JonesTrading is one of the oldest and largest executing equity trading firms in the U.S. and is a worldwide leader in equity block trading. Since 1975, the sole focus of JonesTrading has been creating liquidity for institutional and corporate clients on an unconflicted basis. The ability to provide a secure, trusted platform connecting a diverse group of market players enables the firm to unlock liquidity, providing best-quality execution for larger and more complex trades. JonesTrading has been a trusted, high touch execution partner for institutional money managers and hedge funds for over 40 years. We understand the intricacies of execution and the importance of anonymity. Through our network of over 100 registered representatives we source liquidity from over 1,500 institutions and hedge funds in addition to virtually every exchange and dark pool. We are able to secure advantageous prices across the greatest number of markets in a timely manner, without revealing client intent. We remain neutral and clients remain anonymous, minimizing market impact and opportunity costs. Refer to the Firm's website ("Our Companies") for relevant disclosures: https://www.jonestrading.com/

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups. An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember 403(b) & 457(b) Savings Program offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. Opportunities exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor or individual advisor while remaining independent. Our distribution partners across the country enjoy PlanMember's commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through our distinct Partnership for Success Program. Contact PlanMember at (800) 874-6910. PlanMember Financial Corporation provides broker/dealer, investment advisory and administrative services through its operating subsidiaries. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, investment advisor and member FINRA/SIPC.

IGSB, INC. is an investment management company based out of P.O. BOX 5625, SANTA BARBARA, California, United States.

Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Our firm has many offices all across the U.S. Mission Wealth's service offerings include financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.

Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients'​ unique needs. The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.

Lafayette is located on 15 square miles in Contra Costa County, one of nine counties of the San Francisco Bay Area. The City was incorporated in 1968, although settlement of the area began in 1848. Lafayette is noted for its high quality of life with top rated schools, low crime rate, small town downtown, clean air, mild climate and oak tree-studded hills. Located between Berkeley and Walnut Creek, Lafayette has its own Bay Area Rapid Transit station (BART) and is only a 25 minute BART ride from San Francisco. Mission Statement: Lafayette was incorporated for the preservation and enhancement of the semi-rural character of the community. Lafayette shall endeavor to maintain the nature of the community by using a volunteer system of commissions and committees and a small staff whose number is consistent with the services provided. Limited services and a conservative fiscal policy are Lafayette’s practice.

Mutual was created to address a need through collaborative and authentic service. First as Mutual Securities, Inc., then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between. With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach. No egos, just results. Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.

Sombrilla is a full service digital marketing agency dedicated to helping small to medium businesses make the most of the online space.Whether your goals are to increase revenue, raise brand awareness, or boost traffic to your website, our team of experts can take your business to more customers online. At Sombrilla we understand a successful online marketing strategy requires partnership between key channels of communication. Each channel compliments the next to deliver a clear, concise and powerful message to your target market. From web design and development through to SEO, email marketing and social media, we have you covered.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Artiea Capital Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.

Our mission is to create a better everyday life for many people. Our business idea is to offer a wide range of well-designed, functional office furnishing products at a reasonable prices. We work hard to achieve quality with affordable prices for our customers through optimizing our entire value chain, by building long-term supplier relationships, investing in highly automated production and producing large volumes. Our vision; We want to create a better everyday for all businesses by our creative furniture, and our primary objective is to provide to our customers qualified and comfortable products with competitive prices and after sale service which they can depend on.

Powered By Planning® At Manchester Financial, we know you have worked hard to acquire your wealth. Discover all that Manchester Financial can offer you, your portfolio and your sense of security. We pride ourselves in being one of the region’s strongest independent wealth management firms, and we look forward to discussing how to keep your lifestyle prosperous and protected.

Lamia Financial Group, Inc., is a tax services firm with over 75 years combined experience. Our expertise is in individual, trust and business entity tax planning and preparation.