Open Trail Financial Consultants

FINANCIAL PLANNING We are in the business of planning your future. Our primary tools include a deep examination into your financial past, getting laser-focused clarity around your present financial goals, and implementing strategies to bridge that gap— so you can rest easy knowing your future is in good hands. INVESTMENTS There are plenty of analogies when it comes to investing, but one that crops up again and again is the image of a seedling growing to abundance from nothing. We want to see all of your seeds grow— to their fullest potential. We will help you examine your options and formulate a sound investment plan. YOUR EXPERIENCE Clients are not an interruption of our work— they are the purpose of it. We are not doing you a favor by handling your inquiries; you are doing us a favor by giving us the opportunity to earn your trust and business. We are open and transparent about your financial future and tolerance for risk.

BrightPath Wealth Planning, LLC

We are a boutique wealth-management firm located in Santa Barbara, Camarillo and Westlake Village. We offer fee-only advice and nationally-recognized expertise, delivering on the promise of true wealth-management. We are passionate about helping clients live their best life story.

Investor's Advantage Corporation

Investor's Advantage in Westlake Village, California does not take the same old Investment Approach as many companies in the "Financial Planning" industry. We work based on mathematical probabilities that relate to YOUR SPECIFIC financial position within the scope of the ENTIRE global financial marketplace. We do not just represent one company with one line of, "Financial Products". We specialized in, "Wealth Management and Retirement Planning" in the true sense of the words. While there are over 3,000 local financial advisors with many different opinions, not all firms in the Conejo Valley pay for independent research. This independent research is one of the cornerstones of our Investment Strategy that helps investors see the larger picture and make appropriate, if not more informed decisions. This independent research has been used with investors in the workshops that the President of our firm conducts. 200 N. Westlake Blvd., Suite 109 Westlake Village, California 91362-3783 805.495.2077 800.266.2077 888.WHY.BEPOOR Fax: 805.495.9728 www.westlakefinancialadvisors.com Securities offered through Securities America, Inc. (SAI), Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Investors Advantage and the Securities America companies are separate entities.

Birch Capital

Our Mission is to invest assets with prudence, while hedging investment positions, and adhering to client(s) investment policy statement. Our main goal is to develop long-term financial strategies and deploy optimal investment vehicles. Birch Capital's, ("BC") business and services philosophy is straightforward; put clients first, we are independently owned and operated. We hold ourselves to the highest service standards. Our Clients Are: High Net-Worth Individuals and Business Owners College Endowments Foundations and Non-Profit Groups Corporate and Government Pension Funds For-Profit Corporate Investors Banks and Credit Unions Insurance Companies Publicly Traded Companies

Trusted Financial Advisors

Certified Financial Planners (CFP)®, FEE FOR SERVICE ONLY, NO PRODUCT SALES! We serve clients whose investment and retire ment accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life. We usually run financial projections to help our client gain clarity of their financial abilities and limitations. We help people set realistic and achievable goals in areas such as retirement planning, college funding, medical expense planning, insurance and estate planning. Our service is similar to that of a medical General Practitioner: we diagnose your needs and may recommend highly qualified professionals such as an attorney, an accountant or an insurance agent to meet your specific needs. We are also a Registered Investment Advisor. This means we work with you to develop a portfolio of investment that will serve your needs for income, growth or both. We generally work with conservative client for whom wealth preservation is most important.