The ARS Team

Tony has over 15 years of experience managing money for high net worth individuals and corporations. Prior to joining ARS in 2004, Tony worked as a Senior Portfolio Manager at SouthTrust Asset Management where he was responsible for the management of over $300 million dollars. He holds a Masters in Business Administration from Crummer Graduate School at Rollins College. Tony also has his Bachelor of Science in Business Administration from Samford University. He holds a FINRA Series 65 Registered Investment Advisor Representative license. Tony is also a member of the CFA Institute & CFA Tampa Bay. Tony has been married for eleven years to Amanda and they have two children. He spends his weekends outdoors boating, fishing and coaching his son's football team. He is also active in his church serving as an elder, small group leader and prayer counselor.

With over 25 years of investment experience, Kurt has been a Chartered Financial Analyst since 1995 and holds a Bachelor of Science in Marketing from Auburn University. Prior to joining Anderson, Riley & Spoor, Kurt spent 10 years as a Portfolio Manager and member of the Investment Committee for Pritchard, Hubble & Herr Investment Management where he helped to manage over $500 million in assets. A past board member of CFA Tampa Bay (formerly Financial Analysts Society of Tampa Bay), Kurt has also been a member of the CFA Institute since 1993. Kurt and his wife Terri have been married for 25 years and have four children. He is active in his church, leading a Bible study for high school students. His family enjoys outdoor activities including hunting and fishing. In addition he coaches his children's soccer and baseball teams.

Drew has over 25 years of experience in financial markets. Prior to joining ARS in 2008, Drew spent five years at Matador Capital, a St. Petersburg, Florida based hedge fund with over $800 million under management. Matador achieved positive returns for its partners for thirteen consecutive years. Before joining Matador he managed several investment portfolios for Bankers Insurance Group, a St. Petersburg based property and casualty insurance holding company. He has degrees in Business Administration and Economics from Southern Methodist University. He holds a FINRA Series 65 Registered Investment Advisor Representative license. Drew and his wife Elizabeth have been married for over 20 years and have four children. They spend their free time outdoors and especially enjoy vacations in the mountains. He serves on the board of his church, volunteers at St. Petersburg's homeless shelter and is a trustee on the board of the St. Petersburg Fire Fighters Pension Plan.

James is the former manager of the TD Ameritrade Sarasota branch office. For several years under James' guidance the Sarasota office was consistently among the highest performing Ameritrade branches and for several quarters was its top performer. James has spent the prior eleven years working for TD Ameritrade and his entire career has been in the finance industry getting his start in New York at a large wire house brokerage firm. In his capacity as branch manager at TD Ameritrade he held the following securities licenses: General Securities Sales Supervisor Series 9 and 10, General Securities Registered Representative Series 7, FINRA Uniform Investment Advisor Series 65 and Blue Sky Laws Series 63. James and his wife Carol have been married for twelve years and have three boys. James spends much of his free time coaching youth soccer teams which he has done for nine years.

Lois A. Conger

lac@arsinvestments.com

Lois has seven years of experience in the financial services industry working at mutual fund and insurance companies. She holds a FINRA Series 6 License and a license in the insurance field.

Bob has been practicing public accounting since 1979 when he received his Bachelors degree in accounting from Auburn University. Prior to joining Spoor & Associates in 1987, Bob was with the firm McKelvey, Ulrich and Wilson in St. Petersburg. Bob practices in the area of individual, fiduciary and estate taxation.

Bob is the president of Seminole High School booster club and a member of the Seminole Chamber of Commerce.

Gordon is a shareholder in the investment advisory firm of Anderson, Riley & Spoor, P.A. and the managing shareholder of the CPA firm Spoor & Associates, P.A. He received his Bachelor of Arts Degree from the University of South Florida and holds the designation of CPA (Regulated by the State of Florida) and PFS (Personal Financial Specialist). He has been practicing public accounting in St. Petersburg, Florida since 1974 and holds a FINRA Series 65 Registered Investment Advisor Representative license. Gordon is a frequent guest lecturer in the areas of estate planning, fiduciary accounting and income tax. He has published numerous articles covering these topics and many others. Much of his time is spent consulting in the area of fiduciary accounting and income tax, as well as litigation support in estate, trust and malpractice litigation matters.

W.G. joined the firm in 1997. He graduated from Florida State University in 1997 with a BS in accounting. He also earned a Masters in Accountancy from the University of South Florida in 1998. W.G. is a Certified Public Accountant (CPA) in the state of Florida. He also is a Registered Investment Advisor Representative through the Financial Industry Regulatory Authority (FINRA). W.G. is a member of the Florida Institute of Certified Public Accountants (FICPA), American Institute of Certified Public Accountants (AICPA), FICPA Committee on International Taxation, FICPA Section on State Taxation, FICPA Young CPA Committee, Suncoasters of St. Petersburg and All Children's Hospital Development Council.