Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of "investor advocacy."​ As our clients'​ Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that "our only alliance is with our clients."​ Highland serves a wide array of clients. Fiduciary clients include defined benefit and defined contribution plans, Taft-Hartley plans, foundations, endowments, and other institutional investors. Clients also include family offices and similar private investors. The growth of our client base follows a managed approach in terms of the number of clients we serve and the total amount of assets we oversee. Highland maintains a commitment to grow at a rate that allows us to provide the resources, responsiveness and service that our clients deserve.

Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

Hixon Zuercher Capital Management is a fee-only investment management boutique located in Findlay, Ohio. We provide professional investment management solutions to a select group of individuals, families, business owners, and foundations. Please visit our website at hzcapital.com to learn more about our company.

QDRO Group is one of the nation’s largest firms devoted exclusively to aiding domestic relations attorneys in dividing retirement benefits. We provide a unique blend of legal, accounting and actuarial expertise with a special emphasis on litigation support. We believe that if a present value report or an order dividing a retirement plan does not hold up in court it was a waste of money. In fact, QDRO Group’s experts have appeared in court over 1,600 times with stunning success thanks to our special “Litigation Support Team.” When someone asks “Who drafted your QDRO?” you can confidently point to the fact that our staff members have authored eight leading legal texts in the field over the last 22 years including Dividing Pensions in Divorce: Negotiating and Drafting Safe Settlements with QDROs and Present Values, Third Edition and Value of Pensions in Divorce, Fifth Edition - all published by Wolters Kluwer Law & Business. Our reasonable, $400 flat-rate fee guaranteed through approval and instant access to the most knowledgeable staff in the country to answer your toughest questions are just two of the reasons that QDRO Group has emerged as a national leader in the field.

Jackson Wealth Management, LLC, in Lake Mary, FL, financial advisers offers a wide variety of financial services for individuals with high levels of income. We are a one-stop family office for financial planning, tax preparation, and investment services for high net worth families. George P. Jackson was named to Forbes’ “Best-in-State Wealth Advisors” 2018 list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Our commitment to exceeding client expectations and building long-term relationships has earned us the trust, confidence, and respect of our clients and recognition from our industry. We also have a highly quantitative, proprietary, trend following approach to investing and risk management. Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC Advisory services offered through Jackson Wealth Management, LLC. Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc. Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.