Stretto delivers a full spectrum of case-management services, depository solutions, loan-modification services, and technology tools to fiduciaries and legal professionals. Offering a comprehensive suite of corporate-restructuring, consumer-bankruptcy, and debt resolution capabilities, along with multi-faceted deposit and disbursement services, Stretto provides an unparalleled portfolio of solutions under the executive leadership of industry veterans Eric Kurtzman and Jonathan Carson. Sitting at the center of the bankruptcy ecosystem, Stretto leverages deep-industry expertise and market insights to facilitate every aspect of case and cash management for its corporate-restructuring and consumer-bankruptcy clients, as well as fiduciaries and other industry professionals. “Stretto” is a musical term indicating when one voice picks up where another leaves off, and, as our name implies, Stretto seamlessly integrates streamlined workflows and best-in-class technology to orchestrate the case-management process and create harmony for professionals and their teams.

Centaurus Financial, Inc. is a national independent broker/dealer licensed to offer securities and insurance products in all fifty states. Centaurus is registered with the SEC (Securities & Exchange Commission) and is a member of SIPC (the Securities Investor Protection Corporation). Founded in 1992, Centaurus Financial was formed with a singular focus – to provide a platform of unparalleled service, support, technology and education to independent financial advisors in the securities industry.

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.

Going beyond the limitations of traditional lending to get your deal done. Nearly $4B in equipment, technology, and project funding for mid-sized and large companies and growing.

Your choice of the right financial professional is not a simple one. It may also be the most significant investment decision you will make in your lifetime. At Chatterton & Associates, our main objective is to provide you financial confidence today and far into the future. We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on cash flow, investment time frame and client risk tolerance. Your financial goals will play a key role in determining which financial instruments we will implement in striving to obtain financial success. We will help you maximize your financial efforts with a well-organized plan and continue to provide you details and recommendations throughout your relationship with us. Securities and Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA (www.finra.org) SIPC (www.sipc.org) and a registered investment advisor. Advisory and financial planning services offered though Chatterton & Associates- The Wealth Management Team, Inc., as a registered investment adviser. The Investment Advisor Representatives of Chatterton & Associates also offer securities though Royal Alliance Associates Inc., member FINA/SIPC. Planning You Can Trust is a marketing name for financial, tax and estate planning services offered though Chatterton & Associates- The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. & The Law Office of James F. Roberts respectively. List entities are not affiliated with Royal Alliance Associates Inc. http://www.royalalliance.com/disclosures/socialmedia

Founded in 2009, Armor Capital is a financial advisory boutique based in Hong-Kong and Paris. The firm provides corporate finance services to mid-cap companies based in Asia Pacific and EMEA. Armor Capital specializes in cross-border M&A, company valuation, fundraising (equity and debt), and strategic consulting. Our three partners, Guillaume Caillet, Jean Giorgis and Alain Ghiretti combine 60 years of experience in EMEA and Asia Pacific. With strong local knowledge and contacts in the key global economies, we help business owners to manage the ever-changing and increasingly competitive economic landscape. Our team places a high value of the enduring nature of the relationships with our clients, partners and investors, including taking a financial position in a client company. Email us: [email protected]

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.

At Eclectic Associates, we offer what we call the essentials of good financial planning. That means we don’t give promises that we can’t back up but, rather, offer the support of an experienced team and a comprehensive financial plan that puts your best interests first. Based in Fullerton, California, we are an independent, fee-only Registered Investment Advisory firm serving individuals and families throughout Orange and Los Angeles counties, as well as throughout the country. We place you, the client, at the center of everything we do. Because of this, we are different from most advisors for the following reasons: 1. We Are Fee-Only: We have been fee-only from Day 1. We don’t accept commissions, and we don’t sell products. We get paid only by you. 2. We Are Fiduciaries: Like our fee-only status, we have been fiduciaries since our founding. That means we give advice that is only in your best interests. 3. We Have Expertise: Our team is dedicated to providing the expertise you need to make informed decisions. Our advisors have extensive experience and education, with credentials such as CFP® certifications, CFA® designations, BA degrees, or MBA degrees. 4. We Have a Large Team: With a large team of financial advisors at your service, we think you will feel confident that we will always be here for you. 5. We Are Independent: We don’t receive mandates from any other company. We are not beholden to anyone’s interests but yours. 6. We Are Experienced: We have been in the business of financial planning since 1984. Our advisors have a combined total of over 100 years in financial planning. We offer comprehensive financial planning and investment management to all of our clients. Our fees are all-inclusive and will encompass the following services as needed: • Financial planning • Retirement planning • Investment management • Cash flow analysis • Insurance evaluation • Tax strategies • Company retirement plans • Social Security optimization • Estate planning

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.