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

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

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.

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.

• 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

Sterneck Capital is a fiduciary, fee only, wealth manager based in Kansas City, MO., with a national client base. The firm was founded with the goal of bringing institutional level expertise to the individual. We are proud to have been assisting clients, big and small, in reaching their financial goals for over 30 years. We encourage you to visit our website to learn more about who we are and who we help. www.sterneckcapital.com Disclosure: Advisory Services offered through Sterneck Capital Management (SCM) an Investment Adviser registered with the U.S. Securities and Exchange Commission. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Past performance of investments is no indication of future results. Information found on this social media site is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Third-party posts that appear on this social media site have not been reviewed or approved by SCM or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of SCM or its advisers. Some third-party posts may be reviews or testimonials. SCM does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. Reviews on this site may/may not be clients & they are not being compensated for sharing their opinion and experience. The reviewer's comments may not be representative of any other person's experience. Beware of scam reviews directing you to a 3rd party.

Family Investment Center is a commission-free investment advisory firm. Based in St. Joseph, Missouri, we serve the St. Joe community as well as the Kansas City Northland area. We’re different than other investment advisory firms. Unlike stockbrokers and commission-compensated advisors, we are independent and commission-free. We’re also able to share with you information about the theories and processes involved with the tools we use, because we have extensive hands-on experience and both academic and professional credentials.

FDF Wealth Strategies helps business owners and individuals make smart decisions with their money. FDF Wealth Strategies is an independent financial advising firm. We handle all types of investments including retirement plans, 401k, Simple IRA, Defined Benefit Plans, 401k rollover options, Roth IRA, 529 college savings, lifetime income contractual guarantee investments, 1031 Tenant In Common exchanges, REITS, Alternative Investment Programs, and Managed Money programs. FDF Wealth Strategies is an independent broker of health insurance, life insurance, long term care insurance, disability insurance, group benefits including group life, health, dental, long term disability, and short term disabilty.

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.

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next-generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business and helping sellers worldwide do the same. Square is part of Block, Inc. (NYSE: SQ), a global technology company with a focus on financial services.

Managed two homes for women returning home from incarceration. Facilitated housing, employment, mental health, substance abuse and other needs.

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.