Finance Companies Worldwide

Tewes Lending is a family-owned mortgage brokerage based in Orlando, Florida, dedicated to guiding clients through an effortless mortgage process.

We understand that navigating the world of mortgages can be daunting, which is why we prioritize education and clear communication. Our core values – Education, Partnership, Communication, and Giving Back – drive us to ensure our clients fully understand their options and feel confident throughout the entire journey.

Tewes Lending works with individuals across the state of Florida, offering a personalized approach to loan origination and a commitment to building lasting relationships. We’re proud to be a trusted resource for homebuyers and refinance clients, simplifying the process and delivering exceptional service.

Founded in 2021, Tewes Lending has already funded over $125 million in loans and provided over 120 hours of community service, demonstrating our dedication to both our clients and the local community.

Flagstone Financial Management is a Lincoln, Nebraska-based financial planning firm dedicated to providing holistic investment management and financial guidance to individuals.

We specialize in helping clients achieve their long-term financial goals, from starting a business and funding education to becoming debt-free and supporting charitable causes. Our approach centers on clarity, simplicity, and confidence, empowering clients to make informed decisions with the support of a fee-only fiduciary team.

As registered investment advisors, we leverage award-winning research and a commitment to education to deliver personalized strategies and remove complexity, ensuring our clients feel fully informed and in control of their financial future. We are committed to positively impacting our clients’ lives through sound financial planning.

Proverbs Financial & Insurance Services is a California-based financial advisory firm dedicated to helping individuals and families achieve their retirement and wealth management goals.

We specialize in providing personalized retirement planning, wealth management, and estate investment strategies, guiding our clients through every stage of their financial journey. Our team of experienced financial professionals works closely with each client to understand their unique circumstances and create tailored solutions designed to support their long-term aspirations.

At Proverbs Financial, we prioritize building strong, trusting relationships with our clients, offering a comprehensive suite of services including fee-based financial planning, wealth management, and insurance solutions. We are committed to providing objective advice and acting as a fiduciary, always putting our clients’ best interests first.

Founded in 2022, Proverbs Financial has quickly gained a reputation for its client-centric approach and commitment to delivering exceptional results. We are proud to serve the Irvine community and beyond, helping our clients navigate the complexities of the financial world with confidence.

LegacyWise is a Concord, New Hampshire-based estate planning firm specializing in providing affordable and accessible tools for creating wills, trusts, and powers of attorney.

We empower individuals to take control of their legacy by simplifying complex legal documents and removing the intimidation often associated with estate planning. Our goal is to ensure that your wishes are honored and your loved ones are protected, regardless of your financial situation.

LegacyWise utilizes streamlined software and compassionate team support to guide you through the process, offering a flexible and user-friendly approach to safeguarding your future. We are dedicated to helping families create lasting legacies and providing peace of mind.

Since 2016, LegacyWise has been committed to helping one million children protected through thoughtful and caring guardianship planning + one billion dollars in deferred gifts to charities, churches & schools across this nation.

Blue Sands Wealth is a wealth advisory firm based in Irvine, California, dedicated to providing comprehensive financial planning and investment management services.

We help clients organize their entire financial picture – investments, cash flow, real estate, taxes, and estate plans – into a cohesive strategy, rather than managing it in disconnected silos.

What sets Blue Sands Wealth apart is our personalized approach, combining investment portfolio management with strategic financial planning, tailored to each client’s unique goals and life stage. We specialize in guiding business owners through exit strategies and supporting widows in managing their independent wealth.

Founded in 2024, Blue Sands Wealth is led by Letitia Berbaum, a seasoned financial advisor with a passion for empowering clients to build secure and rewarding financial futures. Our team also includes George Berridge, a Senior Wealth Advisor with over 30 years of experience, and Savanna Westmoreland, a Client Service Associate dedicated to exceptional client support.

Sovereigns & Shillings Bullion Co is a Lincoln, Nebraska-based precious metals dealer specializing in gold, silver, platinum, and palladium bullion, alongside a curated selection of U.S. and world coins.

We cater to both seasoned collectors and newcomers seeking to diversify their portfolios, providing transparent buying and selling services, expert appraisals, and insightful market analysis.

As a locally owned and operated business, we prioritize building trust through education and honest communication, ensuring our clients feel confident and informed about their precious metal investments. Our commitment to privacy and personalized service sets us apart, offering a secure and knowledgeable environment for all your bullion and coin needs.

Founded in 2025, we’ve quickly established ourselves as a reliable source for precious metals and historic currency, serving the greater Lincoln area and beyond.

Ingenious Tax Relief is a US-based tax relief specialist dedicated to providing expert solutions for individuals and businesses facing complex tax challenges.

We help clients across California and beyond minimize tax liabilities, navigate audits, and resolve tax debt, offering a pathway to financial stability and peace of mind. Our team of experienced tax professionals focuses on delivering tailored strategies to maximize tax savings and ensure full compliance.

