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.

“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.

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.

Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today or lean more at TrajanWealth.com.

Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website.

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.

REGIONAL FAMILY MEDICINE, P.A. is a company based out of 630 BURNETT DRIVE, MOUNTAIN HOME, Arkansas, United States.

Geneva Financial has doubled down on the “Human” experience; which starts with the Originator. The competition is currently going to great lengths to automate the originator out of the mortgage process, leaving the most important personal financial decision to the fate of robots and unlicensed order takers. Geneva Financial, LLC’s mission is to invest in the best customer service experience at the hands of professional, licensed, loan consultants. This is our vision, our goal, and our burning desire. We will continue to pay the best in business, the highest compensation in the industry while offering the most loan programs at a very competitive price. Paying 250 BPS+ since 2007. Not only is it sustainable, it is the right thing to do. Geneva Financial, LLC is a Direct Mortgage Banker. NOW HIRING BRANCH MANAGERS AND LOAN ORIGINATORS IN 43 STATES & GROWING AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IA, IN, KA, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI Corporate Address: 180 S. Arizona Ave, Ste 310 Chandler, AZ 85225 NMLS 42056 BK 0910215 www.genevafi.com Geneva Financial LLC NMLS #42056 is an Equal Opportunity Lender and Equal Housing Lender.

PERFORMANCE CAPITAL, LLC is a company based out of 3801 E. INDIAN SCHOOL RD., PHOENIX, Arizona, United States.

Caliber invests in, manages and develops real estate in markets we know well. We do this as an alternative asset manager, providing private real estate investments and funds for accredited investors, investment advisors, broker-dealers, family offices, and institutional investors. Caliber operates an integrated group of businesses that enable it to create new investment funds and capitalize those opportunities through in-house fundraising. Caliber further has an in-house investment platform that enables it to discover potentially attractive and undervalued real estate, acquire it, develop it, construct it, and manage it for a profit. Caliber is a public company listed on Nasdaq, ticker symbol: CWD