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.

• Assisted UFICO investment staff with analysis of overall allocation strategies for the portfolio with >$3B AUM and performed due diligence for current and prospective investment opportunities• Analyzed the performance of the 20 current hedge funds held in the portfolio and created a 12-month attribution report to identify the top-performing strategies and managers• Researched the monthly performance of global public equities and created a report detailing overall market trends, regional performances, and specific manager performance for the 11 equity funds in the portfolio• Attended 20+ investment manager meetings and reviewed their monthly, quarterly, and annual performance reports

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

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.

CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the design and funding of non-qualified programs. Through our comprehensive consulting and asset management services, we help our clients respond effectively to the latest trends impacting their executive benefit plans. We have developed proprietary analytics and technologies for optimizing tax, funding, and hedging strategies, which enable us to drive cost efficiencies and effectively manage our innovative solutions. The result is dramatically improved financial results for plan sponsors, and enhanced retirement outcomes for plan participants. Learn more at capacuity.com.

LPL Investment Advisor Representative Registered Representative LPL Financial Branch Operations Manager

Stewardship Legacy Coaching™ extends beyond the dollar sign to help financially blessed clients accumulate lasting treasure and leave a lasting legacy. It is a unique process we use to assist our clients in five primary areas of their Legacy™. By helping clients quantify how much is enough for them, our Stewardship Legacy, LLC process can lead to a quantum increase in current giving and increased joy in being generous givers! We routinely see that clients who fit our Ideal Client Profile can double, triple, or even quadruple their current giving to ministry because of this part of our process! By helping clients quantify “how much is enough” for their children and grandchildren, and why and how, our Stewardship Legacy, LLC process leads to significantly increased planned gifts for ministry (as well as stronger family legacies and the passing on of wisdom as well as wealth to future generations!) By strategically utilizing our client’s business, real estate and other “non-cash” assets, we are able to “unlock” a significantly greater amount of current and deferred gifts for ministry (while at the same time, helping the donors save significant amounts of money in taxes that help fund these gifts to ministry!) Our Value Proposition We are so confident in the Stewardship Legacy, LLC process that the Lord has blessed us with, that we guarantee clients who fit our Ideal Client Profile and engage us, that in the first 12-24 months they will save 5 times what they pay us in current income tax savings or at least 10 times what they pay us in estate or IRD tax savings! Most prospective clients find this to be a compelling Value Proposition and engage us for the Stewardship Legacy, LLC process. We make a similar guarantee to churches and ministries that engage us to serve their donors!

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.

For over 15 years, CrossleyShear Wealth Management has been driven by a singular passion – to be there for our clients at every step of their financial journey. Whether for individuals, families, executives, small businesses or professional athletes, we are driven by a promise to deliver personalized care and customized solutions for all your life's needs ranging from everyday spending advice and retirement planning to managing your investments, insurance, college savings and business planning. It’s a care commitment we live by every day, empowering our clients to achieve their financial goals and provide security to those that matter most. Working by your side to plan for life’s uncertainties and celebrate life’s joys. Together, wherever life takes you. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. CrossleyShear Wealth Management is independent of Raymond James. CrossleyShear Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

ShariaPortfolio is a boutique asset manager specializing in Sharia-compliant investments. We offer professional, comprehensive wealth management solutions that align with Muslim faith to achieve clients’ financial goals. Among the first wealth managers to deliver Sharia-compliant and Islamic investments, ShariaPortfolio carefully maintains social responsibility and ethics in its investment choices. Our investment philosophy is rooted in value investing and fundamental analysis, taking a long-term perspective and a disciplined, professional approach when offering clients a full suite of services. ShariaPortfolio, comprised of wealth management professionals with deep expertise, is the halal way to invest. DISCLAIMER: ShariaPortfolio Inc. makes no representations or warranties about the accuracy or suitability of any information in the webinar and related materials (such as handouts, presentation documents and recordings); all such content is provided to webinar registrants on an “as is” basis. The information in the webinar is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances. ShariaPortfolio, Inc. is registered with the U.S. Securities and Exchange Commission as an investment adviser under the U.S. Investment Advisers Act of 1940, as amended. ShariaPortfolio provides investment advisory services to advisory clients. This presentation is intended solely to provide information regarding ShariaPortfolio’s capabilities for prospective investors and is not an offer to sell to any person, or a solicitation from any person of an offer to buy, any securities.

Responsible for the financial and strategic oversight of Cobalt’s portfolio companies as well as all the accounting, planning and analysis, reporting and tax planning for the seven companies that comprise the Cobalt Capital organization structure.