Dear Adviser,

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Congratulations on your achievement!

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In honor of your success, we are pleased to extend this invitation to our third annual Emerging Adviser Trip, August 5-9, 2026, at the Samoset Resort in Rockport, Maine. Join us and experience the summer warmth and coastal breezes of Maine.

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On the following pages, you will find more information about the trip as well as a registration form that we request you complete by Wednesday, April 8.

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Thank you for being a part of CFD.​ We are looking forward to this time together!

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~Brent Owens and the cfd Investments family