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.

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.

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.

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

Overall management of company to ensure customer satisfaction and profitability. • Improved profitability of company by 10% over a year.• Researched government request for proposals and determined which opportunities to pursue.• Reviewed customer requirements, performed gap analysis, developed strategy and identified partners to form high performance teams.• Managed staff of 25 people (both onsite and offsite).• Improved business and workflow processes.

We are a property management and investment company aimed at serving the Stephenville, TX and surrounding areas.

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. Securities offered through Cetera Advisor Networks LLC, (www.finra.org and www.sipc.org). 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.

Compass Mortgage LLC, NMLS #322254 is a locally owned and operating, full-service, mortgage brokerage firm located in the heart of Lakeland, FL. Compass was founded on one basic principle: integrity. We believe if we are honest and dependable in all that we do, our clients will consider our services now and into the future. We are committed to helping our clients in finding the right mortgage products for their specific needs. Whether you are purchasing a home for the first time or investing in a rental property, we make the loan process simple and straight forward by offering you the latest in financial tools and expert advice. * Se habla Español.

S2K is a financial services firm headquartered in Orlando. The firm’s mandate is focused across three broad areas including: retail distribution, credit asset management and advisory, and servicing.

J. Biance Financial focuses on helping pre-retirees and retirees create ideal strategies for retirement. The uncertainty and volatility in the world today can make this season of life challenging. Whether it is market risk, outliving your money, or being a burden on your children, retirees and soon to be retirees, face decisions that are specific to their state in life. At J. Biance Financial we emphasize the preseration of our clients' life savings, the optimization of retirement income, and passing on assets in the most efficient manner possible. Investing involves risk, including the potential loss of principal. Any references to protection benefits, generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1879168 - 7/23

Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm that specializes in helping pre-retirees and retirees navigate their retirement years. From humble beginnings, Oxford quickly flourished into what it is today: a family firm rich in tradition and focused on enriching lives. The Oxford team members live in the communities we serve. Our communities are our families and when it comes down to it, it's all about family. We welcome all new clients into the fold as family members because, in the end, we believe family is what's most important.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.SIPC.org, www.FINRA.org The LPL Financial registered representative associated with this page may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted form any resident of any other state.