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.

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

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.

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

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

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."

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

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

Our mission is to help you reduce fear about your financial future so you can worry less and enjoy life more.

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

Spearheaded marketing efforts at ATLAS FINANCIAL ADVISORS, INC., overseeing content creation, website redesign, and branding initiatives to drive customer engagement and brand visibility.• Managed marketing campaigns for 6 office locations, focusing on content creation and branding awareness.• Led website redesign project, increasing user engagement and brand visibility.• Collaborated with team members on project management, print, digital, web, and event marketing initiatives.