Blue Square Asset Management, LLC

Eric Maidenberg is a financial advisor at Blue Square Asset Management, LLC with eight years of industry experience. He holds a Series 66 designation and has held roles at UBS Financial Services, UBS Hedge Fund Solutions, and Bankers Capital International. He is also the owner and operator of EJM Impact Solutions Inc., a business consultancy serving early to mid-stage companies on behalf of family offices. Blue Square Asset Management, LLC is an SEC-registered adviser serving individuals, family offices, retirement plans, other advisers, and a privately offered pooled fund. The firm employs a proprietary Dynamic Cash Allocation® process combining quantitative and qualitative approaches to manage exposures across various asset classes, including equities, bonds, commodities, alternatives, and cash.

Mark Finelli is a financial advisor at Blue Square Asset Management, LLC with four years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Celsius Network, INX Services Inc., Overstock, United Capital, and Total Safety. Blue Square Asset Management serves individuals, family offices, retirement plans, and other advisers, offering financial planning, portfolio management, and private fund due diligence. The firm uses a proprietary Dynamic Cash Allocation® process and has expanded into digital asset and commodity markets through its registered commodity trading and pool operations.

Andrew Ceisler is a financial advisor at Blue Square Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management is an SEC-registered firm serving individuals, family offices, retirement plans, and other advisers. The firm uses a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across equities, bonds, commodities, alternatives, and cash, and has expanded into digital asset markets through its registered commodity trading advisor and commodity pool operator entity.

Jay Bluestine is a financial advisor with Blue Square Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at EPIC Insurance Brokers and Consultants, Norwood Financial Group, The Hotaling Group, Raymond James Financial Services, and UBS Financial Services. He serves as a director on the board of Tactual Labs Co. Blue Square Asset Management is an SEC-registered adviser serving individuals, family offices, retirement plans, other advisers, and a privately offered pooled fund. The firm uses a proprietary Dynamic Cash Allocation® process to manage diversified portfolios, including strategies focused on managed volatility and digital assets, and operates Blue Square Digital LLC, which manages a commodity pool focused on digital assets.

James Diorio is a financial advisor at Blue Square Asset Management, LLC in Austin, TX. He holds a Series 65 designation and has been with Blue Square since 2025. Diorio is also the CEO of TradeCraft Capital, a separate firm where he dedicates approximately 10 hours per week. Blue Square Asset Management serves individuals, family offices, retirement plans, and other advisers, offering financial planning, portfolio management, and private fund services. The firm employs a proprietary Dynamic Cash Allocation® process and has expanded into digital assets and commodities through affiliated entities.

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services, Inc. and Raymond James Financial Services. Blue Square Asset Management is an SEC-registered adviser serving individuals, family offices, retirement plans, other advisers, and a privately offered pooled fund. The firm utilizes a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across equities, bonds, commodities, alternatives, and cash, and has expanded into digital asset and commodity markets through its affiliated entity, Blue Square Digital LLC.

Francesco D'Andrea is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Blue Square since 2018 and previously held roles at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management is an SEC-registered adviser serving individuals, family offices, retirement plans, and other advisers. The firm employs a proprietary Dynamic Cash Allocation® process that combines quantitative rules and qualitative manager input to manage exposures across various asset classes, including equities, bonds, commodities, alternatives, and cash.