At Ingenious Tax Relief, we pride ourselves on our commitment to personalized service and strategic tax planning. We understand the unique challenges faced by our clients and work diligently to achieve optimal outcomes. We are a relatively new firm, founded in 2024, and currently employ a team of 4 professionals. We specialize in helping businesses and individuals in the financial services sector.

Quantitative Analysis Service, Inc. is a US-based, privately held company providing actionable quantitative research on global financial markets to institutional investors. Celebrating 40 years of service, QAS helps market professionals improve their investment process by delivering forward-looking and highly consistent alpha generation solutions.

For over four decades, QAS has been a trusted partner for institutional investors worldwide, offering a comprehensive suite of services designed to enhance investment decision-making. We specialize in identifying investment ideas and themes across a broad range of global markets, including US and international stocks, ETFs, indexes, yields, currencies, and commodities.

What sets QAS apart is our proprietary methodology, built upon a Highly-Sensitive Price Cycle Eco-System and Risk Framework. Our sophisticated algorithm analyzes quantitative ratings across multiple time-frames, combined with a Relative Strength Score System, providing a robust and adaptable approach to risk management and alpha generation. We offer customized screening, expert consultations, and model portfolios, empowering investors to navigate complex markets with confidence.

Charles Fish Investments, Inc is a California-based investment advisory firm specializing in tax-efficient municipal bond investing for affluent families. Founded in 1984, CFI, an affiliate of Brentview Investment Management, LLC, provides actively managed, tailored portfolios designed to maximize after-tax returns while preserving capital.

CFI’s approach is rooted in a philosophy of active management, prioritizing diligent research, specialist consultation, and accurate information to achieve optimal results. We believe in a balanced strategy – mitigating risk while pursuing competitive returns, avoiding the pitfalls of passive investment strategies.

With decades of experience in the bond market, our team of portfolio managers leverages extensive industry knowledge and a robust network of specialists to deliver consistent, superior performance for our clients. We are dedicated to providing personalized service and building confidence through transparent communication and a commitment to achieving your financial goals.

From our headquarters in Irvine, California, we serve clients seeking sophisticated bond investment solutions, working closely with accountants, estate lawyers, and planners to ensure comprehensive asset/liability management.

Chastang & Partners is a global strategic advisor based in Orlando, Florida, specializing in international accounting, taxation, and wealth preservation.

We provide comprehensive guidance to businesses and families navigating the complexities of cross-border transactions and regulations. Our mission is to assist clients every step of the way, offering a hands-on, practical approach combined with established global relationships and expertise across diverse industries.

As a boutique firm with significant international experience, Chastang & Partners delivers trusted advice and support, maintaining the highest standards of ethical and professional accounting for clients worldwide. We are multilingual, fluent in English, Spanish, French, and Arabic.

Financial Reporting Services is a US-based firm specializing in comprehensive financial reporting solutions for CFOs, CPAs, and small to medium-sized enterprises.

We provide expert support in areas such as financial reporting, forecasting model design and implementation, customized reporting, and Business Intelligence tools. Our team, led by partners with over 20 years of experience, assists organizations with their FP&A needs.

We focus on delivering tailored solutions to streamline financial processes and improve decision-making. Our services include remote work support, consultancy, and implementation assistance. We help businesses gain valuable insights from their data and maintain accurate financial records.

Founded in 2022, Financial Reporting Services is committed to providing reliable and efficient financial reporting services to our clients.

Capstone Financial Group is a leading investment holding company based in Irvine, California, focused on enhancing the long-term value of its portfolio companies.

We work closely and constructively with the management and boards of our portfolio companies, aiming to significantly enhance their earnings power and thus increase shareholder value. Our approach centers on strategic initiatives and operational improvements, fostering sustainable growth for all stakeholders.

Capstone Financial Group, Inc. (CAPP) was founded in 2013 and currently employs a team of approximately 3 professionals. We specialize in increasing the long-term value of our portfolio companies through operational and strategic initiatives, and working closely & constructively with management & boards to significantly enhance their earnings power. We maintain a thorough understanding of how our portfolio companies operate and evaluate their performance and prospects on an ongoing basis.

ScaleTrade is a US-based AI investment platform designed to democratize access to sophisticated investment strategies.

We provide a user-friendly interface that leverages artificial intelligence to mimic the investment approach of legendary investor Warren Buffett, offering a powerful tool for both novice and experienced investors.

ScaleTrade simplifies complex investment decisions, allowing users to build and manage diversified portfolios with confidence. Our platform focuses on long-term growth and value investing, providing a clear and accessible path to building wealth.

Founded in 2022, ScaleTrade is rapidly expanding its reach, empowering individuals to take control of their financial futures through intelligent, data-driven investment strategies. We are committed to transparency and educational resources to support our users’ investment journeys.

ScaleTrade is ideal for investors seeking a hands-on approach to value investing, combining the wisdom of Warren Buffett with the power of AI.

Invest4ever Capital Manager is a US-based investment management company specializing in real estate investments in the United States.

We help investors build a solid portfolio by identifying high-quality real estate investment opportunities in developed and dynamic markets.

