APB Retirement delivers focused, turn-key retirement plan solutions and plan administration services for employers of all sizes. We believe that all employers and their employees should have the same or better retirement plan options as those that are typically available to only larger employers. ​ All of our plans are open-architecture in investment offering, meaning that your advisor has maximum flexibility in designing your retirement plan investment line up. APB utilizes leading technology to create effective plan sponsor, plan participant, and plan advisor experiences. Cornerstones of our products and services are: * True open-architecture investment offerings of over 28,000 mutual funds and ETFs. * Revenue sharing neutrality. All revenue sharing is available to offset plan expenses or allocation to participants.* * Our fee structure competes with or beats virtually any other quality provider of retirement plan services. * We work with any plan size including start-up plans. * Unparalleled service delivered by direct access to a dedicated service team. Service the way it should be.

We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1.4 billion in assets for our clients. We hold ourselves accountable for your success.

The professionals at Confluence Financial Partners, cut through the clutter of overly dense explanations and needlessly complex investment options and plans to secure something in rare supply these days: Understanding. We transform complexity into clarity. Your objective is our primary focus. With our experience, we provide you with a clear, concise plan. We believe our fees are fair, reasonable and transparent. We arrive at a clear, concise investment portfolio focused on your goals and objectives.

The Hawthorn Group, L.C., is an international public affairs company of senior political and corporate communications specialists. Hawthorn helps solve communications problems – public policy, media, crisis, customer, community, financial and employee – for corporations, associations and non-profit organizations. Based in Alexandria, Virginia, Hawthorn operates a premier national affiliate network of more than 50 regional agencies to provide on-site intelligence and support for its clients. We also maintain access to a national network of campaign professionals who provide experienced “boots-on-the-ground” support when needed. Hawthorn currently represents a diverse group of industry-leading clients, specializing in heavily regulated industries, including beverage, banking, energy, gaming, healthcare, insurance, natural resources, security, and utilities. Masters of the art of advocacy, experienced in key industries, and genuine experts on local markets, Hawthorn is recognized as a leader in the industry: “. . . perhaps the premier independent public affairs consultancy in the nation’s capital… Hawthorn’s approach derives from the fact that most of its senior people are political campaign veterans. They bring to their corporate work a campaign approach that includes a sense of urgency, an ability to draw on a wide range of resources (from advertising to media relations to coalition building), and an emphasis on research.” --The Holmes Report “Clients’ Guide to PR Firms” Among its clients – for some of whom its officers have worked for more than 25 years – Hawthorn has earned a reputation for thinking smarter, working harder, caring more, and meeting the test of producing bottom line results.

Bill Few Associates, Inc. — an independent, fee-based wealth management firm — provides comprehensive financial planning and investment management services for individuals and businesses. Our financial advisors offer counseling on a wide range of services: investment management, retirement planning, estate planning, insurance planning, and education planning. Supporting our financial advisors are experienced portfolio managers and market analysts. At Bill Few Associates, we offer a wide range of financial planning services tailored just for you. Investment Management Retirement Planning Estate Planning Education Planning Insurance Planning Company Retirement

Fragasso Financial Advisors is a Pittsburgh PA-based, employee-owned financial planning and investment management firm. We are primarily a fee-based investment management firm. Our clients consist of individuals, families, business owners, corporations, non-profits and endowments. We assist our clients with a variety of financial planning services, including: retirement planning, educational funding, charitable gifting strategies, tax strategies, business succession planning, life insurance, estate planning and long term care planning. Providing the deep resources of a large firm while maintaining a total focus on the unique needs of clients and their families has always been a critical part of the mission that Chairman and Chief Executive Officer, Bob Fragasso, had in mind from the beginning. Fragasso Financial Advisors employs approximately fifty professionals with 5 offices which are located in downtown Pittsburgh, Beaver, McMurray, Wexford, and at the Shoppes at Cool Springs. ____ Investment advisory products and services offered through Fragasso Financial Advisors, a registered investment advisor. Securities offered through Private Client Services, Member of FINRA and SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. Fragasso Financial Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Please consult with Fragasso Financial Advisors for further clarification of state registrations.

Greycourt is an independent advisory firm comprised of a team of investors who simplify complex situations for our clients. Family wealth is our specialty, and we understand the importance of integrating investment strategies with tax and estate planning structures. We are investors first, and our diverse investment experience across our team provides an ideal balance of boldness and decisiveness in investing for our clients. We believe our independent business model is where the industry is heading, and we have focused on building a multigenerational firm to serve generations of clients.

OUR APPROACH Founded in 1992, Hunter Associates provides high-quality investment management and financial planning services to individuals, families and institutions. We blend individualized portfolio management with ongoing life-encompassing financial advice. Our consistent, disciplined and collaborative approach to investment management and financial planning has proven effective through a variety of economic and market conditions. Our philosophy demands that we know our clients well in order to effectively contribute to their financial well-being. We recognize that each client is unique and, therefore, each financial strategy is individually designed. Interested in working with our advisors? Visit www.hunterassociates.com/our-people OUR PEOPLE We are founded on the simple belief that success is rooted in people; we believe that employees reach their fullest potential when they feel a high degree of freedom and work with other forward-thinking professionals. Therefore, we aim to create and uphold an environment that enhances our common drive to improve our service and performance – to the ultimate benefit of our clients. Interested in our employment opportunities? To find out more about our dynamic and growing team, connect with us by emailing [email protected] OUR MISSION Our primary goal is to help our clients define and achieve their financial objectives. To do this, we establish an investment plan, adopt an investment policy, including an appropriate asset allocation and select suitable securities to reach these goals. Our further goal is to provide our associates with growth opportunities, a rewarding experience and a pleasant environment. Our success, both financial and otherwise, will be a by-product of achieving these goals. Hunter Associates is a member of FINRA and SIPC.

XPYRIA is a Pittsburgh, PA based independent investment advisor. Since our inception in 1990, we have provided the smaller institution and private market client with a level of investment management service and expertise traditionally reserved only for clients with hundreds of millions of dollars to invest.

Registered Investment Adviser. Asset Allocation Pioneers.

About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh. We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you. At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges. Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships. Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you. ***************** Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.