Atwood & Palmer, Inc.

Atwood & Palmer, Inc. is an SEC Registered Investment Advisor that was founded in 1990. We provide individualized investment management services and financial counseling to high net-worth clients. We manage all accounts on a discretionary basis, taking into consideration current and projected market conditions. Investment decisions are guided by each client's personal Investment Policy Statement, which focuses on their unique goals, time constraints and tax situation.

M. W. ARAGAO INVESTMENT ADVISORS, LLC

M.W. ARAGAO is one of the premier and fastest growing comprehensive financial firms in the Northeast. We are committed to helping our clients improve all aspects of their financial life. Our wide array of services are designed to educate and help our clients achieve their goals. We pride ourselves on the excellence in performance we strive for as well as the level of commitment we have from our clients. Founded in 2003, M.W. ARAGAO (MWA®) is an all encompassing ‘financial firm’, which offers services in the areas of investment management, wealth planning, tax preparation, business consulting, and investor education. As opposed to just handling segments of a client’s financial life, these broad ranges of services are offered in order to serve the client more comprehensively and to help them exceed their financial goals. As the dynamic financial world becomes more complex, it is imperative for clients to strive to have an all-embracing view of their individual state of affairs; MWA endeavors to help provide this view. Our team of professionals bring broad and deep education and experience across the multiple disciplines of the services we offer; Our services are tailored to our client’s specific and unique situation and needs; We offer the highly personal level of service of a small firm, with the resources of a much larger one; Our clients receive greater value from our services, as our expenses are some of the lowest in the industry

Elevation Wealth Management

Elevation Wealth Management is a San Francisco Bay Area based Registered Investment Advisor that provides investment management and financial planning services to discerning individuals, families, and companies across the United States. As an independent and privately held firm – Elevation specializes in helping investors grow, manage, and protect their wealth. As a Fiduciary and fee-only – Elevation places the interests of clients above all else. In March 2015, Elevation Wealth Management was merged into ZRC Wealth Management, LLC.

Caldwell Advisors, LLC

Offering individual advice and management strategies for clients seeking a more personalized investment strategy. As an office of supervisory jurisdiction and part of the Hybrid RIA model, Caldwell Advisors, LLC offers financial advisors searching for more independence access to multiple affiliation options offered through an established and respected Registered Investment Advisory firm. Securities offered through LPL Financial, Member SIPC www.sipc.org. Third party posts 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 we are registered, please visit www.caldwellgroupllc.com.

Arch Capital Management, Inc. (Investment Management)

Arch Capital Management, Inc. is an independent investment management firm based in the San Francisco Bay Area. Founded in 1999, the firm is registered with the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA) as a Commodity Trading Advisor (CTA). The portfolio management team uses a quantitative approach to trade futures, stocks, ETFs, options and currencies. The team’s investment objective is to produce high and consistent risk-adjusted returns in any market environment using a broad, diversified portfolio of short-term individual quantitative trading models. Co-founder and Director Nicholas Gleckman has over 30 years of Wall Street experience spanning the areas of structured derivatives, quantitative finance and investment management at firms such as Morgan Stanley, Bankers Trust (now Deutsche Bank), SBC Warburg (now UBS Investment Bank), Donaldson Lufkin & Jenrette (now Credit Suisse) and Tudor Investment Corp. His roles have ranged from trading, analytical research and portfolio management to Managing Director and head of sales in New York, California and Tokyo, in addition to his current responsibilities at Arch Capital. The firm is now closed to new investments. Current and former clients include some of the world's leading hedge funds and high net worth individuals, as well as the principal's personal and family capital. Arch Capital has also established an internship program open to qualified university students from around the world as well as a mentorship program. For more information, please contact Nicholas Gleckman Arch Capital Management, Inc. 200 Granada Drive Corte Madera, CA 94925 (415) 847-4615 info@archcapital.com www.archcapital.com