PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.

Since 1976, the professionals at Certified Financial Group (“CFG”) have delivered retirement planning and asset management, providing peace of mind to countless families for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. Our CERTIFIED FINANCIAL PLANNER™ professionals have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan. Disclaimer: Professionals may be registered representatives of TransAm Securities, Inc. - Member FINRA, SIPC. Financial Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm. SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®. Click on the Company Website link for Certified Financial Group, Inc, www.FinancialGroup.com for disclosures. Third-party posts found on this profile do not reflect the views of the firm, its Associated Persons or Affiliates, and have not been reviewed by the firm as to accuracy or completeness. · This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. · The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success. · Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients or non-clients. We have not paid for these comments.

Known for its leadership in senior living technology, Sentrics is rapidly extending its presence across all acuity levels to help communities and hospitals nationwide transform into more sophisticated, clinically oriented, risk-management businesses that put the resident and patient at the center of care. The Sentrics360SM suite creates a physical, medical, social and behavioral 360-degree view of the wellbeing of each senior living resident. The game-changing suite integrates popular third-party solutions, and includes RTLS-based emergency call, life safety, contact tracing and case management; 3-in-1 entertainment; whole-health engagement, and AI-based insights. The Sentrics E3 Patient Experience Platform provides an interactive, TV-based engagement platform that puts the patient in control of the care experience, delivers integrated communications and drives clinical efficiencies to improve care quality.

Currency Exchange International (CXI) is an experienced, customer oriented company specializing in foreign currency exchange and international payments. On a retail level, CXI provides foreign currency exchange for walk-up customers at its company owned branch locations. For corporate and financial institution customers, CXI provides expert foreign currency exchange and international payment services to more than 1,000 organizations across the US. In Canada, CXI's wholly-owned subsidiary, Exchange Bank of Canada, is Schedule 1 Canadian bank specializing in foreign currency exchange and international payment services for financial institutions and corporate clients. The management team of CXI is a well-rounded group of experienced international bankers with a mission to be a leading edge international banking group focused on currency exchange by utilizing technology and delivering superior service. CXI's retail group has more than 40 retail branches across the US that service walk-up customers and currency exchange by appointment - holding many currencies in stock daily. With its diverse foreign currency portfolio, CXI is able to offer great rates to all customers, coupled with a focus on quality customer service at all of its branches. We strive to provide every customer with the best possible foreign currency exchange experience possible. CXI's wholesale group provides foreign currency exchange and international payment services to a variety of corporations and financial institutions. CXI is one of North America's largest wholesale foreign banknote companies servicing banks from regional to top ten U.S. banks in size. CXI's international payment services include wires, Global EFTs, foreign check clearing, and foreign draft issuance. CXI's clients utilize its services through its proprietary software www.CEIFX.com. Currency Exchange International is a company created to build long-lasting, mutually beneficial relationships for all parties involved.

DRZ is an asset management firm located in Winter Park, FL. Our competitive strengths include a well-defined buy/sell discipline, an exclusive focus on our value methodology, conservative asset caps and a dedication to the institutional arena. It is our goal to provide superior performance and exceptional client service by consistently executing our value methodology across all investment strategies. Our value philosophy is based on our belief that undervalued stocks with a dividend yield and a fundamental catalyst provide the opportunity for superior long-term total returns. We believe dividend yield provides a meaningful portion of the market's total return and is a credible valuation tool. DRZ is 100% employee-owned.

In a world where personal financial issues become increasingly complex, we can help discern the true from the false, the practical from the useless, the probable from the merely possible, and the applicable from the merely interesting. Your family’s unique circumstances can be better served with such expertise. We are investors, not speculators. We manage our clients'​ investment portfolios but we do not “play the market,” try to time the market or otherwise gamble with our client’s money. We are realistic. We do not believe in following investment gurus. We consider the mainstream financial media as mostly a source of entertainment and not a meaningful aid to sound decision-making. We are paid only by our clients to perform our duties as fiduciaries. There are no sales incentives, contests, kickbacks, or any other third-party compensation. We are compensated based upon how your portfolio performs, and are not paid based on transactions. We are not restricted to a list of products selected by an employer, such as a bank, insurance company or brokerage firm. This maximizes our objectivity. You should never wonder if what we recommend is in your best interest or ours. We get paid only for as long as you want us to advise you. Our fees are fully disclosed. In each quarterly report, you will receive a fee calculation, so you know exactly what you are paying us. We seek to minimize all of your other costs whenever it is advisable and possible to do so.

Nothing contained herein should be considered investment, insurance, tax, or legal advice. Views expressed concerning specific securities are not an offer to buy or sell. Investment advice and planning services can only be given after an analysis of an individual's situation and only where Holland Advisory Services is registered or exempt from registering. Investment advisory services are offered through Holland Advisory Services, Inc., a registered investment advisory firm. Insurance products are offered through Holland Insurance Services, Inc. Tax return preparation services are offered through Holland, Tacinelli, CPAs, P.A. Business brokerage services are offered through Holland Business Brokers, Inc. These companies are affiliated with Holland Financial, Inc. David D. Holland, CPA, and Steven Tacinelli, CPA, can act as trustee, successor trustee, and/or personal representative for clients'​ estates. These services are provided in their respective individual capacities. Neither Holland Financial, Inc., nor its affiliated companies, is a trust company or bank, and estate and trust services are separate and distinct from financial services available from these entities. Holland and Tacinelli are not attorneys and do not offer legal advice or prepare legal documents. Clients are encouraged to seek legal advice from a licensed attorney of their choosing regarding their estate planning and legal matters. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Thank you, but the firm cannot accept endorsements, recommendations, or testimonials on LinkedIn due to investment advisory compliance rules.

CARTIER FINANCIAL, LLC is an investment banking company based out of 510 W MONTROSE ST, Clermont, Florida, United States.

Managed 401(k) funds valued at over $10 million Analyzed financial situation for clients Utilized dynamic spreadsheets to manage and organize clientele and funds

CollaborativeWEALTH® is a highly orchestrated, integrated wealth planning and investment management firm serving affluent families, individuals, and businesses. Our group of highly qualified and seasoned professionals believe providing the attention you deserve is beyond the capacity of any one individual. It requires the combined efforts of a team, working together to develop and continually care for your personalized plan. One Team, One Focus…You.

KENNEDY OF TITUSVILLE, INC is an investment banking company based out of 1108 S WASHINGTON AVE, Titusville, Florida, United States.

Anchor Certified Planners Grp is a financial services company based out of 101 Southhall Ln, Maitland, Florida, United States.