Polaris Financial Partners, LLC

Robert Deitrick is a financial advisor with Polaris Financial Partners, LLC, holding a Series 63 designation and over 40 years of industry experience. He has been with Polaris since 2003 and previously worked at Cadaret, Grant & Co., Inc. from 2010 to 2023. Outside of advising, he is co-author of the book *Bulls, Bears & The Ballot Box* and is involved with Polaris Productions LLC. Polaris Financial Partners is a small, supported investment adviser managing approximately $226 million for around 143 clients. The firm serves individuals and high-net-worth clients with financial planning and portfolio management, employing a variety of investment analysis methods and generally maintaining a long-term trading approach.

William Harrigan is a financial advisor at Polaris Financial Partners, LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Polaris, he worked in various legal and government roles, including positions at the Superior Court of the Virgin Islands and the Virgin Islands Department of Property and Procurement. Polaris Financial Partners is a small, supported investment adviser managing approximately $226 million for around 143 clients. The firm offers financial planning and portfolio management services primarily to individuals and high-net-worth clients, using a combination of investment approaches and a long-term trading orientation.