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.

BCD Group is specialised in providing Surveying, Planning, Draughting and Geotechnical, Civil, Fire, Structural, Mechanical and Electrical engineering consulting services. We take pride in providing exceptional client service to our valued clients that is unparalleled by our competitors. BCD Group is a young, dynamic team and are equipped to provide a comprehensive range of services in areas of commercial, residential, hospitality, education, sport and recreation, cultural and community, industrial and manufacturing, heritage, retail, health and project management. On each and every job we bring to the table a vast amount of learnt knowledge in a cost effective manner. BCD Group provides services to a wide range of public and private sector clients throughout New Zealand.

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

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

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

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.

Ely Prudent Portfolios is an independent, fee-only Registered Investment Advisor. We are compensated only by our clients and accept no commissions or any other form of compensation from other sources. This reduces the potential for conflicts of interest. As Registered Investment Advisors, we are fiduciaries to our clients holdng us to the highest standard of legal responsibilities, trust and confidence. This fiduciary standard requires us to work for the exclusive benefit of our clients and to act with care, skill, and caution. It also requires us to disclose our compensation and any other conflicts of interest. Returns come from risk, but not all risks are worth taking. As investment advisors it is our job to identify the risks that are rewarded and to determine how much of that risk to take. By structuring a strategy around compensated risks factors we replace costly speculation and guesswork with purpose and direction. We spend our time on what works, not what sells. In his book, Your Money and Your Brain, Jason Zweig explains that "Marketers and the hordes of people who want to separate you from your money understand full well how the anticipation circuits work in your brain." It is our job to maintain a prudent financial process and to impose checks and balances on our clients' emotions to keep them from "...capturing nothing, in the long run, but risk and loss."

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

Associate to Personal CFO/Financial Planner

At Bulman Wealth Group, we believe everyone should live the retirement that they’ve always wanted. We help you define what matters most and inspire you to go and do it! To do that, we feel you need to look beyond just savings and investment. Using our Financial Compass process, we focus on five pillars of retirement planning that need we believe warrant consideration: investment, income, taxes, health care planning and legacy planning. Industry regulations prohibit endorsements or testimonials for Bulman Wealth Group or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm since they are strictly prohibited. Please understand that we are required to delete such posts since this is a regulatory requirement. Advisory services are offered through Chris Bulman Inc. dba Bulman Wealth Group an SEC registered investment advisor. Insurance products and services are offered through Chris Bulman Inc dba BWG Insurance Agency, an affiliated company, and by Ameritas Life Insurance Corp, CA Insurance License #0M46922. Being registered as an investment advisor does not imply a certain level of skill or training. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Bulman Wealth Group and BWG Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Securities and investment advisory services offered through NEXT Financial Group, Inc. ("NEXT"​), Member FINRA/SIPC. NorCal Financial Group is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. www.norcalfinancial.com

Safe Harbor Pension & Wealth provides customized financial strategies for corporate and individual clients. With more than 40 years of combined experience, our skilled team strives to provide innovative options for pensions, retirement planning, wealth management services and strategies. As an independent financial services company, Safe Harbor Pension & Wealth has the freedom to choose the appropriate strategy for our clients. We believe in a collaborative teamwork approach, fueled by education and open communication. We want you to feel comfortable with all financial decisions affecting your business and/or personal financial future, which is why our success rests on the relationship we establish with you. Safe Harbor Pension & Wealth is dedicated to providing superior service, integrity and objectivity. 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. For a list of states in which we are registered to do business, please visit www.safeharborpw.com. Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Steve Barrilleaux, Eric Andersen and Gerald Harshberger are registered representatives with and Securities offered through LPL Financial. Member FINRA/SIPC www.finra.org www.sipc.org