Experience with preparing Pro-Forma Spreadsheets for valuation analysis and present value calculations.Conducted surveys/field work for retail brand/product placement

We are an independent insurance broker agency. We provide our customers with the right coverage for the best possible price, along with a level of customer service and ongoing support you won't get from many larger insurance companies. Licensed in CA, FL, GA, IA, IL, IN, KY, MI, MO, NV, NY, TX, UT, VA & WI

Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families. Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.

Family Wealth Management professionals helping our client families focus on what matters most by offering a suite of family office services.

αlpha Financial Partners is a comprehensive financial services company based in Lexington, KY. At the core of our existence is being fiduciaries for our clients and we see it as our mission to educate them and ultimately lead to financial freedom. We strive to be our client's personal CFO and trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them, their family, and their employees. Our team of certified professionals have a combined experience of over 50 years in the financial services industry having worked extensively with both individuals and entities. *Alpha Financial Partners, LLC is a registered investment advisor. Alpha Financial Partners provides investment advisory and related services for clients nationally. Alpha Financial Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.alphaky.com.*

• Navigated Thomson Reuters Tax software to partially prepare tax returns • Filed and maintained records • Collected payment and recorded receipts for services • Assembled final tax returns and presented information to customers • Completed bank reconciliations and bookkeeping for small businesses

CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals? Mercurio Wealth Advisors can help. The first step to a successful retirement is ensuring all aspects of your life are included in your retirement plan. Tying your investments, income, and estate planning into an all-encompassing place, our end goal is for a happy and stress-free retirement. Our strategic partners allow us to give each of our clients a complete 360-degree view of their retirement plan. By starting with our advisors who have over 40 years of combined experience to help you with your income and investment planning, we ensure that you find success in your future goals. AT MERCURIO WEALTH ADVISORS, OUR SOLE FOCUS IS YOU At Mercurio Wealth Advisors, you come first every time. We believe that every family needs to have an advocate in their corner, doing what’s right for them. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals. Our fiduciary standards ensure your plan is created and implemented with your best interests in mind. By working with Mercurio Wealth Advisors you do not just get one professional who cares, you get an entire team. Our approach allows for personalized attention from a team of advisors who are all working on YOUR behalf.

At Paragon, we build fiduciary relationships with investors—including professional athletes and entertainers—who are seeking a trusted advisor and a secure future. Being a fiduciary means that our entire team has a legal duty to serve only your best interests. Paragon also has no ties to a parent company, which avoids common conflicts of interest. We believe this is the very best way to help you achieve your goals for yourself and your family. With our disciplined process and uniquely tailored solutions, you can grow wealth, provide for your family, plan your ideal retirement, and achieve your dreams.

We recognize that wealth is about so much more than just money. Your financial decisions reflect what you care about most: your family, your work, your vocation and your philanthropy. Founded by professionals with decades of experience that wanted to create the ideal firm to deliver client focused and results driven wealth management advice to individuals and institutions. We are experienced and have a wide range of expertise to address the complex needs of wealth management. Our team is highly credentialed and dedicated to offering exceptional services, advice and comprehensive investment and wealth management solutions. Our objective is to provide our clients with a comprehensive solution that covers the key areas of wealth management. It is our belief that a well-designed wealth management approach should proactively integrate each of the following areas: • Investment Planning • Financial Independence Analysis • Debt Planning • Risk Management Accredited Wealth Management is a fee-only wealth management firm dedicated to providing our clients with objective, comprehensive and practical advice.

Lanier Asset Management is an independent Registered Investment Advisory firm. Our mission: To Build Confidence and Security in our Clients’ Financial Future. We use an open architecture investment structure to combine the best of proprietary and independent investment strategies. At Lanier, we deliver superior service and performance to our clients as a result of four distinguishing elements:1. People: we are an independent firm, providing objective advice from experienced investment professionals working in your best interests2. Investment Philosophy: we seek to smooth investment returns, providing superior investment performance and a significantly lower correlation to the overall market• Focus on projected returns rather than historic for all asset classes• Similar to the largest U.S. endowments3. Investment Process: combine active and passive management in traditional asset classes; complement with diversifying strategies/ alternatives4. Conviction: we believe in our approach – this is how we invest our own money

Serving clients with investment portfolio construction and management, estate planning, financial counsel and education.

At R.L. Brown Wealth Management we help provide peace of mind through financial planning. Our services include: • Comprehensive Financial Planning • Retirement Income Planning • Investment Portfolio Management • College Savings Planning (529 Plans) • 401k, IRA, and Trust Planning • Life Insurance • Disability Insurance • Long Term Care Insurance Investment advice offered through R.L. Brown Wealth Managment, a dba of Keystone Financial Group, a registered investment advisor. R.L. Brown Wealth Management and Keystone Financial Group are separate entities.