LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.

Brandes: Your Value-Investing Specialists Brandes Investment Partners, L.P. (“Brandes”) is a leading investment advisory firm, managing equity and fixed-income assets for institutional and private clients worldwide, including employee benefit plans, foundations, endowments, corporations and Taft-Hartley Plans. Since the firm’s inception in 1974, Brandes has consistently applied the value-investing approach, pioneered by Benjamin Graham, to security selection. The firm believes a consistent application of its value philosophy is a key driver in helping clients pursue favorable long-term results. Headquartered in San Diego, Brandes and its related entities have offices in Milwaukee, Toronto, Dublin and Singapore. For disclosure, visit www.brandes.com/socialmedia. MUTUAL FUNDS Investors should carefully consider the investment objectives, risks, charges and expenses of the funds before investing. U.S. investors only: To obtain a prospectus containing this and other important information, please call 800.395.3807 or visit BrandesFunds.com to view or download a prospectus. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance does not guarantee future results. You cannot invest directly in an index. There are risks associated with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Due to investment strategy certain funds may make higher capital gain distributions than other ETFs. Please see prospectus for discussion of risks. The Brandes Funds are distributed by ALPS Distributors, Inc. www.brandes.com

Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through CFS: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions have contracted with CFS to make non-deposit investment products and services available to credit union members.

Rice Hall James is an independent, 100% employee-owned firm dedicated to micro, small, and mid cap investing. Since 1974, Rice Hall James’ experienced investment team has managed assets for institutional plan sponsors and high-net-worth individuals. As an investment-led firm, we embrace a fundamentally driven, bottom-up research approach to generating alpha. Our core competency at RHJ is crafting portfolios that invest in micro to mid-sized companies. We are inspired by the search for undiscovered or undervalued, sustainable growth stocks. Rice Hall James is registered as an investment advisor with the SEC.

TRI-AD is a total benefits administration firm that serves the unique needs and requirements of mid-market employers. Privately owned for almost 50 years, TRI-AD's hallmark has been the development of long-term and mutually beneficial relationships with our clients and a superior service experience for their plan participants. TRI-AD is not a volume shop or a "cookie cutter"​ benefits administrator. We partner with organizations that value high-touch service, flexibility and a willingness to adapt our service approach to the needs of our clients...not the other way around. TRI-AD's one-stop approach for all benefits administration needs ensures accountability, streamlined processes, ease-of-use and complete satisfaction for our clients and their plan participants.

Capital Growth, Inc. was established in 1983 and is a comprehensive financial planning and investment management firm. We offer more than 100 years of cumulative financial experience to help our clients overcome obstacles and achieve their financial goals. The team at Capital Growth, Inc. is dedicated to the financial success of our clients and helping their visions for their family, business, retirement, and legacy become reality. Capital Growth, Inc. is a place where clients come first, and the goal is to always improve the lives of those we touch. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. CGI and IFG are unaffiliated entities. Licensed to sell securities in the following states: AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH,OR, PA, SC, TN, TX, UT, VA & WA The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

GlobeFlex Capital is an independent employee- and women-owned institutional investment manager with U.S., international and emerging market equity expertise. We were founded in 1994 with the primary objective of providing superior equity investment management services coupled with exceptional client service. We are committed to innovation and organized to constantly challenge our beliefs through ongoing, rigorous internal research to develop the best possible investment process and further our information edge. At GlobeFlex, we remain committed to a culture that is client focused, supported by a strong work ethic, creativity and collaboration. Our client service model assures ready access to GlobeFlex’s research capabilities while our firm size ensures efficient communication and rapid decision-making, creating a culture of responsiveness and proactivity for our clients.

Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Pure is nationally ranked as one of the fastest-growing, fee-only RIAs (2014-2020)*, with headquarters in San Diego and branch offices in California (Brea, Irvine, and Los Angeles), Seattle, Chicago, Denver, and we are looking to expand in other cities. Pure Financial manages over $4.6 billion in assets (as of March 29, 2023). *For any questions about the rankings mentioned, please visit https://purefinancial.com/why-pure/news/. ___________________________ Credentialed and Qualified, Fee-Only, Focused Only on You. Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning and asset management within one process. Experienced advisors who are employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management, and one directive: do what is best for the client. OUR VISION: -Provide consistently high-quality advice based on solid academic research with a better value to clients than any traditional financial service providers, including the "Big Names"​, no-load mutual fund companies and discount brokerages. -Offer a healthy professional fee-only environment where CERTIFIED FINANCIAL PLANNER™ Professionals can build a quality career without the ethical burden of selling financial products to earn commissions. -Be accessible and affordable to both high net-worth individuals as well as people who are not typically considered high net-worth while providing the collaborative professional team experience demanded by ultra-high-net-worth clients.

Goal Investment Management is a San Diego based asset management firm specializing in consumer finance. We find unique investment opportunities and leverage our deep operational and analytical capabilities to optimize returns and manage risk. Goal Investment Management is a wholly owned subsidiary of Goal Investment Group.

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. is a financial services company based out of 8580 LA MESA BLVD., SUITE 100, LA MESA, California, United States.

Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. Our team-based approach to financial and retirement planning keeps our clients’ financial goals at the forefront of everything we do. As a team, our wealth managers hold CFP®, CPA, ChFC, and MBA designations and degrees. Our organization, and most importantly our clients, benefit from the knowledge and experience of our wealth managers. Furthermore, our strategic relationships with individuals and organizations increase our investment advisory and portfolio management offerings to our clients. We believe that our wealth managers and strategic relationships set Lucia Capital Group apart from competing firms. Lucia Capital Group is headquartered in San Diego, CA, and has offices and meeting locations nationwide. 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. The financial professionals associated with Lucia Capital Group 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. Securities and advisory services offered through LPL Financial, a registered investment advisor and member SIPC https://www.sipc.org.

Founded in 1980, Lifetime Financial Advisors (LFA) was created with the purpose of providing comprehensive financial planning and wealth management services to clients. LFA recognized the importance of providing ongoing and in-depth financial advice when financial planning was merely a seedling concept in the world of finance. LFA is committed to the original vision of providing a “lifetime” of service to clients and their families. Our team of competent advisors engage with clients individually to craft a plan for their money, life and legacy. Their experience and qualifications allow them to act as financial guides, helping clients pursue what matters most to them. Supporting our clients and advisors is our amazing LFA service team. Through a client-centered approach, we are committed to a high level of personable and responsive service. The financial consultants at Lifetime Financial Advisors are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Lifetime Financial Advisors, Inc., a Registered Investment Advisor and separate entity. The financial professionals associated with Lifetime Financial Advisors 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.