Clear Capital was founded with the core belief that making our customers successful opens the door to impact the mortgage industry for the benefit of all. Since 2001, our willingness to adapt to changing industry needs, customer goals and evolving technology has allowed us to become a leader in property valuation management and data solutions, and we are not done yet. We provide technology platforms that speed up loan decisioning, analytics that give real time insight into the real estate market and valuation management solutions that provide professional expertise on the condition, quality and value of residential and commercial properties. But the real difference you will experience is our unwavering desire to solve your hardest problems. Over the years we have built a team of passionate people that are committed to our customers’ success. We hire the nicest, most talented staff in the industry who embrace modern techniques and never back away from a problem. We have also been fortunate to partner with a nationwide network of independent real estate professionals (appraisers, brokers and real estate agents) that know their local market and have the experience to prove it.

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Jackson & Whitaker, Inc. 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.

Zazove Associates, LLC is an independent, employee-owned institutional investment firm that specializes in convertible securities management since its founding in 1971. Zazove works with a variety of institutional clients, including insurance companies, pension plans, and foundations, as well as the consultant community. The firm manages a broad range of convertible strategies, and invests across the credit spectrum and around the globe. Our highly disciplined and repeatable approach to convertible investing has allowed us to meet our clients’ long-term objective of generating equity-like returns with significantly less risk over a full market cycle.

Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations. As your Financial Advisors, we will spend the time to understand your financial concerns and work with you to develop a customized investment program that we believe can best meet your needs. As our relationship builds over time, we will endeavor to anticipate your changing circumstances and help advise you on appropriate investment strategies. We look forward to serving your long-term investment needs. We believe the TSG Wealth Management difference lies in our dedication to quality and our disciplined approach to your wealth management and investments. We take pride in building relationships with our clients and their families first, so we can better understand your needs today and in the future. TSG was built for advisors, by advisors. Creating an atmosphere that helps advisors and their clients thrive in the financial space without all of the traditional headaches of running your own practice. Learn more about joining TSG today! Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social This information is intended for use only by residents of: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WV, WI, and WY We are unable to respond to messages through LinkedIn, please contact us 562-414-0900 or [email protected].

Nearly 20 years ago, GuidedChoice was founded to pioneer a more personalized and confident approach to retirement advice and management. GuidedChoice was among the first to use the power of online technology to provide greater access, customization and transparency. Since 1999, GuidedChoice has successfully partnered with DC Plan advisors to help not only their participants, but to also give advisor partners the support they need to succeed. GuidedChoice is a 3(38) fiduciary partner fully invested in participants’ long term success, to make your employer relationships even more successful. GuidedChoice’s “advisor friendly approach” can bring participant-level fiduciary protection as well as flex to the advisor’s investment strategy and options through its open architecture — while keeping the advisor in complete control of the client relationship. This allows the advisor to deepen client customization and trust, while freeing them up to focus on other facets of their business growth. With an employee preferred methodology designed to lower risk and volatility, a fiduciary role that covers participant as well as the Plan, and an industry-leading history of advisory support for nearly 20 years, GuidedChoice is the ideal partner to help your employees focus on their future while reducing your liability. GuidedChoice has no affiliations with any institutional investor or venture capital firm, or with any investment managers or brokerage firms. This allows us to work with anyone, including startups whose plans are often bypassed due to low plan balance.

As a proudly Australian company, over 30 years Davidson has evolved into a leader in enhancing workplace performance. Our team includes a broad range of specialists in business advisory, search and recruitment, and technology consulting. With a national presence, we possess the scale and capability to enhance your workplace performance. We combine this with strong local knowledge and a partnership-based approach to building sustainable value. At Davidson, every action, big or small, is directed to enhancing workplaces, supporting careers, and making a positive difference to the lives of our clients, candidates and the broader community. Many of our clients have worked with us for decades. We put that down to living our values which embrace thinking 30 years not 30 days; giving the same advice as you would give to a close friend or relative, and going above and beyond to ensure we deliver for our clients.

Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Securities offered through LPL Financial, Member SIPC sipc.org. 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. For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com

Warren Reed Insurance is the oldest family-owned business in the Carson Valley. We've been earning the trust and respect of local residents, businesses and ranches for almost 75 years! We offer all lines of insurance including personal, commercial, agricultural, benefits, life & health insurance.

Peterson Wealth Management is an independent full service firm which offers professional assistance to our clients in all areas of financial planning -- investments, insurance and planning for the future. Our goal is to provide personalized, unbiased advice so that our clients, who are ages 1 to 101, and who come from all walks of life, can make informed decisions and create innovative solutions in pursuing their financial goals. Because we are an independent firm, we are able to think outside the box; we know that each client, and his or her situation, is different. We treat our clients as we would a close friend or relative. At our firm, clients hear a human voice on the phone, not a recording, because of the respect we have for them. We value and appreciate our clients and are proud when they show their confidence by referring others to us. Our motto is: Treat people the way you would want to be treated, with care, honesty and respect, and they will return the favor. To learn more, please visit http://www.petersonwm.com/ -- Advisory Services offered through Peterson Wealth Management, LLC, a Registered Investment Adviser. Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA & SIPC. M.S. Howells & Co. and Peterson Wealth Management LLC are NOT affiliated. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. To ‘Like’, ‘Share’ or ‘Follow’ name of entity’s/individual’s page or any of the posts on this page should in no way be construed as a testimonial or an endorsement of the entity name/individual name. Third-party posts found on this profile do not reflect the views of M.S. Howells & Co. nor has it reviewed such content for accuracy or completeness.

SMID Cap Equity Investors

Alliance Trust Company of Nevada works with attorneys, financial advisors, CPAs, and insurance professionals from around the world to provide flexible trustee services and the benefits of Nevada trust situs. Founded in 2005, Alliance Trust Company of Nevada is fully independent and 100% employee-owned. As a firm established by independent advisors, for advisors, we offer flexible trustee services to various allied professionals locally, nationally, and internationally. Alliance Trust Company is an independent trust company – not a subsidiary or affiliate of any brokerage house, insurance company, or bank. We engage our clients and their established teams of professionals without interference. Nevada leads the nation in both domestic and global asset protection and wealth management. We help our clients benefit from Nevada’s favorable trust laws through a variety of trustee services and asset management.