Our approach combines international structuring for optimal tax benefits and asset protection, offering Private Equity Funds, Private Lender options, and direct off-market real estate investments. We provide a comprehensive service, from initial planning to property acquisition and management, all remotely – online. We are committed to providing a secure and profitable investment experience, aligning with your financial goals and aspirations.

With a team of experienced professionals in accounting, law, construction, and real estate, we offer a unique partnership focused on delivering value and achieving long-term success. We prioritize your patrimony, realization, security, and stability, enabling you to confidently invest in your future.

Managed Merchant Services is a Florida-based consulting firm specializing in credit card processing solutions for businesses.

We help businesses of all sizes – from startups to established enterprises – optimize their merchant accounts and gain complete control over their payment processing costs. Our expertise lies in uncovering hidden fees and ensuring transparent understanding of credit card processing fees, ultimately boosting profitability and streamlining operations.

As a trusted consultant, we provide tailored advice and analysis, focusing on maximizing revenue and minimizing unnecessary expenses. We’re dedicated to helping businesses understand the complexities of payment processing and make informed decisions.

Founded in 2004, Managed Merchant Services has a proven track record of delivering exceptional service and tangible results. We’re committed to building long-term partnerships based on trust and expertise, helping our clients thrive in today’s competitive landscape.

QuantSignals is an Irvine, California-based provider of AI-driven trading insights and signals.

We empower traders of all levels with daily, unbiased market predictions generated by our proprietary artificial intelligence. Our platform delivers actionable signals and algorithmic strategies, helping users make more informed trading decisions.

QuantSignals leverages cutting-edge machine learning to analyze vast datasets, removing the influence of human emotion and traditional technical analysis. We cater to both individual traders and institutional investors seeking a competitive edge in the financial markets.

Founded in 2025, QuantSignals has quickly become a trusted resource for those seeking reliable and data-backed trading intelligence. We are committed to continuous innovation and providing our users with the most advanced trading tools available.

Sherpa Financial Advisors is a family-owned financial advisory firm based in Irvine, California, dedicated to providing comprehensive financial guidance and planning for individuals, couples, families, and business owners.

We understand that life and finances become increasingly complex as you achieve new levels of success, and we recognize the importance of a holistic approach to financial well-being. Our unique Sherpa Expedition methodology considers seven interconnected life dimensions – including social relationships, family dynamics, emotional health, and future income potential – to create a truly integrated financial plan.

As an independent firm, we are not tied to any single company or product, allowing us to prioritize your best interests and offer unbiased advice. We collaborate with other professional advisors, including attorneys, CPAs, and insurance specialists, to ensure you receive a complete and coordinated approach to your financial future.

Since 2010, Sherpa Financial Advisors has proudly served over 150 households nationwide, managing approximately $75 million in investments, and we are committed to building lasting relationships based on trust and shared goals. We invite you to schedule a complimentary consultation to explore how we can help you navigate your financial journey with confidence.

R.E Lending LLC is a Texas-based financial services company specializing in innovative lending solutions for businesses.

We provide streamlined financing options to support growth and expansion, focusing on businesses across various sectors. Our platform simplifies the application and approval process, offering faster access to capital compared to traditional lenders.

R.E Lending LLC leverages technology to deliver a modern and efficient lending experience, prioritizing transparency and customer service. We are committed to helping businesses thrive through accessible and reliable financing.

Founded in 2023, R.E Lending LLC currently employs a team of 3 professionals, operating from our headquarters at 7250 Dallas Pkwy, Plano, TX 75024.

Dynamic Wealth and Insurance Solutions Inc is a fee-based financial planning firm located in Irvine, California, dedicated to helping individuals and businesses achieve their financial goals.

We specialize in providing unbiased advice and comprehensive financial strategies, encompassing financial planning, investment management, and insurance planning.

What sets us apart is our commitment to personalized service and a holistic approach to wealth management, considering your unique circumstances and long-term objectives. We work with clients to develop tailored plans for college funding, retirement, extended care costs, and lifetime income strategies.

As a New York Life Company, we prioritize stability and trust, offering peace of mind alongside expert guidance. Our team, led by Nikesh Parikh, CFP®, is committed to building lasting relationships and helping you navigate the complexities of financial life. We are licensed in multiple states, including California and Arkansas.

We are not licensed in all jurisdictions. Neither DYNAMIC WEALTH AND INSURANCE SOLUTIONS INC. nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

JFC Financial Services is a leading financial advisory firm based in Lincoln, Nebraska, providing comprehensive securities and investment solutions to individuals and families.

We specialize in personalized financial planning, retirement strategies, and investment management, helping clients achieve their long-term financial goals. Our team of experienced advisors works closely with each client to understand their unique needs and develop tailored strategies.

As a registered investment advisor affiliated with LPL Financial, we prioritize client trust and transparency. We focus on building lasting relationships and delivering exceptional service within the broader context of the financial services industry. We are committed to helping our clients navigate the complexities of the market and secure their financial future.

Founded in 1992, JFC Financial Services has grown to serve a diverse clientele, offering a stable and reliable approach to wealth management.

