Banyan Securities Co is an investment management company based out of 100 Drakes Landing Rd # 125, Greenbrae, California, United States.

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].

• Maintain and enhance existing client relationships • Ensure a thorough response to a high volume of daily client inquiries via e-mail and telephone conversations. • Facilitate effective communication with suppliers, carriers and buyers • Responsible for Contract Management, Purchasing Support – enter new orders, revise/modify orders, and Shipment Tracking • Primary liaison between suppliers, carriers, and buyers. • Negotiate and Resolve Problems and/or issues effectively and in a timely fashion • Provide daily, weekly and quarterly commodity production and pricing report to clients

Alta Park Capital, LP is an investment adviser with principal operations in San Francisco, California. Alta Park invests in public equity securities focusing in the Technology, Media and Telecommunications sectors. The firm commenced operations in 2013.

Raub Brock Capital Management is an independent, nationwide, SEC Registered Investment Advisor firm led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. Our primary objective is to help our clients manage their financial lives and make the best use of their resources.

SHIRA RIDGE WEALTH MANAGEMENT is a financial planning and investment services company based out of Marin County in California. OUr clients are enjoy financial clarity and confidence, for both themselves and their future generations or the non-profits that are near and dear to their hearts.

Personalized Wealth Management for Financial Wealth of Life. Our premium wealth management services help you align your financial life with what truly matters to you.

Spyglass Capital Management is a long-only, concentrated, growth manager based in San Francisco.

Panoramic Capital Management LLC is a private investment partnership specializing in acquiring and actively managing small to middle-market companies with positive cash flow and long-term growth potential. Panoramic Capital specializes in acquiring and actively managing small to middle-market companies in large and growing industries. Our partners typically have $3 to $20 million in annual revenues, $1 to $5 million in annual cash flows, 15%+ operating margins and strong recurring revenue.

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.

CEO/ownership. I have owned the company since 1985

Portico Wealth Advisors is a firm founded by experienced principals with fresh ideas. Our mission is to provide investors with innovative, comprehensive, and effective wealth management solutions, coupled with an unparalleled level of service. Collectively, we have over 70 years of experience helping people to make smart choices with their wealth. Our clients come to us because of our expertise; They stay with us because of the peace of mind we help them achieve.