Timothy J. Cartwright
Compass Advisory Group

Mr. Cartwright recognizes that small to mid-market growth companies are under-served by the traditional investment banks.  A majority of M&A professionals lack the operating expertise and therefore, have difficulty evaluating business models, competitive differentiation, and private ownership concerns of companies this size. With 17 years of experience in strategic consulting, business transactions and financial services, Mr. Cartwright is well-qualified to accomplish these tasks. A serial entrepreneur, he founded By-Products Interactive, an electronic trading, market research and publishing company; and Benchmark Solutions, a supply chain consulting company. He began his career working with middle-market companies at Arthur Andersen with a specialty in enterprise software solutions. Mr. Cartwright earned his MBA degree from J. L. Kellogg School of Management at Northwestern University and his undergraduate degree from the University of Wisconsin. Locally, he is President of the Gulf Coast Venture Forum, an angel investor network devoted to early stage business.

Craig W. Lyon
Magnus Capital

Mr. Lyon is a proponent of effective communication between family members to foster a rewarding legacy. He is trustee for numerous trust accounts, an officer of a private charitable foundation, and advisor to real-estate, private equity and venture capital transactions. Mr. Lyon has more than 18 years of experience in the financial industry with direct responsibility and management of institutional, retail and hedge fund investments. His early career began at the Chicago Mercantile Exchange as an Arbitrage Clerk and then a Floor Trader in the Foreign Currency Pits. He joined the investment team at Masco Corporation, a Fortune 500 company, assisting Samuel Valenti III manage a $400 million pension fund in-house. He became a Series-7 registered representative with McDonald Financial Group and then with Leonard & Company while still working closely with Valenti Capital on its hedge funds and alternative investments. Mr. Lyon earned his B.S. in Business from Miami University in Ohio. With a keen interest in technical and statistical analysis, Mr. Lyon has devoted much of his career to the study of the financial markets.

Gary B. Price II

Magnus Capital

Mr. Price is a 17-year veteran of the financial services industry.  He is a Certified Trust Financial Advisor (CTFA).  His commitment to continuing education allows him to remain at the forefront of the industry and deliver comprehensive investment services.  In addition to Magnus Capital, Mr. Price is dedicated to the pursuit of public service.  He served five years on the Naples Planning Advisory Board, including two years as chairman.  In February 2006, he was elected to a four-year term on the Naples City Council where he oversees the city’s strategic progress.  Mr. Price has also served on many charitable boards including The Ronald McDonald House of Southwest Florida and Orlando, the Boys and Girls Club of Naples and Ocala, United Way, and the Naples Art Association.  He attended Ohio State University where he earned a double major in finance and real estate and urban analysis.  He also completed a three-year graduate program through the University of South Florida and the Florida Bankers Association.

John L. Slusar

Compass Advisory Group

Mr. Slusar has fourteen years of experience in the financial industry as a corporate financial officer and mergers and acquisitions specialist. Before joining Compass in 2006, he was a financial executive with Allen Systems Group, Inc. of Naples, FL.  Prior, he was a senior financial analyst in the mergers and acquisition division of Morgan Keegan in Memphis, TN. Prior he was a principal with SLI Asset Management, a private family wealth management office in Cleveland, OH. Mr. Slusar earned his BA from DePauw University, and his MBA from Case Western Reserve University.

Kristi Zammit

Fifth Avenue Advisors