TranzAct Card is a US-based financial services company providing a unique online marketplace that allows users to double their purchasing power.

We empower individuals and families by offering access to a wide range of products and services at significantly reduced prices. Our platform leverages a proprietary technology to facilitate these discounts, creating a more affordable and accessible marketplace for everyday needs.

TranzAct Card is committed to fostering financial inclusion and supporting communities through its innovative approach to banking and commerce. We are dedicated to providing a seamless and trustworthy experience for all our users, building a positive social impact with every transaction.

Founded in 2023, TranzAct Card currently employs 5 individuals and operates from its headquarters in Kenneth City, Florida.

RFP 401k Advisor is a Plano, Texas-based partnership specializing in ERISA Plan Advisor Searches. We help businesses navigate the complex process of selecting an ERISA advisor, ensuring they fulfill their fiduciary responsibilities and find a partner that aligns with their company culture.

For over 25 years, we’ve been dedicated to simplifying the often-overwhelming task of finding the right ERISA advisor. Our expertise lies in conducting thorough RFP (Request for Proposal) processes, meticulously evaluating potential candidates, and mitigating the risk of ERISA class action lawsuits.

We understand that finding the right advisor is more than just a logistical task; it’s about securing your employees’ retirement future. Our process is designed to save you time and ensure you select an ERISA Advisor that is a strong fit for your organization. We are committed to helping you fulfill your fiduciary duty and providing your employees with a secure and thriving retirement plan.

Magnum Wealth Management is a financial planning and investment management firm based in Irvine, California, dedicated to helping individuals and families build and preserve their wealth.

We specialize in providing personalized strategies and conservative financial planning principles, ensuring our clients achieve their long-term goals.

What sets Magnum Wealth Management apart is our commitment to exceptional service and a deep understanding of our clients’ unique needs. We offer comprehensive investment management and financial planning services, guiding clients through every stage of their financial journey.

Founded in 1991, Magnum Wealth Management has a long-standing history of providing trusted advice and building lasting relationships. We are a registered investment advisor with LPL Financial, serving clients in California and surrounding states.

Our team of experienced professionals, including Rod Chamberlin, MSFS, and Derek A. Bergfeld, Wealth Manager, are dedicated to helping you achieve your financial aspirations.

DriveHSA is a New York-based API-driven investment platform transforming the Health Savings Account (HSA) space.

We empower Health Plan Providers and Corporate Clients to offer modern, competitive HSA solutions to their members and employees. Our platform provides a robust brokerage infrastructure stack, including APIs and a full suite of tools for managing investments in U.S. Equities, ETFs, ADRs, and Mutual Funds.

DriveHSA delivers a best-in-class solution, combining over 30+ years of Fin-Tech and HSA expertise, enabling rapid launch of innovative HSA offerings and helping clients attract new customers and retain existing ones. We’re dedicated to simplifying HSA investing and maximizing returns for individuals.

Yale Capital Corp is a St. Petersburg, Florida-based investment advisory firm dedicated to providing independent, objective financial guidance to high-net-worth individuals.

We specialize in tax-efficient asset management and offer tailored solutions for complex portfolios, prioritizing your long-term wealth preservation and growth.

Founded in 2004, Yale Capital Corp. combines decades of experience from former investment bank advisors with a modern portfolio theory approach, overseen by our chief investment officer. We are committed to building lasting partnerships with our clients, offering comprehensive services including MLP management and proactive reporting, all while maintaining a client-focused, relationship-driven approach.

As a registered investment advisor, we operate independently, free from conflicts of interest, and prioritize your financial well-being above all else. We strive to provide clear, experience-based, and objective investment advice, ensuring your financial goals are met with confidence.

Coastal Capital Advisors is a fee-only fiduciary financial planning and investment management firm, serving tech professionals with equity compensation.

We help people in tech cut through the noise and make smart, tax-savvy decisions about their money, without spending hours trying to figure it all out on their own. We help you answer questions like: Should I exercise my stock options, and when? How can I not get killed on taxes? I have a ton of company stock. What do I do with it? My company might IPO. What should I be doing now? Where should I be putting my extra money? How do I make sure I’m using my money to build the life I actually want?

