Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.

As a trusted partner, Kobie delivers market-leading, end-to-end loyalty solutions designed to enable customer experiences for the world's most successful brands.   We do this with a strategy-led, technology-enabled approach that uncovers the truth behind what drives consumers on an emotional level.    With more than 34 years in business and named the ONLY Services and Technology Leader by Forrester, it is our mission to grow enterprise value through loyalty.   We believe that our team's passion and expertise are the driving forces behind our success, and are proud to be named a Top Workplaces in the USA, where the best and brightest in loyalty work. Named a Top Workplace in the USA, and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We’re always looking for talented individuals who are ready to join a collaborative, growth-focused culture.

Kopernik Global Investors is a global equity investment management specialist focused on a fundamental, bottom-up, and value-oriented process. Our job is to appraise businesses and take advantage of market inefficiencies. We never knowingly overpay, as value is not a philosophy - it is a prerequisite. We highly value independent thought and prefer to do our own research and analysis, where we have high conviction and more faith in our own conclusions than in the mainstream consensus. This often leads to portfolios with high active share and compellingly low correlation to benchmarks and our peers, providing meaningful diversification benefits to investors. Kopernik is 100% employee-owned. The firm was founded in July 2013 by Dave Iben, the Managing Member, Founder, and Chief Investment Officer. Kopernik was built on the same investment philosophy and time-tested investment process that Dave Iben has been successfully developing over his 41-year career. As of December 31, 2023 Kopernik has 42 employees and manages approximately $6 billion (managed and advisory-only) across global and international equity strategies.

Our Mission Statement - J. W. Cole’s existence is solely dependent on its partner Advisors. When they succeed, we succeed. Our mission is to help our partners build great businesses. About J.W. Cole Financial, Inc. J.W. Cole Financial, Inc., Member FINRA /SIPC is a full service independent broker/dealer offering a wide array of general securities, investment products, and insurance services. With Financial Advisors throughout the U.S., our main objective is to provide them with the best products and services available in the financial services industry so that they can successfully service their clients'​ needs. Whether it is the relationship between the home office and the Financial Advisor or the Financial Advisor and the client, listening and comprehending the needs of those that work with us is key for the continued growth of J.W. Cole.

In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust and investment services, means a person answers all calls. It also means we avoid all activities that would put us in a position of conflict with our clients. We do not sell products and we do not draft legal documents or prepare tax returns, so there is no self-referral. We accept no commissions or incentives for referrals to other professionals outside our expertise. As an independent trust company, we operate more cost effectively than our competitors. We maintain tight control over quality by having our own in-house operations department rather than piggy-back on less efficient, costly middlemen. Personal, Traditional, Independent: Caldwell Trust Company has been doing it this way from the beginning and will be doing it this way for generations to come. BUILDING WEALTH | PRESERVING LEGACY

Calton & Associates, Inc. is a nationwide Independent broker dealer and investment advisory firm. Our focus on Independence is a key reason why Calton is the clear firm of choice for clients seeking the industry's premier financial professionals. Now in our 32nd year of providing excellent tools and support, we offer one of the widest selections of products and services available from any firm, anywhere. We welcome you to explore some of the educational resources available on this site. Most importantly, please remember that our growing team of associates is always available to provide valuable one-on-one consultations. www.finra.org http://brokercheck.finra.org/ http://www.sipc.org/

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At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.

Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm.

AGW is an experienced, independent Capital Advisory Firm invested in you and your financial needs to confidently take on what lies ahead. We invest in people. We invest in their goals, their standards, and their expectations. But most importantly, we invest in their confidence. With over eight decades of collective wisdom and a transparent, comprehensive approach, our goal is to exceed yours. Reach out today or visit agwcapital.com to learn more. Social Disclosure: The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or to solicit to buy any securities or related financial instruments in any jurisdiction.

MBS Capital Markets, LLC is a boutique investment banking firm specializing in land-secured, utility and general government tax-exempt financings.