We connect clients to markets. StoneX Group Inc. (NASDAQ: SNEX) is an institutional-grade financial services franchise, offering advanced digital platforms, end-to-end clearing and execution services and global market expertise to our clients worldwide. Celebrating 100 Years of StoneX

KCM is a privately held, 100% employee owned corporation, founded in 1989 by John C. Kornitzer. Prior to founding KCM, Mr. Kornitzer was Vice President of Investments for Employers Reinsurance Corp (ERC). He joined ERC in 1978, and managed corporate assets for the company through acquisitions by Getty Oil, Texaco and finally General Electric Investment Corporation (GEIC), where he ran investment portfolios for ERC and GEIC until founding KCM. The firm was created to manage customized portfolios for private clients and institutions. We continue to provide client-focused, personalized money management though our Kornitzer Private Client Services (KPCS) group, and pension, corporate and foundation separate account management through our institutional services group. With our approach to lifetime asset management, KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation and retirement. Over the years, based on client request or need, we formed companies and alliances to better serve specific niches. A trust company was established to administer and custody retirement plans, and provide full personal trust services to individuals. A mutual fund company was formed to handle IRAs and smaller investment accounts.

Fc Stone Llc is a financial services company based out of 1 N End Ave # 1129, New York, New York, United States.

Founded in 2009 and based just outside of Kansas City, Palmer Square Capital Management is a boutique investment manager specializing in corporate credit and structured credit, currently managing approximately $28.1 billion across various vehicles and strategies for a diverse set of clients that includes institutions, family offices, and registered investment advisory firms (as of 7/31/2023). Our investment team has over a decade of experience working at top investment firms and directly investing opportunistically in credit. Our backgrounds include deep experience in credit, hedging, alternatives, equity, and risk management. For more information about our firm, please visit www.palmersquarecap.com. Third‐party rankings and recognition from ratings services, or publications, are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Please read disclosures at www.palmersquarecap.com/legal.

Prairie Capital Management, a SEC registered investment advisor, was established in 1995 in response to clients’ desire for objective, customized, and innovative investment management services. Today, Prairie Capital serves high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the United States.

Value. Delivered. Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

National Advisors Trust is a premier, independent national trust company. We were founded in 2001 to empower advisors and families to capitalize on the complete value of trusts, create enduring legacies and ensure the protection and continuity of wealth from one generation to the next. We provide a directed trustee model and nationwide trust administrative services delivered by an in-house team with deep expertise and knowledge, decades of proven experience, and a commitment to quality and attention to detail in execution. We are also recognized as one of “America’s Most Advisor-Friendly Trust Companies” – partnering with independent wealth advisors and estate planners across the country. We are dual-chartered—holding both a national trust charter that extends trust services into all 50 states and a progressive South Dakota state trust charter through National Advisors Trust of South Dakota, Inc. to keep clients at the forefront in one of the country’s leading trust jurisdictions. This enables advisors and families to have greater flexibility and more options. At the heart of everything we do is our belief that the estate planning and trusts industry is fundamentally about families and the selfless pursuit of acting today to protect future generations. It’s what inspires us every day to deliver complete trust solutions and exceptional service—and we are proud of the impact we have had over the decades. National Advisors Trust is a wholly-owned subsidiary of National Advisors Holdings, Inc. regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC. National Advisors Trust of South Dakota, Inc. is regulated by the Division of Banking of South Dakota Department of Labor and Regulation. Marketing material is for informational purposes only and is not intended to constitute legal or tax advice. Please consult with a qualified professional regarding your specific circumstances.

Five Elms Capital is a global growth equity firm that invests in fast-growing B2B software businesses that users love. Five Elms provides capital and resources to help companies accelerate growth and further cement their role as industry leaders. Since firm inception in 2007, Five Elms has focused exclusively on software investing, building an unmatched network and deep domain expertise. Today, with over $2.4 billion in assets under management and a global team of over 70 investment professionals, Five Elms has invested in more than 65 software platforms globally.

At Prosperity Planning, we understand there is something even better than success, which is prosperity. Prosperity is the peace of mind of knowing all the moving pieces of your finances have been optimized. Prosperity means you can enjoy the financial freedom you have worked so hard to attain. We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Kansas City, MO, working with people just like you—savvy individuals seeking expert advice from a trusted professional. In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively. Our clients include pre-retirees, business owners, divorcees, and high-income women. In collaborating with you, our team works to discover your vision of prosperity, then develops a comprehensive plan to transform that vision into reality. We provide accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan. This process is centered around your Prosperity Planning Blueprint™ where every recommendation is in writing and customized to your unique needs. The Prosperity Planning Blueprint™ is a structured process that uncovers financial obstacles and opportunities and is supported by our team of CFP® professionals. It includes: • Customized investment recommendations • Tax analysis and planning • College funding • Health care and insurance planning • Employee benefits review • Advice on stock options and restricted stock • Estate and beneficiary review • Charitable giving strategies • Additional services for business owners including exit strategies and calculations of business value To begin transforming your success into prosperity, our fee-only fiduciary financial planning firm offers a complimentary 30-minute call to discuss your situation. Visit us at prosperityplanninginc.com to schedule yours.

WaterEquity is an asset manager exclusively focused on solving one of the most urgent issues of our time - the global water and sanitation crisis. We invest in financial institutions and enterprises in emerging markets delivering access to safe water and sanitation to low-income consumers, while offering an attractive risk-return profile to investors. Founded by award-winning entrepreneur Gary White and Matt Damon of Water.org and led by Dr. Paul O’Connell who brings 20 years of institutional asset management experience, the success of WaterEquity is built on decades of experience investing in water and sanitation in emerging markets, delivering proven social and financial returns.

Murdock Banner Financial Group is a financial services firm committed to helping our clients improve their long-term financial future. Our unique, team approach to planning with our customized programs are designed to help invest and conserve our clients’ wealth while delivering an unprecedented level of personalized care. Our team offers a variety of services for investment, retirement and insurance. Additional services include: pension analysis, social security maximization, family legacy analysis, college savings, long-term care planning and more! Should you have any questions or would like more information about our firm, please call us at 660.747.3522, or visit us online at www.murdockbanner.com. Investment Advisor Representatives offering securities and investment advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Principal/OSJ: 10955 Lowell, Suite 900, Overland Park, Kansas, 66210.

• Streamlined access to tax information for over 300 clients, facilitating efficient financial advising and ensuring thorough preparation for tax season.• Track attendance metrics for those who came to the Buttonwood Art Space’s non-profit art showing • Analyzed and organized 2,000+ Salesforce task reports, ensuring accurate and timely updates of client agreements and maintaining precise client records.• Leveraged Charles Schwab Advisor Services to manage and enhance client accounts, including onboarding, account updates, and closures, ensuring client satisfaction and operational efficiency.• Reviewed and organized the previous year's invoices for a financial advisory firm, ensuring accurate filing and documentation to streamline financial record-keeping and facilitate efficient audits