For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

For more than 40 years, Toyon Associates, Inc has secured maximum allowable third party reimbursement for hospitals and health systems. One of the most experienced healthcare financial consulting firms in the nation, Toyon Associates offers a comprehensive range of services. From Medicare/Medicaid cost report preparation and appeals to reimbursement department outsourcing, our experts ensure that you receive optimum reimbursement while maintaining compliance. In a world of constantly evolving regulations, it takes an expert to apply the latest federal mandates. Our teams of experts routinely exceed client expectations. Discover why our clients remain with us, decade after decade. Toyon Associates provides: Proven Excellence. Each year, we successfully obtain millions of dollars of additional reimbursement. We provide seamless integration of expert cost report preparation with proactive identification of issues which will require appeal. Comprehensive Services. Our size and resources allow us to quickly respond to your needs. From the initial cost report, to assisting during an audit, to filing appeals, our teams of specialists create customized solutions to optimize your third party reimbursement. Synergy. Toyon Associates works with more than 800 hospitals nationwide. This provides us with a distinct advantage in identifying issues, developing strategies, implementing solutions, and streamlining processes. Expert Analysis. Every year, federal regulations grow in complexity. Our specialists analyze and apply all applicable regulations, safeguarding your facility’s financial health. Contact us today at 888-514-9312

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

Destination Wealth Management is a fee-based wealth management firm providing first class investment research, disciplined portfolio management, and prudent financial planning advice. The firm is recognized as a leader in focusing on client-centric services to individuals and institutions around the world.

HF&H Consultants, LLC's (HF&H) purpose is to provide environmentally responsible economic, financial, strategic planning, and management consulting services to local governments throughout the Western United States. HF&H's reputation is well established, having performed more than 1,900 engagements for nearly 400 clients since founding in 1989. HF&H's credentialed accountants, economists, engineers, public policy experts, and management consultants provide clients the highest level of professional services.

California Financial Advisors, CFA, is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA values a long-term investment approach while catering to the unique needs of all its clients. Since the inception of the firm in 1998, CFA has been able to grow to over $1.6B in assets under management as of 12/2021. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data. While providing an enjoyable client experience, CFA has honorably been ranked on CNBC Financial Advisor (FA) 100 in 2022, 2021 & 2020 & 2019.

USCF operates on the leading edge of product innovation as an asset management firm offering exchange-traded products (ETP), exchange-traded funds (ETF). We advise you to consider a Fund's objectives, risks, charges and expenses carefully before investing. Download a copy of a Fund's Prospectus by contacting the Fund’s distributor at: ALPS Distributors, 1290 Broadway, Ste 1100, Denver, CO 80203, calling 800-920-0259 or go to https://www.uscfinvestments.com/filings. Investing involves risks, including loss of principal. Funds distributed by ALPS Distributors, Inc. For more information, visit www.uscfinvestments.com ETP DISCLOSURE: These Funds are not mutual funds or any other type of Investment Company within the meaning of the Investment Company Act of 1940, as amended, and are not subject to regulation thereunder. Commodity trading is highly speculative and involves a high degree of risk. Commodities and futures generally are volatile and are not suitable for all investors. Investing in commodity interests subject each Fund to the risks of its related industry. An investor may lose all or substantially all of an investment. These risks could result in large fluctuations in the price of a particular Fund's respective shares. Funds that focus on a single sector generally experience greater volatility. For further discussion of these and additional risks associated with an investment in the Funds, read the respective Fund Prospectus before investing. ETF DISCLOSURE: Investing in the Fund involves risks, including the possible loss of principal. Commodities contain a heightened risk including market and price movements that are outside the Fund’s control.

● Reported directly to the Chief Compliance Officer (CCO) for weekly projects and potential new client assessments; built and analyzed weekly spreadsheets for all of the firm's investments, including bonds, investment funds, and stocks ● Developed a comprehensive PowerPoint presentation covering the power and importance of saving and investing money from an early age; made formal presentations to the CCO

Summit is a comprehensive financial planning and wealth management firm providing insight and solutions that assist people with their financial independence. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions in order to educate them so they understand their financial picture. We then recommended action steps to implement solutions that match their priorities and resources. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Certain individuals associated with Summit Financial Group, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Summit Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Northgate Capital, founded in 2000, manages $5bn in venture capital and private equity. We distinguish ourselves through our partnership approach to supporting the rapid growth of smart, daring and resilient companies looking to build global platforms. We work closely with strategic partners committed to growth, staying ahead and scaling the potential of disruptive innovations.

The Common Interest Development Specialists. The Helsing Group represents as agent, and provides services to residential, commercial, and mixed use associations. We only manage clients who embrace or are willing to adopt the highest standard of management care and practice. Our business is built around clients who challenge themselves to a higher level of performance and thinking. We define our success by the success of our clients. That success has been directly responsible for our success and growth over the past decades. Learn More... The Helsing Group, Inc. was founded in 1991 and quickly became recognized as a leading provider of consulting services to the Common Interest Development industry. In the mid 1990’s, we noted significant shortcomings throughout the industry with respect to the management services community associations were receiving. At the request of many clients, our company moved to fill that void, and now offers management for community associations of all varieties: suburban condominiums, large master planned communities, high-rise developments, and mixed use (commercial/residential) of all construction types. Our expertise spans the development process at every stage, and our focus is on managing the thriving community over the long term. The Helsing Group is proud to be designated as an Accredited Community Management Firm (ACMF) by the California Association of Community Managers. Only 18 Companies in the state have earned this distinction.