Schaefer Financial Management (SFM) was founded in 1987 as a privately owned, independent investment advisory firm. Our firm was built on the belief that clients are best served by working with a firm that maintains complete objectivity and focuses exclusively on your best interests. We work entirely on a "fee-only" basis to minimize any compensation-related conflicts of interest that would impair the advice we provide. SFM maintains no affiliation to any other firm or product provider and receives no indirect compensation. As your wealth management partner, our mission is to bring you and your financial goals together. We’re here to guide you on your financial journey with a customized plan that works for you. Our personalized service will get you where you want to go with direct and achievable advice. We take the time, we build the trust, and we bring the pieces of your financial picture together as your wealth management planning partners.

TALKOT CAPITAL, LLC is a company based out of 2400 BRIDGEWAY, SUITE 300, SAUSALITO, California, United States.

Stordahl Capital Management is an independent, fee-only advisory firm providing personalized financial planning in the Denver area and nationwide. Based in Greenwood Village, Colorado, we are a fiduciary Registered Investment Advisor specializing in one thing only—retirement. We work with people who are nearing retirement or who have already retired and want to make sure they are making good choices about their wealth. We comprehensively address each client’s goals and needs, building a financial plan that incorporates cash flow, distributions, investments, taxes, Social Security, health care, travel, charity, and more. We call our approach life-centered planning since it is based on helping clients make the most of the only life they have. Our financial advisors serve as our clients’ advocates, applying their experience and expertise, including the CPA, CFA®, and CFP® credentials, so our clients can feel confident they are on track. We offer a high-touch, tailored engagement process to help ensure that financial strategies adapt to the changes in our clients’ lives, and we utilize a low-cost, evidence-based investment philosophy that serves as the engine driving the goals in each client’s financial plan. Stordahl Capital Management is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management unless a client service agreement is in place. While our firm appreciates your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on LinkedIn is forbidden under current securities laws.

Welcome to Brown and Company, a Private Wealth Management Firm. In the world of finances, uncertainty often breeds worry. At Brown and Co., we firmly believe that knowledge is the antidote to worry. As a private wealth management firm, we specialize in providing dedicated support to high-net-worth families for generations to come. What sets us apart are our proprietary tools designed with a goal to demystify financial landscapes. We invest the time to ensure you know precisely where you stand. Our easy-to-understand diagnostic tools act as a financial GPS, not only revealing your current position but also plotting the course to your financial goals—navigating detours when the road seems closed. The fog of uncertainty often looms over retirement, but we believe that when people have the knowledge, they're free to relish life's journey. With Brown, you'll have that knowledge and the confidence to enjoy the ride. With Brown, You Know! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Series license Registrations held through LPL Financial. www.finra.org www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Brown and Company, Inc. are registered to do business, please visit www.brownandco.com.

Provided consultant services to real estate investors looking to purchase a revenue-generating asset or quickly resell for a profit while running the day-to-day project management for the properties during development. Guided clients through all aspects from scouting and purchasing property, construction and resale.

At CattleHedging.com we teach, service and support three Risk Management “STRATEGIES” that identify and Manage Risk! We follow a 3-step “HEDGE DECISION” process that guides your discipline to pricing triggers and “Hedge Alternatives”. Our goal in Managing Risk is to optimize the value of your assets and manage your liabilities, netting a growth in EQUITY!

Valorem Financial seeks to provide unparalleled services by understanding our client’s financial needs, earning their trust and honoring our commitments through disciplined investment management. "Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. (To visit website of FINRA and SIPC, please copy and paste http://www.finra.org/ and/or http://www.sipc.org/ into the web address box of your internet browser.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness."​

At Valenta Capital Management it is all about you. Your goals, your future, and your financial freedom are our top priorities, and we reflect this in our custom-tailored financial strategies and plans. We are a comprehensive financial services firm based in Denver, CO. We pride ourselves in creating custom financial plans, that are all actively managed using a Preserve and Participate model which is designed to maximize returns while limiting the statistical max drawdown during a market cycle. Our specialties include:  Wealth management for high-net worth individuals  401(k) Plan Management Services  Plan Participant Support  Income planning for retirement  Custom financial planning with active management portfolios Our 401(k) management advisors service corporate retirement plan sponsors through plan assessment, provider search, fee analysis, participant education and co-fiduciary support. Our advisors also provide private wealth management to support high net worth individuals' needs for tailored asset management and investment strategies. To learn more about our firm, visit www.valentacapital.com or call (303) 951-5975. ------------------------------------------------------------------------------------ Disclosures: Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

• Analyzed various client reports, annuities and pertinent data relative to clients • Interpreted calculations of risk strategies in order to fulfill needs of clientele • Assisted in the creation of financial plans for clients ranging up to $100 million • Shadowed Senior Financial Adviser at the firm

What we do: Macro Intelligence 2 Partners is a global independent macroeconomic research firm. We generate research that guides you through market fundamentals; helping you anticipate resulting movements and execute timely trades. We look at how economies move by analysing the macroeconomic variables that drive asset prices. Our goal is to help clients exploit trading opportunities inherent in macroeconomic and policy-related developments. We are not there to manage portfolios. Our research empowers clients to take more intelligent risks and understand where to spot opportunities. How we do this: - Focus on actionable information - Combine quantitative and qualitative methods to monitor markets across the globe - Anchor our views with predictive models, creating the basis for a repetitive process - Produce time-sensitive and impartial research focused on successfully navigating markets - Publish research when opportunities are identified - Continuously refine our views so the client can prosper Who we are: We are independent. Our research is unconstrained by trading positions, liquidity needs, political bias or influence. We are passionate about taking a ‘top down view of the world’. Exploring correlations in the economy and financial markets. Our unique tangential thought process and strong calls have garnered a global reputation. Our research team is led by co-founder and global macro strategist Julian Brigden. With over 25 years of financial experience, Julian brings diverse talents to the research process, including an unrivalled understanding of global markets and politics. We provide macroeconomic insights to some of the world’s largest investment banks & wealth managers, as well as family offices. Since 2017, we have focused on making our institutional quality research more accessible. In partnership with Raoul Pal and the team at Real Visions we launched Macro Insiders, a macroeconomic research product for retail investors.

Wakefield Asset Management is a boutique fee-only Registered Investment Advisor firm located in the Denver Tech Center. Founded in 2003, Wakefield manages unique investment strategies offered to individual and institutional investors. We are independent, 100% employee owned, and offer industry leading benefits.

At BAM Advisory Group we are 𝗰𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗱 to maintaining the highest standards of integrity and professionalism in our relationships with you, our client. We work to provide 𝐞𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐚𝐧𝐝 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞 to our clients in the areas of: ✔️ INCOME DESIGN ✔️ INVESTMENT STRATEGIES ✔️ TAX MITIGATION STRATEGIES ✔️ HEALTH CARE PLANNING ✔️ LEGACY We pride ourselves on delivering 𝒖𝒏𝒃𝒊𝒂𝒔𝒆𝒅, 𝒅𝒆𝒍𝒊𝒃𝒆𝒓𝒂𝒕𝒆, 𝒂𝒏𝒅 𝒄𝒍𝒆𝒂𝒓 strategies to assist in setting and reaching your financial goals. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice." Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and BAM Advisory Group are unaffiliated entities.