Our approach is different. We bring together financial planning, tax strategy, equity decisions, and investing into one clear coordinated plan so you can focus on your life, not your spreadsheets. Before Coastal Capital Advisors Financial Noise Everywhere Your inbox, your social feed, your coworkers... everyone’s got a hot take. Top stocks to buy. IPO rumors. Roth conversion hacks. It’s overwhelming and contradictory. Analysis Paralysis You’re stuck in decision loops. Should you exercise your options now or later? Sell some RSUs? How do taxes fit into this? There’s no obvious next step, so you do nothing. Time You Don’t Have Researching tax implications and comparing financial advice on Reddit at 11 PM wasn’t in the life plan, but here you are. Pressure to “Get It Right” You know you’re making good money, but you also know there’s a smarter way to handle it...you’re just not sure what "it" is. And you’re afraid of messing it up. Disjointed, Stressful Money Management HR says “talk to your tax advisor.” Your CPA says “talk to your financial planner.” Your planner says “I don’t handle equity.” And no one’s talking to each other. WITH Coastal Capital Advisors One Clear, Simple, Tax-Smart Strategy Your finances aren’t a bunch of random pieces anymore. We connect the dots: equity, taxes, cash flow, investing, and show you exactly what to do. Confidence in Big Decisions You know when to exercise, when to sell, and how to avoid tax surprises. You feel informed, not overwhelmed. Time Back (and Sanity Too) No more late-night Googling or Chat GPTing. No more second-guessing. We do the analysis, monitor the market, and help you stay ahead of key deadlines and opportunities. A Plan That’s Built for You You get a system that fits your career, your values, and your lifestyle, not some off-the-shelf strategy. A Proactive Partner in Your Corner We guide you through every major financial moment, from buying a house to job changes to IPOs to planning for kid's education so you're prepared forwhat's next, not surprised by it.

Three Arch Wealth Management is a boutique wealth management firm headquartered in Irvine, California, dedicated to providing comprehensive financial planning and investment management services nationwide.

We specialize in serving high-net-worth individuals, retirees, pre-retirees, business owners, and high-income earners, offering a tailored approach to building and preserving wealth. Our core mission is to bring clarity, confidence, and peace of mind to our clients’ financial futures.

At Three Arch Wealth, we operate under our integrated ‘Three Arch Approach,’ encompassing strategic planning, globally diversified investments driven by Nobel Prize-winning research, and proactive estate and charitable giving strategies. We are a fee-only fiduciary advisor, committed to putting our clients’ interests first.

As a firm with over $700 million in assets under management and a 99% client retention rate, Three Arch Wealth Management provides a stable and trusted partnership for long-term financial success. We are committed to helping you build prosperity across every decade.

Hall Wealth Management is a California-based financial advisory firm specializing in comprehensive wealth management solutions for high-net-worth individuals, families, and business owners.

We serve affluent clients – including executives, retirees, celebrities, and athletes – who require sophisticated financial planning and investment management. Our core mission is to help our clients achieve their long-term financial goals, ensuring a secure and prosperous future.

What distinguishes Hall Wealth Management is our holistic approach, combining deep expertise in tax management, retirement distribution planning, and estate planning with a personalized service model. As a member of Ed Slott’s Master Elite IRA Advisor program, we leverage cutting-edge tools like Riskalyze to provide data-driven insights and mitigate investment risks. We’re committed to acting as a fiduciary, always prioritizing our clients’ best interests.

With 18 years of experience, Andrei Hall, America’s Retirement Asset Distribution Professional, leads our team, bringing a unique perspective shaped by his background as a former Fortune 100 executive and business owner. We pride ourselves on building lasting relationships and delivering exceptional results.

Goodrich Wealth Planning is a financial advisor based in St. Petersburg, Florida, dedicated to simplifying complex financial planning issues for individuals and families.

We serve a diverse clientele, including business owners, healthcare professionals, women investors, and multi-generational families, helping them align their wealth with their most important goals – both today and for the future.

Our approach is structured around a comprehensive process, incorporating analytical insights, personalized guidance, and tailored solutions. We specialize in cash & lending, education planning, estate and charitable giving, and retirement planning, all while prioritizing behavioral finance principles to help our clients make confident decisions.

As a team of Certified Financial Planners (CFPs®), we are committed to building lasting relationships and providing proactive, ongoing support. We believe in a pragmatic approach to wealth management, focusing on what truly matters to our clients.

Goodrich Wealth Planning is an independent firm affiliated with Raymond James, offering a unique blend of local expertise and national resources.

Stone Guard Lending is a Texas-based mortgage broker dedicated to empowering homebuyers across California, Texas, Oregon, Florida, Kansas, and Colorado.

We specialize in providing a diverse range of loan solutions, including FHA Loans, VA Loans, Jumbo Loans, Conventional Loans, Reverse Mortgages, and Non-QM Loans, alongside refinance programs such as FHA Streamline, VA Streamline, and Conventional Refinances.

At Stone Guard Lending, we prioritize exceptional customer service and expert advice, ensuring clients secure the best possible financing for their dream homes. Our team of experienced loan officers is committed to guiding homeowners through every step of the process, from initial consultation to loan closing.

We are proud to offer innovative programs like Down Payment Assistance, Self Employed Loans, and Bank Statement Loans, making homeownership accessible to a wider range of individuals. We focus on providing the right refinance solutions to help you achieve your financial goals.

ROK Financial is a US-based referral partner program specializing in medical equipment financing, connecting businesses with over 75 commercial lenders.

We empower medical equipment dealers and distributors to expand their reach and increase sales by offering flexible financing solutions to their clients. Our platform streamlines the application process, providing real-time portal access and aggressive commission structures, making it easier than ever to secure funding for vital medical equipment.

