Capital Investment Services of America, Inc. is an employee-owned Milwaukee-based investment advisor that serves high-net-worth individuals, trusts, businesses, and charitable organizations. We build custom-tailored investment portfolios to achieve our client’s individual financial objectives. Our firm is a registered investment advisor with the SEC.

Know Your Financial Landscape Understanding and managing finances is crucial for everyone. How you can save more, spend wisely, and afford your life goals? Life is about you having the confidence and knowledge to make informed decisions. Where do you get your financial education with practical tips and tailored advice? At Mendel Money we believe that true financial health begins with a deep understanding of your unique financial landscape. Our mission is to empower YOU at the intersection of your money and your life – where you need it the most. https://www.mendelmoney.com/disclaimer/

Made markets in Amazon and Baidu using analytical tools developed in-house.

Seasoned business administrator providing strong customer service and project management support cross departmentally with Operations, Financial Planning, and Marketing. Operational focus providing efficiency enhancement initiatives for the company. Seamlessly maintains heavy schedule management in Outlook for multiple advisors, constructs organization books for new client accounts, ordering and inventory, coordinates facilities management, accounts payable/receivable, maintains confidentiality of client records, updates correspondence logs in accordance with compliance regulations, check processing, investment scheduling coordination, trade reconciliation, constructs summary of holdings reports quarterly/annually, generates quarterly billing statements with QuickBooks, website content management, and assists with lecture material preparation.

Campbell Newman is a 100% employee-owned boutique investment management firm serving institutional, intermediary and private clients. Our two strategies feature high-quality, high-conviction portfolios and the firm’s edge: Judgment backed by experience. Our firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. Campbell Newman is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

Converted 2200 accounts from (Centerpiece) Portfolio Center to Axys. Reconciled accounts in Portfolio Center to statements back 10 years and then created performance files prior to converting. Evaluated then merged multiple partners’ book of business into Axys mapping all securities, security types and asset classes. Converted ACT client data to Qube contact management system. Implemented Report packaging (Packman) for client reporting and web viewing Replaced a two week process of report generation and collation to a few hours with web access for clients. Setup workstations and connected to network Installation of all new/upgrade software.

STOFAN AGAZZI INVESTMENTS, LLC is an investment banking company based out of 2801 BLACK RD, Joliet, Illinois, United States.

PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees. Drawing on over two decades of experience, we provide institutional retirement plan consulting to 403(b), 457, and 401(k) plans. Our experienced consultants can customize and design a plan tailored to meet the needs of your organization so you can focus on your core objectives. Let PlanPILOT help your retirement plan administration team and your plan participants achieve better outcomes. If you would like to speak to a consultant or learn more about our services, please visit http://planpilot.com/get-started-now/

CRM Properties Group, Ltd. is a full service real estate group with interests in acquiring, developing, and managing retail, commercial and residential properties. The approach of the company is based on comprehensive management of every step of the development process, including project identification, entitlement, acquisition, financing, construction, lease-up, marketing and property management. The consistent success of CRM can be attributed to its proven formula: Identify growing markets with strong demographics. Construct high quality assets with creative and attractive architecture. Build a tenant mix that meets the needs of the community, combining national and local businesses and blending food, fashion and services. Develop and preserve relationships with government, tenants and stakeholders to better serve communities.

We are dedicated to helping our clients pursue heartfelt financial goals. We understand that financial planning is a lifetime process that takes into account your needs, goals, and values. Our goal is to create a comfortable and relaxed environment focused on helping you make informed decisions.

The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous. EnRich Financial Partners exists to offer expert financial planning and wealth management services, and we do so in a manner that is tailored to your needs, however they may evolve. Think of us as your family's Chief Financial Officer (Family CFO). We'll help guide your investment decision, disentangle the sometimes complex world of finance, and think strategically about how to protect and expand your financial security. Having a dedicated Family CFO gives you something wonderful: the freedom to concentrate on your family, your career, and your community. At EnRich, we are experts in portfolio management and retirement income planning. But we are more than that - we're people who understand how hard you work for your money. We're here to help discerning professionals capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. We help people think about investing differently. We collectively have nearly 50 years of experience and are here to help discerning professionals creatively capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. To us, financial planning goes beyond planning for how best to use your money. It combines your money, your values, and your life into what we consider to be real financial advice.

EMC CAPITAL ADVISORS, LLC is an investment banking company based out of 2201 WAUKEGAN RD, Bannockburn, Illinois, United States.