The JFM Group LLC, (JFM) a New York-based company, provides overall strategic planning, individualized fundraising campaigns, event and production management to not for profit organizations locally, nationally, and globally. Our team, led by Joan F. Morgan, is a unique combination of creative thinkers, hands-on leaders, stellar organizers, and an unparalleled mix of commitment, enthusiasm, and good spirit for every project. Let The JFM Group LLC put its 25-plus years of innovation and success to work for your organization!

Oberweis Asset Management, Inc. is an independent investment management firm that seeks to identify and capitalize on pricing inefficiencies involving micro-, small- and mid-capitalization equities worldwide. We offer our active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and our own proprietary mutual fund family. Established in 1989, Oberweis is privately held, and headquartered in suburban Chicago. With experienced equity research staff based in New York, London and Hong Kong, maintaining a global footprint helps us uncover investment opportunities the world over.

At Capstone Financial Advisors, you’ll find more than a financial advisor. You’ll find a partner willing to get to know you, your family, and your financial goals. When we opened our doors in 1999, we had one mission in mind: Deliver goal-based financial planning and personalized wealth management services. More than 20 years later, that tradition continues. We’ve built broad services that are coupled with personalized attention to help you feel empowered and confident about your financial decisions and achieve your financial dreams. As a fee-only, personal financial advisory firm, Capstone works with high-net worth individuals, families, and institutions.

Started and led the real asset research and consulting practice, while also providing general consulting services to pensions and foundations.

Passion is what drives us. Integrity is how we work. Your trust is what we earn. When you’re with StrategIQ, you’re with family - and we look out for family. We say this because this is how we think of our clients and how our clients think of us. Our team consists of knowledgeable, multi-disciplined professionals who have access to extensive resources, and provide objective, bottom-line solutions specific to you. Whether you are an individual or a business, StrategIQ takes a personalized, hands-on approach to managing and growing your wealth. At StrategIQ we listen. Understanding you, your financial goals and your aspirations, is how we develop tailored wealth strategies. Your personalized financial plan is your roadmap and it is built upon your unique set of facts, feelings and family or business goals. We actively implement, monitor, and revise your wealth management plan according to your goals. We judge our success based on your success. Over 25 years ago, several successful investment advisors joined forces to develop a financial services experience deliberately built from the ground up. Today, StrategIQ has an integrated team of specialist advisors that collaborate together and with our external professionals to help achieve the financial success of our clients. Our team continues to fulfill our founding principles of comprehensive planning, true teamwork, specialized knowledge and advice, commitment to continued education, and best of breed strategies. Our services are always provided to you ethically and with integrity. The Clients We Serve: Business Owners, Executives, Managers & Key Employees, Professionals, Corporate Retirement Plans and their Participants Investment advisory services are offered by StrategIQ® Financial Group, LLC, an investment adviser registered with the Securities and Exchange Commission.

Hammer Financial Group was established by a strategic alliance between HFG Trading Service Inc and Nanjing Tiechui Soft-Tech Inc. Hammer Financial Group aims to assist professional traders with a one-stop full-service trading solution.

Harvest Wealth Partners is a financial services firm that strives to enable our clients to develop and implement a written financial plan in order to integrate their financial resources with their life goals. We believe in honesty and integrity and will do everything in our power to demonstrate that in a professional and excellent manner. Our commitment is to be Servant Leaders of our clients’ needs in an increasingly complex and challenging financial world. The term "Servant Leader" expresses our commitment to serve our clients by helping them develop a personal financial plan and by empowering them to make the best decisions for their financial future. We believe that we serve a greater calling and higher purpose than simply to effectively manage client relationships and financial plans. We are fallible and will make mistakes; however, at no time will a decision or recommendation be made that interferes with the best interest of those we serve. Securities offered through LPL Financial, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.hfpllc.com.

When thinking about investing or working with a financial planner, many people feel overwhelmed because they don’t understand the process or details. At BlueLake Wealth Advisors, we want to change this. By choosing to work with us, you can feel confident knowing we are committed to providing you a simplified process that breaks down many of the burdensome aspects of financial planning. We are independent advisors, which means that we aren’t tied to any proprietary products or services. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests, not ours. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Bluelake Wealth Advisors is not affiliated with Kestra IS or Kestra AS. or any other entity mentioned herein. http://www.finra.org/ https://www.sipc.org/ This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Advisory Services, LLC Compliance Department at 512-697-6000.

Truss Edge is a portfolio management system that joins the dots for funds that are looking for that elusive front to back solution. Based in Chicago, Truss Edge has been serving the needs of fund managers for almost two decades. Our portfolio management system has evolved as a result of the practical, day to day needs of our clients. We built it because they needed it. Truss Edge is staffed by a team of experienced personnel, many of whom have over 20 years'​ track record supporting portfolio management systems. Our exceptional trade support and accounting teams have proven industry expertise that we can bring to your organization, alongside our tailored and scalable Software as a Service.

CAVU Wealth Partners’ team of CFP's and Business and Estate Planning Specialists help to intersect all aspects of your planning in one comprehensive experience. Our mission is to “Bring Certainty to an Uncertain World”. We are here to serve, educate and lead our clients through a comprehensive planning experience. We simplify and assist our clients in making clear, confident, and informed decisions that are important to them and their family, business, and legacy. A Generational Firm doing Generational Planning. For additional information, I can be reached at 805-813-9584 & [email protected] or you can view our website at cavu.nm.com

OUR PHILOSOPHY Through years of experience, we know that if you are not a current client, your investing world is most likely overly complex, opaque, and expensive. As a firm, we champion transparency and build every client relationship on open communication and trust. We believe that a disciplined and academically grounded investment strategy is the smartest way to build and sustain wealth. We call this Taking the Long View, and it’s the foundation of everything we do. As our clients delegate their long-term investment management to us, we strive for them to find their personal lives enriched. OUR HISTORY The firm’s founding principals, Rick Hill and Matt Hall, founded Hill Investment Group in 2005 after working together in the late 1990s at Buckingham Asset Management. The principals founded Hill to build upon their shared experience. Their goal was to maintain the same rigorous investment standard while devoting a greater portion of their time to clients and future clients. They described it as the ‘Island of Idealism’ in the early days and that notion still lives on today. HILL TODAY Today, Hill Investment Group works with approximately 120 families across the United States. Our combination of professionals and expertise enables us to to serve the needs of our clients in many ways: Investment planning Education & behavioral coaching Coordination with other advisors Charitable planning Advanced estate and tax planning Family coordination & wealth transfer planning

The Investment and Insurance Centers have been delivering quality financial solutions to individuals and families in Northeast Iowa for over 25 years. Because some of our Associates are also Registered Representatives of United Planners, we not only specialize in Insurance but through this relationship are able to offer Investments. We are committed to providing the reliable customer service that is so valuable in today’s busy world. We will work with you to help ensure that you and those that you care about most are protected during life’s most uncertain times. With locations in Northeast Security Banks in seven towns around Northeast Iowa, we are conveniently located. Please call (800) 332-0086 to make an appointment. Registered Representatives offering securities and advisory services through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. Investment Center and United Planners Financial Services are not affiliated. Not a Deposit. Not FDIC Insured. Not Insured by any Federal Government Agency. Not Guaranteed by the bank. May go down in value.