Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to go it alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Discover our commitment to your goals as we provide clarity amongst the endless options and help you find the financial answers you seek.

ASPEN FINANCIAL SERVICES, INC. is a financial services company based out of 4401 WESTOWN PARKWAY, WEST DES MOINES, Iowa, United States.

Insight Wealth Group works with a select group of high net worth investors to provide a holistic approach to wealth management. Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor. Tax and accounting services are offered through Insight CPA. Insight CPA is not affiliated with Arete Wealth Management or Arete Wealth Advisors.

E.C. Designs Ltd. is an architecture & planning company based out of 20 Estate Dr, Scarborough, ON, Canada.

Valiant Wealth is a boutique multi-family office and financial planning firm with offices in West Des Moines, IA, Franklin, TN, and Jupiter, FL. We help our clients will all aspects of their financial lives.

• Supported the Chief Investment Officer, Chief Operating Officer, and the Research & Trading Department. • Supervised reception staff. Head of accounts payable, accounts receivable, billing and invoicing as well as 1099 tax forms. Prepared and sent reminder statements as well as administered monthly collection calls. Payroll preparation including upper management payroll and coordinate with third party vendor to administer payroll, payroll taxes and 401K. Processed and coded timesheets, employee expense reports and company American Express statements. Responsible for maintaining confidentiality of business and personal information. Typed correspondence and generated reports. Process and distribute selected research reports. • Coordinated travel arrangements, manage and maintain calendar in Outlook. Updated research analyst meetings and conference calendars. Coordinated team meetings and lunches.

OUR VALUE PROPOSITION AND OUR SERVICES Marketing 360° and Business Development for companies or executives trying to establish presence in Latin America or entering the US Multicultural Market. Total Integrated Marketing Strategy (ATL, BTL and Digital), Brand Identity and Communications. Deep knowledge of the Latin America Markets. Widespread network of contacts (personal and enterprises) in the region. Proven execution results. Extensive experience in a wide-range of industries (Telecommunications, Beverages, Consumer Goods, Automotive, Financial, Distribution and Logistics, Insurance, Pharmaceutical, Lottery, Software and new technologies such as IoT, SaaS, Wireless) Strategic Consultancy in Sales, Product and Marketing Development and Execution. Creation, Design and Production of advertising campaigns and communication material to be executed in Latin America or the US. Guidance in planning and developing new business ventures for executives and organizations. Deep research and analysis to create value propositions concepts and execution strategies.

Founded by Dave Miles and Matt Kinley, ManchesterStory Group is a venture capital firm targeting investments in FinTech and Healthcare, with a particular interest in technologies impacting the insurance industry. Focused on early to growth-stage companies across the United States, ManchesterStory seeks to generate superior returns by connecting exceptional entrepreneurs to strategic capital and relationships.

Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We’ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.

• Created and presented a comprehensive retirement plans curated to individual clients through MoneyGuidePro to help implement their goals and create ease of mind• Analyzed more than 100 client meeting notes to create follow-up questions which helped build a better understanding of client’s current financial positions and long term life goals• Utilized excel’s query function to analyze live market performances of individual market holdings and aggregate portfolio performances to help full time staff make informed decisions for clients

We believe that independence and transparency are the foundation of a relationship which places clients above everything else. Our network of independent branches engage as fiduciaries for their clients. Being independent, they have no obligations to any product, service, or provider which provides the freedom required for honesty without limitation. Yet, as part of a larger network, they have access to resources traditionally unavailable to independents providing personalized services. When faced with a problem requiring specialized knowledge and experience, our network is always available. Our representatives work together to provide the best experience and advise for our clients.