Merity, Anderson & Associates

Merity, Anderson & Associates is a financial services firm partnering with business owners, executives and management teams across the United States. Our firm focuses on growth sectors and businesses with enterprise values from $2 million and up. Since its inception, Merity Anderson has focused on maximizing value through a customized and strategically targeted methodology. Our services: •Financial Recapitalizations •Enterprise Valuations •Mergers and Acquisitions Services •Exit and Succession Planning Services Merity Anderson brings solid expertise in financial services, enterprise valuations, due diligence, deal structuring, and strategic planning. To learn more, we invite you to contact us for a confidential meeting where we can discuss your specific goals and objectives

Moore Financial Services Group, LLC

Moore Financial Services Group, LLC, is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products & services to individuals & business owners. We believe you will be better able to identify your goals & make sound decisions to help reach them by our providing sound financial information. We are committed to maintaining the highest standards of integrity & professionalism in our relationship with you, our client. We endeavor to know & understand your financial situation & provide you with only the highest quality information, services, & products to help you reach your goals. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Tax Management Investment Management Retirement Strategies Estate Conservation If you are interested in hearing more about what we offer & how we can help you & your family, you may reach us at: Phone - 281-817-6433 Email - mattmoore@moorefsg.com Website- moorefinancialservicesgroup.com We look forward to speaking with you!

Greater Texas Wealth & Risk Management LLC

By maintaining high standards of integrity and professionalism, we endeavor to know and understand your financial situation and provide you with only the most current, high quality information, services, and products to help you reach your goals. Greater Texas Wealth & Risk Management LLC is a full-service insurance and financial firm committed to helping people protect their families and pursue their financial goals. Based in the Dallas-Fort Worth area, we operate with a "client first" philosophy, offering a wide range of insurance and financial products and services to individuals and business owners. We believe you will be better able to identify your goals, and make sound decisions to help reach them, by our providing sound financial information. Please call us at (817) 374-4780 if you have any questions about our firm or the range of insurance and financial products and services we provide. We realize that every client comes with needs and challenges as unique as they are. We are not captive to any one company, allowing us to focus solely on our clients' needs. Note: Securities offered through Worth Financial Group, Member FINRA/SIPC, 16660 Dallas Pkwy, Suite 2200, Dallas, TX 75248, 877-397-7011

Pure Portfolios

Pure Portfolios is a financial services firm with an innovative, modern, and low-fee approach to wealth management. Our team of professional advisors builds custom portfolios aimed at reducing the cost of owning financial assets. We do not use mutual funds; we manage to maximize net after tax returns, and will never employ salespeople. This adds up to a much lower cost of investing for our clients. We believe investment managers need to get back to the fundamental reason the industry exists: to grow client assets. Pure Portfolios strives to align performance with client expectations, and for qualified clients, if we fail to do our job we receive less compensation. Accountability for client outcomes brings the focus back to investment management rather than asset gathering. We aim to raise the standards of professional conduct within investment management. Through education, promoting the highest ethical standards, and providing each client with the CFA Statement of Investor Rights we believe we can improve the way people invest. Pure Portfolios has two locations - Lake Oswego, OR and Camas, WA. Contact us at (877)261-0015 or insight@pureportfolios.com to see if Pure Portfolios is a good fit for you. -- Pure Portfolios Holdings LLC is a privately-owned limited liability company headquartered in Portland, OR. Pure Portfolios is a registered investment adviser with the U.S. Securities and Exchange Commission.

Lifetime Retirement Partners

Securities and Investment Advisory Services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.