Since the day we opened our doors in Cedar Rapids, Iowa, our financial professionals have been our top priority. We’re owned and managed by people who know what it’s like to be in the field, working hard to grow a business. Even today, CEO Tom Berthel still maintains his personal clients. For over 35 years we’ve offered a wide array of investment products and back-office support to provide outstanding service to our financial professionals. Today, as a top financial services firm, we support a diverse array of investment specialties and skills. With our investment products and advisory services, you will have all the tools and programs available to meet the needs of your clients. We’re constantly adapting to the ever-changing industry, but our philosophy of providing financial professionals with the support and resources necessary for their business to succeed will never change. "Berthel Fisher Companies"​ is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org

Moov makes it easy for businesses to accept, store, send, and spend – all in one platform. Gone are the days of stitching together multiple vendors to move money. While most payment providers only handle part of the payment picture, Moov orchestrates the entire money movement story from start to finish, giving software companies visibility and control over the whole experience. As a modern money movement platform, Moov offers a simple, powerful, and scalable way to integrate payments into products. Moov is uniquely a payment Processor, issuer, registered PayFac, program manager, and technology provider, making it an all-in-one payment solution for businesses wanting to facilitate complex money movement as quickly and securely as possible.

Whether you’re opening your first retirement account or planning your estate, the advisors at United Iowa Financial are there at every step of the way, no matter where life takes you. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES. United Iowa Financial 2346 Mormon Trek Blvd Suite 1000 Iowa City, Iowa 52246 (319) 449-1145 This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Private Wealth Asset Management is an independent financial advisory firm offering private wealth management services to high-net-worth individuals, families and institutions. Private Wealth surrounds clients with a circle of services, delivered by financial subject matter experts from a wide range of disciplines to provide comprehensive advice and service, personalized to the needs of each client. The decision to launch as an independent firm was fueled by a desire to do better for both clients and team members. Private Wealth works with clients to identify custom solutions—including fiduciary lending, specialty asset management (oil and gas, alternative energy, farms and ranches), estate and generational wealth planning, trust and estate services, property & casualty insurance management, health care advisory, business transition planning, tax management and more. Founded by experienced wealth management professionals, Private Wealth believes clients in any size market deserve outstanding care and service. Private Wealth serves clients nationally and has offices in Cedar Rapids and West Des Moines, Iowa; Omaha, Nebraska; San Antonio, Midland, and Corpus Christi, Texas. To learn more about Private Wealth, visit privatewealth.com.

Nations Financial Group, Inc. is an independent wealth management firm headquartered in Cedar Rapids, IA. We help top tier independent financial advisors grow, run, protect, and transition their practices by providing exceptional systems, service, guidance, and support. Securities and investment advisory services offered through Nations Financial Group, Inc. (“NFGI”), 3925 Fountains Blvd. NE, Suite 200 Cedar Rapids, IA 52411, member FINRA/SIPC and Registered Investment Adviser. Industry regulations prevent us from receiving endorsements and/or recommendations from others based on the service they have received and prevent us from posting any specific investment advice. For important additional social media disclosures please copy and paste the below link into your browser. https://www.nationsfg.com/wp/wp-content/uploads/2017/03/Social_Media_Disclosure.pdf

Fremont Farms is a company based out of 3205 295th St, Fremont, Iowa, United States.

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses.

Commodity Brokerage Firm offering discount trading and full service trading.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standard to develop a plan that sets you on your own unique path to success. Your interests are always at the core of what we do. No exceptions. No exemptions. We are one of the Corridor's largest fee-only Registered Investment Advisors. Basepoint Wealth is dedicated to providing clear and independent advice, efficient and accurate implementation, and service that continuously sets a new standard for wealth management. Our number one priority is to be your advocate and provide you with the transparency you need to achieve success with confidence.

Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 135,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 46 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is on serving the needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, mortgages, and senior health. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.

In selecting a financial services firm, evaluate its objectivity, the quality of the relationship, and the ability of the financial representative to help you prioritize and implement the plan's recommendations. You are in good company. Cirks Financial Services, LLC has had relationships with people like you to help them lead happier, healthier, and more productive lives. Our success is based on our long history of social responsibility, strong leadership, sound investments, and innovative products and services. We are proud to be a part of this great tradition and we are committed to delivering superior service and look forward to working for you. Whether you are starting a family, building a business or planning your retirement, we can help you design a strategy to help reach your financial goals. We are here to assist with Personal Needs as well as Business Needs Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CA, CO, IA, FL, KS, MN, MO, WI Cambridge and Cirks Financial Services, LLC are not affiliated..