Steward Financial offers all the strategic solutions and options you would expect from a financial services firm; yet, we conduct business differently. We define our role as advocates on behalf of businesses and families who require highly personalized financial and advisory services. As a result, we have become a leader in corporate benefits and financial services by going: Beyond what you would expect Beyond what you are used to Beyond what everyone else offers

Fiduciary - Investments - Financial Planning The peace of mind to invest confidently.

Discovery Partners Investment Center is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Discovery Partners Investment Center may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

Prolog backs companies focused on supporting healthy lives in a healthy world

Multi Employer Taft-Hartley Health & Welfare Fund which provides benefits funded by contributions from contributing employers and participants in accordance with the terms of the underlying Collective Barganing Agreements.

HOWELL FINANCIAL SERVICES, INC is an investment banking company based out of 1101 N MARKET, Sparta, Illinois, United States.

MIDWEST MARKET SOLUTIONS, INC. is a company based out of 5080 S NETTLETON AVE, SPRINGFIELD, Missouri, United States.

Lighthouse Financial Strategies is a financial services company based out of United States.

We are your trusted partner; we're here to provide valuable perspective and to help you navigate real-life situations and choices. We are a certified B-Corp(R) and we believe in putting profits, the planet, and purpose side-by-side. Our services include holistic financial planning, managing purpose-built portfolios, integration of your portfolio and tax situation, stress testing, risk assessments and proactive mitigation of risks. We also help you to connect the dots with attorneys, CPAs, insurance agents, and other pros. Securities offered through LPL Financial, For a hyperlink SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through The Perspective Group, a registered investment advisor and separate entity from LPL Financial. 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. The financial professionals associated with The Perspective Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

At Pines Wealth Management, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Securities and investment advisory services offered through Advisor Group, Inc. subsidiaries, FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc., members FINRA and SIPC, Registered Investment Advisors

INSTITUTIONAL FIXED INCOME BROKER/DEALER | REGISTERED INVESTMENT ADVISOR (RIA) * Oversaw RIA & ALM Modeling & Balance Sheet Risk Reporting Service to Banker's Banks | Corporate Credit Unions | Wholesale Depository Institutions up to $3 billion asset size * Provided expertise, guidance, and strategic advice. Acted in a consultant capacity by collaborating with depository institutions management, ALCOs, and Boards to develop value-added strategies tailored to the specific balance sheet * RIA: Advised clients on fixed income securities / bonds: ABS, MBS, CMOs, Agencies, Treasuries, structured products, corporate debt, money market instruments * ALM Modeling Service: Performed and delivered ALM modeling result reviews: interest rate risk analysis; net economic value | economic value of equity calculations (NEV, EVE); net interest income simulation (NII); capital adequacy reporting; stress testing; what-if scenario modeling * Principal, reported to President | Supervised Investment & Risk Analysts | Client-Facing | Sell-Side