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.

• 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.

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.

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.

Our team focuses on the individual client experience, educating them and helping to lay the groundwork for their many milestones in life. We use the latest technology to help devise risk analysis (using the Riskalyze tool), income planning, and investment strategies for our clients. Milestone Financial Group, Inc., is dedicated to helping clients build for tomorrow and prepare for what might happen today. You’ll also benefit from the experience and knowledgeable network of planning and investment associates who support our firm (including accounting and legal). Please review a copy of our Commenting Guidelines at: https://www.usafinancial.com/investors/commenting-guidelines Dan Miller, Kaleb Robuck, and Marcus Taylor are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Milestone Financial Group, Inc. is not affiliated with USA Financial Securities. Dan Miller, Kaleb Robuck, and Marcus Taylor are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Dan: AL, AR, AZ, CA, CO, FL, IA, IL, IN, KS, LA, MA, M N, MO, NC, NE, OR, SC, SD, WA. Kaleb: CO, IA, NE. For investment advisory services these states include: Dan: AL, AR, AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NC, NE, OR, SC, SD, WA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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.

• 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