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.

Kennedy Capital Management (KCM) is a St. Louis-based, boutique investment firm that has focused on a goal of generating superior returns in the micro, small, and mid-cap domestic equity markets for our clients for over 40 years. Our team’s top priorities are working for institutions and high-net-worth individuals, striving for sustained investment excellence, and to foster an entrepreneurial culture that results in mutually beneficial long-term relationships.

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.

Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.

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.

First Heartland is an independently owned broker dealer, brokerage general agency and registered investment advisor, offering a proven infrastructure of support and service and an experienced staff to assist financial professionals like you on the journey to success. FHC’s flexible and innovative technology solutions optimize performance, simplify processing, and enhance field communication. Our truly independent status allows us to provide you with an extensive variety of products without bias. If you are seeking a team that can offer you a paramount level of service, we are confident you will find First Heartland to be the perfect fit.

Coupling our professional experience with expert knowledge across all the areas that impact wealth, we help families create smart, forward-thinking plans for their futures. Our accounting, legal, tax, bill pay and concierge professionals collaborate in real time, reviewing our clients’ opportunities and goals from all angles to help them achieve their goals. Working through similar situations faced by all of our families, we are able to share experiences and opportunities so all benefit.

The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in: - Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations. - Abundance: Going beyond the financial plan to guide you to financial independence and well-being. - Leadership: Sharing informed insights and working as a team to inspire confident decision-making. Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life’s changes. We take the work and the weight off your shoulders as you consider big decisions such as retirement, selling a business (or buying one), and leaving a legacy for future generations. Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team’s knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan. We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you’re ready. - Founded 2009 - Independent Registered Investment Advisor (RIA) Firm, Fiduciary Advisors - $1.3 Billion in Assets - Custodians: Charles Schwab, Fidelity

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.

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.