Lighthouse Financial Strategies is a financial services company based out of United States.

We are your trusted partner; we're here to provide valuable perspective and to help you navigate real-life situations and choices. We are a certified B-Corp(R) and we believe in putting profits, the planet, and purpose side-by-side. Our services include holistic financial planning, managing purpose-built portfolios, integration of your portfolio and tax situation, stress testing, risk assessments and proactive mitigation of risks. We also help you to connect the dots with attorneys, CPAs, insurance agents, and other pros. Securities offered through LPL Financial, For a hyperlink SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through The Perspective Group, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with The Perspective Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

INSTITUTIONAL FIXED INCOME BROKER/DEALER | REGISTERED INVESTMENT ADVISOR (RIA) * Oversaw RIA & ALM Modeling & Balance Sheet Risk Reporting Service to Banker's Banks | Corporate Credit Unions | Wholesale Depository Institutions up to $3 billion asset size * Provided expertise, guidance, and strategic advice. Acted in a consultant capacity by collaborating with depository institutions management, ALCOs, and Boards to develop value-added strategies tailored to the specific balance sheet * RIA: Advised clients on fixed income securities / bonds: ABS, MBS, CMOs, Agencies, Treasuries, structured products, corporate debt, money market instruments * ALM Modeling Service: Performed and delivered ALM modeling result reviews: interest rate risk analysis; net economic value | economic value of equity calculations (NEV, EVE); net interest income simulation (NII); capital adequacy reporting; stress testing; what-if scenario modeling * Principal, reported to President | Supervised Investment & Risk Analysts | Client-Facing | Sell-Side

Pegasus Capital Management continuously provides families with premier customized financial strategies, focusing on the creation and preservation of our clients'​ assets. We are committed to doing this with the highest ethical standards, exceeding our clients'​ expectations in service and professionalism. Each client is unique - with distinct needs, goals, and dreams. At Pegasus Capital, we offer a specialized team and tools to create custom strategies to help achieve our clients'​ financial goals. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Ray D. Evans is a financial consultant located at Pegasus Capital Management, 10801 Mastin Blvd.,Suite 370, Overland Park, KS 66210. He offers securities as a Registered Representative of Commonwealth Financial Network®, Member FINRA/SIPC. He can be reached at 913-327-1627 or at [email protected] www.commonwealth.com/termsofuse.html

Sterneck Capital is a fiduciary, fee only, wealth manager based in Kansas City, MO., with a national client base. The firm was founded with the goal of bringing institutional level expertise to the individual. We are proud to have been assisting clients, big and small, in reaching their financial goals for over 30 years. We encourage you to visit our website to learn more about who we are and who we help. www.sterneckcapital.com Disclosure: Advisory Services offered through Sterneck Capital Management (SCM) an Investment Adviser registered with the U.S. Securities and Exchange Commission. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Past performance of investments is no indication of future results. Information found on this social media site is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Third-party posts that appear on this social media site have not been reviewed or approved by SCM or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of SCM or its advisers. Some third-party posts may be reviews or testimonials. SCM does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. Reviews on this site may/may not be clients & they are not being compensated for sharing their opinion and experience. The reviewer's comments may not be representative of any other person's experience. Beware of scam reviews directing you to a 3rd party.

VISION STATEMENT To develop long-lasting client relationships by using a transparent, holistic approach in helping clients shape their financial futures. By adhering to the highest ethical standards of putting client needs first, we will become the preeminent provider of financial advice in the communities we serve. MISSION STATEMENT At Financial Partners Group we are committed to delivering comprehensive, impactful practice management tools so our advisors can focus on providing transparent and holistic solutions that meet the unique needs of their clients. We have built our reputation on the cornerstones of integrity, reliability and best-in-class service and continually strive to be the preeminent provider within the communities we serve. We support that goal with a philosophy of adhering to the highest ethical standards and building long-term client relationships based on mutual trust and respect. KEY INITIATIVES • Transparent and holistic financial planning • Team selling groups/ succession plans • Strategic alliances • Open architecture for both wealth and risk management solutions • Impactul practice management tools for advisors 571 Monon Blvd., Suite 150, Carmel, IN 46032, 317-616-2800, Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor, Insurance services offered through Financial Partners Group, which is not affiliated with Woodbury Financial Services, Inc. http://joinwoodbury.com/disclosures/socialmedia www.finra.org www.sipc.org

FDF Wealth Strategies helps business owners and individuals make smart decisions with their money. FDF Wealth Strategies is an independent financial advising firm. We handle all types of investments including retirement plans, 401k, Simple IRA, Defined Benefit Plans, 401k rollover options, Roth IRA, 529 college savings, lifetime income contractual guarantee investments, 1031 Tenant In Common exchanges, REITS, Alternative Investment Programs, and Managed Money programs. FDF Wealth Strategies is an independent broker of health insurance, life insurance, long term care insurance, disability insurance, group benefits including group life, health, dental, long term disability, and short term disabilty.

Work with New England business owners to manage growth opportunities and improve profitability. Establish business planning models that support operational objectives and capital needs. Work closely with banking and risk management partners to ensure sufficient liquidity and protect company assets.

We guide clients through significant career transitions, primarily in two areas: Changing Careers and Retirement. Navigating these changes is much easier with an experienced guide. Our process helps you understand both the financial and the personal aspects of transition. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with BridgeQuest Wealth Strategies may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Canvas Wealth Advisors offers financial planning and investment management to individuals, their families, and their businesses nationwide. We believe in thinking differently and challenging the status quo, so we refuse to offer a cookie-cutter approach to your wealth. Our Kansas City firm is backed by the research and investment teams at Goldman Sachs. We help you think differently about your wealth by listening first, thinking second, and bringing you investment opportunities to reach your goals. Our wealth solutions include: Wealth Planning Family Office Services Investment Management Business Planning Risk Management Retirement Planning We focus on financial planning for your whole life, from your first job to your last and beyond. We create a financial plan that puts you at the center, taking you from today to tomorrow, pausing now and again to enjoy life's great moments. Our entire firm is predicated on making you better, because there is a better way to wealth.

This page is a publication of Rademacher Financial, Inc., a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

oversaw up to 50 clients, processing payroll, monthly and quarterly taxes, compile financial statements using client provided materials. Reconciliation of bank statements and balance sheets.