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.

Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than 20 states and abroad. As Registered Investment Advisors, our sole goal is to serve our clients’ interests, and our commitment to our fiduciary responsibility is absolute. We always put our clients first, and many have remained with us for generations, a testament to the quality of advice we provide and the strength of relationships we build. The Firm’s services include investment management, financial, tax and estate planning, fiduciary and custodial services, and charitable gifting support. Our investment approach is highly individualized. We develop a customized portfolio for each client, separately managed to reflect the values, goals, and time horizon of that individual, family, or organization, as well as their priorities regarding ESG investing. This customized approach offers advantages including greater tax efficiency, a portfolio more precisely configured to meet the client’s preferences and needs, and a more consistent approach to socially responsible investing, in which the individual selection of companies allows a true alignment with the client’s values. Mitchell Sinkler & Starr takes pride in delivering high value at a low cost, protecting our clients’ principal and improving their long-term results with services provided under an exceptionally competitive fee structure. We would welcome the opportunity to discuss your goals and needs and whether our strengths and services would represent a good fit.

Processed mortgage home loans Ran Credit Checks Calculated DTI ratios Verified employment Submitted loan packages to Lenders

-Interned as an assistant to certified financial advisor, who specialized in assisting qualified individuals, families and business owners. -We were able to help clients pursue lifelong investment goals with safe and sound financial strategies.-Reviewed individual client portfolios, used objective financial advice and investment management strategies to tailor a portfolio for their own personal situations.

Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services to wealthy families and businesses. We serve as our clients’ advocates by striving to deliver independent, objective, and comprehensive financial advice. Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.

• Assisted certified financial planner for LPL Financial with large book of business overseeing all operational aspects of investment firm.• Administered and settled estates by collecting and gathering the assets of the estate, paying debts and distributing the assets to the heirs.• Prepared, updated and maintained client accounts prior to client appointments. • Ensured that client’s accounts were opened, funded and maintained properly. • Processed transfers, direct rollovers and 1035 annuity exchanges.• Prepared daily performance reports for financial advisors including net worth statements of portfolio holdings, income generating reports, and allocations reports.• Traded stocks, bonds and mutual funds per client’s specifications under financial advisor’s license.• Counseled clients, managed portfolios, and grew sales due to the ability to build excellent customer rapport.• Assisted in preparation and e-filing of over 500 individual and business tax returns for company’s clients.• Input and tracked customer information using GoldMine, Customer Relationship Manager software.• Invoiced clients, received and posted payments, billed delinquent clients and called clients for back due collections.

• Provided tax accounting & preparation services to affluent business owners in San Diego county • Prepared books for year-end reconciliation & tax preparation for outside CPAs • Successfully completed accounting reconstruction projects of previous years' business activity for audits & tax preparation • Resolved clients' various tax issues including removal of tax liens, and wage garnishment reversal • Individual tax return preparation • Corporate tax return preparation including income, payroll & sales taxes

Corporate Advisory Solutions, LLC (CAS) was founded in 2013 by Michael Lamm and Mark Russell. CAS provides M&A, compliance, valuation and strategic advisory services to the tech enabled outsourced business services (OBS) arena. Securities offered through Finalis Securities LLC Member FINRA / SIPC. Corporate Advisory Solutions and Finalis Securities LLC are separate, unaffiliated entities.

Legacy Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.

Friedenthal Financial is an investment management firm designed to address the challenges plaguing so many investors in recent years. Our business philosophy places great emphasis on ascertaining the right level of risk for each client and providing him/her with the utmost transparency and flexibility. We believe our clients should know exactly what they own at all times and have access to their money without any waiting period. We also recognize the importance of procedural safeguards. As such, our clients receive independent account statements and transaction confirmations directly from their account custodian, Charles Schwab. It is very important that we work with clients to design the right custom portfolio for their needs, keeping in mind age, retirement horizon, capital needs, tax status, and risk tolerance. We create efficient and truly diversified portfolios, using asset allocation across a variety of equity, fixed income, and commodity sectors. Investment selection incorporates macroeconomic expectations as well as mathematical optimization. Check out our Blog! http://FriedenthalFinancial.wordpress.com The primary purpose of this Linkedin page is to provide a very brief description of Friedenthal Financial along with links to our website and our blog. We are not rendering or offering to render personalized investment advice or financial planning advice through this Linkedin page or any of its attached links. Friedenthal Financial will render investment advice to potential clients only after: (i) we have delivered a disclosure statement to the potential client as required under applicable securities laws, and (ii) the potential client has executed and delivered Friedenthal Financial’s investment advisory contract to us. We will provide investment advisory services to clients only in states in which Friedenthal Financial is registered as an investment adviser or is exempt from registration.

McLaughlin Private Wealth is a boutique financial advisory firm providing comprehensive wealth management and advanced planning advice to clients for whom we can make a significant impact in their lives. Our process puts our client’s financial success at the heart of every action, planning for tomorrow while having the confidence to live for today and enjoy their wealth. The firm works in a fiduciary capacity with accomplished clientele including multi-generational families, professionals planning for retirement, women in transition through divorce or widowhood, and entrepreneurs preparing for a liquidity event. Their financial, investment management and estate planning services are grounded in deep discovery and incorporate thoughtful, consultative, and transparent strategies that address the client’s most complicated and unique needs and objectives while fostering trust and building long-term and meaningful relationships. The firm’s high-touch and team-oriented approach serves select clients and often the adult “children” of their clients in key areas of financial decision-making helping them preserve, safeguard and transfer wealth, take care of and protect their heirs, actively manage risk, mitigate taxes, and establish a plan of charitable giving. For more information on McLaughlin Private Wealth, visit www.mclaughlinpw.com or call 856-216-8444. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page 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.

At Claritas Financial Partners, our mission is to bring clarity to the financial lives of our clients. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants and long-term goals. We use a team approach that can be an effective method in helping clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education and experience. Third party post 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 we are registered to do business, please visit: http://www.ClaritasFinancialPartners.com. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. https://www.finra.org. https://www.sipc.org