his assistant serving the DeKalb, Illinois area, Walsh & Associates has grown to a staff of 13 with a second location in Sarasota, Florida, and clients around the country. Joe has been joined by his sons Joe III, Michael and Tom, who share his value of client-first financial planning. This means that instead of simply parking your money someplace safe and returning it to you when you need it, we will inform and guide you to choose financial goals appropriate for your family, establish a long-term financial strategy personalized for you and monitor for market changes and new rules and guidelines that might signal the need for adjustments to your strategy. We chose LPL Financial, one of the nation’s largest independent broker-dealers, to support us. They have no proprietary products to sell and no investment banking relationships to promote. Our collective knowledge and experience and the extensive resources and support we receive from LPL Financial makes Walsh & Associates well-equipped to tackle even the most complex financial situation, finally giving you the financial confidence you deserve. -- Securities offered through LPL Financial. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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.

ARS Wealth Advisors Group, LLC strives to help individuals, families and small business owners coordinate and simplify their financial affairs, so they can spend their time, energy, and money living out and achieving their personal goals. As a fiduciary, fee-only, Wealth Management Firm, our primary focus is serving as a holistic adviser to our clients, offering integrated tax, estate and personal financial planning in addition to investment advisory services.