Clarity for Women, Inc.

Clarity for Women is a comprehensive, fee-only financial planning firm dedicated to serving divorcing, widowed and professional women. Founded in 2002 by certified financial planner and CPA Joanie Halfaker, Clarity for Women has been helping women achieve financial clarity through comprehensive and unbiased advice. Beginning with a full circle look at each client's personal values, assets, debt and cash flow needs, Clarity for Women advisors use a holistic approach to develop a customized plan, supplemented by ongoing coaching, to help clients realize their financial goals.

The Oasis Firm

The Oasis Firm is the home of holistic financial planning. The Oasis Firm is a full-fledged financial services company equipped to assist individuals in improving their quality of life through financial literacy and an array of services. Whether you need help from debt management to wealth management; we are the right place for you. The Oasis Firm offers services such as, Debt Consolidation, Tax Services, Credit Repair, Life, Health, and Annuities management just to name a few.

BayView Private Wealth

Bayview Private Wealth helps a select group of clients with the planning and protection of what’s dearest to them: their family, business, money, possessions, and legacy. We work with founders, presidents, and CEOs of companies, helping their businesses develop strategies for success in cash management, employee benefits, employee retention, or succession planning. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Fundviews Capital LLC

Fundviews Capital works with asset managers and business operators with in-depth knowledge and expertise in specific asset classes and want to take their business to the next level. Fundviews provides institutional fund structuring and back-office solutions for our partners, allowing them to focus on doing what they do best; asset management. This cohesive relationship creates the perfect environment to scale business to a whole new level.

cerus capital, llc

Based in Tampa, Florida, Cerus Capital, LLC (“Cerus”) is the family office-backed investment management sponsor of Ballast Point Capital, LLC (“BPC”), the private investment firm and single family investment office of Theochem Laboratories Inc Chairman and CEO John Theofilos and his family. A dedicated fiduciary focused on growth and value creation, our permanent capital allows us to pursue an objective of long duration compounded capital growth and outsized returns. With extensive experience across multiple investment strategies, including alternatives, private credit, private equity and real estate, Cerus is led by a cohesive, efficient and diversified team with an entrepreneurial mentality inside an institutional framework. The Principals are supported by a highly experienced, veteran investment management team within the areas of accounting, finance, investment management, legal, operations, regulatory compliance and risk management.