Smile Dental Group provides high-quality dental care to families in the Antelope Valley. We provide personalized, comprehensive dental care for all ages under one roof using advanced technology. At Smile Dental Group our goal is to provide your entire family with the dental health care they need. From routine dental check-ups to full smile makeovers, our team has the skill, experience, and compassion necessary to care for growing and aging smiles. Smile Dental Group serves patients and families in the Antelope Valley, CA area with three convenient office locations in Palmdale, East Lancaster and West Lancaster, CA. Our dental teams are committed to providing the highest standard of care using the latest dental technology and advanced treatment options. We are a patient-focused dental practice that believes in the value of relationship dentistry, taking time with each patient to get to know them and to understand their unique oral health needs and concerns. Our goal is to help you enjoy optimal oral health through personalized dental care delivered in a caring, compassionate environment.

Founded in 1999 and based in Nashville, Tennessee, Brentwood Capital Advisors is one of the South’s leading investment banks that provides mergers and acquisitions and capital raising advice to privately-held, middle market healthcare, technology and tech-enabled and outsourced services companies. BCA has served as exclusive financial advisor in 96 successfully closed transactions totaling over $6.2 billion in value in these sectors. Founded in 1999, the firm is partner-owned and has 18 investment banking professionals.

At Collier Wealth Management, our mission is to help our ideal clients get their entire financial house in order and keep it that way...forever. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Collier Wealth Management, Inc. 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. 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.

Frist Cressey Ventures is a venture capital firm on a mission to transform healthcare and improve lives. Partnering with us means more than just capital. It means strategic support in the key areas that help businesses thrive, innovate, and deliver on their promise to affect systemic change.

• Opened new investment accounts (i.e. IRA’s Roth’s, Joint, and Individual accounts) • Processed distribution requests/ transfer funds for clients • Monitored Required Minimum Distributions • Implemented necessary paperwork for account updates (i.e. beneficiary changes, transfer on death’s, linking checking/saving accounts to investment accounts) • Participated in client meetings • Organized educational workshops for clients • Stayed current with changes in tax and social security rules and regulations

The EPM Financial team provides investment management, risk optimization and strategic wealth planning advice. Simply put, we strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that work toward long term investment results for you and your family. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. Call today to start the conversation and start saving for the future.

Wood Financial Group is a local, independent financial services company proactively providing income strategies for individuals close to or in retirement. We offer objective investment advice using the resources found in large companies while also giving access to niche investments and the personal attention expected from small companies. We provide investment, tax and estate planning strategies to develop true financial plans. Investment advisory services through Key Capital Management, Inc.

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

At Stonebridge, we believe it is one thing to help someone achieve greater success, it’s quite another to enjoy a life of significance. We help our clients do both. Stonebridge is a leading provider of innovative life and wealth solutions, bringing nearly two decades of experience to help high-profile artists, entertainers and athletes create, manage and sustain wealth through our multifamily investment office. We offer a holistic approach to wealth management, helping our clients define success and significance on their terms by focusing on comprehensive strategies that increase the probability of success and generational preservation of wealth. Our objective is not only for our clients to achieve their greatest career potential, but to ensure their wealth is maximized and protected. Our advisory team emphasizes close collaboration, and through a systematic goals-based approach, works to ensure that all plans and services are appropriate, aligned and integrated into the clients long-term future objectives. We are here to provide high-touch, high-trust service that fortifies peace of mind while safeguarding, sustaining, and growing the wealth of our exceptional high net worth clients. Company Overview: • Independent, fee-only registered investment adviser. • Fiduciary standard of care. • Focused on artists, entertainers, and athletes • By referral only. Stonebridge Wealth Management: Turn Success Into Significance ™

InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois. InterOcean Capital provides portfolio management and investment consulting for institutions and individuals.

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $725 billion in assets under management as of December 2023. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. We pursue responsibility throughout our firm—from how we work and act to the solutions we design for clients. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.