Joseph Thomas Dursi

Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.

Certuity LLC is a SEC-registered investment advisor and wealth management firm headquartered in North Palm Beach, Florida. The firm was founded by John Krambeer in 2004 as Camden Capital LLC. They are a subsidiary of Certuity Holdings LLC. Certuity provides investment advisory, legacy planning, family office and investment consulting services to high to ultra-high net worth families and individuals, business owners, attorneys, trusts, private foundations, endowments, family offices, other business entities and pooled investment vehicles.

Premia Global Advisors LLC (Premia) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded by Miguel Sosa in 2016. The firm offers comprehensive wealth management and financial solutions for retail and institutional clients primarily in the US, Latin America and the Caribbean.