The Bloom Organization specializes in healthcare transaction advisory. Our clients turn to us for negotiating the strategic partnerships, joint ventures, acquisitions, leveraged buyouts and other transactions that maximize return. With closed transactions representing more than $10 Billion in market capitalization, our leadership team of professionals has developed unmatched relationships with healthcare providers and industry professionals. We understand that healthcare, more than any other industry, requires a deep understanding of the strategic value of both buyer and seller. The healthcare industry is trending toward scale and integration. The Bloom team draws upon decades of industry experience to understand how various healthcare services and providers can add value to one another. We specialize in the following fields: -Group practices -Surgery Centers -Hospitals -Urgent Care / Walk-in clinics -Imaging Centers -Laboratories

Associated Financial Consultants & Investor Services is dedicated to the creation and conservation of lifetime assets. We provide financial solutions to complex situations and challenges that are easy to digest, understand, strategize from and most importantly execute, track and adapt to. Our clientele consists of a wide variety of individuals, who are both well-established or establishing themselves, and companies of all sizes, both local and national. We believe that every individual and company is unique – such as ourselves – with a wide array of goals and challenges throughout multiple stages, whether it’s finding success, during success or with continuing success. Therefore, every solution needs to be tailored and customized with a unique approach. Associated prides itself on being independent for over 40 years, and it’s our goal to continue helping others remain unique and independent for many generations to come. ### Please see my website for additional information and disclosures. Third party comments may not be representative of all customer experiences. Securities by licensed Individuals Offered Through Securities America, Inc. A Registered Broker/Dealer Member FINRA, SIPC The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Securities America, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.

Since 1993, Life Insurance Settlements, Inc. (LIS) has built a trustworthy reputation as the secondary life insurance market leader. As one of the largest firms in the industry, LIS is comprised of an experienced senior management team dedicated to providing the support, education, and tools necessary for insurance and financial professionals seeking life settlement solutions for their senior clients, as well as those clients living with chronic or life-threatening illness. Our accomplished team of experts is among the most experienced brokers in the industry, with extensive knowledge of life settlements. As industry forerunners with an exemplary reputation, we have built solid partnerships with a large number of funding entities that can assist you in providing your client with one of the most significant market values for their life insurance policy. LIS understands the financial planning and life insurance industries and how their needs and expectations apply to our core competency – life settlements. We can empower clients through this formula and support them in building a significant profit center without altering their established business plan. We are committed to negotiating the highest senior life settlement offer for you and your client.

OUR CORE VALUES Cost Containment Group, Inc. (CCG) is a unique holding company comprised of caring individuals dedicated to providing value, savings and service. CCG leads with its’ heart, not only for employees and customers, but for children and animals in need as well. OUR SUBSIDIARY OFFERINGS CCG pursues numerous endeavors through its subsidiary companies that focus on niche products in the health and consumer needs marketplace. These subsidiary companies are wholesalers and turnkey program managers of health and savings programs for associations and large affinity groups. Industry Leaders Since 2007 At CCG we know how time consuming it is jumping from one vendor to the other to satisfy your business needs. We provide all the tools you need under one roof, saving you time and money. What CCG's subsidiaries bring to the table: Unique Billing Capabilities Auto Billing and Reconciliation Excellent Customer Service Fulfillment Services Custom CRM Systems And More

Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning. We act as a fiduciary for our clients with complete independence and transparency. Located in South Florida, the firm is a trusted financial planner to hundreds of clients ranging from the millionaire next door to ultra high net worth families. The firm takes pride in coordinating five main disciplines into one integrated comprehensive financial plan. These five disciplines consist of: • The design and implementation of financial plans • Portfolio management • Tax planning • Estate planning • Risk management and asset protection planning Our job is to assist our clients with anything related to money and to make sure they have a clear understanding of their financial plan. What sets us apart from other firms is the ability to deliver independent, objective, and unbiased advice. For more information, please call 561-447-1997 or visit www.bssfa.com. Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Baron Silver Stevens Financial Advisors, LLC., a registered investment adviser not affiliated with Royal Alliance Associates. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Baron Silver Steven’s website: http://www.bssfa.com Disclosures: http://royalalliance.com/disclosures/socialmedia FINRA: http://www.finra.org SIPC: http://www.SIPC.org Address: 4800 N Federal Hwy, Suite 210A, Boca Raton , FL 33431, United States

