First Western Advisors (FWA) has been providing wealth management services throughout the United States for more than 40 years. FWA was founded in Salt Lake City, Utah in 1982. Its guiding principle is to help individuals build wealth and find peace of mind by offering expert, objective advice and financial services (investment management, retirement planning, etc.). In 2019, First Western Advisors affiliated with Raymond James. 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. 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. First Western Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

As retirement scholars, we recognize and implement tried and true methods of investing , but are constantly investigating new and better ways to maximize retirement income. We create trusted, long-term relationships with our clients and their families, and help them navigate the different stages of retirement by providing sound financial advice and expertise. Peterson Wealth Advisors is a registered investment adviser. This platform is solely for informational purposes. The content created by a third party or links to websites are for information and education only. The opinions expressed here are those from the firm and are subject to change without notice. Content posted by third parties is not attributable to the adviser or firm employees as the information regarding the Adviser within this post was not provided by the adviser. Testimonials or Third-party ratings that are shared will include the date, period of time, identity of the source, and if applicable, the compensation.

Smarty is the three-time heavyweight world champion of location data intelligence. Companies like Microsoft, Netflix, and NASA use Smarty to process colossal amounts of location data at breakneck speed. Smarty’s APIs verify, validate, enrich, standardize, geocode, and auto-complete addresses. The APIs we create aren’t your grandma’s APIs, but your grandma could easily use them.

Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), Certified Financial Planner® and investment advisory firm located in Salt Lake City, Utah. Our mission is to help clients achieve financial peace of mind through the implementation of customized financial plans and ongoing personalized asset management. We specialize in helping people transition from the workplace into retirement, and insuring that those who are already retired will not outlive their nest egg. Most of our clients are within three years of retiring or already retired. We also help younger business owners develop creative ways to save and meet their retirement goals. We ensure that all of our clients have a comprehensive financial plan, and we meet with each client every six months to update the financial plan and review investment performance. As a NAPFA-registered fee-only advisory firm, we provide recommendations that are not tainted by a hidden agenda to sell financial products paying large commissions. Unlike our competitors at brokerage firms, insurance companies, and banks, we are compensated solely by our clients, so we are financially motivated to provide objective advice that is always in our clients' best interests. Unfortunately, anyone can call himself or herself a financial planner. However, only a Certified Financial Planner® (CFP®) has met the education, examination, experience and ethical requirements mandated by the CFP® board. Of the estimated 800,000 financial advisors in the U.S. only 55,000 have earned the CFP® designation. All Net Worth advisors are either CFPs® or CFPs® in training.

Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor. Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals. Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. Sepio Capital ("Sepio"​) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission and located in the State of California. Sepio provides investment advisory services and related services for clients nationally. Sepio will maintain all applicable registration and licenses as required by the various states in which Sepio conducts business, as applicable. Sepio renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Our mission is to help build great companies in the Wild West by backing the boldest entrepreneurs with capital, community, and expertise for the journey

For over 15 years we have had the privilege of partnering with visionary entrepreneurs and teams as they build transformational companies. While much has changed since we opened our doors in 2007, our commitment to fund the extraordinary has not wavered. We are more energized than ever to seek out the next generation of great American companies that will disrupt their industries and forever change how we learn, work and live—for the better. #traversefund #savoryfund #preludefund

AQRE Advisors is a forward-thinking boutique commercial real estate brokerage serving clients nationwide with exceptional client service and unparalleled creative vision, all backed by extensive experience in all facets of the commercial real estate industry.

ASSOCIATION FINANCIAL SERVICES, LLC is a financial services company based out of 4770 BISCAYNE BOULEVARD, MIAMI, Florida, United States.

Peak Financial Network Solutions was founded by Paul Hill* and David Pearson* in 2011 to add additional product and service offerings as a DBA of Financial Network FID West. Financial Network FID West was founded in 2008 as a new region of Cetera Advisor Networks LLC, member FINRA/SIPC. We are a full-service independent financial services firm committed to helping Banks, Credit Unions, Certified Financial Planners, Advisors and Certified Public Accountants assist their customers, members and clients reach their specific financial goals. We offer a wide range of non-proprietary products, specific services, tools and literature to inspire fundamental personal financial excellence. All advisors working with Financial Network FID West have passed in depth background checks, hold relevant securities registrations, insuirance licenses and are encouraged to complete the CFP Certified Financial Planner Board of Standards requriements to earn and maintain that designation. Many hold various professional designations, and are licensed to sell an extensive list of non proprietary investment and insurance products. *Registered Representatives offering securities and investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under seperate ownership from any other named entity. Registered address: 114 W Winchester St, Suite 100, Murray, UT 84107

Cornerstone Fund Services specializes in providing outsourced financial, accounting, and administrative services to managers of venture capital, private equity and fund of funds. Cornerstone creates a customized set of services based on the needs of our clients. The firm’s services include: -Regular and timely financial reporting to the fund’s limited partners -Capital call preparation and management -Preparation of US GAAP fund financial statements and footnotes -Investment funding and coordination with the investment companies -Investment portfolio tracking and reporting -Fund treasury management -External Audit and tax return coordination -Investor register maintenance -Software and fund portal management -Accounting for the funds general partnership, including carried interest -Full accounting for management companies, including payroll processing

FirstPurpose Wealth helps business owners, executives, retirees and others clarify their purpose and create the financial means to fulfill it. Because achieving purpose-driven goals is more satisfying than chasing empty numbers, we first help clients clarify their purpose, so they know their ​why​. Then we create and execute an integrated financial plan including traditional and private investments, tax strategies, estate planning, and charitable giving. We work best with clients who collaboratively create and co-pilot a long-term financial plan. Working together, we build wealth, minimize taxes, optimize transactions, manage outlier years, plan for financial independence and implement successful retirement income strategies. FirstPurpose Wealth: Live your life on purpose.