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

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

KENNEDY OF TITUSVILLE, INC is an investment banking company based out of 1108 S WASHINGTON AVE, Titusville, Florida, United States.

Delta Capital Group is an investment banking firm that specializes in working with companies between $1 million and $50 million sales. We are a full service firm and have helped small companies with their debt, equity, and operational needs for over 25 years. We can provide equity, debt and mortgage financing, mezzanine financing and bridge financing for companies in need of growth capital. Delta has a large network of buyers who are active in purchasing companies for all cash or cash and equity in the new entity. We often work with companies for years in order to properly grow and position them for ultimate sale. Delta also specializes in debt restructure for companies that are over leveraged. We have reduced the debt requirements for over 400 companies and recast the debt with a different mix of loans and equity utilizing our extensive network of note buyers, equity investors, first, second, and credit line lenders.

LPL Investment Advisor Representative Registered Representative LPL Financial Branch Operations Manager

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

Chairvolotti Financial is headquartered in Winter Park, FL. We employ a prudent process for investment selection and performance analysis. This can be attributed to our internal process of constantly monitoring investments while keeping our clients informed as we navigate this ever changing environment. The Employee Retirement Income Security Act (ERISA) of 1974 is federal legislation that regulates the establishment and management of corporate retirement plans. ERISA requires that retirement plan sponsors adhere to rigorous guidelines. Your obligations are known as the retirement plan sponsors “fiduciary responsibilities.” Some key components to help measure the success of a retirement plan include participant outcomes and retirement readiness. This can be addressed through five key factors: Risk Management/Fiduciary Support – supporting your responsibilities as plan sponsor Cost/Fee Management – identifying reasonableness of plan fees Assist with Plan Design – utilizing selected features that seek to enhance your retirement plan Participant Education & Advice – changing participant behavior Investment Expertise – access to institutional money management As a Private Wealth Management Firm we work with individuals and their families, assisting them in establishing realistic goals and objectives for their future. The focus of our investment philosophy and strategy is a disciplined approach to rules based investing. The LPL Financial Registered Representative associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, VA, DC, MD, NJ, IL, NY, CA, LA Securities and advisory services offered through LPL Financial, A Registered Investment Advisor - Member FINRA/SIPC

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

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.

Our mission is to help our clients create clarity, comfort and confidence through holistic financial planning. We strive to deliver a superior client experience while strengthening our long-term relationships through professionalism, friendliness and reliability. Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, and Merit Financial Advisors, are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CASL® conferred by The American College of Financial Services.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.SIPC.org, www.FINRA.org The LPL Financial registered representative associated with this page may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted form any resident of any other state.

Comprehensive Wealth Management, tax planning, and tax preparation.