Eliot Rose Wealth Management, LLC

Eliot Rose Wealth Management is a fee-only financial planner in Rhode Island. We provide comprehensive financial planning and investment management services to clients transitioning into or living in retirement. As a fee-only, fiduciary, and independent financial advisor, we are never paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice.

Eileen M Burkhart & Co., LLC

YOUR STRATEGIC PARTNER IN WEALTH MANAGEMENT AND LIFE PLANNING® Eileen M. Burkhart & Co., LLC 2485 Fairmount Blvd., Suite E Cleveland Heights, Ohio 44106 PH: 216.371.9600 FX: 216.371.9601 TF: 800.241.0690 EM: eileenb@eburkhart.com Securities and Advisory Services Offered Through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.com, a Registered Investment Advisor Fixed insurance products and services offered by Eileen M. Burkhart & Company, LLC are separate and unrelated to Commonwealth Financial Network. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, DC, FL, GA, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Social Media Profile Page(s) Guidelines and Terms of Use: www.commonwealth.com/termsofuse.html

Ely Prudent Portfolios, LLC

Ely Prudent Portfolios is an independent, fee-only Registered Investment Advisor. We are compensated only by our clients and accept no commissions or any other form of compensation from other sources. This reduces the potential for conflicts of interest. As Registered Investment Advisors, we are fiduciaries to our clients holdng us to the highest standard of legal responsibilities, trust and confidence. This fiduciary standard requires us to work for the exclusive benefit of our clients and to act with care, skill, and caution. It also requires us to disclose our compensation and any other conflicts of interest. Returns come from risk, but not all risks are worth taking. As investment advisors it is our job to identify the risks that are rewarded and to determine how much of that risk to take. By structuring a strategy around compensated risks factors we replace costly speculation and guesswork with purpose and direction. We spend our time on what works, not what sells. In his book, Your Money and Your Brain, Jason Zweig explains that "Marketers and the hordes of people who want to separate you from your money understand full well how the anticipation circuits work in your brain." It is our job to maintain a prudent financial process and to impose checks and balances on our clients' emotions to keep them from "...capturing nothing, in the long run, but risk and loss."

Masterpiece Financial Services

Welcome to Masterpiece Financial Services, a fee-based financial planning, tax preparation, and investment advisory firm headquartered in Maumee, OH. Our mission is to earn the trust of each client through open and clear communication, objective advice, hard work and a genuine concern for the overall financial well-being of each client. We believe strong relationships are built on honest communications, transparent processes, deep expertise, and a long-term commitment to clients' success. Values: Heart – our practice is about the dreams and aspirations of our clients Integrity – our world is about money management which embodies reliability, strong moral principles and the quality of being honest and forthright Excellence – we must constantly measure how to get better; to build, refine and enhance our value proposition Respect – We pride ourselves on effective communication with a willingness to receive feedback with an open mind Commitment –We are solution-driven by working hard and smart; a trait of sincere and steadfast fixity of purpose Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) J.W. Cole Financial, Inc. and Masterpiece Financial Services are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users' posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of JWC/JWCA.

Creaseys Wealth

Creaseys Wealth offer a distinctly different approach to managing your wealth. Uniquely we combine advice in each of the following areas: investment management, tax mitigation, estate planning and risk minimisation. We realise that we cannot do this without first understanding and considering what we call your ‘bigger picture' - your goals, objectives, values and ambitions. From your family and lifestyle, to your deepest passions, fears and concerns. Also known as your ‘why' - the reason you get up in the morning and do what it is you do in your life. With a clear picture of where you are today, and the things that matter most, we create a strategy to set you on your path toward achieving your ambitions. Find out more about our Bigger Picture™ Advice or our Portfolio Review Service by emailing ben.waite@creaseyswealth.com or call +44 (0) 1892 546546