PASSION DRIVES SUCCESS In 1999, we set out to be the best financial advisors possible. This passion has always been the driving force behind everything we do. Lowery Thomas is our life’s work. We look forward to you joining us on this journey to the future where important decisions, obstacles and opportunities await. Thank you for taking the time to learn more about us, our firm, our philosophy and our passion. We hope you see the enthusiasm in each of us and the genuine interest we have in our clients. We value the chance to hear your life’s story, your interests and the goals that you pursue. The relationships with our clients are the most important aspect of our business. Our firm’s success is dependent upon our ability to meet our clients' expectations. We strive for excellence, both in service and portfolio performance. Our clients value our integrity, trust, discipline, innovation and the ability to provide solutions for your financial situation. Our Expertise: CPAs, Certified Financial Planners, Registered Investment Advisors under One Roof Lowery Thomas has three Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise, the investment and financial planning process is more efficient and effective which results in better advice.

Clarity Wealth Advisors is dedicated to providing clients with an experience which enables them to reach and maintain financial independence. As an independent wealth advisory firm, we offer a holistic approach to investment management and financial planning. We strive to educate our clients on an ongoing basis and to ensure that there is always clarity between their goals and the steps to achieve them.

SILICON VALLEY CAPITAL PARTNERS, LP is an investment banking company based out of 1731 TECHNOLOGY DR, San Jose, California, United States.

We provide our clients with a high degree of personal attention and individualized services. We offer in-depth, values-based financial planning and we offer independent financial advice and services. We also give you the ability to consolidate and manage all of your financial records in one location, accessible 24/7 on-line. This empowers and greatly simplifies your financial life. What's important about money to you? Your answer to that question forms the basis for creating a comprehensive financial plan that is especially designed to support your lifestyle, reflect your values, and help you manage your personal financial goals. Your financial plan can incorporate wealth management, planning for retirement, investment strategies and risk assessment, portfolio diversification, and a range of other services all backed by the full resources of LPL Financial. At Ledwith Financial Wealth Management responsive service to our clients is our number one priority and our team will be happy to assist you with any questions you may have. Please feel free to call on us. The registered representatives are with and securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Ledwith Financial Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Partners in Your Financial Journey® Wealth Managers based in San Jose, California. We help our clients make smart decisions and align their money with their goals so they can enjoy the journey. Who We Are: - 3 Wealth Managers with 5 Support Staff - Fiduciaries - Utilizing Industry Leading Technology - Based in Silicon Valley What We Do: - Deliver Advanced Planning - Actively Manage Portfolios - Strategically Mitigate Taxes - Preserve Wealth and Care for Heirs - Maximize Charitable Impact Who We Serve: - Investors with Company Stock - Professional Women - People Planning for Retirement

Hastie Financial Group ia Registered Investment Advisory Firm specializing in fee-based financial services, including investment management and financial, retirement and estate planning. The Financial Professionals of Hastie Financial Group are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Financial planning services offered through Hastie Financial Group are separate and unrelated to Commonwealth. [Hastie Financial Group, 307 Main Street, Suite 300, Salinas, CA 93901.] This communication is strictly intended for individuals residing in the states of [AZ, CA, CO, FL, ID, NV, OH, OR, PA, TX, UT, VA and WA]. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Retirement Capital Strategies is a Registered Investment Advisory firm located in Silicon Valley specializing in financial planning and wealth management. Investment advice offered through Retirement Capital Strategies, Inc. . . . . Retirement Capital Strategies is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies 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. No advice may be rendered by Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

S P Asset Management is a company based out of 20380 Town Center Ln # 205, Cupertino, California, United States.

Clarity Group specializes in working with nonprofit and faith-based organizations, as well as consumer-facing marketers. We can help you: - Become a STRONGER organization and - Build UNBREAKABLE ties with your constituents so you achieve GREATER mission success. This simple formula, when executed well, makes the difference between a stagnant nonprofit organization and a thriving one.

Parkworth Wealth Management is a fee-only wealth management firm helping executives and professionals live their best financial life. Founded in 2003, we work side by side with clients to help solve their most pressing financial challenges. With offices in Los Gatos and Palo Alto, we serve clients in Silicon Valley and the Bay Area by offering services that include financial planning, investment management, retirement planning, benefits analysis and strategies, education planning, tax strategies, estate planning, charitable planning, and asset protection and risk management. We have a particular expertise meeting the complex needs of tech professionals, helping them with such challenges as making informed decisions about stock options, restricted stock (RSU), employee stock purchase plans (ESPP) and deferred compensation plans and navigating the world of start-ups. We also thrive on helping professionals nearing retirement make the transition with the confidence that they can continue to enjoy a comfortable lifestyle, and we help women in transition gain clarity about their current financial situation and comfort that a plan is in place to meet their future needs. We provide retirement plan services to corporations and businesses. Our services include selecting service providers, monitoring, conducting employee enrollment and education, assisting with administration and helping you meet your fiduciary duties.