Since our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives. Successful medical professionals, widows/widowers, individuals and families work with us to: - Develop a comprehensive wealth management plan to help them reach their financial goals. - Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant. - Design and implement strategies to make work "optional". - Find ways to cut the tax burden from income tax to capital gains tax to estate tax. - Obtain an independent second opinion from a top wealth management firm.

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.

AO Wealth Advisory is a financial planning and investment management firm. My mission is to help clients maximize what they earn, invest wisely, and give generously to their family, charities and community. I promise my clients one-on-one communication, control over their financial decisions, and a long term relationship to achieve their financial goals.

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.

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

2400 86th Street, Unit 32Urbandale, IA 50322414 West Main StreetSac City, IA 505839 Plaza Drive, Suite 4 Clear Lake, IA 50428Investment Advisory Services offered through Wilon Wealth Management, a registered investment advisor.

We are a fee-only financial planning firm committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with high quality information, services and advice to help you reach your goals.