We are a private investment firm focused on software and biotech. Our team has a 20 year track record of building successful businesses as founders, operators, and investors with both private and public exits. We provide resources, venture capital, and expertise to create significant value during critical phases of innovation.

At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients, whether fully retired or hard at work, make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. People at the top of their game need coaches. You see this in athletics and performing arts. Olympians rely on coaches to reach their best potential…you deserve one too! Clients with whom we work with best understand the importance of personal coaching, where a significant amount of time is spent listening to clients and getting to know clients, before any strategy or detailed work starts. Clients come to us for not only our technical expertise, but for our care and skill at proactively leading them forward in a world of information overload and uncertainty. This communication strictly intended for individuals residing in the states of CO, CT, DE, FL, MD, NC, NJ, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA (www.finra.org), SIPC (www.sipc.org), a Registered Investment Adviser, Independence Wealth Services, 260 Kennett Pike, Chadds Ford, PA 19317, 302-763-1180.

When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management firm. Since 1994 we’ve been providing individuals, families, and businesses across all of Howard County, Maryland, and beyond with holistic, personalized financial guidance and tax-efficient portfolio oversight; allowing them to spend less time managing their wealth and more time enjoying a fulfilling life. **** Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html Williams Asset Management 8850 Columbia 100 Parkway Suite 204 Columbia, MD 21045 Phone: (410) 740-0220 Email: [email protected]

Since 1986, we have been committed to serving clients with a high level of personal service and a disciplined approach to managing and preserving wealth. We have established a reputation for excellence by offering carefully considered financial guidance to individuals, business owners, professionals, organizations and corporate retirement plans throughout Baltimore and beyond. Fusco Financial Associates is a comprehensive financial services practice committed to helping you improve your long-term financial success. Our customized strategies are designed to seek growth and conservation of your wealth by delivering an unprecedented level of personalized service. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence. One thing all our clients share is our ongoing commitment to serving them with a hands-on approach and high level of financial expertise. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Fusco Financial Associates, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Social Media Disclosure - http://www.raymondjames.com/smicd.htm

Harvest Investment Consultants, LLC is an independent registered investment advisor.

The Cornerstone of Darrell Financial Services is our commitment to helping individuals, families, and businesses achieve their financial goals within our comprehensive framework of private financial planning services. Our customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.

Shot Tower Capital is an investment banking boutique providing advisory and capital raising services in the media sector with a specific focus on the music industry where it has completed more transactions globally than any other investment banking firm. In addition to representing major and independent music companies and many of the most iconic music catalogs of all time, Shot Tower has extensive experience working with significant artist estates on matters relating to music and image rights including, Aretha Franklin, Michael Jackson, Prince, Mac Miller, Elizabeth Taylor, and Robin Williams. Shot Tower has a 95%+ close rate on engaged transactions as well as extensive global and cross border expertise, having completed recent transactions involving clients and counterparties in the US, Canada, UK, Europe, China, Japan, and the Middle East. Select Client Representation: - Formation of Pulse Records; - Purchase of Genesis/Collins/Mike+Mechanics by Concord; - Sale of Client investment in Primary Wave; - Hitco recorded music assets sale to Concord; - SoundHouse sale to Apollo backed HarbourView; - James Brown Estate sale to Primary Wave; - SideOne Dummy sale to Exeleration Partners; - Client investment in Primary Wave; - Non-disclosed sale of interest in iconic catalog; - World Poker Tour sale to Element Partners; - Big Deal Music on its sale to Hipgnosis; - Pulse Music on joint venture with Concord Music; - Blue Raincoat/Chrysalis Records sale to Reservoir Music; - EMI Music Publishing investors in Sony’s control buyout; - Fania Records on its sale to Concord Music; - Imagem/Rogers & Hammerstein on its sale to Concord Music; - MJ Estate on sale of its 50% interest in Sony/ATV (including the Beatles catalog) - Ease Entertainment financing and subsequent sale to EP; - EMI on the sale of Virgin Music to BMG; - Sony investor group on purchase of EMI Music Publishing. *Securities transactions executed through Shot Tower Securities LLC, member FINRA/SIPC.

We provide some of the most personal service available, striving to create financial success for each of our clients. Our experienced professionals offer a "hands on" approach to financial guidance.

At Master's Advisors, we do things differently. We strive to create an environment in which the client is at the center of what we do, and financial planning is the focus of our advice, not financial products. Master's Advisors is a true team practice. We create this environment in three specific ways: First, all of our advice and recommendations are generated by the team of advisors. With this structure clients benefit from various opinions and ideas that are vigorously debated in a round-table discussion until the team determines the planning solutions that best serve that client’s needs. Second, no advisor at Master's has an individual book of business. Because all clients are “clients of the firm,” each client experiences the benefits of our diverse team of talented people. Our education, individual skills and interests, and life experiences vary greatly; however, when blended well together, our clients receive broad-based advice and excellent service. Last, all of our advisors work for a salary, with no compensation tied to the advice they give. This places a firewall between compensation and advice, protecting both integrity and objectivity. It also creates an environment where it does not matter which advisor works with a particular client. Our unique financial structure eliminates internal competition and ensures that every client is receiving consistent advice. We believe that this unique way of doing business produces the best results for our clients. Our focus on financial planning also differentiates us from those in the industry simply selling product. We believe the key to financial success lies in a comprehensive and intentional financial plan, specifically built for every client.

I complete Day to Day tasks involving monitoring the market and updating data bases, while making sure clients are kept in best interest

At Sage, our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. Over the years, we've found that a team approach is the best method to help clients as they maneuver through a complex financial-services world. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). Other advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Sage Financial are separate entities from LPL Financial. The financial professionals associated with Sage Financial 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.

Buttonwood is a Maryland-based investment advisory firm that serves clients throughout the United States. Our investment philosophy is derived from our objective review of investments and a desire to better our clients'​ financial interests. The firm was created on the belief that financial planning and asset management should be: - Objective: We don’t sell products or earn commissions because we believe that clients deserve advice based on their interests, facts, and circumstances. - Practical: The planning process should provide clear, simple and workable guidance. - Reasoned: Investment decisions should be based on a well-researched investment approach. - Fee Only: We are hired by clients to work directly for them, not by the companies that sell financial products. We invite you to visit our website for more information.