LVM Capital Management was founded in 1988 by Russ Leonard and Craig Vander Molen as a research intensive investment management firm. In 2001, services were expanded to include financial planning in order to offer our clients a more holistic wealth management solution. While our capabilities have grown, our mission has remained true to the original philosophy of our founders—to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, creative planning, and experienced investing.    We do not sell products. Rather, we utilize a personal advisory approach that is service-based and fee-only. This sets the stage for the optimal wealth management relationship with clients because our interests are aligned. Client confidentiality is paramount and strong communication essential. LVM puts client interests first, from the design of our business model, to the day-to-day details of answering questions and solving problems.

Zhang Financial sets a new standard for your finances. Established three decades ago,* Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success. For the past seven years, Charles Zhang, CFP®, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors. Most recently he was ranked #1 in the nation.** Charles was also ranked #6 in the nation on Forbes' list of America's Top Wealth Advisors for 2021 and is the highest ranked Independent Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy. *Zhang Financial formerly operated under dba Zhang & Associates **As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, and September, 17, 2021. The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors'​ practices, and other factors. ***As reported in Forbes August 16, 2021. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. See zhangfinancial.com/disclosure for full ranking criteria.

Education. Communication. Honesty. At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty. A Registered Investment Advisor.

At Galecki Financial Management, we help individuals and families achieve their financial goals. We're anything but a business-as-usual wealth management firm. We're different. Friendly. Casual. And really good listeners. Indeed, that's a big part of what makes us different. Everything we do is based on what we hear from you, because our experienced team of professionals specializes in comprehensive financial planning, cash flow analysis, IRA rollovers, financial services, money management, estate planning, retirement planning and advising. We help you identify your short- and long-term goals, and then we work together to achieve them. Lastly, and most importantly, we're fee-only, meaning we're only compensated for our time. Our only incentive is to help you succeed. To schedule a meeting, call (260) 436-8525 or email [email protected]. -- GALECKI FINANCIAL MANAGEMENT INC (“GFMI”) is an SEC registered investment adviser located in Fort Wayne, Indiana. GFMI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which GFMI maintains clients. GFMI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

NORTH RIVER CAPITAL, LLC is a company based out of 5642 COVENTRY LANE, FORT WAYNE, Indiana, United States.

At Vestia, we believe real wealth isn’t shown on a statement. As wealth advisors, we have a lot of important questions. We want to know what makes you smile when you wake up each morning and the memories that make you happy, cry or laugh. Most of all, we want to know what kind of life you want to build for the people who matter most. While some wealth advisors set their sights only on the sunset of your life, Vestia advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities that make your life easier every day. And because everyone’s situation is entirely unique, we build every plan from scratch and provide the services you need. Our approach is focused on one thing: helping you live life to the fullest, no matter how fast your calendar fills up. Because at the end of the day and at the close of every chapter – real wealth is measured in moments.™ - Investment advisory services offered through Vestia Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. - Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. - Insurance brokerage service offered through Vestia Insurance, LLC (DBA Vestia Insurance Services and Vestia Benefit Solutions). - Contract negotiation services offered through Vestia Contract Negotiation, LLC. - Consulting services offered through Vestia Ventures, LLC. Ausdal Financial Partners, Inc. is independently owned and operated apart from the Vestia entities. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.

Holistic Financial Planning Firm. Heather Foster as the principle of the company has been servicing clients financial planning needs since 2004. Firm that is dedicated to bringing respected credentialed professionals in the retirement planning sector together so that the consumer can benefit from the communication and planning structure of having multiple professionals planning specifically for the customers best retirement possible. Partnering with local Attorneys, CPA's and Insurance professionals in the area to aid in Investment and Retirement planning management.

TradeWell Tax & Financial is a boutique financial planning and professional services firm in Fort Wane, Indiana. TradeWell has a wide variety of professionals in-house to help the families we serve reach retirement in the most successful way possible. We are EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers and Insurance Professionals. TradeWell Tax & Financial is the only one-stop-shop retirement and guaranteed income firm in Fort Wayne that offers these professionals in-house and under a single roof. Coordination and communication is our goal. Together, let’s build your future.

At Avery Wealth, we understand that managing wealth isn't simply about acquiring assets. It's about you. That's why our approach and the services that we provide focus on our clients. Building an ongoing relationship with you is integral to all that we do. We believe that an understanding of your life goals and your financial objectives will provide the foundation for providing distinct solutions to address the financial complexities in your life. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a “Discovery Meeting” focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? We believe our approach fosters a relationship grounded in fiduciary obligation and incorporates the best academic evidence on how markets can be used to pursue financial independence. We combine that with a commitment to provide world-class client service and meet every client's highly individualized wealth-management needs. We believe an investment portfolio should directly reflect our clients’ financial and life objectives. That’s the simple principle on which Avery Wealth was founded and continues to do business today.

Looking for a refreshingly personal approach to retirement and financial planning? Look no further! As a family-owned firm, Richmond Brothers provides truly personal service to our clients—not the “take a number” kind of service that’s become all too common these days. We want to know all about you so that we can serve your best interests financially as well as personally. Imagine that: real people who really care. It’s why folks have entrusted their financial wellness to us since 1994. From our proactive communication to our fun, laid-back office environment, there are a number of reasons why people enjoy doing business with us. We invite you to learn why Richmond Brothers stands in a league of its own. Visit us at: www.richmondbrothers.com for more information! Richmond Brothers, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This page is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.

CPM Group is a commodities research, consulting, financial advisory, asset management, and commodities management firm providing independent research, analysis, and advisory services related to commodities markets, corporate and project finance, and the financial management of exposure to commodities oriented investments. We provide a suite of research and consulting services related to the financial management of commodities exposure, including fundamental market research and analysis, consulting and advisory services, commodities management and asset management services, and investment banking advisory services. Founded in 1986, CPM Group has extensive experience in commodities research, trading, banking, and financing. CPM Group is known for its research and analysis of the metals markets, its overall economic analysis of commodities markets, and its expertise in financial engineering, using derivatives to structure optimized positions for commercial hedgers, and for institutional and high net worth individual investors. The firm is focused on precious, industrial, and specialty metals, as well as energy and agricultural markets. CPM Group is unsurpassed in research and analysis in gold, silver, and platinum group metals. In the ferroalloys and specialty metals markets, CPM Group has developed specialized expertise in molybdenum, vanadium, chromium, manganese, tungsten, cobalt, indium, and other specialty metals. For additional information, please call (212) 785-8320 or email [email protected]

The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success. We work alongside our clients throughout the financial planning process, educating and coaching them through all of life's challenging financial decisions. Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning. 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. The Planning Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 the Compliance Department at 844-553-7872.