STOFAN AGAZZI INVESTMENTS, LLC is an investment banking company based out of 2801 BLACK RD, Joliet, Illinois, United States.

We are dedicated to helping our clients pursue heartfelt financial goals. We understand that financial planning is a lifetime process that takes into account your needs, goals, and values. Our goal is to create a comfortable and relaxed environment focused on helping you make informed decisions.

Prizm Financial Advisors is a comprehensive financial services firm dedicated to helping you achieve every one of your lifetime financial goals. We utilize our proprietary process, entitled Comprehensive Financial Solutions, that successfully eliminates fear, anxiety, and hassle pertaining to your financial affairs. We offer a one-source solution for the management, growth, and preservation of your wealth. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service. As independent financial advisors, there are no "standard" products that we promote. Rather, our solutions reflect a thoughtful response to key issues affecting the management of your financial affairs. Areas of practice include retirement planning, education planning, full service brokerage services, customized portfolio management, and all insurance-related planning issues.

Lantz Financial is an independent registered investment adviser (RIA) based in Naperville, Illinois, providing personalized financial planning and investment advisory services to individuals, families, and businesses. Our focus is on relationships and obtaining an understanding of each client's personal vision. We believe relationships are based on trust and intend to earn that trust through hard work, honesty, service, and a fair cost.

RETIREMENT SOLUTIONS, INC is a company based out of 1230 EAST DIEHL ROAD, NAPERVILLE, Illinois, United States.

Edge Financial Advisors, LLC is an independent Registered Investment Advisor with over $300,000,000 of Assets Under Management. Edge specializes in investment strategies for individuals, families, and institutions. Our mission is to build long-term, trust-based relationships with our clients by providing comprehensive financial plans and efficient investment management.

Located in Berwyn, PA just outside of Philadelphia on the Main Line. We want to hear your story, because listening is the first thing we do. We believe our job is to simplify your financial life through sound investment management and financial planning. We can help you plan your financial future, so that you can focus on the present issues in your life: your family, your job, your interests. We view the markets through a long-term perspective focusing on protecting your capital and enhancing your wealth. We have diverse educational backgrounds supported by post-college degrees and designations.

Founded in 2014, North Branch Capital is a lower middle market private equity firm, based in Oak Brook, IL, with a long history of investing alongside and partnering with management teams in industrial businesses. We specifically target businesses that lead with engineering excellence or value-added services in order to solve complex customer problems. We seek partnerships with strong leadership teams driving tremendous cultures, and we are much more than a source of capital or liquidity. With 50 years of collective operating experience, our collaboration with management teams is unique. This experience comes from the Partners of North Branch, not a network of executives or consultants. Follow us on Twitter: @northbranchcap TARGETED INDUSTRIES Value Added Distribution: Business to business with moderate average order size. Complimentary services or engineering component Niche Manufacturing: Non-commodity, highly engineered products. Low capital expenditure requirements Industrial Services: Unique service offering generating consistent, repeatable revenue INVESTMENT CRITERIA Revenue: $10 million to $75 million EBITDA: $2 million to $8 million Geography: United States and Canada for platform investments. Globally for add-ons

An independent wealth management firm, Fiduciary Financial Partners provides individual investors and retirement plan sponsors with unbiased fiduciary financial advice. FFP was founded by three fiduciaries to serve a single mission – partner with clients to manage financial plans that place their objectives first. Unlike the “financial advice” from registered representatives of big banks, the registered investment advisors of FFP are legally obligated to provide fiduciary financial advice that puts client interests first. FFP provides four services: - Fiduciary financial planning - Portfolio Management - Risk Management - Retirement Plan Advisory To help clients translate the latest financial news to their unique situation and make more educated decisions FFP University covers key financial topics in several types of research publications – from newsletters to podcasts and webinars. Learn what it’s like to work with Fiduciary Financial Partners. Contact us at 630.780.1534. Fiduciary Financial Partners, LLC is a Registered Investment Adviser. This page is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Fiduciary Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fiduciary Financial Partners, LLC unless a client service agreement is in place.

At Unique Wealth Strategies, we craft personalized financial and insurance strategies with passion, expertise, and cultural understanding. As a proudly South Asian founded and managed firm, we bring a distinctive perspective to wealth management, particularly for South Asian professionals who've built success in the US. Our approach: Tailored wealth strategies Comprehensive insurance solutions Cultural awareness in financial planning Ethical and entrepreneurial mindset We serve clients from all backgrounds, leveraging our diverse experience to help you achieve your unique financial goals. Our team takes pride in translating your aspirations into actionable plans that grow and protect your wealth. Ready for a uniquely crafted wealth plan? Visit our website to start your journey towards financial success.

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

EXRON CAPITAL, INC is an investment banking company based out of 2015 SPRING RD, Oak Brook, Illinois, United States.