Amy Zellner

Tom Tresnowski is a financial advisor at Vincose Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at the University of Texas Southwestern and 7-Eleven Corporation. Vincose Capital Management provides discretionary investment management focused on U.S. small- and mid-cap equities and ETFs, using a combined fundamental and technical analysis approach. The firm employs centralized trade execution and a performance-based fee structure, managing risk through position limits and cash allocation during market corrections.

Jeremy Schwab is a CFP® with 19 years of industry experience, currently serving at Sugar Maple Asset Management, LLC since 2016. He is also President and owner of CAVU Capital Partners, a private fund, where he directs employees and works during trading hours. Prior to his current roles, he has been with CAVU Capital Partners since 2020. Sugar Maple Asset Management is an SEC-registered adviser managing approximately $259 million for about 199 clients, including individuals, retirement plans, trusts, nonprofits, corporations, and private funds. The firm employs a fundamentally driven, longer-term investment approach and offers discretionary management, retirement plan consulting, and financial planning services, also managing the CAVU Private Opportunity Fund.

Terrence Jack is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Sugar Maple Asset Management, LLC. He is also the Chief Investment Officer of CAVU Capital Partners, a private fund, and acts as an expert witness in securities trials. Additionally, he holds a part-time role as Wealth Liaison at Fortifi Bank. Sugar Maple Asset Management is an SEC-registered investment adviser managing approximately $259 million for nearly 200 clients, including individuals, retirement plans, trusts, nonprofits, and private funds. The firm employs a fundamentally driven, longer-term investment approach and offers discretionary portfolio management, retirement plan consulting, and financial planning services.

Thomas Kahl is a CFA® charterholder with 31 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs, financial planning, and investment management services using a mix of firm-developed and third-party model strategies.

Luke Garbett is the principal advisor at Garbett Investments with one year of industry experience. He holds a Series 65 registration and has prior work experience including a senior financial analyst role at Suncrest Real Estate and Land, where he manages financial models and capital-raising efforts for development projects. Garbett’s firm provides investment recommendations and financial planning guidance exclusively to family-member clients, delivering non-discretionary advice without managing client accounts directly. The firm serves a small client base and does not perform routine account reviews or charge asset-based fees.