LP Analyst

LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community. The firm supports limited partners, general partners, and advisors with data-driven, actionable analyses to support decision making and enhance returns. LP Analyst’s founders have worked together for more than 10 years, advised on more than $50B in assets, and leverage backgrounds in investment banking, consulting, and secondary advisory. For more information, contact Bill Farrell at bfarrell@lpanalyst.com or visit www.lpanalyst.com Follow on Twitter: @LPAnalyst Connect on LinkedIn: www.linkedin.com/in/billfarrell3 www.linkedin.com/in/katitapalamar

true path financial and insurance services

True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision. In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). 20 Executive Park, Suite 190 Irvine, CA 92614 (949) 328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC104072(1021)P

NestWorth

At NestWorth, we specialize in helping businesses uncover financial opportunities they might not even realize they’re missing. Many companies unknowingly overpay on taxes, leaving valuable credits and incentives on the table. That’s where we come in. Our mission is to empower small and mid-sized businesses by identifying overlooked tax savings and providing strategies to reinvest in growth. Whether you’re improving operations, enhancing your workforce, or simply running your day-to-day business, we help show you where you may have overpaid and guide you to claim what’s rightfully yours. In addition to tax credit solutions, we offer tailored support for retirement plans, insurance options, and payroll services—making financial planning simpler and more efficient for employers and employees alike. NestWorth proudly serves the backbone of Main Street: U.S. businesses with fewer than 100 employees. From startups to well-established family enterprises, we adapt our approach to meet your unique needs, ensuring you’re set up for long-term success. With NestWorth, your business can focus on what it does best—while we work behind the scenes to uncover your financial potential. Your Nest. Your Future.

Business Alliance Financial Services, LLC

Business Alliance Financial Services, LLC (BAFS) is a business lending service organization dedicated to the credit union industry. As a Credit Union Service Organization (CUSO), BAFS provides its partner credit unions with a broad array of cost-effective, high quality financial services designed for the specific needs of business members. Services provided by BAFS include small business loan origination, loan participation, underwriting, servicing, portfolio management, and quality control. By leveraging BAFS’s systems and know-how instead of doing it on their own, partner credit unions can: •Add Loans Faster •At Lower Cost •And With Less Operating Cost •Leverage Resources

BTC Network

BTC Network is North America’s leading clinical research group. Based just outside of Boston, Massachusetts, our network includes more than 50 multi-therapeutic sites. All BTC research sites collaborate with or are part of private practices, giving us access to over 100,000 patients. Facebook: https://www.facebook.com/BTCNetworkMA/ Twitter: https://twitter.com/btc_network Instagram: https://www.instagram.com/btc_network/