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

HealthEdge is an operationally-oriented firm investing exclusively in lower middle market, US-based healthcare businesses within the Supply Chain/Third Party & Tech-Enabled Services, Specialty Products & Devices, and Healthcare Services segments. Founded by seasoned healthcare operators and investors, HealthEdge makes majority and significant minority control investments in companies that benefit from the knowledge, experience and network of relationships of our Investment Team and Operating Partners. We offer buyout, recapitalization and growth equity investments to companies with revenues between $5-75M and having $2-15M of EBITDA.   Our capabilities are best-suited to growth-oriented companies where HealthEdge is the first institutional capital into the business. Typical investment profile attributes include founder or entrepreneur ownership/management, best-in-class product or service with market recognition, scalability, minimal capital intensity and lacking in strategy resources and/or business infrastructure where HealthEdge can add value.

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

Grand Central Investment Group, LLC is a new partnership built from the foundation of Cooper Capital Management's forty-two year history serving the financial needs of individuals and families in the Tampa Bay area. We believe in merging tradition with innovation in order to deliver a superior client experience through unique and customized strategies based on the specific needs of each individual we work with. There is never a "standard solution"​ for anyone's personal or financial goals and we fully support the ever-changing needs of our clients by understanding where they are now, where they would like to be and how we can get them there. Grand Central Investment Group Where do you want to go? Our Experience -Over 100 years of combined industry experience in Personal Asset Management, Corporate Asset Management, Financial Planning & Accounting, Business Succession Planning and Retirement Planning & Administration -Team member certifications: Certified Financial Analyst, Certified Public Accountant, MBA, CIMA, Series 65 and all compliance registration and fulfillment -Team members have a combined experience managing assets in excess of $300M including both personal and corporate asset management -Completely customized client service model delivering a superior client experience for over forty years

Our firm utilizes a specialized and comprehensive approach toward financial planning, investment management, and retirement planning.

Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs. We are a team of knowledgeable financial planners and investment managers who understand what makes a business tick. We understand the challenges that accompany wealth attained through a successful business operation: the investment decisions, time constraints, bottlenecks, family communication, legal hurdles, tax ramifications and countless other financial matters. With clients throughout the United States, our focus is the prudent management of our clients’ investments and collaborative financial planning through our proprietary “Wealth Advancement Consulting” program. Advisory services offered through Opinicus Capital, a registered investment advisor. (www.OpinicusInc.com)

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

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.

Helping people follow through on good money decisions.

Veridis is a fund management company investing in complex litigation claims and other assets and situations driven by legal or regulatory processes. The company’s primary investment vehicle, Veridis LP, is an evergreen fund with committed capital and a flexible investment mandate. Veridis’s team combines experience in private equity investment and complex litigation. The company is committed to its core values of customer service, excellence, integrity, and entrepreneurship.

Founded Potomac Advisors, Inc. Responsible for the research, development and implementation of EVO, the Evolutionary Market Timing System that has recorded 15+ years of outstanding performance with reduced risk. EVO has been verified to be in compliance with GIPS, (Global Investment Performance Standards), the financial industry standard for performance measurement developed by the CFA Institute. Formerly available exclusively to his former company under an exclusive license agreement, EVO signals are now available to other investment advisors under a license agreement and for direct management of accounts for individuals, companies and institutions by Potomac Advisors.Directs management of Potomac Advisor's conservative strategy for high yield bond fund investing, providing both income and capital appreciation with minimal draw downs through a long duration timed approach to fund investing taking advantage of the trending characteristics of high yield bonds.Winner of NAAIM's 2017 Shark Tank for Best Strategy. To learn more, visit: http://www.naaim.org/programs/naaim-shark-tank/.

With an emphasis on Safety, Mark is a “Preservation Advisor.” He specializes in tax-advantaged investment vehicles such as annuities, life insurance, (set up for tax-free income), and also long-term care solutions. .