Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.

United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.

SILVER VENTURES, INC. is a company based out of PO BOX 460567, SAN ANTONIO, Texas, United States.

We are a brand new finance company – but we are not new to this business. We have brought together leaders from across the industry to build on what we know works, yet we plan to develop something fundamentally different by leveraging new processes, structures, and technology and developing new ways to conduct business.

McLane Group is a holding company comprised of a portfolio of wholly owned operating entities, public and private investments, real estate holdings, and other alternative assets. The current portfolio of wholly owned entities operate within the global logistics, technology, food production, ranch management, automotive sales, and multimedia marketing and publications industries.

Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values. By operating with honesty, integrity and an unwavering commitment to the investor, we’re here to support the success of financial professionals — which can lead to success for those they serve. Member FINRA, SIPC

Trailstone is a global energy and technology company, operating at the intersection of renewable and conventional power. We trade energy in global markets, and we provide a best-in-class service to manage the inherent intermittency of renewable power generation across the short, medium and long term. As an energy trader, we buy and sell electricity and gas which is physically delivered on the grids, and we leverage our physical market knowledge to trade financial commodities. As a provider of renewable energy management services, we take on the complexity of managing renewable power across different countries so that our customers can focus on their core mission of investment and growth. Trailstone offers an efficient, fully automated front-to-back renewable power management platform underpinned by our long-standing market experience, proprietary technology, data analytics and meteorology.

CrowdStreet is the largest online private equity real estate investing platform. As reported by Dr. Adam Gower in Best Real Estate Syndication Platforms | Gower Crowd - UNLEASHED, published 2022, based on dollars raised by individual investors. To date, we’ve launched more than 600 deals, including both individual assets and funds. Some of the world’s largest sponsors, including Greystar and Harbor Group International have used CrowdStreet to raise capital. Since 2014, our investor community has committed more than $3 billion in investments since March 2022. Disclosures: https://crwd.st/2VIJgo3 Learn more at www.crowdstreet.com CrowdStreet, Inc. (“CrowdStreet”) offers investment opportunities on its website (the “CrowdStreet Marketplace”). Broker dealer services in connection with an investment are offered through CrowdStreet Capital LLC (“CrowdStreet Capital”), a broker dealer registered with FINRA and a member of SIPC .

Virtus Partners provides solutions for asset managers, banks, hedge funds, and investors to better manage a wide variety of alternative investment strategies. We understand that different clients may require different solutions, so our services are flexible and tailored to fit your specific requirements. We work with a range of clientele, from fixed-income managers to hedge fund software providers. Headquartered in Houston, Texas the company has grown from a four person firm in 2005 to a global leader in our industry. We have leveraged our bank debt expertise to expand beyond the CLO market and offer a comprehensive set of solutions covering the broader alternative investment landscape. Today, over 300 employees in five offices in the United States and Europe administer over $350 B dollars worth of assets for over 100 global financial institutions. CLIENTS Virtus has a large and growing client base consisting of many of the world’s largest banks, hedge funds and asset managers. The deals that Virtus administers on behalf of these clients typically have lives of 5-7 years and are recurring in nature. Virtus is administering over 750 individual portfolios for 100 different managers. Over half of our clients have multiple deals with Virtus and no client represents more than 20% of our portfolio. LEADERSHIP Virtus Partners was started in 2005 by its four partners who all remain actively engaged with the business on a daily basis. The name Virtus comes from ancient Rome and embodies concepts of excellence, character, and courage. It took courage for the four founding partners to step out on their own and start a new firm that would fulfill their vision of an independent company that combined cutting edge technology and exceptional customer service would better serve their customers in the structured credit industry. Partners represents the founding partners, but also the partnership between the founders and their employees and again with the firm’s clients.

Avatar Healthcare Inc is a Texas based business group, focuses on Acquisition, Investment and Strategic Partnerships in Healthcare, Technology and Sports Industries. The company owns multiple Home Health, Hospice and Palliative care centers across Texas .Avatar Care Network is an innovative strategic partnership model of consolidation, resource optimization, standardized process, operational efficiency and better revenue management, enabling ‘Care Coordination’ possible from one point of care. The company is built on MSO(Managed Service Organization) Model with a Network of Healthcare Service Providers under one Brand, a Technology driven smart Eco System powered with data, science, analytics and technology. Our Mission: To Reduce the cost of care and help the Patients, Providers, Funding Sources, and the World we live in. - Giving Back to the Community; A Reason for Our Existence - A Great Cause, Our Motivation! Our Vision: Enabling the co-ordination of care with high impact, hi-tech healthcare organization providing quality care with lower costs. Portfolio companies were operational since 2005, and our Corporate Landscape includes: WKM Healthcare Wilcare Healthcare Guardian Angels At Home Care A Friendly Home Health Care Texas Best Hospice A Friendly Palliative Care and Hospice WKM Hospice Wilcare Hospice

Clarion Partners is a leading pure-play commercial real estate investment manager. The Firm is headquartered in New York with a presence in major markets across the United States and Europe. Our organization is built on a broad network of real estate professionals who bring knowledge of local markets to every investment decision. • 40+ year history focused exclusively on real estate • $76.6 billion in total assets under management • 500+ global investors • ~1,500 properties across numerous U.S. and European markets • Investments in high-quality assets across property sectors: industrial, multifamily, retail, office, hotel and alternative property types • Broad range of real estate strategies across the risk/return spectrum: core, core-plus, value-add and opportunistic • Investment options in both fund and separate account formats • Expertise in equity and debt structures • 300+ employees • SEC-registered investment adviser We seek to provide investors with long-term real estate solutions to support their investment objectives, mindful of our obligations of accountability, transparency, and trust. For more information, please visit our website, www.clarionpartners.com All information as of 12/31/2023.

A CFP® Practitioner in a fee-only investment advisory firm that provides on-going asset management and financial planning.