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.

Masso - Torrence Wealth Management | 401K Plan Consulting is a boutique, independent firm focusing on corporate retirement plans and comprehensive financial planning for physicians, attorneys, and small business owners. For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, NJ, NY, PA, UT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Masso Torrence Wealth Management Inc. (“Masso Torrence”) is a Registered Investment Advisor. Please visit our Website https://www.massotorrence.com for important disclosures. Masso - Torrence Wealth Management | 401K Plan Consulting, 270 N. Elmwood Road, Suite H-160, Marlton, NJ 08053. T: 800.989.8699 | 856.988.6664

We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources. Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. www.finra.org www.sipc.org

● Established sales and marketing department. ● Created all marketing and presentation material. ● Managed compliance processes to ensure firm in line with regulatory requirements. ● Developed marketing plans to meet firm revenue and profit goals. ● Built a pipeline of $120 million in six months, closing $35 million in new business. ● Strengthened relationship between parent company and firm by acting as a liaison to integrate culture, systems, and operations.

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

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.

Rosemont is a specialist investor focused exclusively on making minority investments in asset and wealth management companies. Rosemont seeks positions in support of management buyouts, recapitalizations, ownership transitions, and selected start-ups. In addition to its experience providing capital, the Rosemont team brings to its partners a deep understanding of the investment management industry through more than 35 years of advising and investing in asset and wealth management businesses.

-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.

• 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

Personal Financial Planning Firm