Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized three times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.

BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA®, CFP®, JD, MBA, CAIA®, CDFA, RICP®, CSRIC™). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests. One of our proudest accomplishments is the mosaic of talents we’ve brought together for our clients. We are proud of our industry-leading employee and client retention—a testament to our Make Life Better ethos. We are raising the bar for our entire industry. Like what you hear? Follow us here or give us a call. We’ll talk. Blog: https://bsw.com/blog/ Instagram: @bswwealthpartners https://www.cnbc.com/2020/12/16/when-it-comes-to-impact-investing-these-advisors-walk-the-talk.html DISCLAIMER: The information contained on this page is for informational purposes only. Please visit www.bsw.com for full disclaimer details.

Rubicon Technology Partners was established in 2012 as a lower-middle market private equity firm focused on partnering with founders and management teams of enterprise software companies to help grow and scale their businesses. We are a true partner to the companies we invest in using a collaborative engagement model as well as a direct and candid approach. Rubicon enables companies to adapt to the changing requirements of their businesses as they grow and scale using a proven set of proprietary processes, best practices and a portfolio-wide engagement model called RTP Change Management™. Our goal is for our companies to reach their full potential by leveraging our toolkit and the benefit of the collective experiences of other Rubicon portfolio companies through a collaborative portfolio platform. Rubicon focuses on control investments in platform enterprise software companies with annual recurring revenues between $15M – $75M and add-on enterprise software investments of all sizes. We target equity investments of $50M – $200M, invest in the same class of equity as management, and use conservative capital structures to create alignment and provide businesses with the flexibility to reach their growth potential.

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.

The official LinkedIn company page for the City of Boulder, Colorado, municipal government. Boulder is located in the foothills of the Rocky Mountains, just 35 miles northwest of Denver. Home of the University of Colorado's main campus and the National Center for Atmospheric Research, Boulder sits 5,430 feet above sea level and is surrounded by a greenbelt of city trails and open spaces. Boulder is known for its natural beauty, outdoor recreation, natural product retailers and restaurants, outstanding transportation options, diverse businesses, and technological and academic resources.

Western Wealth Advisors LLC is a financial services company based out of Golden, Colorado, United States.

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.

*Read our website and social media disclosures: https://bit.ly/gmwdisclosures. Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy. Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. GMW is a Registered Investment Advisor (“RIA”) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States. We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Areas Where We Can Help​: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving

Buttonwood Due Diligence is a provider of in-depth, third-party research and due diligence on alternative investment programs and sponsors. We provide the industry’s most user-friendly report built around a methodology focused on analysis, interpretation and context that is derived from decades of experience in the alternative investment industry. Our analysts represent MBAs, CPAs, JDs, & CAIAs. In addition to conducting high quality third-party reviews of investment sponsors and their programs, Buttonwood also provides: • AIM (Alternative Investment Monitoring): The industry's only on-going quarterly due diligence on individual private placement offerings, designed to span the life of the program. Fulfills on-going due diligence requirements for broker dealers and fiduciary duty standards for RIAs • RIA Centurion: Complete due diligence support for RIAs designed to promote education/expertise, time and resource limitations, continuous oversight needs, and purchasing power in managing their alternative investments • CONSULTATIONS: Managers/sponsors, investment committees, due diligence officers, independent reps, RIAs, and family offices and their representatives • SPONSOR QUALIFICATION: Pass/Fail report designed to provide interested parties with a “snapshot” look at the sponsor entity, including background checks and qualification evaluation • PREMIER DUE DILIGENCE CONFERENCES: Events designed to provide engaging and informative interaction among attendees We review offerings and sponsors from various asset classes, including but not limited to: o Business Development Companies o Cryptocurrency o Development/Conservation Projects o DSTs and 1031 Exchanges o Equipment Leasing o Hedge Funds o Interval Funds o Life Settlements o Oil & Gas/Alternative Energy o Opportunity Zones (QOZ) o Private and Public Real Estate Funds o Private Equity Funds o Reg A+ Offerings o Sponsor ODD Reviews

Our approach to wealth management helps clients live their best lives because we know a sound plan acknowledges wealth beyond a balance sheet. Our multigenerational team design means we can keep our promise to clients for their lifetime and their heirs' lifetime. Our firm specializes in wealth management, business planning, and risk management for public and private company executives, professional athletes, entrepreneurs, pre-retirees, and retirees.

Your future is yours to create. We are passionate about helping you to find your own unique path that is as much about the journey as it is about the destination. The first step of any journey is to decide where you want to go and what you want to see along the way. We help you to map out your financial path, tailored to the life you want to live. Then we help you stay on course toward your destination. We Dive Deep Into: Cash Flow Management Business Planning College Funding Strategies Retirement Planning Investment Analysis Tax Planning Risk Management Estate Planning Our Core Values include: Transparency Customization Fiduciary Accountability Balance Responsibility Our Cost Structure is what people are talking about. We believe the all-inclusive asset management fee can create disparity to services needed in various stages of life. We've tailored our costs to reflect the current life stage and the advice needed.

Impact-driven venture and growth capital fund centred on Energy Decarbonization, Hydrogen, Water risks/Food Security and AI driven solutions.