Experience with preparing Pro-Forma Spreadsheets for valuation analysis and present value calculations.Conducted surveys/field work for retail brand/product placement

We are an independent insurance broker agency. We provide our customers with the right coverage for the best possible price, along with a level of customer service and ongoing support you won't get from many larger insurance companies. Licensed in CA, FL, GA, IA, IL, IN, KY, MI, MO, NV, NY, TX, UT, VA & WI

Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families. Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.

Family Wealth Management professionals helping our client families focus on what matters most by offering a suite of family office services.

CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals? Mercurio Wealth Advisors can help. The first step to a successful retirement is ensuring all aspects of your life are included in your retirement plan. Tying your investments, income, and estate planning into an all-encompassing place, our end goal is for a happy and stress-free retirement. Our strategic partners allow us to give each of our clients a complete 360-degree view of their retirement plan. By starting with our advisors who have over 40 years of combined experience to help you with your income and investment planning, we ensure that you find success in your future goals. AT MERCURIO WEALTH ADVISORS, OUR SOLE FOCUS IS YOU At Mercurio Wealth Advisors, you come first every time. We believe that every family needs to have an advocate in their corner, doing what’s right for them. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals. Our fiduciary standards ensure your plan is created and implemented with your best interests in mind. By working with Mercurio Wealth Advisors you do not just get one professional who cares, you get an entire team. Our approach allows for personalized attention from a team of advisors who are all working on YOUR behalf.

We recognize that wealth is about so much more than just money. Your financial decisions reflect what you care about most: your family, your work, your vocation and your philanthropy. Founded by professionals with decades of experience that wanted to create the ideal firm to deliver client focused and results driven wealth management advice to individuals and institutions. We are experienced and have a wide range of expertise to address the complex needs of wealth management. Our team is highly credentialed and dedicated to offering exceptional services, advice and comprehensive investment and wealth management solutions. Our objective is to provide our clients with a comprehensive solution that covers the key areas of wealth management. It is our belief that a well-designed wealth management approach should proactively integrate each of the following areas: • Investment Planning • Financial Independence Analysis • Debt Planning • Risk Management Accredited Wealth Management is a fee-only wealth management firm dedicated to providing our clients with objective, comprehensive and practical advice.

Lanier Asset Management is an independent Registered Investment Advisory firm. Our mission: To Build Confidence and Security in our Clients’ Financial Future. We use an open architecture investment structure to combine the best of proprietary and independent investment strategies. At Lanier, we deliver superior service and performance to our clients as a result of four distinguishing elements:1. People: we are an independent firm, providing objective advice from experienced investment professionals working in your best interests2. Investment Philosophy: we seek to smooth investment returns, providing superior investment performance and a significantly lower correlation to the overall market• Focus on projected returns rather than historic for all asset classes• Similar to the largest U.S. endowments3. Investment Process: combine active and passive management in traditional asset classes; complement with diversifying strategies/ alternatives4. Conviction: we believe in our approach – this is how we invest our own money

Serving clients with investment portfolio construction and management, estate planning, financial counsel and education.

Financial planning and investment management services for individuals, institutions, endowments and foundations from a true fiduciary

Assisted in creation of marketing materials, event management, and overall marketing strategy.

Sortino Advisory Partners, LLC is a veteran-owned registered investment adviser firm based in Louisville, Kentucky, The firm currently manages over $170 million in regulatory assets under management in its Family Wealth practice and provides fiduciary consulting services on another $110 million in corporate retirement plan assets through the Fiduciary Consulting practice. We prepare clients for critical events in life and the capital markets using a financial planning-based, goal-driven investment management process designed to align portfolios with the goals and values that shape each client's life. Sortino Advisory Partners, LLC (“SAP” or the “Firm”) is an SEC registered investment adviser that maintains a principal place of business in the Commonwealth of Kentucky. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SAP’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.