Founded in 2001, GI Partners is a private investment firm with over 140 employees. The firm has assets under management totaling $33 billion and invests on behalf of leading institutional investors around the world through its private equity, real estate, and data infrastructure strategies. The private equity strategy invests primarily in companies in the healthcare, services, and software sectors. The real estate strategy focuses primarily on technology and life sciences properties as well as other specialized types of real estate. The data infrastructure strategy invests primarily in hard asset infrastructure businesses underpinning the digital economy. For more information, please visit www.gipartners.com.

The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn’t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry’s most respected strategy and technology consultants, Cornerstone’s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone’s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market. From strategy to execution – Cornerstone Advisors. Follow some of the Cornerstone Advisors' voices on our Podcasts - https://www.crnrstone.com/podcasts.

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.

Sir Mortgage and Finance is a real estate company based out of United States.

United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its “Adamantly Not For Sale” stance because it is 100% owned by its employees and financial professionals. United Planners provides back-office support to independent financial professionals, who then help investors manage their wealth to achieve their goals & objectives. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community. United Planners is an open-architecture model that offers flexible, efficient, and scalable solutions to position its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.

High-growth venture capital-backed companies turn to Trinity Capital (Trinity) as a preferred option for venture debt and equipment financing to fuel their growth and extend their runway. Since 2007, Trinity has worked closely with leading venture capital firms and their respective portfolio companies to offer valuable support, enhanced flexibility and competitive venture debt financing solutions to customers with distinctive needs. Having funded some of the world’s most innovative startup companies, Trinity is the partner of choice for venture-backed technology startups wanting an experienced partner to help strengthen their financial position while preserving equity. For more information, please visit www.trinitycap.com.

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.

Brightside created Financial Care, a new category in employee benefits. We’re on a mission to improve the financial health of the seven in 10 working families living paycheck to paycheck. How? By partnering with progressive employers who understand financial wellness is a critical pillar to the wellbeing of their employees – and their organization. We then combine behavioral science, technology, and care to meet employees where they are, in the moments that matter most, and support them in establishing financial comfort. Our (human) Financial Assistants get to know every person they serve, listening without judgment to help them understand and overcome their unique needs and barriers to financial health. All to ultimately stretch the paycheck, minimize stress, and maximize hope. Our difference? Providing Financial Care that leads to financial wellbeing.