Harvard Investments is the United States development arm of The Hill Companies - the oldest land development company in Canada. The Hill Companies has operated as a privately held company since its inception in 1903. Headquartered in Scottsdale, AZ, Harvard Investments specializes in developing and creating award-winning master planned residential communities, second home and resort-style communities, fully planned rental communities, large tract investment properties, Class A Office and some limited warehouse development, all found within the Southwestern United States.

Indigo Partners is a private equity firm focused on venture and acquisition opportunities in the aviation industry. - Performed investment analysis through quantitative models, due diligence and strategic planning. Drafted investment memoranda and presentations and presented recommendations to the investment committee. - Internal responsibilities included managing portfolio company projects and financial reporting, including Frontier Airlines and Wizz Air.

“What’s my wealth for?” It’s a simple question, but one that rarely gets asked, answered or implemented. At TFO Phoenix, we understand your wealth’s true value isn't in dollars and cents; it’s in how your wealth serves your goals. That’s how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understands and focuses on what they are trying to achieve. We advise families in a variety of areas, including: • Family Discovery & Milestone Setting • Wealth Planning • Investment Advisory Services • Tax Consulting & Compliance • Estate & Gift Planning • Philanthropic Planning • Family Governance & Education For important disclosures regarding our social media pages and policies, please follow the link below to read our Important Disclosures page.

Priority Financial Group (PFG) empowers financial advisors and credit unions to deliver high quality financial planning and advice. PFG Advisors (PFGA), the affiliated hybrid RIA, provides advisors with a choice of affiliation options and access to Charles Schwab, TD Ameritrade, fintech and other trading platforms. We have offices throughout Arizona, California, New Mexico, Oregon and Texas, and have been servicing the financial planning and financial institution industries for over 20 years. We provide comprehensive compliance oversight, program management and a sales management system that enable our clients to achieve their goals. Specialties: Executive level leadership and developing new business opportunities through innovation and collaboration. Building client friendly wealth management programs for Financial Institutions; Helping Financial Advisors reach their personal and professional goals. We connect quality Advisors with quality Financial Institutions. Please see www.pfgteam.com for additional information and disclosures. Third-party comments may not be representative of all client experiences.

At Smead Capital Management, we are stock market investors. Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth.

We are an independent wealth advisory and investment firm (RIA) that helps multigenerational families, women, and small business owners manage their wealth to reflect their goals beyond just their finances. We know that helping you plan for your financial future isn’t just about investment portfolios. Versant’s wealth counselors get to know you, your family, and even your small business by aligning with your values. Our approach adheres to processes that allow us to adjust goals and recommendations as appropriate based on a picture of your life, aspirations, and current market conditions. And we have the courage to raise critical issues, even if it’s not in the firm’s best interest. We want you to feel confident with our understanding of and thoughtfulness with your personal situation. Versant Capital Management can provide coordination and collaboration with your other advisors and outside resources, such as tax, estate planning, and insurance, to incorporate your investments and other assets into the overall strategy — whether we manage them or not. Through your life’s major events – from marriage or divorce, to inheritance, retirement planning, or selling your business – helping you make the decisions to grow your wealth through generations is at the center of what we do. Give us a call to find out how to be in charge of your financial picture.

I work as a liason between the office and our Broker/Dealer and I have extensive knowledge working with custodians such as: Pershing LLC, TDAmeritrade Institutional, Fidelity Investments Institutional, Genworth Financial, and various Mutual Fund and Variable Annuity companies. I am very familiar each custodian's software and websites. I also prepare and calculate quarterly advisory fees and performance reports using Morningstar Office for Portfolio management, reporting and billing.

Headquartered in Scottsdale, Ariz., 𝙢𝙖𝙧𝙩𝙞𝙣𝘸𝘰𝘭𝘧 is a leading M&A Advisory firm focusing exclusively on the mid-market IT industry. Our team features a diverse staff of principals and senior bankers, many of whom are themselves experienced owner-operators and technology executives from around the globe. We are uniquely poised to advise our clients on their many opportunities to create value and drive continued success. Throughout our 21 years as a firm, we have completed more than 155 middle-market IT transactions and sold eight divisions of Fortune 500 companies across 20 different countries, demonstrating unparalleled experience in the IT Services, IT Supply Chain, and Software as a Service (SaaS) space. 𝙢𝙖𝙧𝙩𝙞𝙣𝘸𝘰𝘭𝘧 is partnered with leading financial services companies, creating opportunities to find the perfect partner for your company wherever they may be.

Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona. The firm is dedicated to helping individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives.

Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg"​ into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans and portfolio management. With collaborative relationships with several Certified Public Accounts and attorneys, we are able to offer a holistic level of financial planning integrated with tax-savings and estate planning. We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.

Office: 623.974.0300 | Fax: 623.974.0330 | www.fullertonfp.com 14155 N 83rd Ave, Ste.144 | Peoria, AZ 85381 AND 600 E Rio Salado Pkwy, Ste. 102 | Tempe, AZ 85281 Fullerton Financial Planning is one of 'the valleys'​ most trusted financial planning firms. We are dedicated to preserving your retirement dreams. We seek to become our clients'​ most important financial relationship. We can help you manage your finances so you can pursue your goals. Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice. Sean Hannity and Glenn Beck were remunerated and are not clients. Some media appearances are paid placements. Any media logos are the property of their respective owners and not an endorsement by those owners of Fullerton Financial Planning is stated or implied.

Taylor Frigon Capital Management, LLC (TFCM) is an Investment Advisory firm which provides active investment management strategies and venture capital opportunities to a select group of individuals, RIAs and institutional investors. TFCM is an independent, privately owned advisory firm registered with the SEC. Explore more at www.taylorfrigon.com For important disclosure information, please visit www.taylorfrigon.com/important-disclosure-info