Legacy Consulting Group is a financial planning firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs. Our firm encompasses decades of experience, education and industry recognized professional designations. Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising. •This page is a publication of Legacy Consulting Group. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. •Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. •Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Legacy Consulting Group is not engaged in the practice of law. •Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Bowie is an investment management firm serving as a strategic partner to manage financial assets for ultra-high net worth individuals and family offices. By drawing on our experience investing across multiple asset classes and exercising sound judgment, Bowie distills the complexity of financial markets into a timeless investment program. We operate with a unique collaborative approach with our partners, investing alongside you and aligning our interests with yours. We invest with a business mentality, using innovative frameworks to identify and own equity in enduring companies. We believe that combining a timeless investment strategy with resolute discipline produces investment excellence and client confidence, the keys to preserving and growing wealth for our investors.

Fontana Financial Planning - Simplifying Your Financial Success. 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. Important Disclosure Information: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

First Dallas Financial Group is a financial services company based out of 4950 Westgrove Dr, Dallas, Texas, United States.

Most financially successful people reach a point when money management is too much for them to handle alone. At Bannerman Wealth, we listen to your needs and craft an expert strategy to meet your goals so you can enjoy more security and success than you thought possible.

At 7th Harvest Investments we are committed to providing clients, partners and the community our very best because we know that the most valuable things in life are rarely achieved without each other. As a financial service provider we also know that trust is paramount. That’s why we work diligently to earn that gift each day with integrity and compassion. Since 2006 we've delivered comprehensive investment management and planning services that are built on proven strategies, dedicated teamwork, and experience. Together with our strategic partners we extend our dedication to service in an effort to impact and improve the lives we touch. Clients choose us because of our: - Comprehensive services that are delivered with compassion - Experience working through various market cycles - Proactive communication - Friendly, dedicated staff

Since 1982, we at McClure Capital (formerly Dillon Gage Wealth Management companies) have been working with friends and neighbors throughout the greater North Texas area to meet their financial goals! We are a fee-based RIA and fiduciary in the DFW Metroplex. Customer service and satisfaction are our primary goals, and our commitment to service represents some of the fundamental differences between McClure Capital and other institutions. You are welcome to learn more about us at https://www.mcclurecapital.com/. Call us at (972) 960-8700 with any financial questions and to speak with an advisor with over 30 years of experience. We look forward to speaking with you!

Tennyson Capital Partners was founded to provide tailored estate and distribution options for high net worth individuals, families and business owners across the country. In working directly with clients and/or their financial advisors, TCP creates tailored strategies using a unique approach involving life insurance and leverage from our lender network. Through the creation of The Leveraged Distribution Strategy™,our unique approach helps clients work toward meeting their goals and objectives with often significantly less capital outlay. See Important Disclosures at http://www.scfsecurities.com/disc/tennyson-capital-partners/

What You Started There, We Fulfill Here Whether your dreams and desires are those you envisioned while first attending or working at The University of Texas, or are more recent developments, we are committed to making them a reality for you, your family, your business, and your legacy. Longhorn Wealth Management Group shares that unique Texas pride and passion with you, and it drives us to provide you the “UTmost” in comprehensive wealth management services to help you achieve all of your prosperity goals. Our firm specializes in providing comprehensive wealth management services to University of Texas alumni, employees, family and friends. We work with our clients to creatively design, develop, defend and distribute their wealth and income in accordance with their prosperity needs, goals, and dreams. We accomplish this through offering our clients fee-only Strategic Wealth Planning Services, fee-or-commission-based Tactical Advisory Services and Consulting Fee Services. All our Services allow access to our unbiased expertise in analyzing, implementing and managing the “best of breed” investment and insurance solutions which are available today in the open marketplace of financial products and services. Our firm's service levels are structured to earn and support long term client/family relationships that will embrace multiple generations, and they have achieved just that. We are proud of our UT heritage and we are passionate about having the opportunity to serve our fellow UT family members and friends. We look forward to visiting with you soon! Hook'em!! Securities offered through Securities America Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory Services offered through Securities America Advisors Inc. Longhorn Wealth Management Group and Securities America are unaffiliated. This Advisor is Securities Licensed in: AL, AR, AZ, CA, CO, FL, LA, MN, NY, OK, PA, TX, VA, WA, & WV.

Genesis Agency is an entertainment company based out of P.O. Box 832858, Richardson, Texas, United States.

360 Wealth Planners is built upon these fundamental principles: sensitivity to expenses and taxes, proactive asset management, a transparent fee structure, and a measured approach to risk. We know that change is the only true constant in the financial landscape. So, rather than run from or rail against this reality, our team, led by Advisor Resource Council founder and managing partner Brandon Day, seeks to adapt and evolve with it. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial. The financial professionals associated with LPL Financial 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. Tax preparation services not offered by 360 Wealth Planners or LPL Financial. 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. FINRA: https://www.finra.org/#/ SIPC: https://www.sipc.org/

CoveMark has made its name as a growing investment firm by developing unparalleled opportunities through exclusive relationships with our partners across the country. We have made efforts to set new precedents within the investment industry by making our lucrative investment opportunities available to all of our clients rather than reserving access to these sizable potential gains for only those with significant capital contributions. We respect and understand the significance of all of our clients so we therefore aim to offer equal access to all of our projects by further developing our niche of providing institutional quality investments to the typical investor. With our passion for excellence and by putting our client’s interest first and foremost, we maintain the highest level of integrity backed by our unrivaled work ethic, We have experienced great success by employing our unique strategy. We diversify our investments across various markets primarily focused on the oil and gas industry and commercial and residential real estate. Focusing our efforts these industries allow us to hedge poor investments through the acquisition of tangible assets. Through this process, we have developed many opportunities in particularly insulated partitions. CoveMark is dedicated to creating an atmosphere that inspires loyalty in our team members and missionconfidence in our investors. The following core values are the foundation on which CoveMark was founded and are fundamental to our continued success: • We cultivate strategic partnerships with leading industry experts. • Our relationships are built on trust. • We believe in strong alignment of interests. • Integrity and reputation are paramount.