At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status. Our main objective is to fully understand each of our client's long-term financial goals. 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. 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.

- Maintained accounting records for eight active companies, and thirteen pass-through and trust entities.- Oversaw accounts payable processes, including invoice entry and bi-monthly check runs.- Verified and recorded accounts receivable deposits.- Transitioned accounts payable and accounts receivable systems to digital processes.- Enhanced financial controls by streamlining the invoice approval process.- Contributed to payroll operations.- Generated weekly Financial Position reports for all entities.- Executed month-end procedures for multiple entities.- Created training handbook, and provided training to a new employee.

At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus on Intel employees. As experts in the Intel retirement plan and benefits package, we work with current and former Intel employees who seek fee-only and independent financial guidance. Many of the Intel employees we serve want to know: ● Can I afford to stop working or leave Intel? ● How can I maximize my investment returns? ● Am I contributing enough to the Intel 401(k) and SERPLUS plan to retire on time? ● Should I use the BrokerageLink® 401(k) option? ● How should I optimize my Stock Options, RSU’s, and ESPP shares held in my UBS account? ● How should I choose my healthcare options and SERMA benefits? ● How can I incorporating my Minimum Pension Benefit and accelerated vesting? ● How can I reduce the taxes I pay on my income, investments, and other Intel benefits? With more than a decade of experience working alongside Intel employees, we offer unbiased expertise on those issues and others. We aim to create comprehensive plans to close the loop so you can move confidently toward financial success and get more out of life. Our Process ------------------ We believe in managing wealth holistically and making financial decisions supported by data. We do this through a three-pronged approach, using clear direction, informed strategy, and tactical expertise to build a plan that is customized to you and delivers results. We provide financial planning and investment management for both the Intel and non-Intel accounts. Get Started Now ----------------------- We are currently taking on new clients and welcome the opportunity to meet you. To learn more about making the most of your Intel benefits package, call us today at 503.621.9207 or email us at [email protected].

Our mission is to guide clients to make informed financial decisions that will help give them the best possible chance at reaching their life goals.

Pacific Ridge Capital Partners, LLC is a registered institutional investment adviser serving institutional and high net worth clients. Founded in 2010, we are an independent, employee-owned firm managed by a team of seasoned investment professionals who bring: Experience Our team is tenured and cohesive. Some of us have worked together as far back as 1996, and collectively, we represent over 100 years of combined industry experience. We have patience and disciplined judgment--two key tenets of our long-term investment philosophy. Focus Our investment strategies (Small and Micro Cap Value) are driven by our contrarian investment philosophy of identifying undervalued companies with good long-term operating prospects. We focus on smaller capitalization companies because we believe more market inefficiencies exist in this part of the market than larger capitalization companies, allowing more opportunity for good long-term results. We uncover our own investment ideas using fundamental analysis and bottom-up stock selection in our steadfast pursuit to deliver value relative to our benchmarks. Results We strive to bring superior investment results and a high level of service to our clients.

At Clear Financial Partners, we are dedicated to maintaining exemplary standards of service. We have bred a culture of excellence, loyalty, passion, respect and integrity. With this in mind, we all begin our journey toward excellence by making The Clear Commitment. This code of ethics directs our company's moral compass, and these best practices guide our daily actions. (503) 579-1000 [email protected] Securities offered through ClearFP Securities, LLC, member FINRA & SIPC. Investment Advisory Services offered through ClearFP Advisors, LLC. ClearFP Advisors, LLC is licensed to transact business in Oregon and will not conduct business in other states unless licensed or excluded or exempted from licensing requirements. ClearFP Advisors, LLC. and ClearFP Securities, LLC are wholly owned subsidiaries of Clear Financial Partners, Inc.®

• Responsible for the month end closing and the issuance of the monthly financial statements for two corporations, a private foundation named Kinesis and the personal accounting of the president. • Timely completed the month end closing within the first three working days of the following month. • Reviewed daily accounting activities of the 4 companies, including review of GL postings. • Responsible for the operational activity, including Accounts Payable and Accounts Receivable. • Prepared or reviewed monthly reconciliations, including 40 reconciliations from bank accounts. • Prepared the budget for an investment company and a private foundation. The budget of Kinesis involved the expenses of 3 programs and the fund raising activities to fund them. • Analyzed variances between budget and actuals and explained them to the CEO every month. • Reviewed contracts with suppliers and review expenses to identify saving opportunities. • Coordinated the Cash Management that involves over 40 bank and brokerage accounts. • Coordinated the external audit of the financial statements and the tax returns with the CPAs. • Reporting of an International Banking Entity to the Commissioner of Financial Institutions. • Coordinated the outsourcing of the accounting functions to a company named Eton Technologies, that provides remote accounting services to family offices. • Supervised a staff of 3 employees.

We are a Portland-based boutique firm fiercely dedicated to improving the lives of people. We're evolving the industry by challenging the status quo. Be smarter. ThinkPinnacle.com

Fort Vancouver Investment Management is an independent Registered Investment Advisor based in Vancouver, WA with managed assets exceeding $100 million. As a fee-only advisor we offer customized financial solutions that help our clients maintain their lifestyle throughout life’s transitions – personal and professional milestones, retirement, legacy goals and more. All our services are rooted in making recommendations that serve our clients best interest, not ours.

Founded in 1993, Macadam Capital Partners is a private investment banking and consulting firm headquartered in Portland, Oregon. We advise companies to plan for growth and to realize shareholder value, providing a customized approach tailored to each client’s objectives. Our services include the design and execution of sale, merger and acquisition strategies, the structuring and placement of debt financings and equity investments, and the management of corporate turnarounds and debt workouts. We also offer general business consulting services to companies that include succession planning, strategic planning, profit improvement plans, and board member participation and advisory. 503.225.0889

Peter's lifelong calling in the financial services industry, now exceeding 30 years, has been dedicated to helping clients get their financial affairs in order so they can focus on their most important family goals and values. It has been a career built on integrity, character and forged with positive leadership for our friends and family in this truly independent practice. At Ambassador Wealth Management we are very fortunate that we have some of the most fascinating people in the world as our clients. They are intelligent, hardworking, successful people that want to be good stewards of their financial assets. Their diverse nature, and the diverse nature of their needs, desires and financial situations, drives our passion daily.We specialize in guiding our clients through life's difficult financial decisions and complex financial matters. Specifically, we work with people nearing or in retirement; women facing the financial fallout from the loss of a spouse through death or divorce; business owners who are struggling with a succession plan; and families searching for their "right way" to leave a legacy of wealth to future generations. We will walk with you and guide you to your best solution.Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

KR Capital LLC is an industry leader specializing exclusively in the sale of FedEx routes. Since its inception, KR Capital has worked with FedEx contractors nationwide to successfully value, market, and sell their routes for the highest value possible. Our targeted approach to FedEx route sales positions us as a best-in-class resource for any FedEx contractor looking to sell their routes for top dollar. From RFIs to settlement statements, our firm's deep understanding of the FedEx sales process can help you get your routes sold quickly, easily, and for a premium price. DISCLAIMER: KR Capital is not endorsed by and is not recommended by Federal Express Corporation and FedEx Ground. KR Capital is not sponsored by, is not approved by, is not associated with, and has no connection whatsoever with Federal Express Corporation or FedEx Ground.