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.

We are a Third Party Administrator (TPA) located in Harrisburg, PA. We administer all defined contribution retirement plans for businesses of all types and sizes. Our primary focus is to provide our clients with excellent customer service and to assist them with understanding the complex and ever-changing laws surrounding their retirement plan.

We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources. Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. www.finra.org www.sipc.org

● Established sales and marketing department. ● Created all marketing and presentation material. ● Managed compliance processes to ensure firm in line with regulatory requirements. ● Developed marketing plans to meet firm revenue and profit goals. ● Built a pipeline of $120 million in six months, closing $35 million in new business. ● Strengthened relationship between parent company and firm by acting as a liaison to integrate culture, systems, and operations.

At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients, whether fully retired or hard at work, make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. People at the top of their game need coaches. You see this in athletics and performing arts. Olympians rely on coaches to reach their best potential…you deserve one too! Clients with whom we work with best understand the importance of personal coaching, where a significant amount of time is spent listening to clients and getting to know clients, before any strategy or detailed work starts. Clients come to us for not only our technical expertise, but for our care and skill at proactively leading them forward in a world of information overload and uncertainty. This communication strictly intended for individuals residing in the states of CO, CT, DE, FL, MD, NC, NJ, PA, VA. 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. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA (www.finra.org), SIPC (www.sipc.org), a Registered Investment Adviser, Independence Wealth Services, 260 Kennett Pike, Chadds Ford, PA 19317, 302-763-1180.

Harvest Investment Consultants, LLC is an independent registered investment advisor.

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.

Our vision is to serve as a trusted resource who helps people create a sound financial future so that they may enjoy the fruits of their labor and experience the highest quality of life. We want to empower people with the confidence that, with planning, they can achieve their financial goals. Our team mission is to deliver the highest level of professional service by providing comprehensive financial planning, creative solutions, and sound investment strategies. We strive to meet your financial goals and dreams while building relationships founded on ethics and trust.

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.

At Master's Advisors, we do things differently. We strive to create an environment in which the client is at the center of what we do, and financial planning is the focus of our advice, not financial products. Master's Advisors is a true team practice. We create this environment in three specific ways: First, all of our advice and recommendations are generated by the team of advisors. With this structure clients benefit from various opinions and ideas that are vigorously debated in a round-table discussion until the team determines the planning solutions that best serve that client’s needs. Second, no advisor at Master's has an individual book of business. Because all clients are “clients of the firm,” each client experiences the benefits of our diverse team of talented people. Our education, individual skills and interests, and life experiences vary greatly; however, when blended well together, our clients receive broad-based advice and excellent service. Last, all of our advisors work for a salary, with no compensation tied to the advice they give. This places a firewall between compensation and advice, protecting both integrity and objectivity. It also creates an environment where it does not matter which advisor works with a particular client. Our unique financial structure eliminates internal competition and ensures that every client is receiving consistent advice. We believe that this unique way of doing business produces the best results for our clients. Our focus on financial planning also differentiates us from those in the industry simply selling product. We believe the key to financial success lies in a comprehensive and intentional financial plan, specifically built for every client.

At Taylor Retirement Services, we help create retirement income strategies for people in or nearing retirement, so their retirement income lasts as long as they do. We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals will help you create a thoughtful strategy, using a variety of investments and insurance products and services while addressing your financial needs and concerns. Investment Advisory Services offered through Taylor Securities Services, Inc. (TSSI). TSSI and Taylor Retirement Services are independent of each other. (TSSI) is a registered investment adviser. Insurance products and services are offered and sold through Taylor Retirement Services, Inc., and individually licensed and appointed insurance agents. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where TSSI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. TSSI does not endorse, authorize, or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products, or information, or for the collection or use of information regarding the web site’s users and/or members.

I complete Day to Day tasks involving monitoring the market and updating data bases, while making sure clients are kept in best interest