We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources. Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. www.finra.org www.sipc.org

● Established sales and marketing department. ● Created all marketing and presentation material. ● Managed compliance processes to ensure firm in line with regulatory requirements. ● Developed marketing plans to meet firm revenue and profit goals. ● Built a pipeline of $120 million in six months, closing $35 million in new business. ● Strengthened relationship between parent company and firm by acting as a liaison to integrate culture, systems, and operations.

At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients, whether fully retired or hard at work, make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. People at the top of their game need coaches. You see this in athletics and performing arts. Olympians rely on coaches to reach their best potential…you deserve one too! Clients with whom we work with best understand the importance of personal coaching, where a significant amount of time is spent listening to clients and getting to know clients, before any strategy or detailed work starts. Clients come to us for not only our technical expertise, but for our care and skill at proactively leading them forward in a world of information overload and uncertainty. This communication strictly intended for individuals residing in the states of CO, CT, DE, FL, MD, NC, NJ, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA (www.finra.org), SIPC (www.sipc.org), a Registered Investment Adviser, Independence Wealth Services, 260 Kennett Pike, Chadds Ford, PA 19317, 302-763-1180.

Shot Tower Capital is an investment banking boutique providing advisory and capital raising services in the media sector with a specific focus on the music industry where it has completed more transactions globally than any other investment banking firm. In addition to representing major and independent music companies and many of the most iconic music catalogs of all time, Shot Tower has extensive experience working with significant artist estates on matters relating to music and image rights including, Aretha Franklin, Michael Jackson, Prince, Mac Miller, Elizabeth Taylor, and Robin Williams. Shot Tower has a 95%+ close rate on engaged transactions as well as extensive global and cross border expertise, having completed recent transactions involving clients and counterparties in the US, Canada, UK, Europe, China, Japan, and the Middle East. Select Client Representation: - Formation of Pulse Records; - Purchase of Genesis/Collins/Mike+Mechanics by Concord; - Sale of Client investment in Primary Wave; - Hitco recorded music assets sale to Concord; - SoundHouse sale to Apollo backed HarbourView; - James Brown Estate sale to Primary Wave; - SideOne Dummy sale to Exeleration Partners; - Client investment in Primary Wave; - Non-disclosed sale of interest in iconic catalog; - World Poker Tour sale to Element Partners; - Big Deal Music on its sale to Hipgnosis; - Pulse Music on joint venture with Concord Music; - Blue Raincoat/Chrysalis Records sale to Reservoir Music; - EMI Music Publishing investors in Sony’s control buyout; - Fania Records on its sale to Concord Music; - Imagem/Rogers & Hammerstein on its sale to Concord Music; - MJ Estate on sale of its 50% interest in Sony/ATV (including the Beatles catalog) - Ease Entertainment financing and subsequent sale to EP; - EMI on the sale of Virgin Music to BMG; - Sony investor group on purchase of EMI Music Publishing. *Securities transactions executed through Shot Tower Securities LLC, member FINRA/SIPC.

Buttonwood is a Maryland-based investment advisory firm that serves clients throughout the United States. Our investment philosophy is derived from our objective review of investments and a desire to better our clients'​ financial interests. The firm was created on the belief that financial planning and asset management should be: - Objective: We don’t sell products or earn commissions because we believe that clients deserve advice based on their interests, facts, and circumstances. - Practical: The planning process should provide clear, simple and workable guidance. - Reasoned: Investment decisions should be based on a well-researched investment approach. - Fee Only: We are hired by clients to work directly for them, not by the companies that sell financial products. We invite you to visit our website for more information.

Personal Financial Planning Firm

Mr. Zimmerman is a co-founder and Chief Investment Strategist for DT Investment Partners, LLC. He is responsible for identifying tactical investment opportunities given the current investment landscape and working with DT Investment Partners’ Chief Investment Officer to implement such tactical decisions into client portfolios. He runs all technical analysis involved in the firm’s risk management processes, manages its taxable fixed income strategies, and has primary responsibility for its security selection decisions as they relate to the asset allocation strategies.

BCLS BD Services is a sister company to the broker-dealer Monadnock Capital Management then to its successor, MCM Intrepid. Managed the technology projects and the operational support for the broker-dealer.

Office Manager and Assistant to President and Vice President of Wealth Management Business

Welcome to Akers Financial Group, a financial organization in Forest Hill and Lutherville, Maryland. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Alpha Omega Financial, LLC is a fee only financial planning and investment advisory firm.

As Westover’s Client Services Director, I serve as a vital connection with our clients. I help ensure that the entire Westover client experience is as smooth and easy as possible and that our clients’ needs are met on a daily basis.