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.

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.

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.

Ibis is a family office providing financial services, investment selection and oversight, income and estate tax planning, insurance, and other support services. Ibis invests in both public and private equity markets as well as real estate.

QOLity Financial is a financial planning firm dedicated to providing its clients with a comprehensive planning experience- retirement, cash flow, insurance and estate plan funding. We "plan for more"​. Investment products are offered through LPL Financial, member FINRA/SIPC. LPL provides technology, brokerage, and invested advisory services to over 12,000 financial advisors through the United States.

Advisory services offered through Royal Oak Financial Advisors, LLC an independently owned Registered Investment Advisor.

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.

Motive is a fiduciary wealth management firm that advises a purposefully limited number of high net worth families in the context of deep relationships. We are committed to providing uncommon insight and concierge-level service to transform worry and stress into confidence and peace. Our clients tell us where they want to go and we develop comprehensive solutions to help them get there. Your wealth. Empowered by the personal.™ Disclosure: Investment advisory services offered through Motive Wealth Advisors, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our mission is to guide people on their financial journey with a clear process to help them achieve what is most important to them. - Securities offered through LPL Financial. Member FINRA/SIPC- finra.org, sipc.org. Investment advice offered through Kennedy Financial Group, a registered investment advisor and separate entity. - 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. - For a list of states in which we are registered to do business, please visit www.kennedyfg.com

Defining your goals is where a solid investment plan begins. Building a portfolio starts with understanding what the portfolio needs to accomplish. We offer fee-only, discretionary investment management and wealth advisory services tailored to meet our clients' financial needs and investment objectives.

•Proficient in SIPS Retirement Planning Software•Proficient in Tax What If taxation planning software•Licensed in counseling on health insurance, life insurance, and some annuities•Collaborates with financial advisor to prepare retirement plans for clients in multiples phases of retirement•Responsible for prepping and tracking necessary paperwork for implementing recommended retirement planning strategies from inception to completion•Responsible for preparing annual reviews to clients' retirement plans