Unlike traditional financing methods, ROK Financial offers a credit rating system that doesn’t require a minimum FICO score, opening doors to financing opportunities for businesses of all credit profiles. We support the growth of healthcare businesses by providing access to capital, ranging from $10,000 to $5 million, with loan terms of 1 to 5 years.

Vincita Investment Partners is a planning-driven firm based in Greensboro, North Carolina, dedicated to simplifying financial complexities, protecting wealth, and providing clients with the peace of mind to enjoy life.

We take a highly personal approach – our ‘V.I.P. Experience’ – to deliver tailored planning, comprehensive strategies and solutions, and access to unique alternative investments to help clients solve problems and achieve their goals.

What sets Vincita apart is our commitment to independence and fiduciary responsibility, offering objective advice and a focus on long-term client success. We combine decades of experience with a modern approach, leveraging advanced tools and technology to build a winning plan for your future. Our core values of Integrity, Accountability, and Persistence guide every decision we make, ensuring we prioritize your well-being and the continuity of your wealth across generations.

Veritas Wealth Management is a financial advisory firm based in Anchorage, Alaska, dedicated to providing holistic retirement planning, proactive wealth coaching, and disciplined investing.

We serve a diverse clientele, including Alaska oilfield workers, first responders, retirees, and pre-retirees, helping them navigate the complexities of financial planning and achieve their long-term goals. Our approach focuses on removing anxiety and frustration from investing by offering personalized financial blueprints and custom investment strategies.

As Dave Ramsey SmartVestor Pros, we leverage partnerships with national brands like Dave Ramsey and Dimensional Funds to provide our clients with the tools, knowledge, and confidence they need to build a secure financial future. We are committed to making you a better investor.

Veritas Wealth Management is founded by Chad Hufford, a Dave Ramsey SmartVestor Pro, and employs a team of 19 professionals. We prioritize clarity, confidence, and a personalized approach to wealth management.

JD Lending Group Inc is a leading mortgage lender based in Orlando, Florida, dedicated to providing exceptional service and fast closings for homebuyers and refinance clients.

We specialize in helping individuals and families achieve their homeownership dreams, offering a comprehensive suite of mortgage products tailored to diverse financial situations. From first-time buyers to experienced investors, we guide our clients through every step of the process, ensuring a smooth and stress-free experience.

At JD Lending Group, we partner with over 25 of the nation’s top wholesale lenders, allowing us to secure competitive rates and flexible terms. Our commitment to responsiveness, transparency, and personalized attention sets us apart, making us a trusted resource for navigating the complexities of the mortgage market. We offer a wide range of options including up to 5% Down Payment Assistance, Escrow Waivers, and 90% LTV for self-employed borrowers.

Since our inception, we’ve earned a reputation as Florida’s fastest-growing mortgage company, successfully assisting hundreds of families in securing their dream homes. We are committed to providing superior and fast closings.

Connexien is a California-based marketplace connecting financial service firms with top-tier service providers, consultants, and experts on demand.

We understand that time and talent are invaluable resources for businesses in the financial sector. Connexien streamlines the process of finding the right expertise, eliminating the need for lengthy searches and inefficient recruitment.

Our platform offers a curated network of skilled professionals, covering a wide range of services from compliance and governance to risk management and specialized consulting. We are the new marketplace for on-demand skilled services for the financial services industry.

Founded in 2017, Connexien is committed to providing a seamless and reliable solution for financial institutions seeking to optimize their operations and achieve their strategic goals.

Luminary Wealth is a financial planning firm based in Fort Wayne and Charlotte, Indiana and North Carolina, dedicated to providing comprehensive wealth management and retirement planning solutions.

We specialize in guiding individuals and families through significant life transitions, such as starting a business, buying a home, or approaching retirement. Our team of credentialed advisors – including CFPs, CFAs, and CPAs – works as your fiduciary, prioritizing your best interests above all else.

At Luminary Wealth, we offer a personalized approach, starting with a comprehensive Financial Guidebook that addresses every aspect of your financial life, from investment strategies to tax minimization and legacy planning. We provide 24/7 advisor access and ongoing support to ensure you feel confident and secure throughout your journey.

Founded in 2002, Luminary Wealth is committed to transparency, simplicity, and building lasting relationships with our clients. We are proud to be a trusted partner in helping you achieve your financial goals and navigate the complexities of life.

Keystone Financial Planning is a St. Petersburg, Florida-based financial planning firm specializing in retirement and legacy planning for retirees and pre-retirees.

We understand the unique complexities of transitioning to retirement and building a lasting financial legacy. Our team, led by founder Peter Pastman, CFP®, provides personalized guidance to help clients maximize their retirement income, optimize investments, and ensure their financial goals align with their values.

At Keystone Financial Planning, we prioritize building strong client relationships and offering a simplified approach to financial planning, combining expertise with a commitment to clear communication and a focus on your individual needs. We’re dedicated to helping you navigate the financial landscape with confidence and create a secure and fulfilling retirement.

As a Commonwealth Financial Network Registered Investment Advisor, we offer a comprehensive suite of services, including retirement planning, investment management, estate coordination, and Social Security optimization. We believe that great financial planning goes beyond numbers – it’s about partnership and building a future that feels just as good as it looks on paper.

