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.

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.

Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than 20 states and abroad. As Registered Investment Advisors, our sole goal is to serve our clients’ interests, and our commitment to our fiduciary responsibility is absolute. We always put our clients first, and many have remained with us for generations, a testament to the quality of advice we provide and the strength of relationships we build. The Firm’s services include investment management, financial, tax and estate planning, fiduciary and custodial services, and charitable gifting support. Our investment approach is highly individualized. We develop a customized portfolio for each client, separately managed to reflect the values, goals, and time horizon of that individual, family, or organization, as well as their priorities regarding ESG investing. This customized approach offers advantages including greater tax efficiency, a portfolio more precisely configured to meet the client’s preferences and needs, and a more consistent approach to socially responsible investing, in which the individual selection of companies allows a true alignment with the client’s values. Mitchell Sinkler & Starr takes pride in delivering high value at a low cost, protecting our clients’ principal and improving their long-term results with services provided under an exceptionally competitive fee structure. We would welcome the opportunity to discuss your goals and needs and whether our strengths and services would represent a good fit.

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.

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.

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

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.

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.

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