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.

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.

A. Gary Shilling & Co., Inc. is a New Jersey based economic consulting firm focused on analyzing and forecasting economic and financial developments in the U.S. and abroad. We provide economic consulting for institutional investors and corporations and continuous communication to individual investors as well through our monthly newsletter, INSIGHT.

At Family Investors Company, we offer an approach to financial management that we call the Family Difference: We Listen - We know the right questions to ask. Your answers provide us with in-depth information about your priorities and investment goals. We Advise - We provide our clients with straightforward recommendations. These practical recommendations identify and structure investment strategies that are both realistic and achievable. We Perform - Once your investment strategy has been approved by you, we put it to work. We try to be flexible to changing market conditions and inform our clients of new opportunities as they arise. We Care - That's why we make every effort to be accessible and responsive to your needs. We want you to become part of our Family, for it is this close relationship that will enable us to provide you with the best value and service possible.

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

Summit Private Investments, Inc. ("SPI") is an investment management firm specializing in the management of alternative investments. The firm manages several fund-of-hedge-funds with the objective of providing our clients with superior risk-adjusted returns and an emphasis on risk control and downside protection. We manage capital for both U.S. and international investors, including retirement plans, endowments, foundations, and high net worth individuals. SPI is an SEC registered investment advisor. Founded in 1980 as an institutional investment consultant, the firm has a long history of working with institutional investors to manage asset allocations and diversify investment risk. In 1991, capitalizing on this expertise, the firm initiated a fund-of-hedge-fund partnership for high net worth investors and institutions.Our track record of managing fund of hedge fund assets spans more than 20 years, and fund-of-hedge-funds are the core of SPI's business today.

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.

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Garden State Trust is a premier New Jersey independent trust company providing investment management, trust and estate services and elder solutions for retired and soon-to-be retired individuals. Garden State Trust was founded on three very simple guiding principles – communication, objectivity and above all trust. Members of our management team have over 30 years experience providing clients with the peace of mind of knowing they have access to a comprehensive array of services designed to meet their needs today and tomorrow. Experience the Garden State Trust Difference * Dedicated to finding solutions * Strong commitment to quality and caring service * Deep understanding of retirement needs * Careful analysis of client goals and circumstances * High level of responsiveness by seasoned professionals Garden State Trust … Spanning generations with integrity and experience you can trus

Our firm is a fee-only investment advisory and financial planning firm located in Blue Bell, PA. With over 120 years of combined experience we are dedicated to helping clients maximize their financial goals. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to improve every clients financial position, simplify their lives and achieve reliable investment results.

Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice. Clients of Weingarten Associates include individuals, families and small business owners seeking a comprehensive financial management service to meet life's financial challenges. You will find our methods of carrying out this mission to be quite different from that of other financial advisory firms. Whereas most firms will construct a financial plan for you, their primary purpose in doing so is to capture and manage your investment assets. At Weingarten Associates, we recognize that real financial planning requires us to play a financial management role that goes beyond your investment portfolio. The financial plan is just the beginning of an advisory process that continues to address all of your financial needs as they arise over the course of your lifetime. Weingarten Associates acts as your personal financial manager, measuring success by your ability to achieve your financial goals. While we certainly strive to provide our clients with a positive investment experience, what most clients are concerned about is a substantial return on life!

Responsible for approximately $2 billion in assets, RSW Investments specializes in the professional management of separate account municipal bond portfolios for individual investors, and may also provide investment advice to trusts, estates, charitable organizations, and other corporations or business entities.