Morgan Creek Capital Management, LLC is an SEC-registered investment adviser founded with a vision of offering institutional and family office investors the same forward-looking strategies that made the large university endowments its leadership had previously managed so successful: integrating alternative investments into traditional equity and fixed income portfolios. Morgan Creek provides a customized outsourced investment office to clients in need of a targeted solution, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model. Many members of our senior investment team have a fiduciary pedigree, having previously worked at some of the top university endowment programs in the country (Notre Dame, UNC-Chapel Hill, Duke and Stanford), and with this experience of allocating capital across all asset classes, the firm has built a global network with access to what we believe to be top-tier investment managers. Our headquarters are located in Chapel Hill, North Carolina, with an investment research office in Shanghai and investment professionals located in various cities in the US. Solutions Morgan Creek’s solutions assist clients with global allocations to: hedge funds, traditional equity and fixed income, absolute return, emerging markets, credit, private equity, real estate/real assets, venture capital, energy & natural resources. Please visit www.morgancreekcap.com to view important disclaimers.

Established in 2007, TrueBridge Capital Partners is an alternative asset management firm focused on generating superior returns in the venture capital industry. TrueBridge is recognized for its data-driven approach to investing in venture and seed/micro-VC funds, as well as directly in high-growth technology companies alongside premier VC investors. The firm has a long-standing partnership with Forbes to produce The Midas List, The Midas List Europe, and Next Billion Dollar Startups, which highlight annual rankings of technology’s top investors and companies. The firm currently manages over $5.5 billion in institutional assets and is located in Chapel Hill, NC. For industry insights, primers, readers digest, and more, check out TrueBridge’s Forbes blog here: https://www.forbes.com/sites/truebridge/#420ca66a3999

As one of the oldest and most active early-stage investment firms in the Southeast, our investment philosophy has been honed from years of experience. We fund entrepreneurs who are applying technology and business model innovations to industries in the earliest stages of digital disruption with an emphasis on underserved people, places and stages.

Input and organized client’s investment holdings and other assets into programs including, but not limited to, SmartWorks, MoneyGuide Pro, eMoney, and NetX360. Completed research on different stock lists by gathering statistics from investment resources such as Morningstar, Schwab, and NetX360.

At Hilltop Wealth Advisors, we want to empower you to pursue the life of your dreams, to make sound financial decisions with confidence, and to make a positive impact on the world around you. Teamwork is important to us. We believe this approach strengthens each of us, leads to new ideas, helps us to navigate in an ever-changing environment, and most importantly helps you work towards your goals. We continue to develop our team and process to help put you at the top of the hill, so that you have a full view of where you are and the paths in front of you. We hope you’ll come join us. Hilltop Wealth Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: https://www.hilltopwealthadvisors.com/disclosures.

Overseeing the firm’s investment research processes for fund selection and portfolio construction.

Single Family Office. Other positions held - Chief Operating Officer and Managing Director of Private Equity.

Elefante Financial Services is dedicated to providing comprehensive wealth planning and investment services to our clients. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity. Our services include: • Investment and Asset Allocation Planning • Retirement Planning • Life Insurance Analysis and Solutions • Education Funding / Planning • Estate Planning • Fee Based Planning Services • Small Business Retirement Plans Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org https://www.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 https://www.garyelefante.com/

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. **Blaser Investment Management Group, Full Branch 3065 South Church Street Burlington, NC 27215, 336-586-0012** This communication is strictly intended for individuals residing in the states of **NC, IN, CA, CO, FL, GA, KY, MI, MN, MS, NY, OH, PA, SC, TN, TX, VT, VA**. No offers may be made or accepted from any resident outside these states dueto various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

- Assisted in managing 170M in assets, primarily in the form of stocks, mutual funds, and variable rate annuities- Developed software that determines how much a client's portfolio assets deviate from the model for their risk tolerance- Evaluated stocks and mutual funds using technical and fundamental analysis to determine which securities to buy- Met with clients to discuss semi-annual portfolio performance, potential investments, and market outlook

We are an independent, Fee-Only, financial planning and investment management firm focused on helping our clients achieve financial peace of mind. As an independent Registered Investment Advisor, we are free to choose from the universe of possible investments and are not restricted to products from a particular provider. Additionally, we are legally obligated to meet a fiduciary standard with our clients, meaning that their interests must come before our own. Our fee-only approach also addresses potential conflicts of interest: since we do not make any commissions, sell any products or accept or pay any referral fees, our clients know that our recommendations are truly in their best interest.

We call our practice "purpose driven" because most of our clients believe that true success is measured not simply by the wealth they create, but by the impact they make and the legacy they leave. Our clients realize that their time is best spent focused on their unique talents and strengths. So… they must work with someone who supports and encourages their purpose in life. We have a special emphasis on encouraging and supporting women and couples to fully understand and engage in their finances.