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

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

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.

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.

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.

Third Lake Partners, LLC ("Third Lake"​)

Hyde Park Capital is a middle-market investment banking firm specializing in mergers and acquisitions and capital raising primarily for founder and family-owned companies. Our senior bankers have extensive investment banking experience executing merger & acquisition engagements, including purchase and sale of company assignments, recapitalization, financial advisory, fairness opinions and raising growth capital and acquisition financing for companies, including equity, mezzanine and senior debt. Hyde Park Capital is active in sell-side M&A and capital raising across several industry sectors including technology, healthcare, business and financial services, industrial and consumer. Hyde Park Capital is one of the most active middle-market investment banking firms in the United States. Our professionals have advised on more than 300 corporate investment banking transactions totaling more than $10 billion in transaction value. We are headquartered in Tampa, Florida, with offices in Nashville, Tennessee, and are a member of FINRA and SIPC. Make sure to follow Hyde Park Capital on our other social media platforms to stay updated on HPC and the M&A market.

Third Lake Partners, LLC ("Third Lake"​)

Atlas Financial Group is a financial services firm serving southwest Florida residents for over a decade with strategies for Retirement Income Planning

Fair Economy's mission is to democratize financial information. In an ideal market, every participant has access to all market-moving information at the same time, and every day Fair Economy is pushing toward that ideal on a global scale. The team at Fair Economy is overflowing with passion for financial markets and internet technologies – both fields are at the heart of the company. With the experience of a Wall Street firm, and the technical expertise of a Silicon Valley startup, Fair Economy is able to develop unmatched products for traders. The company is poised to be one of the world's leading providers of financial information. Fair Economy's business strategy is guided by a simple principle: great teams build great products, and great products ensure business success.