Altrius Capital is an investment management firm dedicated to providing sound risk adjusted returns through our proprietary process which focuses on global revenue generation, value and above average income. For more information, please visit our website www.altriuscapital.com.

At BlueSky Wealth Advisors, our mission is to be indispensable to our clients by helping then achieve financial independence. Through the application of financial planning and investment strategies, we can address the unique circumstances and goals of each individual and family we serve. Through the development of systematic processes and procedures, we maximize our advisor-client interaction, ensuring each necessary aspect of our clients’ financial life is examined and planned accordingly. When appropriate, our advisors will skillfully partner with a client’s accountants, attorneys and other professionals to help ensure we are fully integrating their planning process. This unique approach to wealth planning is not the only difference. BlueSky Wealth Advisors is an independent, fee-only registered investment advisor (RIA). This means we have a fiduciary responsibility to put the needs of our clients above our own. As a fee-only advisor, registered with NAPFA, we do not sell any products, earn commissions, or accept or pay referral fees from any outside source. Our only focus is what is best for our clients. All of our lead advisors have at least a CFP® certification, yet many have more including, MBA’s and CFA certifications. We have offices in New Bern, NC, and Pleasanton, CA. Please learn more about us: @blueskywealth www.blueskywa.com www.blueskywa.com/bluesky-careers

With financial confidence, security follows. We are your trusted advisors, providing the financial experience, planning, and direction you need for lasting prosperity. We are here to guide you forward. Two office locations to serve you: 4018 Oleander Drive, Suite 102 Wilmington, NC 28403 910-793-0616 121 Edinburgh South Drive, Suite 208 Cary, NC 27511 919-463-0018 Pathfinder Wealth Consulting was formed in 2005 by Robert Penn and Jason Wheeler, after leaving a large Wall Street firm so they could focus on their clients’ needs and not corporate shareholders. Committed to developing a more personal long-term planning experience, the duo teamed up to help families achieve financial confidence through education and smart planning – no matter life’s path. The Pathfinder name stands for the safe journey we create for our clients through their financial lives, while also paying homage to Rob’s history in the Army. In the military, Pathfinders are a unit of specialized soldiers that are the first on the ground and, essentially, clear a safe passage for their fellow troops. For us, this means that we guide our clients to a safe financial location by going ahead of them, clearing obstructions, and mitigating risks. In September 2022, Pathfinder acquired Keystone Financial Partners of Cary, North Carolina. Founded in 1997 by Jim Trull, the legacy Keystone team shares similar values of planning-focused investment management with a rich client service mentality. As part of the acquisition, Keystone Financial Partners has transitioned to the Pathfinder name. Whichever path you take through life, our mission is to make sure you are financially prepared for the journey. Life and money are intertwined. We understand financial complexities, educate you, and help you plan. We stand ready to guide you forward. Advisory services offered through Commonwealth Financial Network® a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Lumina Wealth Management is an investment firm designed to serve as a central hub for all of our clients’ wealth planning and/or financial advisory needs. We are dedicated to building open and honest relationships with everyone that walks through our door. With over 45 combined years of financial experience, we strive to build lasting friendships with our clients and their families.

OmniStar was designed to provide the expertise and capabilities of a national institution while maintaining objectivity, and independence. Combined with the highest levels of individual attention, we deliver an unbiased, conflict-free environment focused solely on the best interests of our clients. Client Centric - Our Firm delivers expertise in asset management, advanced planning and the highest level of personalized service. Unlike most wealth management firms, we design and manage our sophisticated suite of portfolios using individual equities, exchange traded funds, mutual funds and alternative investments. We are not paid through commissions or transactions nor do we have any affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest. Independent - By choice, we are free to recommend only those services that meet our clients’ needs – that is, no quotas or pressure to sell proprietary products. Independent research enables us to design investment strategies solely on the merits of their characteristics and their suitability for each client. Fee Based – Whatever challenges you, or your organization face, OmniStar Financial Group provides a team of professionals with the functional competency to overcome these obstacles. Our fee-based platform removes all biases and paves the way for us to remain focused on the investment planning and wealth management needs of those we serve. In other words, our clients interest are always ahead of our own. Commitment to our Community — We are committed to improving the communities in which we live and work. Our team-members are encouraged to participate in these efforts while supporting the areas that are most important to them.

Welcome to Nautilus Wealth Management! We are an independent financial consulting firm based in New Bern, North Carolina, focusing on the development of working relationships with families all over the United States and assisting with the creation, preservation, and distribution of wealth. At Nautilus, we strive to ensure that our clients have a comprehensive plan for financial strength in the areas of wealth accumulation, tax planning, estate planning, and risk management. We appreciate your interest in Nautilus Wealth Management and sincerely look forward to serving you. This communication strictly intended for individuals residing in the states of AK, FL, GA, IN, MI, MN, MO, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI. 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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Chris Richey is a financial advisor located at 602 Pollock Street, New Bern, NC 28562. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered through Nautilus Wealth Management, LLC or CES Insurance Agency. He can be reached at 252-633-1365 or at [email protected]. © Copyright 2008 – 2016 www.nautiluswealthmanagement.com