At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status. Our main objective is to fully understand each of our client's long-term financial goals. 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

VEBER PARTNERS LLC was founded in 1989. The firm is one of the premier private investment banking firms in the Pacific Northwest which focuses on Mergers and Acquisitions, private placements, merchant banking, leveraged buy-outs, management buy-outs, capital restructuring, fairness opinions, valuations, Business Energy Tax Credit placements, and other financial advisory services. It operates in five primary sectors including: • manufacturing/distribution, • technology, • business services, • consumer/retail, and • healthcare Veber Partners has broad industry exposure, with particular expertise in multiple industries including forest products, healthcare, computer hardware and software, food processing, energy, building materials, and industrial products.

- Maintained accounting records for eight active companies, and thirteen pass-through and trust entities.- Oversaw accounts payable processes, including invoice entry and bi-monthly check runs.- Verified and recorded accounts receivable deposits.- Transitioned accounts payable and accounts receivable systems to digital processes.- Enhanced financial controls by streamlining the invoice approval process.- Contributed to payroll operations.- Generated weekly Financial Position reports for all entities.- Executed month-end procedures for multiple entities.- Created training handbook, and provided training to a new employee.

Marathon Management Inc is a company based out of 547 E Washington St, Chagrin Falls, Ohio, United States.

At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus on Intel employees. As experts in the Intel retirement plan and benefits package, we work with current and former Intel employees who seek fee-only and independent financial guidance. Many of the Intel employees we serve want to know: ● Can I afford to stop working or leave Intel? ● How can I maximize my investment returns? ● Am I contributing enough to the Intel 401(k) and SERPLUS plan to retire on time? ● Should I use the BrokerageLink® 401(k) option? ● How should I optimize my Stock Options, RSU’s, and ESPP shares held in my UBS account? ● How should I choose my healthcare options and SERMA benefits? ● How can I incorporating my Minimum Pension Benefit and accelerated vesting? ● How can I reduce the taxes I pay on my income, investments, and other Intel benefits? With more than a decade of experience working alongside Intel employees, we offer unbiased expertise on those issues and others. We aim to create comprehensive plans to close the loop so you can move confidently toward financial success and get more out of life. Our Process ------------------ We believe in managing wealth holistically and making financial decisions supported by data. We do this through a three-pronged approach, using clear direction, informed strategy, and tactical expertise to build a plan that is customized to you and delivers results. We provide financial planning and investment management for both the Intel and non-Intel accounts. Get Started Now ----------------------- We are currently taking on new clients and welcome the opportunity to meet you. To learn more about making the most of your Intel benefits package, call us today at 503.621.9207 or email us at [email protected].

Our mission is to guide clients to make informed financial decisions that will help give them the best possible chance at reaching their life goals.

Served as Lead or Associate Advisor on nearly 200 client relationships providing holistic wealth planning advice and strategies. Served as main advisor for new prospect meetings.

We are a comprehensive financial and investment services firm. Our mission is to help you preserve and build upon the wealth that you have worked hard to create. For over thirty years we have successfully employed a comprehensive planning approach that combines sophisticated investment portfolio analysis with retirement and legacy planning. We build personal relationships based on competent professional advice and continual communication. Along with financial guidance, we provide simplicity and organization, giving you more time to focus on the things that matter to you most. A primary reason for our success over the years is our dedication to ongoing client relationships. We are accessible. We are proactive. We take the time to listen. We are dedicated to staying in constant communication with our clients and working to give them an excellent understanding of their financial picture. To ensure a foundation of unbiased advice and independent research, since 1982 we have chosen to partner with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. LPL Financial provides us with independent investment research and excellent operational services. * As reported in Financial Planning magazine 1996-2013, based on total revenues. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states:AK, AZ, CA, CO, FL, HI, IA, ID, IL, KY, LA, MY, NV, NY, OR, SD, WA. 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

Pacific Ridge Capital Partners, LLC is a registered institutional investment adviser serving institutional and high net worth clients. Founded in 2010, we are an independent, employee-owned firm managed by a team of seasoned investment professionals who bring: Experience Our team is tenured and cohesive. Some of us have worked together as far back as 1996, and collectively, we represent over 100 years of combined industry experience. We have patience and disciplined judgment--two key tenets of our long-term investment philosophy. Focus Our investment strategies (Small and Micro Cap Value) are driven by our contrarian investment philosophy of identifying undervalued companies with good long-term operating prospects. We focus on smaller capitalization companies because we believe more market inefficiencies exist in this part of the market than larger capitalization companies, allowing more opportunity for good long-term results. We uncover our own investment ideas using fundamental analysis and bottom-up stock selection in our steadfast pursuit to deliver value relative to our benchmarks. Results We strive to bring superior investment results and a high level of service to our clients.

At Clear Financial Partners, we are dedicated to maintaining exemplary standards of service. We have bred a culture of excellence, loyalty, passion, respect and integrity. With this in mind, we all begin our journey toward excellence by making The Clear Commitment. This code of ethics directs our company's moral compass, and these best practices guide our daily actions. (503) 579-1000 [email protected] Securities offered through ClearFP Securities, LLC, member FINRA & SIPC. Investment Advisory Services offered through ClearFP Advisors, LLC. ClearFP Advisors, LLC is licensed to transact business in Oregon and will not conduct business in other states unless licensed or excluded or exempted from licensing requirements. ClearFP Advisors, LLC. and ClearFP Securities, LLC are wholly owned subsidiaries of Clear Financial Partners, Inc.®

• Responsible for the month end closing and the issuance of the monthly financial statements for two corporations, a private foundation named Kinesis and the personal accounting of the president. • Timely completed the month end closing within the first three working days of the following month. • Reviewed daily accounting activities of the 4 companies, including review of GL postings. • Responsible for the operational activity, including Accounts Payable and Accounts Receivable. • Prepared or reviewed monthly reconciliations, including 40 reconciliations from bank accounts. • Prepared the budget for an investment company and a private foundation. The budget of Kinesis involved the expenses of 3 programs and the fund raising activities to fund them. • Analyzed variances between budget and actuals and explained them to the CEO every month. • Reviewed contracts with suppliers and review expenses to identify saving opportunities. • Coordinated the Cash Management that involves over 40 bank and brokerage accounts. • Coordinated the external audit of the financial statements and the tax returns with the CPAs. • Reporting of an International Banking Entity to the Commissioner of Financial Institutions. • Coordinated the outsourcing of the accounting functions to a company named Eton Technologies, that provides remote accounting services to family offices. • Supervised a staff of 3 employees.

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