Disciplined Equity Management, Inc. (DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.

Various marketing, sales management, market research and business development executive positions.

Augustine manages portfolios with a high standard of diligence and prudence, where clients benefit from our experience investing across the full range of global capital markets.

THE LIVELLO GROUP, INC. is a company based out of 2801 ST JOHNS BLUFF ROAD, JACKSONVILLE, Florida, United States.

CHALLEN ASSET MANAGEMENT, LLC is an investment banking company based out of 1819 GOODWIN ST, Jacksonville, Florida, United States.

At Jacksonville Wealth Management (JaxWealth) we specialize in comprehensive investment management and retirement planning for families, retirees, and business owners. JaxWealth clients benefit from our holistic approach, as we guide our clients through all aspects of financial planning: Plan, Invest, Retire, Endow. Clients enjoy an exceptional client experience because each relationship is grounded by the guiding principles of our firm: Shared Values, Service Values, Investment Philosophy, Mission Statement, and the 75 things we do for every client who comes through our doors. Thank you for giving JaxWealth the opportunity to help you Plan Today and Enjoy Tomorrow.

Bam Investments LLC is a venture capital & private equity company based out of 1800 N Milford Rd, Milford, Michigan, United States.

Fortress Wealth Planning is a fee-only financial planning firm providing personalized guidance to help clients navigate times of transition. Based in Ponte Vedra Beach, Florida, we work with business owners who see a transition for their company on the horizon and with women who seek solid ground after divorce or the death of a spouse. These individuals may all have different challenges, but they face the same need for experienced financial advisors who can guide them through uncertainty and into financial clarity. At Fortress Wealth Planning, clients work one-on-one with a financial advisor who specializes in their life transition. Meanwhile, the entire team collaborates on their behalf, each lending their expertise to the transition. Like a fortress, our team works offensively and defensively to help safeguard each client’s current financial situation while building toward their vision for the next stage of their life. We want our clients to feel confident about their financial life. Our fiduciary, fee-only service means clients always know what they are paying and that we always put their best interests first. No matter what a client is facing, they don’t have to do it alone. We always encourage them to pick up the phone or send us an email as questions or challenges arise because we are here to help.

Consulting CFO providing financial and strategic guidance, CPA, MBA More than 20 years of finance and operational management experience focused on growing companies. CFO for VC-backed high tech startups since 1999 such as Swoop, TurnTo Networks, Offerpop, GoodData, BlackDuck and Frictionless (sold to SAP); CFO for Big Brothers Big Sisters of Massachusetts Bay M&A, financings, daily operations, financial modeling, board & investor/VC relations, internal controls and SOX compliance/remediation, SaaS, rev rec, non-profit

N.G. Wade Investment Company is an investment company based out of Jacksonville, Florida, United States.

Gold Tree Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive financial, tax, and estate planning coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones in life. We take pride in knowing that we have helped retirees, business owners, growing families, and professionals pursue their financial dreams. We're all in this together.

We at Madden Advisory Services, Inc. are dedicated to building trust within each personal relationship, while assisting individuals and businesses to identify, implement, and monitor financial management solutions that enable them to realize their unique financial goals. As professionals within the financial planning field, we have a strong commitment to providing the highest quality of customer service and uncompromising ethical and professional standards, which are centered on the following 7 principles: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence.