Chris Cannon is a Partner, the Chief Investment Officer and Chief Compliance officer at Firstrust. Chris leads the Investment Management services from the Corporate Office in Daytona Beach, FL. His specializations include private wealth management, tax efficiency, portfolio management especially within trust and partnership structures, hedging, and the management of legacy portfolios.

Mr. Cannon holds the Chartered Financial Analyst designation. He is a member of the CFA Institute, a board member of the CFA Society of Orlando, and a Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA). Chris also serves as a member of the Embry Riddle Aeronautical University’s College of Business Industry Advisory Board, and as a Director for Wishes4MeNU, a nonprofit that supports individuals helping other individuals in their time of need.

Chris has been quoted on various occasions in the financial press, appearing in Bloomberg Wealth Manager, Financial Advisor Magazine, RIA Business, Institutional Investor, and Kiplinger Personal Finance Magazine.

Lane Mullinax is the owner of NPV Advisory Services, located in Cartersville, GA. Lane serves Atlanta and counties to the north, locally, as well as clients worldwide, on a  virtual basis. NPV Advisory Services, LLC provides comprehensive and objective financial, tax, leadership, and business advice, to help clients organize, grow and protect their business and assets through the business’s and the owner’s life transitions.

Lane holds JD (Jurist doctorate), MBA (with a specialization in Finance) and BBA degrees. He also holds the Certified Financial Planner (CFP) and Chartered Retirement Plans Specialist (CRPS) designations. Lane worked continuously in the financial services field from 1986 until 2010, returned to law school in 2010 and recently acquired the Juris Doctorate degree – with electives in Business Planning, Corporate Law, Estate law, and Federal Income and Estate taxation, in order to become a better financial planner, provide a more knowledgeable service, and help select, and facilitate communication with other professionals, (a key competency for the Financial Planning practitioner).

Mark Sievers is a founding Principal of Epsilon Financial Group, Inc. He is a fee-only, independent financial advisor. 

For three decades, Mark has been helping individuals and their families realize their investment and financial goals. 

Mark is the trusted advisor to a diverse group of individuals and families, including business executives, attorneys, physicians, engineers, professors, retirees, former professional athletes, and many others. His clients are located in the San Francisco Bay Area and across the United States.

He had built his advisory business by combining a sound asset class investing methodology with financial planning and first-class client service.

Andrew Fama of Fama Fiduciary Wealth LLC is a Registered Investment Advisor providing highly personalized, comprehensive, and strategic tax, estate and investment planning services for over 20 years to a select number of high-net-worth families. The firm is fee-only and conducts business solely under the fiduciary standard of care.

The firm’s founder, Andrew Fama, holds the Accredited Estate Planner (AEP) designation with the National Association of Estate Planners and Councils and the Master Registered Financial Consultant (MRFC) with the International Association of Registered Financial Consultants. He successfully passed the NASAA Uniform Investment Adviser Law Exam (Series 65) and is registered with the SEC.

Mr. Fama has been admitted to the bars of New York, Florida and the District of Columbia, as well as the U.S. District Court for the Western District of New York. He earned his undergraduate degree in psychology from the University of Notre Dame. He earned his Juris Doctor and Master’s Degree in Health Care Administration in a joint degree program at St. Louis University School of Law where he was a Member of the Law Review Editorial Board. He has published legal articles in leading national publications, including Law, Medicine & Health Care, Hospital Progress magazine, The Hospital Medical Staff, St. Louis Metropolitan Medicine and the St. Louis University Law Journal.

Knut A. Rostad, MBA co-founded and chaired the Committee for the Fiduciary Standard and co-founded and is president of the Institute for the Fiduciary Standard, a nonprofit formed in 2011 to advance the fiduciary standard through research, education and advocacy.

Rostad was named to Investment Adviser Magazine’s ‘IA 25’ list in 2014, which it calls “our annual list of the most influential people in and around the advisor industry.” Rostad is the editor of The Man in the Arena: Vanguard Founder John C. Bogle and His Lifelong Battle to Serve Investors First, published by Wiley in December 2013. He is also a contributing editor at AdvisorOne; speaks frequently at industry conferences on fiduciary and compliance issues; and is regularly cited in media national and industry outlets.

Rostad earned a BA in Political Science at the University of Vermont and an MBA from the Norwegian School of Management.

Richard Chen is the Founder and President of Richard L. Chen PLLC, a law firm that serves the investment advisory community (including financial planners, investment managers, private fund sponsors, and service providers). Richard counsels investment advisers concerning business formation/structuring; contract review and negotiation; employment transition and other matters; mergers and acquisitions; succession planning; and private fund formation. Richard also advises on numerous regulatory matters including investment adviser registration; compliance program development, implementation, and management; mock audits; and SEC examinations and investigations. Before launching his practice, Richard spent many years at several preeminent law firms in New York after graduating from Harvard Law School and Harvard College including Simpson Thacher & Bartlett, K&L Gates, Schulte Roth & Zabel, and Arnold & Porter. Richard has also passed the Series 65 examination.