Financial Advisory - Bring Your Business and Join a Family
Auto Import<p>This is a remote position.</p><p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:rgb(36, 36, 36); font-style:normal; font-weight:400; letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">Job Title: Financial Advisor</span></b><br></p> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">Location:</span></b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black"> Nationwide (Remote/Flexible)<br><b>Company:</b> A</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">n independently owned OSJ of one of the largest independent contractor BD/RIA in the country<span style="border:0px; font:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black"><br></span><b>Affiliation<span style="border:0px; font:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black"><span> </span>Type:</span></b><span style="border:0px; font:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black"> </span>1099<span> </span><span style="border:0px; font:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">Independent Affiliate</span></span></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:12pt; line-height:inherit; font-family:Aptos, sans-serif; font-size-adjust:inherit; margin:0in; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"> <hr><br> </div><p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:rgb(36, 36, 36); font-style:normal; font-weight:400; letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">Who We Are</span></b><br></p> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">We are a selective, values-driven firm designed for elite financial advisors who want to grow with intention, integrity, and alignment. Founded by industry veterans with deep leadership, we are not an aggregator or consolidator — we are a strategic partner focused on<span> </span><b>your business</b>, not ours.</span><br></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">We exist to empower independent advisors with the resources, platform, and community to unlock exponential growth — while keeping your independence intact.</span><br></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:12pt; line-height:inherit; font-family:Aptos, sans-serif; font-size-adjust:inherit; margin:0in; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"> <hr><br> </div><p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:rgb(36, 36, 36); font-style:normal; font-weight:400; letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">What Makes Us Different</span></b><br></p> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">You Are the Client</span></b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"> – We don’t view you as a revenue stream; we view you as a partner. Your voice helps shape our direction, including representation on our Board of Directors.</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Alignment Over Aggregation</span></b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"> – We only succeed when you succeed. Our compensation is tied directly to your growth.</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Advisor-Centric Culture</span></b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"> – Collaboration, selfless sharing, and a bit of fun are baked into who we are.</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">Backed by one of the largest BD/RIA firms in the country</span></b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"> – Enjoy access to best-in-class tech, regulatory support, capital for growth, and more — backed by one of the strongest partners in the independent space.</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:12pt; line-height:inherit; font-family:Aptos, sans-serif; font-size-adjust:inherit; margin:0in; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"> <hr><br> </div><p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:rgb(36, 36, 36); font-style:normal; font-weight:400; letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">What You’ll Get</span></b><br></p> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">As an affiliated advisor, you'll receive:</span><br></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Strategic Growth Support</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">Expert business consulting to help you</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"><span> </span>optimize<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">and grow<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">your practice</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">Support</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"><span> </span>services around succession planning, M&A, and business expansion</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Operational & Compliance Resources</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Robust back-office and regulatory oversight so you can focus on clients</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Advocacy and navigation of complex industry changes</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Best-In-Class Technology</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Access to<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">a world-class technology</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"><span> </span>platform with integrated tools like RedTail, AdvicePay,<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">Levitate</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">, and more</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Collaborative Culture</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Access to a hand-selected community of like-minded advisors</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Regular mastermind sessions, networking events, and best-practice sharing</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Financial Alignment</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">No hidden fees, no conflicts of interest — just clean alignment on outcomes</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Independence protected: We are an independen</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">t OSJ/Region of a large</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"><span> </span>firm, not owned by them</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:12pt; line-height:inherit; font-family:Aptos, sans-serif; font-size-adjust:inherit; margin:0in; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"> <hr><br> </div><p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:rgb(36, 36, 36); font-style:normal; font-weight:400; letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">Ideal Partner Profile</span></b><br></p> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">We’re not looking for just anyone. We’re building a community of advisors who:</span><br></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Are focused on client outcomes and long-term relationships</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Value independence but want collaboration and support</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Are growth-oriented and willing to share best practices</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Prioritize culture and integrity over ego or short-term gain</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Desire a platform that doesn’t compete with them, but propels them</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">We care more about fit than AUM. This is not about numbers — it's about<span> </span><b>shared vision</b>.</span><br></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">Requirements</span></b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">: </span><br></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">BD and<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Advisory Registered</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Bias towards goals-based planning</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">$100K+ GDC</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:12pt; line-height:inherit; font-family:Aptos, sans-serif; font-size-adjust:inherit; margin:0in; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"> <hr><br> </div><p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:rgb(36, 36, 36); font-style:normal; font-weight:400; letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)" class="x_MsoNormal"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">Your Next Chapter Starts Here</span></b><br></p> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">If you’re an experienced advisor tired of corporate fluff, conflicted compensation models, or feeling like just another rep — let’s talk.</span><br></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif" class="x_MsoNormal"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">With us, you gain more than a platform. You gain partners who know your name, share your values, and have your back.</span><br></p> </div> <div> <br> </div><br><h3>Requirements</h3> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">Requirements</span></b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">: </span><br></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">BD and<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Advisory Registered</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Bias towards goals-based planning</span><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">$100K+ GDC</span><br></li> </ul> </div> <div> <br> </div><br><h3>Benefits</h3><p class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:rgb(36, 36, 36); font-style:normal; font-weight:400; letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">What You’ll Get</span></b><br></p> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <p class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:black">As an affiliated advisor, you'll receive:</span><br></p> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Strategic Growth Support</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">Expert business consulting to help you</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"><span> </span>optimize<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">and grow<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">your practice</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">Support</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"><span> </span>services around succession planning, M&A, and business expansion</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Operational & Compliance Resources</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Robust back-office and regulatory oversight so you can focus on clients</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Advocacy and navigation of complex industry changes</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Best-In-Class Technology</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Access to<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">a world-class technology</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"><span> </span>platform with integrated tools like RedTail, AdvicePay,<span> </span></span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">Levitate</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">, and more</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Collaborative Culture</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Access to a hand-selected community of like-minded advisors</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Regular mastermind sessions, networking events, and best-practice sharing</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><b><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Financial Alignment</span></b><br></li> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">No hidden fees, no conflicts of interest — just clean alignment on outcomes</span><br></li> </ul> </ul> </div> <div style="border:0px; font-style:normal; font-weight:400; font-stretch:inherit; font-size:15px; line-height:inherit; font-size-adjust:inherit; margin:12pt 0px; padding:0px; vertical-align:baseline; color:rgb(36, 36, 36); letter-spacing:normal; orphans:2; text-indent:0px; text-transform:none; widows:2; word-spacing:0px; white-space:normal; background-color:rgb(255, 255, 255)"> <ul style="margin-bottom:0in"> <ul style="margin-bottom:0in"> <li class="x_MsoNormal" style="margin:0in; font-size:12pt; font-family:Aptos, sans-serif; color:black"><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit">Independence protected: We are an independen</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:windowtext">t OSJ/Region of a large</span><span style="border:0px; font-style:inherit; font-variant:inherit; font-weight:inherit; font-stretch:inherit; font-size:inherit; line-height:inherit; font-family:Calibri, sans-serif; font-size-adjust:inherit; margin:0px; padding:0px; vertical-align:baseline; color:inherit"><span> </span>firm, not owned by them</span><br></li> </ul> </ul> </div> <div> <br> </div><br>