The Mather Group, LLC

You don’t get one advisor, you get The Mather Group. As your fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management, all for a transparent fee, so you can focus on what truly matters. The Mather Group, LLC (TMG) is one of the nation's fastest-growing independent, fee-only registered investment advisory firms, dedicated to offering comprehensive financial planning with our clients’ best interests at the forefront. Our financial professionals are not brokers; they do not earn commissions or receive compensation from selling products. This means we are truly aligned with our clients. Our fees are fully transparent and clearly disclosed in our public documents, ensuring there are no hidden costs. We take pride in educating investors on the true meaning of fiduciary responsibility, especially in today’s ever-evolving financial landscape. The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

ACTIV Financial Systems, Inc.

ACTIV is a global provider of real-time, multi-asset financial market data and solutions. ACTIV offers neutral, managed services for buy and sell-side firms and technology providers seeking a complete market data solution that encompasses both global content management and data delivery across the enterprise. With coverage spanning more than 200 equity and derivatives exchanges around the world, ACTIV is the only truly end-to-end, independent market data utility in the industry. Founded in 2002 by market data specialists, the firm is privately owned and has offices in Chicago, New York, Tokyo, Singapore and London. For more information call 212-599-1600, or visit www.activfinancial.com.

Halo Investing

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices in Abu Dhabi and Zurich, we’re democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions. We’re on a mission to change the world of investing by democratizing access to protective investment solutions through transparency and efficiency with the help of technology. Important Disclosures: https://haloinvesting.com/disclaimer/.

PayLink Direct

Since 2006, PayLink Direct has been dedicated to the success of our partners and has been voted one of the best F&I financing partners by the Dealers Choice Awards since the category's inception in 2018. We work to empower our clients, Marketers, Dealers & Administrators to maximize revenue by making it easy and profitable to sell F&I products outside of the traditional loan, offering interest-free payment plans. Our finance programs are customized and designed to manage the cash flows required to grow your business. Supported by robust technology, PayLink Direct's innovative systems deliver first-class receivable management, resulting in superior customer service and customer retention. With our experience and resources to create payment plan solutions, we are committed to tailoring your payment plan to your organization's unique business requirements. -24/7 online customer support -Dedicated sales representatives -Flexible plans to meet your needs -Service in all 50 states and Canada - 0% interest payment plans for service contracts -Largest F&I payment plan provider in the country - Services offered to a diverse client roster in industries such as Automotive, Truck, RV, Home, and more Contact us today to learn more about the many benefits a partnership with PayLink Direct offers to service contract agents, sellers, dealers, and administrators. Ready to get started? Email our sales team: [email protected] Stay in the PayLink Direct loop. Follow us on LinkedIn!

Rothschild Wealth Partners

Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under advisement. Across our 110+ year history, our core mission has remained the same: to empower individuals to make sense of their money, guide them to grow their wealth, and strategically provide robust protection measures. At Rothschild Wealth, we don't rely on preset models. Instead, we offer customizable investment solutions, adapt to alternative investments when appropriate, and use risk management to protect against the downside. We are dedicated students of our trade, constantly enhancing our knowledge of investments, tax strategies, and financial planning. This commitment to continuous learning ensures that we always provide the highest quality service, unlocking our clients’ financial potential. Partnering with affluent families, business owners, and executives, Rothschild Wealth helps navigate the intricacies of handling wealth to help ensure that our clients make the most of their financial future. When life changes, we know how to help.