Jones Lowry is an independent life insurance planning firm with 40 years of experience in both domestic and international markets. We specialize in designing, implementing, and servicing large-block life insurance portfolios and trusts for ultra-high net worth families, business owners, private investors, and corporate executives. Due to the complex nature of these plans, we work closely with clients' legal, accounting, and Investment Advisors during each step of the planning process. As a Member Firm of M Financial Group, one of the nation's top independent insurance buying cooperatives, Jones Lowry has preferred access to many of the highest-rated insurance companies in the marketplace, and exclusive access to insurance products specially designed for high net worth and international clients. Contact us to learn more about how Jones Lowry can help you enhance and preserve your wealth through a process designed to identify issues, review alternatives, recommend solutions, and manage implementation and policy administration with meticulous attention. 561-712-9799 | www.JonesLowry.com | [email protected] Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Jones Lowry is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities 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 they are not indicative of future performance or success.

Gracey-Backer, Inc. is an insurance agency, specializing in complete insurance programs for physicians and surgeons, oral surgeons, dentists, business professionals and homeowners. Established in 1925, we have the experience and the clout to navigate our clients through complex insurance issues—and to be there for them in time of need. Day in and day out, we provide risk management consulting, creative solutions, and trusted advice to minimize premiums and maximize coverage. Our clients come to rely on our personalized customer service and know that we always strive to do what is best for them, regardless of the impact on us. We specialize in: Medical Malpractice Insurance Dental Malpractice Insurance Office/Property Insurance Workers Compensation Flood Insurance Auto Insurance Home Insurance Life and Disability Insurance

CMC Interactive, LLC provides comprehensive Third Party Administration (TPA) and daily recordkeeping solutions to retirement plans.I have over 22 years in the retirement plan services industry.Designations and licenses - • Series 65 Areas of responsibility-• Finance• Human Resources• Office Operations• Marketing• Compliance

Founded in 2000, Welcome Funds, Inc. represents the best interests of consumers who are interested in selling their unwanted or unaffordable life insurance policies. As a nationally licensed life settlement broker, it’s our responsibility to secure the highest market value for the sale of your policy. We do so by negotiating with every active life settlement provider authorized in your state, who compete to purchase policies through our proven auction process. With only one application, our clients are able to access the entire life settlement market – saving time & stress and providing the confidence to make an informed financial decision. Over the past 24 years, Welcome Funds has helped thousands of Americans uncover the living value of their life insurance policy: - 35,000+ life settlement offers negotiated - $6+ Billion in Face Value Settled - $1+ Billion Paid to Clients - 19 Average # of Bids Per Policy For more information about Welcome Funds and to find out if a policy qualifies for a life settlement, please visit www.welcomefunds.com or call 1-877-227-4484.

At Bateman Gordon & Sands, we provide a full range of products covering your business and personal protection needs. From workers compensation, general liability, group benefits and all other types of business coverage to homeowners, personal auto and boat insurance, we are here to serve you, the client. As one of the largest independent agencies in Florida we enjoy and pass on to you the benefits of our longstanding relationships with the nation’s most reputable insurance carriers. Acting as your comprehensive insurance resource adds to our business stability while offering you one stop shopping. Bateman Gordon & Sands is an experienced and financially stable company that has stood the test of time. For over 60 years we have built our reputation by giving our customers the personal attention they deserve in all areas of the insurance process from settling claims promptly and fairly to our ability to search through a multitude of insurance markets to find the right coverage at the best rate. If you are interested in an insurance agency that has maintained its financial stability, maintained the right relationships and maintained a reputation for exceptional customer service, we invite you to allow us to Exceed Your Expectations as well.

Started as the receptionist then worked my way into the commercial lines department: Customer Service Rep: Obtained my insurance 220 license. Handled book of business in average of $50,000 and under. Quoted all lines of new business. Complete -marketing, worked with several producers. Started a Surety Bond program for court bond and handled all aspects of the program.