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.

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.

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 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.

Fama Fiduciary Wealth LLC is an SEC – Registered Investment Advisory firm originally established in 2001 under the name of Andrew J. Fama Asset Management.

Our firm provides highly personalized, comprehensive strategic planning, including investment and portfolio management for high net-worth clients.

We have purposely limited our growth in order to fully service our clients’ needs and to provide comprehensive, holistic wealth management services to individual clients on a highly personalized basis. By consciously limiting the number of clients we accept, we have more time to devote to each one, which in turn assures the best possible outcome. We have a total number of 50 families as advisory clients as of December 31, 2021.

Prior to Fama Fiduciary Wealth, Andrew managed Andrew J. Fama Asset Management, LLC Jan 2000 – Dec 2012. This was a
After 2012, Private practice of law with emphasis on real estate financing, real estate investment and development, estate and tax planning, small business corporation law, contract law, and extensive work representing financial institutions and credit unions in a wide variety of legal matters.

Daniel Bernstein is Chief Regulatory Counsel at the Hamburger Law Firm and MarketCounsel, an affiliated business, regulatory, and compliance consulting firm for entrepreneurial investment advisory firms nationwide. At MarketCounsel, he is responsible for the ongoing development of the firm’s content while serving as a subject matter expert and resource for the firm’s other professionals. At the Hamburger Law Firm, Dan’s work concentrates in the areas of the regulation and compliance of investment advisers and broker-dealers as well as the formation and ongoing responsibilities of private investment funds. Dan is often called upon to serve as a senior officer and qualifying principal on an interim basis for emerging organizations and firms in transaction.

Dan has significant experience in providing a broad range of legal services to individuals and institutions in the securities industry.

Dan is admitted to the bars of New Jersey and New York, as well as the U.S. District Court for the District of New Jersey. He has successfully passed the FINRA General Securities Representative Exam (Series 7), NASAA Uniform Investment Adviser Law Exam (Series 65) and held New Jersey Property and Casualty and Health Insurance Producer licenses. He earned his undergraduate degree in finance from the University of Connecticut. He earned his Juris Doctor from the Rutgers School of Law where he was Chairman of the Moot Court Board. Prior to attending law school, Daniel researched market information for clients while at Waterhouse Securities. Dan then became a project analyst at Nortel.