We are a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Fisher Wealth Management was founded with the goal of assisting people with every aspect of their financial lives. We provide the most comprehensive financial planning service available, which has earned us a reputation for excellence in our industry. For each of our clients we strive to help create stability, security and help pursue financial independence. We encourage you to explore our website (http://www.fisher-wealthmanagement.com/) and learn more about the services we provide. Should you have any questions or would like more information about our firm, please feel free to email us at [email protected] or call us at 336-532-4396. We look forward to hearing from you. Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor Member FINRA & SIPC. www.finra.org 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 http://www.fisher-wealthmanagement.com/.

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.

Sustainable investing starts with the understanding that a just society, a healthy environment, and competitive financial returns are all “bottom line” issues. The Arjuna Capital team brings five decades of sustainable investing experience to the partnerships we forge with our clients. Together, we invest in the kind of world we want to live in. Arjuna Capital works with high net-worth individuals, families, and foundations to create a suite of sustainable investments that makes sense to and for the client. At the heart of these relationships is an ongoing, in-depth conversation about the ways clients want their money put to work.

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/

For over 30 years, Kuhn Advisors has partnered with families across the country to grow their wealth and achieve all their financial priorities so they feel secure knowing they can realize a comfortable retirement, pay for their children's college educations, and map a philanthropic plan to leave a meaningful legacy.  Our multi-generational team provides intentional advice to simplify the financial complexities of each life stage and helps clients keep emotional reactions to financial markets in check in order to optimize opportunities for wealth creation. -- Kuhn Advisors, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Kuhn’s investment advisory services can be found in its Form ADV Part 2, which is available upon request

ALGER FINANCIAL, INC is an investment banking company based out of 3840 ED DR, Raleigh, North Carolina, United States.

Beacon Financial Strategies was established in 2004, by Chip Hymiller, CFP® and Erin Campbell, CPA/PFS, CFP® with the purpose of helping individuals and families make sound and strategic financial decisions. Beacon is an independent financial planning firm. Our coordinated approach to financial planning differentiates us from most other firms because we focus on overall net worth management and financial health. As fiduciaries, our focus is on giving each client individualized qualified financial advice.

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

We strive to be defined by our core values and desire to partner with like-minded private equity firms, independent sponsors, business owners, and management teams to create shared success. We believe the best investment results are achieved by investors and management teams who have a long-term perspective. Our experience shows us that businesses operated with a longer-term perspective not only achieve superior financial returns for their owners but also create long-term value for their employees and broader communities. We provide debt and equity capital to businesses that are seeking capital for acquisitions, growth, recapitalizations, and changes of control. We target investment amounts between $5 and $20 million although can lead transactions as large as $50 million. Our typical company has EBITDA of between $2 and $15 million.

- 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