GRANITE FINANCIAL MANAGEMENT LIMITED is a financial services company based out of 122 FEERING HILL FEERING, COLCHESTER, ESSEX, United Kingdom.

KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. We don’t set minimums. And we don’t set maximums. The sky is our limit. All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email [email protected], or visit our website kwbwealth.com.

MUTUAL FUND ADMINISTRATION LLC is an investment banking company based out of 2220 E ROUTE 66, Glendora, California, United States.

We are a boutique broker-dealer that services independent registered representatives and registered investment advisors with branch locations throughout the country. Client assets are held through Pershing LLC as custodian, a leader in the global financial industry, based in Jersey City, New Jersey. Member FINRA/SIPC

Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

Responsible for managing the MHSA housing portfolio for Sacramento County. Additional responsibilities included coordinating a training series for the partners involved in the portfolio, developing training curriculum, research and document writing.

Lighthouse Financial Services, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. We believe that investment management and wealth management are equally important to high net worth investors. These components for financial success are integrally connected and should be analyzed with the understanding that long-term success depends on how well we manage both components. Because of this, our clients experience a level of personal attention and interaction that is unparalleled by any of the big box brokerages on Wall Street. We have guided our clients through successes and adversities, up and down market cycles, while at the same time applying our time-tested investment decision process that emphasizes strategic asset allocations for each phase of the investment business cycle. Simply put, we actively seek to grow and protect your wealth over the long run. Our team of knowledgeable specialists will work with you to achieve your financial goals.

Christopher B. Johnson focuses his practice on the areas of trusts, wills, estate planning, probate and trust litigation and elder law. He is based in Pasadena but serves clients throughout Southern California. Prior to establishing his own practice, he was a Senior Vice President and Senior Trust Officer with U.S. Trust, serving Southern California high net worth and ultra high net worth families in their wealth transfer planning and with trust services. Before U.S. Trust, he was a founding member of the Arroyo Law Group, Russakow | Ryan | Johnson, and his own estate planning and probate practice in Pasadena, as well as a civil litigation lawyer for the Law Office of Errol Berk in Ventura. He has appeared on NBC-TV news and radio programs to discuss estate planning and probate issues and is a frequent speaker to attorneys and community groups, and has just been named to MyLawCLE’s advisory board. He is a member of the Trusts & Estates sections of the Los Angeles County and Pasadena Bar Associations, the City of Hope Music and Entertainment Industry Committee and the board of the Cancer Support Community – Pasadena. He is a 1994 graduate of Pepperdine University School of Law in Malibu, California. He was a Dean’s Scholar, and an extern at the legal department of Toyota Motor Sales, U.S.A., and for the Honorable Barry Russell, Judge of the U.S. Bankruptcy Court and Bankruptcy Appellate Panel. He graduated with a Bachelor of Arts in Communications from Wheaton College in 1991. He is admitted to practice in all California state courts and the United States District Court, Central District. He is also the proud father of two sons and enjoys biking, tennis, traveling and architecture appreciation in his spare time. He is a Southern California native, having grown up in Arcadia and Palm Springs, and is the third generation of his family to work in estate planning.

Stage1 Financial is proud to announce it is now part of the Atlantix Partners family of brands. Atlantix Partners is a leading consulting firm focused on the office of the CFO providing Accounting and Finance Advisory, Business Process Outsourcing, Digital Transformation and Information Technology Services. Its team brings decades of experience, delivering and executing actionable recommendations needed to efficiently scale any business. Young, fast growing companies face many challenges, one being how to manage the financial and strategic needs for a CFO and accounting department. Stage 1 Financial meets this challenge by delivering a fully outsourced finance and accounting solution which aligns with our clients organizational and strategic priorities.

At Vosberg Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using our Total Retirement Roadmap process, to help you address your financial needs and concerns.