Yousif Capital Management is an institutional investment advisor that is purpose built to service institutional investors. The firm specializes in offering low cost, rules-based managed funds that are customized to each client’s specific needs. Our team of professionals combine for more than 80 years of investment experience and we leverage our combined skills to seek best outcomes for our clients. We offer services to Sub-Advisory Relationships, Captive Insurance Programs, Municipalities and Socially Responsible Investors. Our mission is to provide investment solutions that offer diversification and increase returns to our clients. We seek to price our services at a fair level that will allow both parties to thrive and enjoy the relationship. We will provide excellent client servicing by listening to our clients, understanding their needs, and providing smart solutions to their challenges. We employ talented, happy, outgoing individuals and will measure our success by our clients’ successes. We will adhere to the highest ethical standards as set forth by the CFA Institute’s Asset Manager Code of Professional Conduct. We treat our clients and ourselves with the greatest of respect and set our clients’ needs before our own. We encourage open communication and constructive debate. Excellence is our goal in everything we do.

MFC Benefits owned by William Schoof, is a growing Employee Benefits & HR Solutions firm. Since 1986, we have assisted clients with knowledgeable benefits guidance and exemplary service. Our philosophy is passionately focused to design customer-specific insurance programs that will provide our clients with comprehensive solutions and help manage the key components of a successful employee benefit package. The MFC Benefits strength is that we can help meet any employee benefit and HR objectives by developing benefit designs to control costs and support the needs of your employees while alleviating some of the challenges of the current employee benefits environment. We will work on your behalf for commissions received from the carriers selected rather than charging consulting fees. MFC Benefits is a resource rich company that delivers tailored benefits solutions to local and national organizations. Our business and customer service practices, high level of expertise, and ability to design customer-specific programs and solutions provides our clients with comprehensive solutions to implement and manage the key components of a successful employee benefits package. We believe MFC Benefits is best qualified to proactively partner with your company to: - Evaluate, design, and deliver coverage alternatives. - Achieve the most effective access to insurance carriers. - Educate your employees regarding benefits and utilization. * Assist in enrollments and employee coverage changes. * Assist your HR with employee communication. * Help keep your HR up to date on Health Reform changes effecting your employee offerings. - Effectively communicate and increase employee knowledge and overall satisfaction.

J2 Capitol Management specializes in in-house custom financial planning, tax, estate and investment management. J2 helps you plan, build wealth, and manage risk through a team of in-house fiduciary professionals serving Troy, MI and Cape Coral, FL. By keeping all of the expertise in-house, we create a unique advantage for our clients. We have a higher level of visibility into all of your asset needs and can provide better service than if multiple professionals worked on the individual planning components. Farming out these services increases overall costs and limits the advisor’s visibility and insight into the whole picture. J2 was founded to help clients navigate uncertain markets, reduce risk and plan for a sound future. We will listen carefully, and use our deep understanding of today's economic issues to offer comprehensive investment advice specifically tailored to each client. To learn more, please visit https://j2cm.com/ -- J2 Capital Management is an SEC Registered Investment Advisor.

Social media and website administration, client campaign manager, marketing and special projects.

CPA and PFS

Since 2004, Cranbrook Wealth Management has brought a lifetime perspective to our client’s complex financial situations as their trusted, independent, fee only, fiduciary investment advisory firm. With more than $676 million in client assets under management as of 12-31-22, the team of professionals at Cranbrook Wealth execute with discipline and competency, building client relationships through expertise, trust, and empathy. From portfolio management and investment guidance to strategic wealth planning across a variety of disciplines, let us be your Advisors for Life. **This page is a publication of Cranbrook Wealth Management, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Cranbrook Wealth Management, LLC is not engaged in the practice of law.

Rochester Wealth Strategies, LLC is a Registered Investment Adviser.

We seek to help you answer two questions: Do you know exactly how much money it is going to take for you to retire comfortably and to remain comfortably retired? We understand the anxiety and uncertainty those two questions contain. We have developed a unique financial planning process inspired by behavioral investing, informed by history, and driven by leading technology to achieve our client's retirement goals.

Khirfan Financial was founded by Abdalhakim (Abed) Khirfan, Financial Advisor, in 1988. Established on the principles of hard work, trust, and integrity we strive to offer a comprehensive approach to serve our clients needs. Over the years, we have expanded the practice to include financial services, wealth management, employee benefits, accounting/bookkeeping, and tax planning & returns. Our primary objective is to serve the needs of the medical profession and wealth management clients. Our team includes trained professionals with years of experience to meet your needs. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. We believe that relationships are formed through trust and integrity and we strive to maintain that in all our dealings. We develop customized plans that are action based and will help you achieve your long term goals. We keep you informed about your plan, suggest new ideas, and promote options that suit your needs. Simply put, we strive to be your trusted advisor. Our mission is to provide the best possible benefits for you and your family. As a financial planning and benefit consulting firm, we understand the need for a comprehensive approach. Our service has been described as “concierge” as we carefully listen to your needs and develop custom plans from a large variety of providers and offer background support to implement, maintain, analyze, and strategize for the future. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Khirfan Financial and Securities America are separate entities. For disclosures please see our website. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Boutique Family Office servicing and high net worth consulting firm with a specialty in family relationships and investment advisory functions.In addition to ongoing investment management we offer due diligence and background checks of asset managers, hedge funds and other investment related persons and entities.We also provide both investment advisor and asset manager searches and assist in locating the "right" advisor for independent investors.Need an objective "audit" of your existing advisor or managers? We do that too.

In my role as Director of Sales and Marketing, I drive the strategic vision for client engagement, brand growth, and business development. I lead with a collaborative and empowering approach, ensuring my team has the tools and support they need to excel. Through servant leadership, I cultivate a positive culture that encourages creativity, open communication, and innovation.I develop and execute comprehensive marketing strategies that align with our firm’s mission of guiding retirees on their wealth journey. Key initiatives I’ve implemented include:The LifePlan Roadmap – A client-focused tool that simplifies financial planning using navigation-inspired terms, helping clients visualize their path to retirement.First Fridays – Monthly client review days to strengthen relationships through regular, structured check-ins.Referral Program & Google Review Campaigns – Strategies to drive organic growth by fostering deeper client relationships and enhancing our visibility.My focus is on staying ahead of industry trends, designing campaigns that resonate with our clients, and building trust through consistent communication. Whether it’s through events, newsletters, or social media, I ensure every interaction reflects our firm’s core values.Ultimately, my goal is to empower both clients and our team by creating meaningful experiences and strategies that help retirees achieve their financial aspirations with confidence.

Based on my experience selling companies to Google, Oracle, Intel, Symantec, TPG, ARM, McAfee, Gemalto, Seiko Epson, ViaSat, Verifone, and others, I advise emerging technology companies on value creation and realization through strategically driven M&A. Thanks for visiting! -Chris Augur