We are a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Fisher Wealth Management was founded with the goal of assisting people with every aspect of their financial lives. We provide the most comprehensive financial planning service available, which has earned us a reputation for excellence in our industry. For each of our clients we strive to help create stability, security and help pursue financial independence. We encourage you to explore our website (http://www.fisher-wealthmanagement.com/) and learn more about the services we provide. Should you have any questions or would like more information about our firm, please feel free to email us at [email protected] or call us at 336-532-4396. We look forward to hearing from you. Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor Member FINRA & SIPC. www.finra.org www.sipc.org *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. *For a list of states in which I am/we are registered to do business, please visit http://www.fisher-wealthmanagement.com/.

Sustainable investing starts with the understanding that a just society, a healthy environment, and competitive financial returns are all “bottom line” issues. The Arjuna Capital team brings five decades of sustainable investing experience to the partnerships we forge with our clients. Together, we invest in the kind of world we want to live in. Arjuna Capital works with high net-worth individuals, families, and foundations to create a suite of sustainable investments that makes sense to and for the client. At the heart of these relationships is an ongoing, in-depth conversation about the ways clients want their money put to work.

Elefante Financial Services is dedicated to providing comprehensive wealth planning and investment services to our clients. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity. Our services include: • Investment and Asset Allocation Planning • Retirement Planning • Life Insurance Analysis and Solutions • Education Funding / Planning • Estate Planning • Fee Based Planning Services • Small Business Retirement Plans Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org https://www.sipc.org/ 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. For a list of states in which I am/we are registered to do business, please visit https://www.garyelefante.com/

For over 30 years, Kuhn Advisors has partnered with families across the country to grow their wealth and achieve all their financial priorities so they feel secure knowing they can realize a comfortable retirement, pay for their children's college educations, and map a philanthropic plan to leave a meaningful legacy.  Our multi-generational team provides intentional advice to simplify the financial complexities of each life stage and helps clients keep emotional reactions to financial markets in check in order to optimize opportunities for wealth creation. -- Kuhn Advisors, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Kuhn’s investment advisory services can be found in its Form ADV Part 2, which is available upon request

I joined the financial services industry in 1988 and I am currently an Investment Advisor Representative with Ameritas Investment Corp.(AIC). We are a boutique advisory firm offering services that are personalized and tailored to help you meet your goals. We are a privately held independent advisory firm who also works with top rated insurance carriers, individual wealth management clients, 401K and other retirement plan business, corporate benefits, client risk management and personal financial planning.*********Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA (www.finra.org)/SIPC(www.SIPC.org). AIC and Southeast Financial Services, Inc. are not affiliated. Additional products and services may be available through John Kenan or Southeast Financial Services, Inc. that are not offered through AIC. Securities products are limited to residents of North Carolina, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maryland, Michigan, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Southeast Financial Services, Inc. will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. **Blaser Investment Management Group, Full Branch 3065 South Church Street Burlington, NC 27215, 336-586-0012** This communication is strictly intended for individuals residing in the states of **NC, IN, CA, CO, FL, GA, KY, MI, MN, MS, NY, OH, PA, SC, TN, TX, VT, VA**. No offers may be made or accepted from any resident outside these states dueto various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

- Assisted in managing 170M in assets, primarily in the form of stocks, mutual funds, and variable rate annuities- Developed software that determines how much a client's portfolio assets deviate from the model for their risk tolerance- Evaluated stocks and mutual funds using technical and fundamental analysis to determine which securities to buy- Met with clients to discuss semi-annual portfolio performance, potential investments, and market outlook

We are an independent, Fee-Only, financial planning and investment management firm focused on helping our clients achieve financial peace of mind. As an independent Registered Investment Advisor, we are free to choose from the universe of possible investments and are not restricted to products from a particular provider. Additionally, we are legally obligated to meet a fiduciary standard with our clients, meaning that their interests must come before our own. Our fee-only approach also addresses potential conflicts of interest: since we do not make any commissions, sell any products or accept or pay any referral fees, our clients know that our recommendations are truly in their best interest.

In 1841, led by then Governor John Motley Morehead, Greensboro began to make an impact on the lives of NC citizens. He believed that Greensboro should be a relevant part of transportation throughout the state. He convinced the major railroads of the time to “bend” their tracks through one major depot, and the Gate City was born. If you wanted to go anywhere, you would go through the Gate City (Greensboro). Likewise Gate City Advisors, LLC was born out of our advisors’ desire to be a relevant part of their client’s financial journey. Whether you need financial planning, investment consulting, risk management, or a retirement plan for your company, Gate City Advisors can get you where you need to go. Our advisors will ensure you are on the right track for your financial future. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra As), an affliliate of Kestra IS. Gate City Advisors, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC (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 of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra AS Compliance department at 844-5-KESTRA. Kestra AS does not provide tax or legal advice. https://bit.ly/KF-Disclosures http://www.finra.org/ https://www.sipc.org/ 855-723-6696

Integrated WealthCare, LLC provides collaborative wealth management strategies to the medical community. With teams located in North Carolina and Pennsylvania. Integrated WealthCare has the staff and knowledge to develop highly specialized risk, asset and estate management programs for our physician clients. Securities and advisory services offered through Integrated WealthCare, a SEC-Registered Investment Advisor.

Tucker Bria is a financial advisory firm structured to focus on your needs and goals alongside your estate attorney, CPA and other trusted advisors. For this reason, each partner strives to be the one phone call you make when a major life event occurs or a routine question arises. Our advisory model is about family: parents, children, and grandchildren. We, like you, deal with life events and understand how these events might impact your financial wellness. You can expect the following commitment from Tucker Bria: •Clear explanations of our processes, services, and fees. •Strategies that address your needs, not those of a corporate parent. •Pragmatic market and world views. •Realistic assessments of our ability to assist you. •Prompt answers and reliable service. •Unemotional risk management Our clients come to Tucker Bria for many reasons. They stay because we care. 3100 Tower Blvd, Suite 117 Durham, North Carolina 27707 Phone: (919) 381-5780 225 N Bennett St, Suite C Southern Pines, NC 28387 Phone: (910) 693-0032 This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, MI, NC, NJ, NY, PA, SC, TX, VA No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html Neither Commonwealth Financial Network® nor Tucker Bria Wealth Strategies, LLC provides legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Managing and preserving wealth for individuals and institutions. Whether you want to explore your investment options, create a retirement plan, or develop a sound financial strategy for the future, Strategic Advisory Partners can help. Our clients value advice delivered with experience and intentionality. We will listen to your needs and provide objective recommendations that address your unique, comprehensive financial picture.