A shareholder of the firm, Bill is a Senior Vice President and portfolio manager. Bill has been managing money for Pekin Singer clients since joining the firm in 2001, and he is also a portfolio manager of the Appleseed strategies. Prior to joining the firm, Bill worked in investment banking and research analysis at Credit Suisse in Chicago and at Donaldson, Lufkin & Jenrette (DLJ) in New York.

A shareholder of the firm, Adam has been managing money for Pekin Singer clients since joining the firm in 2004, and he is a portfolio manager of the Appleseed strategies and a Co-CEO. Prior to joining the firm, Adam served on the management teams of EquipNet, a business services company, and Frontier Co-op, a natural products company. Adam began his career as a management consultant, working for Gemini Consulting and Andersen Consulting.

Prior to joining the adviser in 2004, Josh served as Director of Business Development at Color Kinetics, a pioneer in energy-efficient LED lighting systems and now a division of Philips Electronics. He began his career as a Research Analyst at Shearman & Sterling and, prior to that, at Markowitz & McNaughton. Josh earned a B.A. in Foreign Affairs from the University of Virginia and an MBA from the University of Michigan.

Shaun Roach is an Assistant Portfolio Manager. Prior to coming to Pekin Hardy Strauss, Inc. in 2014, Shaun spent five years at Deloitte Financial Advisory Services assisting clients with valuation needs related to financial reporting, tax compliance, and strategic planning. Shaun began his career at Deloitte Consulting as an actuarial consultant. He received a B.S. in Actuarial Science and Finance from the University of Illinois and an MBA from the University of Chicago Booth School of Business.

Joseph Plevelich is a Portfolio Manager of the Adviser. He joined the Adviser in April of 2021. He has been a Portfolio Manager of the Fund since 2023. Prior to joining the Adviser, Mr. Plevelich was a Director and Senior Research Analyst at Boenning & Scattergood from July 2020 to April 2021. Mr. Plevelich began his career in 2004 at Schneider Capital Management as a Senior Vice President conducting buy-side research in the financial services, real estate, and energy sectors. He received a B.S. in Finance and Management from the Wharton School of the University of Pennsylvania. He is currently a CFA® charter holder.