Rice Hall James is an independent, 100% employee-owned firm dedicated to micro, small, and mid cap investing. Since 1974, Rice Hall James’ experienced investment team has managed assets for institutional plan sponsors and high-net-worth individuals. As an investment-led firm, we embrace a fundamentally driven, bottom-up research approach to generating alpha. Our core competency at RHJ is crafting portfolios that invest in micro to mid-sized companies. We are inspired by the search for undiscovered or undervalued, sustainable growth stocks. Rice Hall James is registered as an investment advisor with the SEC.

Capital Growth, Inc. was established in 1983 and is a comprehensive financial planning and investment management firm. We offer more than 100 years of cumulative financial experience to help our clients overcome obstacles and achieve their financial goals. The team at Capital Growth, Inc. is dedicated to the financial success of our clients and helping their visions for their family, business, retirement, and legacy become reality. Capital Growth, Inc. is a place where clients come first, and the goal is to always improve the lives of those we touch. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. CGI and IFG are unaffiliated entities. Licensed to sell securities in the following states: AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH,OR, PA, SC, TN, TX, UT, VA & WA The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s. The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience. IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets. IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 87 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques.

GlobeFlex Capital is an independent employee- and women-owned institutional investment manager with U.S., international and emerging market equity expertise. We were founded in 1994 with the primary objective of providing superior equity investment management services coupled with exceptional client service. We are committed to innovation and organized to constantly challenge our beliefs through ongoing, rigorous internal research to develop the best possible investment process and further our information edge. At GlobeFlex, we remain committed to a culture that is client focused, supported by a strong work ethic, creativity and collaboration. Our client service model assures ready access to GlobeFlex’s research capabilities while our firm size ensures efficient communication and rapid decision-making, creating a culture of responsiveness and proactivity for our clients.

As one of the nation’s only residential investment firms, IHP Capital Partners facilitates a path to success for our investor and development partners by providing equity for residential projects throughout the country, with a focus on the western U.S. A tactical partner and trusted fiduciary for nearly 30 years, our track record is built on experience, expertise and long-term sustained partnerships with well-known institutional investors and a wide range of the industry’s most notable builders and developers.

Raintree Partners is a private commercial real estate investment company principally engaged in the acquisition, development, and redevelopment of multifamily residential and mixed-use properties in the major West Coast markets, with a particular geographic focus in California.

Blankinship & Foster, LLC is an independent, fee only family wealth advisory firm. The firm's national reputation for excellence is based on our long-term commitment to the #financialplanning process, the financial planning profession, and responsible #investmentmanagement. We are dedicated to upholding the highest standards of objectivity and ethical behavior. Blankinship & Foster was founded in 1989 as a general partnership and was reorganized as a California Limited Liability Company (LLC) in 2007. Its predecessor firm began serving clients in 1974 as Blankinship & Associates. We are #fiduciaries, holding our clients'​ interests above our own.

ClearLight Partners is a private equity firm in Southern California that invests in established, profitable middle-market companies across a range of industries. Since inception, ClearLight has raised $900 million in capital across three funds from a single limited partner. ClearLight has extensive operating and financial experience, and a history of successfully partnering with owners and management teams to drive growth and create value. ClearLight is actively searching for new investments. For any new investment opportunities, please contact: Mark Gartner Principal, Head of Investment Development 949-725-6598 [email protected]

LM Capital Group is a registered investment adviser founded in 1989 to provide fixed income investment management for institutional and retail investors. The cornerstone of our success is our top-down, macroeconomic approach supported by in-depth, bottom-up research capabilities. The firm is an employee-owned minority business enterprise. Current clients include public funds, corporations, foundations, and Taft-Hartley plans nationwide. LM Capital Group manages seven fixed income investment strategies including Short Term, Intermediate, Active Core, Opportunistic Core (Core Plus), Enhanced Return, Emerging Market Debt and Opportunistic Credit.

What's NEXT? The answer differs for all of us. Every company, organization and individual has their own unique goals, mission and vision for the future, but one common denominator is this - retirement is on everyone's radar. At Next Retirement Solutions, you'll find a full team of retirement planning specialists, bringing a breadth of knowledge, services, technology and resources to help you be fully prepared for retirement - and all to come. NEXT Retirement Solutions serves clients from coast to coast, all across America. Prospective clients are no longer limited to choosing a retirement plan specialist simply based on geography. ----------------------------------------------------------------------------------------- Next Retirement Solutions is an independent practice. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James financial advisors may only conduct businesss with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the inestments and services mentioned are availalbe in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures : http://raymondjames.com/smicd.htm Next Retirement Solutions is not a registered broker/dealer, and is independent of Raymond James Financial Services.Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions. Get our weekly market updates at https://www.youtube.com/c/CompakAssetManagement/. Learn more by visiting https://compak.com/disclosure/. For full disclosures, please visit https://compak.com/disclosure/.

Named after the 1962 America's cup winner, Weatherly's focus is to provide quality, comprehensive investment management services to high-net-worth clients for fixed income and equity investment strategies. Our primary business focus is money management with each account individually managed and maintained to maximize wealth preservation and growth over time. Weatherly’s important disclosures related to awards, rankings, and professional certifications: http://www.weatherlyassetmgt.com/adv/ Disclosures: Third-party rankings and recognition from ratings services, or publications, are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Although Weatherly Asset Management, and its advisors, do not pay fees for awards or ranking, there are instances where Weatherly will pay for reprints or advertising after receiving recognition. This represents a conflict of interest for the firm issuing the award or ranking, however, Weatherly believes the awards and rankings advertised are bona fide.