The Advisory Group, Inc. provides a broadly diversified range of investment, annuity and insurance solutions whether you’re planning for retirement or you’re already in retirement. One of the many benefits of working with The Advisory Group, Inc. is their ability to provide clear, easily understood explanations of financial products and services that they provide. Their personalized programs can provide a roadmap to a more secure financial future. Company Profile • Headquartered in Davenport, Iowa • Founded by Brian P. Nauman in 1991 • Independent firm • Locally owned and operated • Selected as a PlanMember Financial Center in 2018 Investment Solutions Offers a broad range of investment options, including self-directed and professionally managed mutual fund portfolios, as well as a wide array of annuity options. This includes the PlanMember Services Program, a fully integrated retirement planning platform designed to help individuals achieve a financially secure retirement. Additional Planning Services • Investment risk analysis • Retirement income analysis • Investment portfolio diversification strategies • Principal protection strategies • Social Security timing • Generational and wealth transfer planning • Long-term health care expense planning Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SPIC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800)874-6910. The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by The Advisory Group, Inc. Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

Acuity Partners is a privately held alternative investment firm, offering proprietary deal flow across commercial real estate and pre-IPO venture opportunities. Acuity Partners is here to help give individual investors access to best of breed, proprietary, institutional quality alternative investments. We look forward to discussing your short-term goals and long-term financial plan, to help you build a portfolio of alternative investments best suited to your individual needs. Having experienced a variety of market/economic cycles over the past 30 years, we have found that certain asset classes are more suited to specific market cycles. As a private, independent firm, we can quickly adjust our strategy and allocate capital to specific asset classes poised to outperform in any given environment. To that end, we are currently focusing on Multi-Family real estate and late stage, pre-IPO venture opportunities.

RAFFERTY HOLDINGS LIMITED is a financial services company.

Investor Relations Responsible for investor relations for Kingdon Capital’s global long/short equity strategy with assets over $6 billion and over 200 client relationships • Initiated, developed and maintained Kingdon Capital’s Web Site to further enhance relationship management expectations including all aspects of investor reporting, quarterly conference calls and annual investor meeting held in New York, NY • Developed, implemented and enhanced marketing materials and analytic reports involving attribution results, risk statistics and global economic outlook for investors and prospects

McRae Capital Management is an independent investment counseling firm. We manage the assets of both individual and institutional investors. We carefully construct and diligently monitor a portfolio of stocks, bonds, or both, based on the goals and preferences of each of our clients. Our basic approach is selective. We believe, above all, in high quality issues. We are growth oriented, but remain dedicated to our primary objective: preservation of capital. We are bound to only one proposition, and that is the well being of our clients. With 3 Certified Financial Planners on staff, McRae also advises clients on a wide range of financial planning topics including retirement, college, estate, charitable and tax planning.

Osage Venture Partners (OVP) invests in early stage, business-to-business (B2B) software companies. Its current focus is within the Future or Work and Future of Education spaces. With over $250M under management, OVP seeks to invest in determined, creative entrepreneurs and to provide them with the assistance required to build high growth businesses.

Tailwind is a financial solutions provider. We help businesses access capital by leveraging our established network of banking relationships and private capital providers, performing thorough analysis both financial and on business strategy, guiding companies through changes recommended as a result of our analysis, then putting it all together and presenting it in a way that best represents our client's request.

As a busy professional or active retiree, you need someone you can trust to manage the assets you've worked so hard to accumulate for your family. You need a financial advisor who offers the experience, independence and integrity to match your own achievements and goals. CFS Investment Advisory Services L.L.C. (CFS) will help you understand and control your finances and free you to pursue your dreams and aspirations. CFS stands for Common Financial Sense, a philosophy that embraces sophistication without complication. You will work with dedicated financial advisors who listen, understand and care deeply about helping you make your dreams come true. We call it the CFS Standard of Care; you will call it the freedom to enjoy your life without worrying about your finances.

Strategic Family Wealth Counselors, LLC is an SEC Registered Investment Advisor firm that is dedicated to providing comprehensive financial planning and ongoing support to assist our clients on their road to financial success. Each member of our team is driven to not only meeting, but surpassing the needs and expectations of our clientele. We have found that the most important characteristic that people look for when choosing an Investment Advisor is integrity. Our team exhibits a level of integrity and a work ethic reminiscent of the kind of mom and pop businesses that this country was founded on. We operate in the “high-touch”, relationship-driven financial services industry and maintain a highly personalized level of service. We help our clients simplify the demands of managing their wealth to enable them to devote time to their business, personal endeavors, and their family. We carefully position our client’s assets using a complex, yet easy to understand asset allocation strategy. We also develop and implement unique and comprehensive financial plans to help simplify, consolidate and integrate every aspect of our clients’ financial future.

Rosewood Private Investments invests the time, talent and capital necessary to provide management with the opportunity to create a successful business.

Main Street Financial Solutions, LLC provides knowledgeable, customized financial planning and investment advisory services. Our practice is based on integrity, trust and financial planning expertise. We have the knowledge to provide financial planning and wealth management services to individuals, families and small businesses. To insure that our client’s best interests come first, we are fee-only which allows us to be completely objective in our recommendations. Each one of our advisors has passed the Certified Financial Planning Board's education curriculum. To ensure you have the most up to date financial planning tools and knowledge to protect your investments, we are constantly learning and continuing our education. At Main Street Financial Solutions we focus on long-term relationships and want you to feel like you are part of our family as we work together to help achieve your financial and personal goals.

EMTA is the Trade Association for the Emerging Markets