Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

An independent wealth advisory firm with more than $300 billion in combined assets under management and advisement by Creative Planning and its affiliates* with clients in all 50 states and abroad. At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *As of December 31, 2023. United Capital Financial Advisors is an affiliate of Creative Planning.

Tortoise is an independent investment advisor located in White Plains, New York that currently has over $1 billion in assets under management. We provide comprehensive financial planning and investment management advice to wealthy families and individuals across the country. Our investment philosophy emphasizes asset allocation, risk management, and a conservative, long-term approach. Our financial advice often touches all major financial areas of our clients’ lives. We believe that it is more important to maximize the probability of having enough money rather than striving to have the most money as our clients navigate their lifetime milestones. Our constant dedication to putting our clients first is the foundation of our extremely strong client relationships.

Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States. PCIA provides full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals. Prime Capital Investment Advisors’ team-based approach is deeply committed and personalized to our clients’ unique goals, drives the businesses’ growth and is the foundation of the company culture. PCIA’s individualized attention ensures clients’ needs always come first. PCIA’s advisors and staff members, including in-house ERISA attorneys and CFAs, bring great credentials and experience to a team that has created one of the largest independent financial firms in the Midwest. Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Prime Capital Investment Advisors, a Registered Investment Advisor. Prime Capital Investment Advisors doing business as Qualified Plan Advisors, “QPA.” Private Client Services, Qualified Plan Advisors, and Prime Capital Investment Advisors are unaffiliated entities. 6201 College Blvd., Suite #150, Overland Park, KS 66211

Established in 1966, FCI has been managing investments for institutional and private clients for more than five decades. Today we manage over $13 billion in assets, but retain the trading flexibility and client service ethic of a smaller firm. Our focus on solutions-based investment management has helped us achieve success for a wide range of clients with a wide range of goals, using both our own investment tools and our knowledge of outside managers and products. One of FCI’s greatest strengths is our staff of 30 investment professionals. As a group, these managers have an average of over 20 years’ experience in the financial services industry. When combined with their creativity and innovation, this wealth of experience produces customized investment solutions based on a strong understanding of client needs and investment strategy. And because of our record of low staff turnover, our strength is combined with consistency.

At FAS Wealth Partners we look beyond the numbers to see the full picture, the whole person, and the primary purpose of your money. We specialize in financial planning and tailored investment solutions within a personalized, concierge experience: our experienced advisers/CERTIFIED FINANCIAL PLANNERS™ (CFP®) offer guidance for your investment portfolio and your unique estate, tax, and family needs. For more than 40 years we have partnered with high-net-worth individuals and families across the U.S.—providing independent and trustworthy recommendations aligned with our clients’ personal and financial life goals. Learn more at FASWealthPartners.com.

As you live with intention, we invest with intention. Our focus on loyalty and integrity allows us to engineer a portfolio customized for you. Our methods are traditional, time-tested and rooted in the proven principles of Benjamin Graham — and we’ve applied it to the modern market. We’ve built our firm on a foundation of listening to our clients and rolling up our sleeves, day in and day out. We believe in investment over speculation, logic over trends and wisdom over fads. We approach capital management with discipline and discernment, rolling up our sleeves for our clients every day. Our talented team puts sound, a wise investment strategy to work for our clients, stewarding their assets and delivering peace of mind. Contact us: (913) 428-3222 #LogicOverTrend #InvestinYourDreams #MitchellCapital

BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation. Our advisors have over 80 years of combined experience in the industry. Today, we serve clients nationwide and total assets under management exceed $500 million dollars (as of January 2024). We predominantly use individual securities to create portfolios designed to achieve each client’s financial goals. We take pride in providing our clients peace of mind.

Northwestern Mutual is here for what’s most important—helping families and businesses experience the freedom of financial security for over 160 years. Through our personalized, holistic approach, including both insurance and investments, we’re helping people make the most of life today, and for days to come. Through advisors who stay with you every step of the way, leading insights and technology, and digital-first experiences, we’re here to show our clients a better way to money. In managing $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual has had the privilege of being there for more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company is trusted with more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. When appropriate, we incorporate multiple generations into the planning process to foster guidance and education for all members of the family. Our advisors are located in Kansas City, Naples, FL and Peoria, AZ. Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: ► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be. ► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. ► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive. ► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.

Warner Robinson provides corporate tax consulting services specializing in R&D Tax Credits, Federal Energy Tax Credits (Section 45L), Section 199 Domestic Production Activities Deductions, and Cost Segregation Studies. Based in Kansas City, Missouri, Warner Robinson is led by Managing Director Bruce Warner and Managing Director Cedar Robinson who have a combined 30 plus years of expertise in R&D tax credits helping clients claim, document and sustain tax benefits.

Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor. Our fee-only advisors aren’t paid commissions, so when they make a recommendation, they’re motivated only by your needs. Every client relationship starts with a sit-down meeting where we establish an understanding of your or your business’s financial goals, risks, and obstacles. With a comprehensive view of your finances, we are able to offer actionable advice that will ensure a lasting impact. This data-driven, people-focused process has been improving the lives of our clients for over 20 years. Our fully customized plans help to eliminate financial anxiety so individuals, families, and businesses can focus on what’s important to them. No matter where you are in your financial journey, Legacy has the expertise and tools to help you find worthwhile solutions. Our services include financial planning, corporate retirement plan management, workplace education, and professional investment advice. Legacy Financial Strategies, LLC was founded in 2000 and has grown to be one of the most respected independent financial planning firms in Kansas City. As a registered investment advisor, Legacy’s areas of expertise include: - Retirement planning and income strategy - Professionally and actively managed investment portfolios - Corporate retirement plan design and management - Divorce financial planning - Stock options and executive compensation planning and strategy - Tax planning - Workplace financial education as an employee benefit through our “Futureproofed” program As a fiduciary, we put your interests above all else when making recommendations, hold ourselves to the highest standards, and never earn commissions. To learn more about what we do, please visit our website: www.legacykc.com.