At Collier Wealth Management, our mission is to help our ideal clients get their entire financial house in order and keep it that way...forever. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Collier Wealth Management, Inc. 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.

As we built up our team over the years, we developed a rare combination of expertise and experience, where each core member has specialized knowledge and experience in areas ranging from estate and family legacy to business succession. To this expertise we added a process for serving clients that would enable them to rely on us as the central point of access for everything related to their wealth. The result is a level of interconnection that often creates efficiencies, opportunities and a greater sense of clarity within your integrated financial life. In effect, each member of your network is talking to another, and each part of your wealth is aligned with the rest.

Petra Capital Partners, based in Nashville, TN, has been a pioneer of the growth capital model, having invested more than $700 million in more than 100 high-growth private companies since we started in 1996. We are currently investing out of our fourth SBIC fund, closed in 2020, with $210 million of available capital. We invest up to $20 million of our own capital per company in non-control subordinated debt and/or preferred stock to high growth companies for expansion, acquisition, buyout or recapitalization, and can source additional capital through our network of co-investors and senior lending partners. Companies must have at least $10 million in revenue and positive ebitda at the time of investment. We focus on business services, tech-enabled services and healthcare services companies.

At Adams Wealth Partners, we specialize in wealth and retirement plans that provideyou with the most important currency: time. Time to do the things you want with the people you love. Time not worrying about how you’re going to pay for retirement. Time enjoying life. Our professional team of wealth advisors is here to help make sure that planning for your financial future is time well spent. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Adams Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 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

The EPM Financial team provides investment management, risk optimization and strategic wealth planning advice. Simply put, we strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that work toward long term investment results for you and your family. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. Call today to start the conversation and start saving for the future.

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

At Stonebridge, we believe it is one thing to help someone achieve greater success, it’s quite another to enjoy a life of significance. We help our clients do both. Stonebridge is a leading provider of innovative life and wealth solutions, bringing nearly two decades of experience to help high-profile artists, entertainers and athletes create, manage and sustain wealth through our multifamily investment office. We offer a holistic approach to wealth management, helping our clients define success and significance on their terms by focusing on comprehensive strategies that increase the probability of success and generational preservation of wealth. Our objective is not only for our clients to achieve their greatest career potential, but to ensure their wealth is maximized and protected. Our advisory team emphasizes close collaboration, and through a systematic goals-based approach, works to ensure that all plans and services are appropriate, aligned and integrated into the clients long-term future objectives. We are here to provide high-touch, high-trust service that fortifies peace of mind while safeguarding, sustaining, and growing the wealth of our exceptional high net worth clients. Company Overview: • Independent, fee-only registered investment adviser. • Fiduciary standard of care. • Focused on artists, entertainers, and athletes • By referral only. Stonebridge Wealth Management: Turn Success Into Significance ™

Levine Group, LLC was founded in 1963 with the goal of assisting clients in every aspect of their financial lives. We strive to provide thorough and personal service. We aim to help each client achieve their financial goals. Certain appropriately licensed individuals of Levine Group, LLC are registered to offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Levine Group, LLC. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. " Investor Disclosures: https://www.kestrafinancial.com/disclosures http://www.finra.org/ https://www.sipc.org/

As founder and owner of Jeffrey Gall Wealth Advisors, located in Walnut Creek, California, I provide comprehensive personal advice to a select group of successful business owners, executives, retirees and affluent families who want practical and objective ideas tailored to their estate planning, investment and retirement planning needs, all delivered with the personalized, attentive service you expect and deserve. Knowledge is power, but wisdom is the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to helping people just like you create wise strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies appropriate to your situation. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to potentially reap those rewards. I enjoy helping people as they strive to build a solid financial foundation for the future. Jeffrey Gall is a registered representative with and Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above. Financial Planning offered through Jeffrey Gall Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. For a list of states in which I am registered to conduct securities business visit my website: www.jgwealthadvisors.com. 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.

An independent wealth management firm, based in Nashville, Tennessee, we offer custom tailored strategies for portfolio management, retirement planning, education planning, risk management and estate planning. We operate as a cohesive team for our clients, leveraging the many different areas of each individual’s financial expertise.