Lighthouse Investment Partners, LLC is a financial advisory firm based in Palm Beach Gardens, Florida. It currently has approximately $53,496,955,104 of assets under management and employs about 286 people. Lighthouse Investment Partners, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and reimbursement of expenses.

Hood River Capital Management LLC is a financial advisor firm located in Palm Beach Gardens, FL. The firm was co-founded in 2013 by Brian P. Smoluch, David G. Swank, Rohan B. Kumar, and Lance R. Cannon. Brian Smoluch, David Swank, Rohan Kumar, and Lance Cannon serve as portfolio managers/analysts at the firm. Brian Smoluch received his Bachelor of Science degree in Commerce from the University of Virginia and his Master’s degree in Business Administration from Harvard Business School. David Swank holds a Bachelor of Science degree in Commerce from the University of Virginia and a Master’s degree in Business Administration from the Tuck School of Business at Dartmouth College. Rohan Kumar has a Bachelor of Technology in electrical engineering from the Indian Institute of Technology, a Master's from Harvard’s Kennedy School, and an M.B.A. from The Wharton School at the University of Pennsylvania. Lance Cannon earned his Bachelor of Science degree in business management from Brigham Young University and his M.B.A from The Anderson School of Management at the University of California, Los Angeles. The firm does not disclose any disciplinary information for the advisors. They do not engage in any other outside business activities or receive additional compensation from third parties for providing advisory services. The Board of Directors supervises the advisors at Hood River Capital Management LLC.

Dakota Wealth, LLC is a financial advisory firm based in Palm Beach Gardens, Florida. It currently has approximately $2,543,353,391 of assets under management and employs about 57 people. Dakota Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Martin Investment Management, LLC is an independent investment adviser registered with the SEC, succeeding Martin & Co. established in March 1989. The firm specializes in equity-oriented investments, focusing on fundamental investing. Their strategies include long-term equity investments, Eco-Investing, Tortue Capital™ for international investments, and Martin Signature for companies supporting women in leadership. The firm manages over $879.37 million in client assets, primarily on a discretionary basis. Fees are typically 1.5% of assets under management, subject to negotiation. Performance-based fees may apply, with potential conflicts managed through a Code of Ethics. Clients include individuals, high net worth individuals, trusts, and institutions, with a minimum account size of $500,000. Investment strategies involve fundamental and technical analysis, with a focus on quality and growth. The firm does not receive commissions from recommended products and discloses potential risks associated with each investment strategy. Clients have investment discretion, and the firm does not serve as a custodian. Martin Investment Management does not have any disciplinary history and maintains a Code of Ethics to ensure client interests are prioritized. They conduct quarterly account reviews and may vote proxies on behalf of clients upon request. The firm has no financial impairments affecting client commitments.

ZEGA Financial, LLC is a registered investment adviser established in 2011, with its primary place of business in West Palm Beach, Florida. The firm offers Portfolio Management Services tailored to individual clients and Sub-Advisor Services for other registered investment advisors. ZEGA Financial sponsors a wrap-fee program providing asset management and brokerage services for a single, all-inclusive fee. Clients grant discretionary authority for account management, allowing the firm to make investment decisions on their behalf. The firm charges an annual wrap fee ranging from 1.75% to 2.50%, with negotiable fees based on individual circumstances. Assets are held at Charles Schwab & Co., Inc., the custodian and executing broker/dealer for program accounts. ZEGA Financial primarily advises on broad market and sector ETFs, equities, and index futures, along with options for hedging strategies. The firm offers discretionary and non-discretionary portfolio management services, conducting ongoing account reviews and providing regular reports to clients. ZEGA Financial does not accept performance-based fees in the wrap account but may do so for qualified clients in standard portfolio management services, engaging in side-by-side management. The firm employs various investment strategies, including charting analysis, technical analysis, fundamental analysis, cyclical analysis, risk analysis, and probability pricing analysis. Clients are advised to consult with a tax professional due to potential tax implications of investment strategies. ZEGA Financial maintains a Code of Ethics, ensuring compliance with securities laws and safeguarding client interests. The firm discloses its privacy policy, client referral compensation arrangements, and trade error policies. Additionally, ZEGA Financial does not determine eligibility for class action lawsuits or participate in litigation on behalf of clients.

Priderock Fund Management Partners, LLC is a financial advisory firm based in Palm Beach Gardens, Florida. It currently has approximately $322,499,458 of assets under management and employs about 9 people. Priderock Fund Management Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Otter Creek Advisors, LLC is a registered investment adviser based in Palm Beach Gardens, Florida, established in 2014. The firm's principal owners are Tyler C. Walling, Gordon T. Williams, Cory Reed, and Justin Beals. Otter Creek Advisors offers investment management services for a registered mutual fund, the Otter Creek Long/Short Opportunity Fund, and separately managed accounts. The firm employs a long/short investment strategy to seek long-term capital appreciation. For the Mutual Fund, the management fee is 1.35% based on average daily net assets. For separately managed accounts, fees are negotiable based on factors such as account size and complexity. The firm requires discretionary authority to manage client accounts, allowing them to make investment decisions without prior client approval. Otter Creek Advisors primarily invests in U.S. securities, including common stocks, preferred stocks, ADRs, and corporate debt. As of December 31, 2024, the firm manages $158,624,336 in net assets. The firm does not charge performance-based fees and acts as a fiduciary, aiming to act in the best interests of clients. Clients receive account statements from independent custodians quarterly. Otter Creek Advisors exercises limited custody over client funds, and client securities are held with qualified custodians. The firm does not have any reportable disciplinary information and has no financial commitments impairing its ability to meet obligations.

Alpha Beta Gamma Wealth Management is a Limited Liability Company established in November 2005 by Curtis Lee Lyman. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. Clients are granted discretionary authority for trading, allowing ABG Wealth to make investment decisions on their behalf. The firm operates as a fiduciary, prioritizing client interests and avoiding practices that may advantage or disadvantage certain portfolios. ABG Wealth specializes in mutual funds, fixed income securities, equities, ETFs, and other investments, with a minimum account size of $100,000. Fees are based on a tiered structure, ranging from 1.00% to 0.55% of assets under management. Clients may be charged a minimum platform fee of $75 per quarter per account. ABG Wealth does not participate in wrap fee programs and does not accept performance-based fees. The firm's investment strategies include long-term trading, margin transactions, and options trading, with a focus on risk management and client education on potential investment risks. ABG Wealth's methods of analysis encompass charting, cyclical, fundamental, quantitative, and technical analysis to inform investment decisions. The firm does not vote on proxies for client securities and does not require prepayment of fees exceeding $1,200 per client.

Convergence Investment Partners, LLC, located in Palm Beach Gardens, FL, is led by David Abitz, CFA®, who serves as the Chief Investment Officer. With a Master of Business Administration from the University of Wisconsin –Madison and a Bachelor of Finance from the University of Wisconsin -Oshkosh, Abitz has been in his current role since December 2008. As a Chartered Financial Analyst®, he upholds the CFA Institute's Code of Ethics and Standards of Professional Conduct. Abitz is responsible for investment decisions and performance at Convergence, where he oversees all investment advisory activities. Clients can reach him directly at (561) 494-8001. The firm does not disclose any disciplinary information, other business activities, or additional compensation related to Abitz. Clients can access more information about him on the SEC's website. Convergence Investment Partners, LLC, under Abitz's leadership, operates with a focus on providing investment advice in line with compliance policies and procedures.