Sawgrass Asset Management is 100% owned by its employees. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success. The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients. Team Continuity: The majority of our investment staff has worked together since the inception of the firm in 1998. We believe team continuity brings long-term experience into all aspects of our investment decisions. Our clients receive an investment process from a group of professionals who average 25 years of investment experience. Consistency: Our clients receive a consistent and repeatable investment approach in their equity and fixed income investments with Sawgrass Asset Management. By applying an investment process that is structured and disciplined in its application, our clients understand exactly how we expect to perform in rising and falling markets. We strive to limit declines of capital in down markets and participate when markets are rising. This approach helps to provide the consistency that our clients demand and depend on in a diversified portfolio structure.

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.

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.

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.

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

MountainStar Partners is a private equity group with its primary offices in Ponte Vedra Beach, Florida and Vail, Colorado. We are a specialized team of entrepreneurs, attorneys, finance and accounting professionals, researchers, and operations experts. We emphasize the importance of mutually beneficial partnerships and have a long-term investment horizon in a broad range of asset classes. MountainStar Capital is privately funded and does not provide investment advisory services to persons other than its affiliates and partners.

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

Strategic Partners in your Financial Security

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.