Vision Risk Management Services Inc., located in Long Island, New York, is a comprehensive claims solutions company, which provides Third Party Administration services for Workers'​ Compensation, Automobile/No-Fault, and General Liability claims. VR Management Services understands that the most essential elements to a successful Third Party Administrator is an understanding of industry knowledge, reliable technology, and a thorough comprehension of our client's business and operational objectives. With an eye on cost containment, prudent claims handling and litigation strategies, our experienced team of licensed claim professionals are dedicated to providing our clients with the highest level of service resulting in the best outcome of their claims.

McCarthy Asset Management, Inc. is an independent, fee-only boutique wealth management, investment advisory and financial planning firm, located in Redwood Shores, California. Tax Planning and tax preparation services are offered through the firm Stephen P. McCarthy, CPA.

PASSION DRIVES SUCCESS In 1999, we set out to be the best financial advisors possible. This passion has always been the driving force behind everything we do. Lowery Thomas is our life’s work. We look forward to you joining us on this journey to the future where important decisions, obstacles and opportunities await. Thank you for taking the time to learn more about us, our firm, our philosophy and our passion. We hope you see the enthusiasm in each of us and the genuine interest we have in our clients. We value the chance to hear your life’s story, your interests and the goals that you pursue. The relationships with our clients are the most important aspect of our business. Our firm’s success is dependent upon our ability to meet our clients' expectations. We strive for excellence, both in service and portfolio performance. Our clients value our integrity, trust, discipline, innovation and the ability to provide solutions for your financial situation. Our Expertise: CPAs, Certified Financial Planners, Registered Investment Advisors under One Roof Lowery Thomas has three Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise, the investment and financial planning process is more efficient and effective which results in better advice.

SILICON VALLEY CAPITAL PARTNERS, LP is an investment banking company based out of 1731 TECHNOLOGY DR, San Jose, California, United States.

When approached properly, one's wealth and values are aligned. We refer to this as a life well lived. With unsurpassed service and industry knowledge, we craft comprehensive solutions that advance the values of our clients and their families. We work with a limited number of individuals and families to ensure we understand your specific family dynamics, your values, your goals. An experienced team of industry experts, we design fully integrated solutions tailored to our clients'​ needs and interests. As an independent firm, we offer access to unbiased, best-of-breed partners and professional service providers, delivering what is right and what is best for you.

Founded in 2013, Wing Venture Capital is a venture capital firm devoted to early-stage, long-term company building in the AI-first technology stack. The body of work of Wing's award-winning team spans more than two decades and dozens of successful early-stage companies, 21 of which went on to achieve billion-dollar-plus outcomes following IPOs or acquisitions. Its portfolio companies include Cohesity, Gong, Instart Logic, Juvo, Moogsoft, Palerra, Shape Security, and Snowflake.

Phoenix Venture Partners LLC (PVP) invests in the convergence of advanced materials, biology and hardware with advanced computation and AI (Convergent Tech). We employ a multi-stage investment strategy, encompassing both seed and venture investment programs, and assist entrepreneurs with recruiting and customer and supply chain business development.

Navigation Group was established in 1998 in response to client requests for independent and personalized professional wealth planning and management services tailored to the specific needs of each client. Here you’ll discover an industry leading team of professionals with a single focus; to be proactive, dedicated advocates bringing clarity of purpose to generations of clients. While many firms start with leading questions, we start with conversation. Some advisors start with your valuables, we start with what you value. At Navigation Group we start with “why?”. The registered representatives are with and securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Navigation Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

I am a CERTIFIED FINANCIAL PLANNER™ professional and owner of Vantage Wealth Management based in Sunnyvale, TX. I have over a decade of financial planning experience. While proper planning requires a high level of technical knowledge and expertise, I believe everything starts with a relationship and understanding of each individual's values, priorities, and emotions. As a fiduciary, I take the time to truly know my clients so I can help make the decisions that matter most in their financial lives. Phone: (214) 395-6590 Email: [email protected] https://www.vantagewm.com

Independent Investment Advisory Firm

The Foundry is a team of entrepreneurs committed to inventing technologies and building companies that redefine the standard of care and transform patients’ lives. We work closely with physician advisors, corporate and venture capital investors and an elite network of talent to develop provocative concepts into pioneering therapies and world-class companies.

Clarity Wealth Advisors is dedicated to providing clients with an experience which enables them to reach and maintain financial independence. As an independent wealth advisory firm, we offer a holistic approach to investment management and financial planning. We strive to educate our clients on an ongoing basis and to ensure that there is always clarity between their goals and the steps to achieve them.