At SC Ventures, we are an independent sponsor, investor, management executives, and Board Directors to companies in need of renewal and growth strategies, with a specific focus on B2B companies where technology can aid in greater efficiency. We bring insight into culture and process as part of our effort to transform businesses and recognize that operational revitalization begins with a combination of people and capital. Some of our activities include: • Interim President of Patient Planning Services, a healthcare software business providing psychosocial solutions to healthcare clients nationwide, including Mt. Sinai, Rocky Mountain Cancer Centers, and Memorial Sloan Kettering. Leading operational turnaround, growth strategy into new products, and selection of a permanent CEO. Brought in by the Board. • Advisor to the Board of Sellas Life Sciences Group, a clinical stage drug development company. Led operational processes during the company’s reverse merger and helped set up the public company Board of Directors, including hiring of CFO, General Counsel, and investment management firm. Brought in by major shareholder in Europe. • Portfolio Manager for Patriarch Partners, a $4B distressed private equity firm. Oversaw 8 companies in the portfolio in the consumer products and manufacturing sectors. Directed operational strategy in the interest of the primary secured creditor for each company. • Consultant to the United States Army merger of $3.5B program of record with similarly sized program at the Navy. Managed teams that included program, contract, logistics, and technology management for products deployed in over 170 countries. • Investor and manager as CEO of Affinitel, a telecommunications company headquartered in San Francisco with several thousand business customers, including the California Highway Patrol, Safeway, Rite Aid, and Wells Fargo. Delivered 100% revenue growth, over 200% cash flow growth, paying off debt 3.5 years ahead of schedule.

Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities. Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org www.sipc.org.) Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management and Vintage Wealth Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have no been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.vintage-wealth.com. For questions please e-mail us at [email protected].

Browns Financial Group is a design company based out of 1930 Del Paso Rd, Sacramento, CA, United States.

Clair Financial is a company based out of ROSEVILLE, CA, United States.

We at 5T Wealth provide a broad range of services from actively managing client’s financial assets to assisting them in achieving their long-term goals and objectives related to total wealth management, including tax planning, succession and estate planning solutions. 5T Wealth, LLC is an independent investment advisor registered with the Securities and Exchange Commission (SEC). 5T Wealth is not affiliated with any broker/dealer or other institution. Therefore, we have total independence to be your advocate.

The Sullivan Wealth Management Group, an independent Registered Investment Advisory (RIA) firm, is an experienced team of investment advisors that help you plan, implement, and manage your financial resources. Our financial advisors have extensive experience in many areas of the investment industry – including Portfolio Management, Insurance, Consulting, Business Retirement Plans, Estate and Financial Planning. Our primary focus is to provide superior personalized advice designed to achieve long term financial success for our clients. We offer a high level of service and investment advice to individual investors, businesses, and organizations including the affluent to high net worth families. Our independent approach gives our clients access to experts in the full suite of wealth management services and investments both domestically and around the globe. Disclosure: Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, and TD Ameritrade, members NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012. Not all services may be available in your location. See our website for license and important information.

Roderic Craig, Mike Mcdonald, Robert Christiansen and Rodney Spradlin along with tax professional Sid Norton joined forces this year to create American River Wealth Management. Each one of our advisers has at at least 20 years of experience. We have three locations to serve our clients. Our clients understand that working with us is a long-term partnership and that through honest, transparent communication, we can help them take control of their financial future. We take care of our clients’ financial lives so they can spend more time doing the things they love. Our investment strategies are personalized for each client depending on their situation and goals. Some questions we help our clients answer may be: When can I retire? What’s the risk in my investment portfolio? Can I afford to send my child to college? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Should I consider long-term care insurance? How can I create a steady stream of income that lasts through retirement? How can I get the most out of my 401(k) and/or IRAs? Our goal is to manage the money that our clients can’t afford to lose. We are a fiduciary firm, meaning that we always act with the clients’ best interests in mind. We aren’t concerned about making a sale as much as we are concerned about helping our clients succeed. By offering education, excellent customer service, and ongoing guidance, we seek to help them pursue financial independence. American River Wealth Management Main Office: 3100 Zinfandel Dr. Suite #280 Rancho Cordova, CA 95670 Phone: (916) 362-4107 X 5118 Cell: (916) 799-9738 Fax: (916) 362-7706 Reno Office: 1301 North McCarran Blvd. Suite #102 Sparks, NV 89431 Phone: (775) 359-3223 Fax: (775) 359-0787 Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA SIPC, Cetera is under separate ownership from any other named entity. , CA Insurance License#0B95690 NV #3237230

Registered Investment Advisor, specializing in high net worth private investors and private business pension funds.

Independent financial advisory firm serving today's investors. mutual funds, alternative investments, customized financial planning, retirement account IRAs.

Building trust, guiding investment behavior, and educating our clients is the essence of what we do. We help successful individuals simplify their financial lives so they have more time to do what they love. We use a consultative approach to provide solutions to financial needs by working with experts in estate planning, insurance, tax, etc to address specific needs. We limit our practice to a select number of clients to whom we can provide significant value.

Associate to Personal CFO/Financial Planner

A full service financial planning and investment advisory firm with locations in Belmont and Roseville, with a focus on servicing Professional Women and their families. We recognize that our clients have active and multifaceted lives, with many demands on their time. The financial decisions they have to make, whether simple or complex, require a higher level of expertise, skill and experience. Our mission is to help our clients create and preserve wealth through effective implementation of sound financial strategies. Financial planning does NOT have to be intimidating. We listen to our clients’ concerns, learn what is important to them and take action. We communicate with them regularly to ensure the feasibility of their plan. The majority of women today lead very different lives than just a few decades ago. They excel in their careers, efficiently handle responsibilities at home, attend little league games, volunteer at the local food bank and still manage to make it to the yoga class on time! Women, today, also have a lot working against them. A woman today is expected to live about eight to nine years longer than their male counterparts. Over 70% of nursing home residents are women, with almost 50% of women aged 65 and older being widows. We provide the following comprehensive financial planning services: • Retirement and Financial Plans • Portfolio analysis • ESG and Socially Responsible Investing • Retirement Income Planning and Distribution • Investment Management • College Planning and Funding Strategies • Retirement Planning • Stock Option Planning • Tax Planning • Estate Planning • Long Term Care, Disability and Life Insurance • Educational Seminars Call us today for an initial, no-obligation consultation. The third-party comments displayed above are not verified, may not be accurate, and are not necessarily representative of our client experience. Please click on our website for full disclosures at www.lilaniwealthmanagement.com