Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Acropolis manages/advises on more than $2 billion for high net worth individuals, institutional investors and retirement plan trustees (401k, profit sharing, etc.). Acropolis is a Registered Investment Advisor and serves clients as a fiduciary with fee-only arrangements. We pride ourselves on our dedication to trusted advice and exceptional service.

Confluence Investment Management LLC is an independent Registered Investment Advisor located in St. Louis, Missouri. We provide professional portfolio management and advisory services to institutional and individual clients. Our investment philosophy is based upon independent, fundamental research that integrates our evaluation of market cycles, macroeconomics and geopolitical analysis with our value-driven, fundamental company-specific approach. Our portfolio management philosophy begins by assessing risk, and follows through by positioning clients to achieve their income and growth objectives. The Confluence team is comprised of experienced investment professionals who are dedicated to an exceptional level of client service and communication. We develop innovative investment products for our clients, and our disciplined investment process and performance has stood the test of time across a broad range of economic and market cycles. http://www.confluenceinvestment.com/assets/docs/2014/Social_Media_Disclosures_9-10-14.pdf

At Summit Wealth Strategies, our client relationships are based on a set of core values: Integrity, Trust, and Compassion. We listen to what is important to our clients on both a personal and financial level. Our goal is to help clients achieve true wealth – everything money can’t buy and death can’t take away. We are in constant pursuit of open communication to give us an in-depth understanding of each of your unique financial needs. Our associates’ credentials, experience and principled approach allow us to deliver on our promise of personalized service and adding superior level of comfort and confidence for you. Services offered through Summit X, LLC, dba Summit Wealth Strategies, a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Summit X, LLC, doing business as Summit Wealth Strategies and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Summit X, LLC unless a client service agreement is in place.

Serving as independent brokers since 1967, Conley Insurance Group has operated with the primary focus of helping automotive dealers maximize overall profitability, improve efficiency and establish long-term customer relationships. Our understanding of the automotive industry and hands-on commitment to our clients are second-to-none. And, our portfolio of financially superior products, is chosen to positively impact profits, while exceeding the customers’ every expectation. We will work tirelessly to help auto dealers across America implement the most innovative F&I solutions available. And it’s the reason our clients register F&I profits that are consistently higher than the competition. Conley also offers comprehensive training tailored to the specific needs of the automotive dealer. We address compliance and productivity goals via direct, hands-on interaction with the dealership's staff and guests. As independent brokers, we research, test and carefully examine every program on the market. We’re not tied to a restricted in-house catalog of offerings that might not be exactly right for a dealership. If we find something that will benefit their business, we go get it. In other words, we deliver what’s best for each individual dealership.

Saxony Securities, Inc. is one of the largest privately held independent Broker Dealer firms in the Midwest. We have built our success by striving to firmly stand behind our core values and mission statement. Our corporate back office, trading, and bond desks are located in St. Louis, Missouri. We additionally have institutional trading desks in Chicago and New York. Saxony Securities, Inc. maintains its clearing relationship with one of the industry’s largest and most experienced clearing firms Pershing, LLC, and utilizes its powerful, industry-leading technology platform, NetX360®, and the enterprise data management solutions of its affiliate Albridge™. Saxony Securities, Inc.’s values and mission statement emphasize that success is built upon the highest standards of integrity and professionalism while providing a unique level of service to our client the Independent Financial advisor, and their client’s the retail investor. By striving to remain steadfast to that statement and truly living our values, Saxony Securities, Inc. has evolved into a highly respected and specialized firm that offers a full spectrum of products and services to its Independent Financial Advisors. Saxony Securities, Inc. (Member FINRA & SIPC.)

Currently raising money for a Preferred Equity Fund utilizing the Retail B/D channel. Scheduling meetings, selling the fund over the phone, running webinars, establishing new relationships with financial advisors. I cover the Eastern part of the country calling advisors and helping them find solutions for their clients current income needs.

CT Solutions is a telecommunications company servicing Greater Atlanta and Southern Florida. Our mission is to provide our customers with complete telecommunications solutions. Our attention to detail in the sales, installation, and service processes is what differentiates us from our competitors. It has been our experience in this industry that most prospective customers appreciate our consultative approach to sales and do not feel that they get that same level of knowledge and detail from most other communications companies. CT Solutions embraces the constantly changing telecommunications marketplace and only partners with manufacturers with the same philosophy. Whether you are introducing voice into your existing data network or virtualizing your entire voice environment, CT Solutions has a solution to fit your needs. Our support staff is knowledgeable and helpful, and will never forget a customer after the sale. CT Solutions takes pride in filling the customer service gap in today's telecommunications market.

The financial consultants at The Yanker Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above. Investment Advice offered through The Yanker 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 reveiwed by LPL Financial as to accuracy or completeness. The financial consultants affiliated with The Yanker Group are registered to do business in the following states: MO, IL, AR, FL, MA, TN, KS, OR, AZ, TX

-Directed project to take company paperless -Implemented changes to the IT department and Software upgrades -Developed workflow templates for the Operations Manager -Assisted the Director of Marketing in creating new marketing campaigns -Administrator for the Client Relations Management Software and Imaging Software

Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, individuals and families, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients'​ Interests First Our goal is to provide straightforward advice. We do not offer proprietary products, receive commissions or charge money managers or vendors to be included in our database. We believe our ability to communicate with clients sets us apart. First, we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.