Reserve Fund Advisers LLC is a St Petersburg, Florida-based financial advisory firm specializing in investment solutions for condominium associations and HOAs.

We help associations maximize the use of their reserve funds through strategic investment approaches, mitigating market risk and ensuring long-term financial stability. Our proprietary methodology, combined with a detailed management tool, allows associations to confidently plan for future maintenance needs.

We provide comprehensive services, from initial planning and resource provision to ongoing investment management and expert guidance, empowering associations to safeguard their financial future. We are dedicated to helping communities thrive by proactively addressing their financial needs.

Founded in 2021, Reserve Fund Advisers LLC has quickly established itself as a trusted partner for associations seeking to optimize their reserve funds and build a secure financial foundation.

AVID Planning is a St. Petersburg, Florida-based financial planning firm specializing in purpose-driven money systems for high-income couples.

We believe financial planning should reflect your values and priorities, not just numbers. Our approach centers on understanding your ‘why’ – what truly matters to you – to create a personalized plan that aligns with your aspirations and helps you achieve your most important goals.

Founded in 2013, AVID Planning offers a collaborative and values-driven experience, helping clients define their goals, understand their financial picture, and implement steps that foster confidence and control. We’re dedicated to providing peace of mind and freedom, ensuring your financial plan is flexible and adaptable to your evolving needs.

With a team of experienced professionals, including David Harpool, AAMS®, we’re committed to guiding you towards a fulfilling and secure financial future.

Capital Funding Offers is a US-based financial services company specializing in **business funding solutions** for small businesses across the United States and Canada.

We connect entrepreneurs and growing companies with a diverse range of **funding options**, including invoice financing, merchant cash advances, and equipment loans. Our goal is to provide accessible and affordable capital to help businesses overcome financial challenges and achieve their growth objectives.

Capital Funding Offers distinguishes itself through its commitment to personalized service and a broad network of lenders. We understand the unique needs of small businesses and work diligently to match them with the most suitable funding programs. We are dedicated to simplifying the funding process and empowering businesses to thrive. We focus on delivering fast approvals and competitive rates, making us a trusted partner for businesses seeking capital.

Alpha Wealth Advisors is a financial advisory firm based in Lincoln, Nebraska, dedicated to providing comprehensive investment, retirement, and estate planning solutions to individuals and businesses.

We understand that navigating the complexities of personal finance can be overwhelming. Our team of experienced advisors works closely with each client to develop customized strategies aligned with their unique goals and circumstances.

What sets Alpha Wealth Advisors apart is our client-centered approach, combined with the resources of Cetera Advisor Networks. We prioritize building strong, trusting relationships and delivering exceptional service, helping our clients achieve clarity, confidence, and ultimately, financial well-being.

Founded in 2019, we’ve grown to serve clients across Nebraska and Omaha, offering a blend of personalized guidance and access to a broad range of investment options.

World Property Exchange is a Miami, Florida-based digital real estate token exchange, revolutionizing property investment globally.

We unlock liquidity and democratize access to high-quality real estate assets by converting them into institutional-grade, tradable tokens. Our platform leverages blockchain technology, AI-driven matching engines, and a USD-pegged stablecoin (TransactionCOIN™) to streamline capital flows and deliver a seamless, borderless experience for investors.

World Property Exchange is a core business unit of World Property Bank, and we’re building the capital markets infrastructure layer for next-generation real estate finance, enhancing liquidity, transparency, and investor access on a planetary scale. We offer a secure and compliant way to invest in real estate, starting with as little as $100 per property.

With projected annual returns of 6% to 16%, WPE provides a liquid, safe, and tax-advantaged investment opportunity, surpassing the returns of traditional savings accounts and REITS.

Bilanx Capital is a leading private equity and private debt investment firm based in Orlando, Florida.

We specialize in managing investments for high-net-worth individuals and family offices, focusing on strategic capital deployment and value creation.

Bilanx Capital’s approach centers on identifying and acquiring promising businesses within the financial services sector, leveraging our deep industry expertise and disciplined investment process. We are committed to delivering strong returns and building long-term partnerships.

Founded in 2018, Bilanx Capital has quickly established a reputation for operational excellence and a commitment to delivering exceptional results. We also manage Vector Fund, a special situation debt fund, demonstrating our versatility and ability to navigate complex financial landscapes.

Premise Financial Group is a Toledo, Ohio-based financial advisory firm dedicated to providing clarity and confidence to individuals, families, and business owners.

We partner with our clients to design personalized, holistic financial plans that align with their unique goals and lifestyles. Our mission is to empower you to live life to the fullest and create a secure financial future, starting today.

What sets Premise Financial Group apart is our commitment to delivering practical education and step-by-step guidance, combined with a focus on building lifelong partnerships. We offer a range of services, including college funding, retirement planning, extended care management, and lifetime income strategies, all designed to protect your wealth and maximize your opportunities.

