Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients'​ best interests always come first. Currently, we have $3.7 billion in assets under management and approximately 5,000 investment advisory clients. Our offices are located in Michigan, Ohio, Illinois and Texas, but we serve clients across the country. • Top 100 RIA Firms (Barron's) • Top 300 Financial Adviser (Financial Times) • Top Fee-Only RIA (Investment News) • One of the largest money managers in Metro Detroit (Crain's Detroit Business) • Top Area Wealth Management Firm (Grand Rapids Business Journal) • One of the largest RIAs in Metro Cleveland (Crain's Cleveland Business) www.acadviser.com/disclosure/

Multi-Bank Securities, Inc. (MBS) is a fixed-income securities broker-dealer dedicated to making each client’s financial goal our priority. MBS has been honoring this commitment every day for each and every client since 1988. A proudly veteran-owned business, we have offices located throughout the U.S. to meet your needs. Our customers include credit unions, banks, counties, municipalities (including school districts or special districts), money managers and other institutional and public funds investors. MBS underwrites wholesale deposits for institutions and operates its own online investment platform. We are an approved underwriter for Fannie Mae, Freddie Mac, Farmer Mac, the Federal Home Loan Banks and the Federal Farm Credit Banks. To learn more about what MBS can do for you, visit our website at www.mbssecurities.com.

Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients'​ best interests always come first. Currently, we have $3.7 billion in assets under management and approximately 5,000 investment advisory clients. Our offices are located in Michigan, Ohio, Illinois and Texas, but we serve clients across the country. • Top 100 RIA Firms (Barron's) • Top 300 Financial Adviser (Financial Times) • Top Fee-Only RIA (Investment News) • One of the largest money managers in Metro Detroit (Crain's Detroit Business) • Top Area Wealth Management Firm (Grand Rapids Business Journal) • One of the largest RIAs in Metro Cleveland (Crain's Cleveland Business) www.acadviser.com/disclosure/

BJ CAAS Advisors is a boutique consultancy firm focused on bringing operational excellence to our clients and partners. With a foundation based on Six sigma principles , our roots are deep in quality manufacturing and supply chain. Our clients find value in our ability to both identify and understand their core challenges. They love our ability to clearly communicate what needs to happen to solve them. When you're ready to analyze, audit and/or improve the quality in your organization, you're ready for BJ CAAS Advisors. Connect with our principals or visit our website.

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments’ OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs. https://www.flexibleplan.com/disclosures

TFO Wealth Partners is a wealth management firm specializing nationally in helping families thrive by connecting their wealth and purpose. Headquartered in Maumee, Ohio, with offices in Houston, Winchester, St. Louis, and Phoenix, our team shares a mission of providing personalized guidance across all aspect of our client’s financial life. Our breadth of services include investment advisory, wealth planning and family office, family governance and education, philanthropic planning, corporate retirement plans, and more. We believe through this set of collaborative, connected solutions, we can provide the family office experience we believe our client families deserve, one that transcends the limits of what traditional wealth managers might offer. Please note: we’ve recently rebranded, changing our name from “TDC Investment Advisory” to “TFO Wealth Partners.” With “TFO” standing for “The Family Office” we believe our new name more accurately reflects the breadth of solutions we provide our client families.

At Savage and Associates, we aim to simplify financial services, employee benefits and insurance to continuously meet the needs and interests of our clients. Our team of professionals have access to wide range of resources to help you achieve your financial goals. Each client’s unique needs are examined closely by a dedicated service team who put their combined knowledge and industry experience to work every day. Savage serves individuals, professionals, and business owners by helping them minimize insurance risk and maximize opportunities. The late John F. Savage founded the firm in 1957 with the belief in people and the difference they can make in the lives of others. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Bluerock Capital Markets, LLC serves as the managing broker dealer for Bluerock, LLC and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Formed in 2010, BCM is comprised of highly-seasoned, multi-decade securities professionals and is an established industry leader in equity capital raise for Bluerock sponsored funds. BCM seeks to provide educational information, consultative support and operational service related to real estate, credit and alternative investment opportunities for financial advisors and their clients. BCM distributes a broad range of institutionally structured alternative investment products through an extensive selling group of banks, trust companies, independent broker dealers, regional member firms, wirehouse firms, registered investment advisors, family offices and institutional investors.

Finance issues are a leading cause of stress. We provide investment management, taxes, and legal services to help you Live with Confidence. Building Each client relationship begins with a comprehensive analysis; “Where have you been, where are you now, and where would you like to be?” There is no wrong answer; we want to help you get there, no matter where “there” is. Each client’s investment and retirement strategies are built by our advisory team and backed by the combined experience of a comprehensive wealth management firm. Defending Client portfolios are guarded by Fortunatus Investments, LLC, an affiliated advisor offering proprietary models developed by the EWM founders and maintained by a professional team of specialists. The portfolios are positioned in an attempt to take advantage of market opportunities while defending the downside. It’s wise investing for an ever-changing world™. Advancing We closely monitor and adjust our client portfolios by identifying new opportunities and conducting thorough investment market research. This allows us to advance together in the direction of every client’s goals. Executive Wealth Management is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). Reference to registration does not imply any particular level of qualification or skill. Executive Wealth Management offers advisory products and services to companies and individuals located within the United States. Executive Wealth Management does not offer tax or legal advice. Securities products and services offered through Private Client Services, LLC, Member FINRA/SIPC. Executive Wealth Management and Private Client Services are unaffiliated entities.

Finance issues are a leading cause of stress. We provide investment management, taxes, and legal services to help you Live with Confidence. Building Each client relationship begins with a comprehensive analysis; “Where have you been, where are you now, and where would you like to be?” There is no wrong answer; we want to help you get there, no matter where “there” is. Each client’s investment and retirement strategies are built by our advisory team and backed by the combined experience of a comprehensive wealth management firm. Defending Client portfolios are guarded by Fortunatus Investments, LLC, an affiliated advisor offering proprietary models developed by the EWM founders and maintained by a professional team of specialists. The portfolios are positioned in an attempt to take advantage of market opportunities while defending the downside. It’s wise investing for an ever-changing world™. Advancing We closely monitor and adjust our client portfolios by identifying new opportunities and conducting thorough investment market research. This allows us to advance together in the direction of every client’s goals. Executive Wealth Management is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). Reference to registration does not imply any particular level of qualification or skill. Executive Wealth Management offers advisory products and services to companies and individuals located within the United States. Executive Wealth Management does not offer tax or legal advice. Securities products and services offered through Private Client Services, LLC, Member FINRA/SIPC. Executive Wealth Management and Private Client Services are unaffiliated entities.