FinServ Foundation

NextGen Financial Services Program Financial services provides a critical service to millions of Americans. However, there are huge barriers to entry and success in the profession. If we want Americans to have better access to financial planning, more secure retirements, and a healthier financial future we need to attract a more diverse, inclusive, and driven group of young professionals to the profession. The issues. Retention: Firms struggle to retain and attract young up-and-comers. But if you take a half-step back and look at the talent pipeline...that's not surprising. Too many young professionals enter the industry with a sink-or-swim mindset. They lack community, mentorship, and coaching...all of which aid in retention. Access: If you do not come from wealth or a professional, career-focused family setting, you might not see the financial industry as a viable, attainable vocation. This lack of access creates yet another pipeline squeeze for the profession. Inclusion: Not only do we need to retain and attract the right talent, but we also need to ensure they feel seen and heard. Many professional jobs in financial services can be isolating and young professionals may feel they are outliers if they do not have a supportive built-in network.

Intellectual Property Exchange International (IPXI)

Headquartered in Chicago, Intellectual Property Exchange International, Inc. (IPXI®) is the world's first financial exchange for licensing and trading intellectual property (IP) rights. IPXI is a membership-based organization governed by various Exchange committees. The Exchange operates under two core principles: transparency and efficiency.

Harvest Asset Group

Harvest Asset Group is an independent, Fee-Only financial planning and investment management advisory in Portland, Maine. We have successfully served and continue to work with nearly 100 local physicians, families and individuals since 2005. We are committed to a personalized and results oriented approach to help you reach your financial and life goals. We pledge a fiduciary standard of care to you. Unlike most financial advisors, our Fee-Only financial planning model ensures that your interests come first since we do not and cannot accept commissions from any investment or financial products we recommend or utilize on your behalf.

DCFAnnuities.com

DCFAnnuities.com is a leading online retirement income portal focusing on annuities and offering education, selection, and sales consultation. We support customers and top-tier advisors nationwide with only the strongest products, technology, services and solutions. DCF's concise information and tools to help customers find the best and ditch the rest for safe money retirement income. The DCF Strategy is to cut through all the static and noise to identify the best solutions to each client's unique needs

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!