As a New York Life agency, we prioritize integrity and stability, offering peace of mind alongside expert financial advice. Live Life Confidently.

Embark Financial Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC, based in Plano, Texas. We provide personalized financial advice to help individuals and families achieve their long-term goals.

At Embark, we specialize in crafting tailored investment strategies and solutions designed to meet your unique needs and objectives. We work closely with our clients to understand their financial aspirations, considering factors such as retirement planning, executive compensation, small business needs, and divorce planning.

Our commitment is to build lasting relationships based on trust and transparency. We offer secure digital access to your accounts, and we’re dedicated to providing ongoing support and guidance throughout your financial journey. We’ve been helping clients for over 130 years through Ameriprise Financial, and we’re focused on delivering future-focused financial solutions that transform lives.

Enotiva Lending Solutions LLC is an Orlando, Florida-based mortgage broker dedicated to providing personalized financing solutions for homebuyers and homeowners.

We specialize in helping individuals secure a wide range of mortgage products, including 30-year fixed, 15-year fixed, adjustable-rate mortgages, FHA, VA, jumbo, and USDA loans. Our experienced team of brokers works closely with each client to understand their unique financial goals and create a tailored plan to achieve their dreams of homeownership.

At Enotiva Lending Solutions LLC, we prioritize building strong relationships and providing exceptional customer service. We’re committed to making the mortgage process as smooth and stress-free as possible, ensuring our clients feel supported every step of the way. We also offer cash-out refinance options and assist with property evaluations and home value estimates.

Founded in 2006, Enotiva Lending Solutions LLC has grown to become one of the fastest-growing mortgage brokerages in Florida, serving over 60 mortgage loan officers and staff and continuing to expand. We are licensed in Florida (NMLS # 1185931) and dedicated to contributing to our community through charitable endeavors.

TradeWell Tax & Financial is a boutique financial planning and professional services firm located in Fort Wayne, Indiana. TradeWell™ Tax & Financial - Indiana Financial Planners offers a comprehensive suite of services, including income planning, investment planning, tax planning, healthcare planning, and estate planning, all under one roof.

We specialize in helping retirees and pre-retirees maximize their resources and achieve their financial goals, providing custom-tailored financial guidance designed to maximize retirement potential. As a fiduciary investment advisory firm, TradeWell focuses on comprehensive plans for families, prioritizing risk management and long-term goals.

What sets TradeWell apart is our unique ‘Family Office’ approach, typically reserved for the super-affluent, offering a full-service solution with attorneys specializing in elder law, tax advisors, Fiduciary Investment Advisors, and insurance professionals – all coordinated for seamless client service.

Founded in 2002, TradeWell Tax & Financial has grown to serve families throughout northern Indiana, providing peace of mind and strategic financial planning for a secure retirement.

Cooke Wealth Management is an independent financial planning and investment management firm based in Irvine, California, serving Orange County and Southern California. We help families achieve financial confidence and contentment through personalized investment management and retirement planning, grounded in biblical principles.

Our mission is to guide clients to true financial success that supports their most deeply-held goals, avoiding costly mistakes and fostering a sense of peace and security. We provide custom-built investment portfolios designed for growth, stability, and income, alongside comprehensive financial planning to help you make smart, long-term decisions.

With over 40 years of combined industry experience and a commitment to fiduciary guidance, Cooke Wealth Management offers a unique approach, integrating faith and practice to empower clients to live a fulfilling life. We are proud to serve over 100 families and manage over $100 million in assets. Financial Planning, Investment Management, Retirement Planning, and Wealth Transfer are at the core of our services.

Rally Financial is a leading flat-fee financial advisor marketplace based in Jersey City, New Jersey.

We connect individuals with qualified financial advisors, offering transparent and affordable financial planning services. Rally Financial simplifies access to quality advice, eliminating the complexities and high costs traditionally associated with wealth management.

Our platform empowers users to build their financial futures with confidence, providing a streamlined experience and a focus on personalized guidance. We cater to a broad range of clients seeking comprehensive financial planning, investment strategies, and retirement solutions – ideal for individuals and families navigating complex financial decisions.

Founded in 2022, Rally Financial is rapidly expanding its network of advisors and serving clients across the United States. We are committed to democratizing access to financial expertise and fostering long-term financial well-being.

StepWise Financial Inc is a Richmond, Virginia-based financial advisory firm dedicated to building long-term relationships and providing personalized wealth management, retirement planning, and investment strategies.

We understand that today’s financial landscape presents unique challenges for individuals and families. Our mission is to help you navigate these complexities and achieve your financial goals, whether it’s securing a comfortable retirement, protecting your assets, or building a legacy for future generations.

At StepWise Financial, we pride ourselves on a client-centric approach, offering tailored solutions that align with your specific needs and risk tolerance. We combine decades of experience with a commitment to ongoing education and proactive communication to ensure you’re always informed and confident in your financial journey.

As a firm, we strive to be your trusted advisor, guiding you through every step of the way. We are registered representatives offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investment advisory services offered through HBW Advisory Services LLC.