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

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.

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!

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.

We’re a data driven asset manager investing across public equities and venture capital. Our mission is to influence the flow of capital into companies that improve society & push culture forward. 1. As public market investors, we’ve posted top decile returns using our data-driven approach. Prior to Studio we built Sentieo, an AI-driven financial research platform, as a way to gain alpha in our public market investments. Sentieo is now used by some of the world’s top investment funds. 2. As venture investors, we finance and incubate startups across stages and sectors, leveraging our experience as entrepreneurs. Companies we’ve co-founded have collectively raised over $90m in venture capital and have scaled to over 1,000 employees. We marry this experience as entrepreneurs with our data-driven approach as investors to identify and incubate startups advancing societal health, productivity, and well-being.

It is our privilege to provide our clients with a clear direction to help them achieve their financial goals. It’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies & asset management services use various investments & insurance products to help you meet financial goals. We work in concert with tax professionals and attorneys to advise you on specific aspects of your financial strategy. Securities & Advisory Services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org)/SIPC (www.sipc.org). 11440 N Jog Road, Palm Beach Gardens FL 33418 (561) 472-2700. Voyage Retirement Solutions & GWN Securities, Inc. are non-affiliated companies. This is not an official site of GWN Securities, Inc (GWN) or its affiliates. The site may contain links that are contained on a third party website. GWN, its representatives or advisors do not endorse or accept responsibility for the content, or use, of the website. GWN, its representatives or advisors assume no liability for any inaccuracies, errors/omissions in or from any data or information provided on the pages. No part of this site is intended to make a recommendation or a testimonial for or about a security, service or product, to provide investment, tax or other advice. No strategy assures success or protects against loss. Past Performance is no guarantee of future results. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states.