We connect clients to markets. StoneX Group Inc. (NASDAQ: SNEX) is an institutional-grade financial services franchise, offering advanced digital platforms, end-to-end clearing and execution services and global market expertise to our clients worldwide. Celebrating 100 Years of StoneX

An independent wealth advisory firm with more than $300 billion in combined assets under management and advisement by Creative Planning and its affiliates* with clients in all 50 states and abroad. At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *As of December 31, 2023. United Capital Financial Advisors is an affiliate of Creative Planning.

KCM is a privately held, 100% employee owned corporation, founded in 1989 by John C. Kornitzer. Prior to founding KCM, Mr. Kornitzer was Vice President of Investments for Employers Reinsurance Corp (ERC). He joined ERC in 1978, and managed corporate assets for the company through acquisitions by Getty Oil, Texaco and finally General Electric Investment Corporation (GEIC), where he ran investment portfolios for ERC and GEIC until founding KCM. The firm was created to manage customized portfolios for private clients and institutions. We continue to provide client-focused, personalized money management though our Kornitzer Private Client Services (KPCS) group, and pension, corporate and foundation separate account management through our institutional services group. With our approach to lifetime asset management, KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation and retirement. Over the years, based on client request or need, we formed companies and alliances to better serve specific niches. A trust company was established to administer and custody retirement plans, and provide full personal trust services to individuals. A mutual fund company was formed to handle IRAs and smaller investment accounts.

Fc Stone Llc is a financial services company based out of 1 N End Ave # 1129, New York, New York, United States.

Established in 1966, FCI has been managing investments for institutional and private clients for more than five decades. Today we manage over $13 billion in assets, but retain the trading flexibility and client service ethic of a smaller firm. Our focus on solutions-based investment management has helped us achieve success for a wide range of clients with a wide range of goals, using both our own investment tools and our knowledge of outside managers and products. One of FCI’s greatest strengths is our staff of 30 investment professionals. As a group, these managers have an average of over 20 years’ experience in the financial services industry. When combined with their creativity and innovation, this wealth of experience produces customized investment solutions based on a strong understanding of client needs and investment strategy. And because of our record of low staff turnover, our strength is combined with consistency.

Tortoise is an independent investment advisor located in White Plains, New York that currently has over $1 billion in assets under management. We provide comprehensive financial planning and investment management advice to wealthy families and individuals across the country. Our investment philosophy emphasizes asset allocation, risk management, and a conservative, long-term approach. Our financial advice often touches all major financial areas of our clients’ lives. We believe that it is more important to maximize the probability of having enough money rather than striving to have the most money as our clients navigate their lifetime milestones. Our constant dedication to putting our clients first is the foundation of our extremely strong client relationships.

Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States. PCIA provides full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals. Prime Capital Investment Advisors’ team-based approach is deeply committed and personalized to our clients’ unique goals, drives the businesses’ growth and is the foundation of the company culture. PCIA’s individualized attention ensures clients’ needs always come first. PCIA’s advisors and staff members, including in-house ERISA attorneys and CFAs, bring great credentials and experience to a team that has created one of the largest independent financial firms in the Midwest. Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Prime Capital Investment Advisors, a Registered Investment Advisor. Prime Capital Investment Advisors doing business as Qualified Plan Advisors, “QPA.” Private Client Services, Qualified Plan Advisors, and Prime Capital Investment Advisors are unaffiliated entities. 6201 College Blvd., Suite #150, Overland Park, KS 66211

Founded in 2009 and based just outside of Kansas City, Palmer Square Capital Management is a boutique investment manager specializing in corporate credit and structured credit, currently managing approximately $28.1 billion across various vehicles and strategies for a diverse set of clients that includes institutions, family offices, and registered investment advisory firms (as of 7/31/2023). Our investment team has over a decade of experience working at top investment firms and directly investing opportunistically in credit. Our backgrounds include deep experience in credit, hedging, alternatives, equity, and risk management. For more information about our firm, please visit www.palmersquarecap.com. Third‐party rankings and recognition from ratings services, or publications, are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Please read disclosures at www.palmersquarecap.com/legal.

Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income. Each client has a team of dedicated Analysts, Administrators and Advisers that deliver on our core value: "​... it is only by helpings OTHERS prosper, that we prosper ourselves..."​ Prosperity is a choice, the leadership at Prosperity has over 30 years of relevant experience in managing through all kinds of market conditions and financial challenges. 10955 Lowell Avenue, Suite 900, Overland Park, KS 66210 | 913-451-4501 275 Springside Drive, Suite 270, Akron OH 44333 | 330-576-4554 11595 N Meridian Street, Suite 300, Carmel, IN 46032 | 317-844-5100 22 North Erie Street, Toledo, OH 43604 | 419-254-2401 Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Prosperity is under separate ownership from Cetera Advisors, LLC.

Prairie Capital Management, a SEC registered investment advisor, was established in 1995 in response to clients’ desire for objective, customized, and innovative investment management services. Today, Prairie Capital serves high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the United States.

Value. Delivered. Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.