McRae Capital Management is an independent investment counseling firm. We manage the assets of both individual and institutional investors. We carefully construct and diligently monitor a portfolio of stocks, bonds, or both, based on the goals and preferences of each of our clients. Our basic approach is selective. We believe, above all, in high quality issues. We are growth oriented, but remain dedicated to our primary objective: preservation of capital. We are bound to only one proposition, and that is the well being of our clients. With 3 Certified Financial Planners on staff, McRae also advises clients on a wide range of financial planning topics including retirement, college, estate, charitable and tax planning.

Osage Venture Partners (OVP) invests in early stage, business-to-business (B2B) software companies. Its current focus is within the Future or Work and Future of Education spaces. With over $250M under management, OVP seeks to invest in determined, creative entrepreneurs and to provide them with the assistance required to build high growth businesses.

Main Street Financial Solutions, LLC provides knowledgeable, customized financial planning and investment advisory services. Our practice is based on integrity, trust and financial planning expertise. We have the knowledge to provide financial planning and wealth management services to individuals, families and small businesses. To insure that our client’s best interests come first, we are fee-only which allows us to be completely objective in our recommendations. Each one of our advisors has passed the Certified Financial Planning Board's education curriculum. To ensure you have the most up to date financial planning tools and knowledge to protect your investments, we are constantly learning and continuing our education. At Main Street Financial Solutions we focus on long-term relationships and want you to feel like you are part of our family as we work together to help achieve your financial and personal goals.

DUPHINEY FINANCIAL NETWORK is a financial services company based out of 400 MORRIS AVE SUITE 227, DENVILLE, New Jersey, United States.

Summer internship candidate as Financial Analyst trainee. Responsibilities included: tax, investment, estate, insurance and retirement planning support to Black Coral’s president.

Our firm is a fee-only investment advisory and financial planning firm located in Blue Bell, PA. With over 120 years of combined experience we are dedicated to helping clients maximize their financial goals. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to improve every clients financial position, simplify their lives and achieve reliable investment results.

Runnymede is an independent investment management firm that manages investment portfolios of institutions (captive insurance, pension fund, corporate, non-profit) and high-net-worth individuals. Why Clients Work With Runnymede: * Trusted investment advisor serving clients with integrity for over 20 years * Well researched investment strategies * Direct access to professional team with unique history of protecting clients from “financial hurricanes” in 1987, 2000 and 2008 * Award winning client service Runnymede has been named Best Customer Service in Investment Management at the 2012 Captive Service Awards and nominated 2008 Manager of the Year by Financial Investment News.

Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice. Clients of Weingarten Associates include individuals, families and small business owners seeking a comprehensive financial management service to meet life's financial challenges. You will find our methods of carrying out this mission to be quite different from that of other financial advisory firms. Whereas most firms will construct a financial plan for you, their primary purpose in doing so is to capture and manage your investment assets. At Weingarten Associates, we recognize that real financial planning requires us to play a financial management role that goes beyond your investment portfolio. The financial plan is just the beginning of an advisory process that continues to address all of your financial needs as they arise over the course of your lifetime. Weingarten Associates acts as your personal financial manager, measuring success by your ability to achieve your financial goals. While we certainly strive to provide our clients with a positive investment experience, what most clients are concerned about is a substantial return on life!

At Kohlhepp Investment Advisors, we do comprehensive financial planning that will lead you to success as you travel along the path to fulfilling your financial dreams. Established in 1998, we are a fee-based RIA registered with the SEC. DREAM. PLAN. SUCCEED. www.KohlheppAdvisors.com

Dumont & Blake Investment Advisors delivers peace-of-mind financial solutions. We have been in the Financial Advisory business for decades and currently manage more than $275 Million in client assets. Our investor clients receive a custom-tailored and intelligently balanced portfolio of Stocks, Bonds and ETFs so that their wealth is preserved, assets grow over time, and they have plenty of money for retirement. 1. ABOUT DUMONT AND BLAKE • Independent Registered Investment Advisors • More than $275 million in assets under management • Management team has an average of 25 years in the portfolio management and advisory business • Client portfolios are structured using stocks, bonds and exchange traded funds (ETFs) • Clients have direct access to the management team and decision makers • Our compensation is fee-based, not commission-based • We build long-lasting relationships with our clients 2. STRATEGIES Dumont & Blake Investment Advisors employs sophisticated investment strategies to manage client portfolios. We offer the following portfolio strategies: A. Core Equity Strategy B. Exchange Traded Funds (“ETF”) Strategy C. Enhanced Income Option Strategy (“EIOS”) D. Tactical Allocation Strategy 3. SERVICES We Deliver: • Financial solutions for individuals, business owners, widows/ widowers, divorcees, retirees, seniors, charities, and trustees, including asset consolidation to simplify your financial life • Tax efficiency and cost effectiveness • Help in meeting the challenges of your life-changing events, such as retirement, loss of a spouse, divorce, selling or buying a business, paying for college, and caring for elderly parents • Retirement income planning • Estate coordination 4. EARNING YOUR CONFIDENCE AND TRUST We look forward to partnering with you to structure and guide your financial success. It’s ALL about you.

Rosemont is a specialist investor focused exclusively on making minority investments in asset and wealth management companies. Rosemont seeks positions in support of management buyouts, recapitalizations, ownership transitions, and selected start-ups. In addition to its experience providing capital, the Rosemont team brings to its partners a deep understanding of the investment management industry through more than 35 years of advising and investing in asset and wealth management businesses.

Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients. Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. Our open platform gives us the agility to select mutual funds, ETFs, separately managed accounts, individual tax-exempt municipal bonds, options strategies, structured notes, insurance strategies, and alternative investments including hedge funds and private equity. Our criteria when selecting an investment is performance against peer groups, tax-efficiency, returns, and fit within the overall portfolio. Every investment in your portfolio has a methodic purpose for being there. We believe that all wealth management advice should be acutely centered on the independent needs of each client and their long-term goals. Our practice works to deliver innovative wealth strategies that manage risk and help you to achieve your objectives. We live by the principles of quality, integrity and credibility and are committed to being candid toward everyone we work with, always putting the client’s needs above all else. We spend a great deal of time and energy to make sure you understand how much—or how little—risk you need to take to accomplish your goals. We want you to understand what we are doing and why we are doing it.