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.

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.

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!

• 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

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.

Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016. At the launch of our firm, Mark and Charlie were joined by a third advisor, Geoffrey Thomas Schaefer, CFP®, and five experienced professionals. Together, our advisors have over 30 years of experience in financial planning, and our client service/support team have more than 50 years of experience. Along with our intuition of our experience and acumen, we provide the energy and enthusiasm of our youth. With careers of 20-to-30 years still ahead of us, we intend to grow alongside our clients, nurturing their relationships as we help them prepare for retirement, business succession, and wealth transfer to the next generation. Our clients include business owners, physicians, technology professionals, family foundations, as well as retirees. A common thread among all our clients is their desire to improve the financial decisions that impact their lives and families, and in the case of foundations, their mission. The advice we offer is objective, and we support our actions with transparency and accountability. We achieve this through our independence and employee-ownership. And although we are independent, we are not alone. Intergy Private Wealth is part of the Dynasty Financial Partners network, which provides us access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center – robust resources we employ to benefit our clients.

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

The dream of retiring is exciting and full of possibilities, yet it can be completely overwhelming. FFG Retirement Counseling offers planning and investment management services to help you successfully navigate the years before, during, and after your transition into retirement. FFG Retirement Advisors LLC d/b/a FFG Retirement Counseling is a registered investment advisor. Information in this message is for the intended recipient[s] only. Please visit our website www.ffgretirement.com for important disclosures.

We believe life is meant to be enjoyed and is best lived by spending time with family and friends. Some of our best memories have been spent around the fire with those closest to us. Our purpose is to help you enjoy and celebrate more of those moments. Bonfire Financial is an Independent Fee-Only RIA & CFP® located in Colorado Springs, CO Financing planning for all of life’s adventures Stoke the Fire, Celebrate the Results 🔥🔥🔥

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

Securities and advisory services offered through Centaurus Financial, Inc. Member FINRA and SIPC, a registered broker/dealer and registered investment advisor. Centaurus Financial, Inc. and AAM are not affiliated. Arapaho Asset Management LLC (AAM LLC) is a boutique financial advisory firm that specializes in retirement planning and financial education for individuals. We help Americans live their retirement dreams, and act as a holistic integral solution aiding people with lifelong decisions in a mature stage of life. More information at www.aamisit.com