PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers receive their benefits through the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.

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.

Currency Exchange International (CXI) is an experienced, customer oriented company specializing in foreign currency exchange and international payments. On a retail level, CXI provides foreign currency exchange for walk-up customers at its company owned branch locations. For corporate and financial institution customers, CXI provides expert foreign currency exchange and international payment services to more than 1,000 organizations across the US. In Canada, CXI's wholly-owned subsidiary, Exchange Bank of Canada, is Schedule 1 Canadian bank specializing in foreign currency exchange and international payment services for financial institutions and corporate clients. The management team of CXI is a well-rounded group of experienced international bankers with a mission to be a leading edge international banking group focused on currency exchange by utilizing technology and delivering superior service. CXI's retail group has more than 40 retail branches across the US that service walk-up customers and currency exchange by appointment - holding many currencies in stock daily. With its diverse foreign currency portfolio, CXI is able to offer great rates to all customers, coupled with a focus on quality customer service at all of its branches. We strive to provide every customer with the best possible foreign currency exchange experience possible. CXI's wholesale group provides foreign currency exchange and international payment services to a variety of corporations and financial institutions. CXI is one of North America's largest wholesale foreign banknote companies servicing banks from regional to top ten U.S. banks in size. CXI's international payment services include wires, Global EFTs, foreign check clearing, and foreign draft issuance. CXI's clients utilize its services through its proprietary software www.CEIFX.com. Currency Exchange International is a company created to build long-lasting, mutually beneficial relationships for all parties involved.

DRZ is an asset management firm located in Winter Park, FL. Our competitive strengths include a well-defined buy/sell discipline, an exclusive focus on our value methodology, conservative asset caps and a dedication to the institutional arena. It is our goal to provide superior performance and exceptional client service by consistently executing our value methodology across all investment strategies. Our value philosophy is based on our belief that undervalued stocks with a dividend yield and a fundamental catalyst provide the opportunity for superior long-term total returns. We believe dividend yield provides a meaningful portion of the market's total return and is a credible valuation tool. DRZ is 100% employee-owned.

In a world where personal financial issues become increasingly complex, we can help discern the true from the false, the practical from the useless, the probable from the merely possible, and the applicable from the merely interesting. Your family’s unique circumstances can be better served with such expertise. We are investors, not speculators. We manage our clients'​ investment portfolios but we do not “play the market,” try to time the market or otherwise gamble with our client’s money. We are realistic. We do not believe in following investment gurus. We consider the mainstream financial media as mostly a source of entertainment and not a meaningful aid to sound decision-making. We are paid only by our clients to perform our duties as fiduciaries. There are no sales incentives, contests, kickbacks, or any other third-party compensation. We are compensated based upon how your portfolio performs, and are not paid based on transactions. We are not restricted to a list of products selected by an employer, such as a bank, insurance company or brokerage firm. This maximizes our objectivity. You should never wonder if what we recommend is in your best interest or ours. We get paid only for as long as you want us to advise you. Our fees are fully disclosed. In each quarterly report, you will receive a fee calculation, so you know exactly what you are paying us. We seek to minimize all of your other costs whenever it is advisable and possible to do so.

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

Arbor Financial Services of Florida, Inc.-Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry professional and has appeared on many of the nation’s top TV and radio shows on stations including CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream allowing them to enjoy retirement. His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven alternatives that place readers on a path to reach or exceed the specific yield necessary for their situation. Investment Advisory Services through Sound Income Strategies, LLC (SI), is an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida, Inc. AF and SIS are not associated entities. (AF), is a franchisee of the Retirement Income Source (RIS), RIS and SIS are associated entities http://arbor-financial.com Sheri Taylor - Marketing, Production, and Technology Coordinator Andrea Hall - Client Relationship Specialist Karolyn McDonald - Operations specialist

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.

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

Morgan Financial has built a strong reputation as an outstanding mortgage lender; serving the lending needs of real estate professionals and individual homebuyers throughout the state of Florida. We believe in providing a smooth transaction for our clients as well as maintaining client focused throughout the entire loan process. We are a full service lender with an experienced staff offering a combined total of over 40 years of experience in every area of the mortgage lending process, including in-office underwriting. All of our lending specialists are dedicated to pairing our clients with the right loan based on their individual and unique needs. In addition to remarkable service, we are a strong believer in the importance of face-to-face meetings and constant client contact, and we take pride in providing our clients with real time updates and weekly progress reports to all parties involved in the transaction. We look forward to putting our mortgage lending services and experience to work for you, your family and friends. Call today at 321-757-3570.

Rall Capital Management is a fee-only, independent Registered Investment Advisory firm providing comprehensive financial planning and investment management services. With an office in Rockledge, Florida, we are a family owned and operated firm striving to serve other families so they can achieve a better return on life. Founded by Bob Rall, CFP®, in 2004, we have focused from the start on building long-term relationships with our clients. We consider ourselves advocates for our clients, with every recommendation we give based on their best interests. We get to know each client’s situation in depth and provide personalized strategies that include investments, insurance needs, retirement plans, taxes, education funding, and legacy wishes. Comprehensive planning like this helps our clients see the big picture and make better decisions. And because we have taken the time to get to know them, we are able to hold them accountable and help them move steadily forward in achieving their goals.