Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That’s why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients’ first and only call regarding any financial issue, question, or decision. We put our client’s goals, big and small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client’s financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf

SPC Group's aspiration for a happier word through bread started in Sangmidang, a small bakery in Ongjin, Hwanghae Province, Korea in 1945. “SPC” stands for “Samlip/Shany”, “Paris Croissant”, and “Companies (including Baskin Robbins Korea and other subsidiaries)”. The letters SPC are also associated with the tagline: "A Superb Company with Passionate and Creative people"​.Our philosophy is "The Best Way to Happiness"​. The phrase represents our pledge to be a world-class company that contributes to the well-being of everyone around. With this guiding philosophy, SPC is solidifying the foundation of our leadership in the global bakery and confectionery market, while caring for the communities where we do business, and creating value for customers by taking the lead in advancing people's health, happiness, and lifestyles. BRANDS> Paris Croissant – Paris Croissant, Paris Baguette, Caffé Pascucci, Jamba Juice, Lagrilla, Queen’s Park, Passion 5, L’Atelier, Lina’s, StrEAT> SPC Samlip – Samlip, Shany, Bizeun, Eggslut> BR Korea – Baskin Robbins, Dunkin’ Donuts> SPL, SPC Capital, SPC Networks, SPC Pack, Mildawon, SPC GFS, SPC CloudFor more information, please visit: http://www.spc.co.kr/spc/eng/main.spcFacebook:https://ko-kr.facebook.com/happySPC/https://m.facebook.com/happySPCInstagram:https://www.instagram.com/spc_group/

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.

Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals. Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients’ goals and objectives. We carry out our mission with the utmost care, offering clients a comprehensive suite of financial planning services. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping the relationship with our clients personal and consistent. Our advisors are backed by many years of experience and a commitment to ongoing professional development. Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth. Valley National’s financial advisors look forward to using their tools and resources to support you on a relationship that is built on mutual respect and understanding.

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.

Offering Financial Strength & Stability for Over 20 Years Since 2001, Keystone Financial Management has been unconditionally committed to strengthening and supporting the advisors and clients we serve, ensuring they have the power and the tools they need to build the financial future they envision. Whether you are an individual seeking insurance and investment advice or an advisor looking for a team that offers guidance and support, you’ll have access to an experienced network of nationally recognized financial professionals. With dozens of offices in Pennsylvania, New York, and beyond, our network of nearly 100 advisors are committed to helping clients plan for their financial futures, build their investments, and protect their assets. Each advisor brings their own unique experience, expertise, and process to their practice, along with the tools, support, and technology provided by our own broker-dealer. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity For additional information please visit our website: www.keystonefinancialmanagement.com CA Insurance License Number 0H29775 Arkansas Insurance License Number 2020136 Minnesota insurance License Number 40125747 https://www.sipc.org/ https://www.finra.org/#/

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

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.

Served as the financial leader of the company, overseeing the accounting and financial processes for the parent company and five subsidiaries. In addition to the accounting role, responsible for increasing the sophistication of investment analysis, leading a team of analysts to track performance of investments and created a new risk assessment model to streamline the acquisition of new investments. Since inception in 1999, ViaSource Funding Group, LLC (VFG) has been a leader in designing financial products for institutional investors around the world. VFG specializes in the purchase of life insurance policies from individuals with a current need for a portion of the policy proceeds.

Investment analysis and portfolio management.