Country Club Trust

McGowan Group Asset Management

McGowan Group Asset Management, Inc. is a Dallas-based firm that was founded in 2001 as a federally registered investment advisory. The company provides investment advice and assistance to individuals, trusts, estates, and corporations, ranging from pension and profit sharing plans to other business entities. McGowan Group specializes in building a diverse portfolio for its clients, helping them achieve consistent cash flow for retirement, growth of their businesses, or trust funds. The team of professionals includes certified investment management analysts and private wealth advisors, offering an array of services to meet the unique needs of each client. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Peak Financial Corporation

Peak Financial Corporation is a premier financial planning and portfolio management firm, dedicated to providing our clients with the best advice and strategies for building predictable retirement plans. Our advisors are committed to giving unbiased advice and specialized services that are tailored to each individual's unique needs. We provide a comprehensive range of services such as estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning and management. Our team does not operate on a fee basis, and we receive our payment exclusively from our carriers, so you can contact us without hesitation. Our reward is satisfied customers!We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.  Our approach is to fully understand your dreams -- not just your "risk profile" -- and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.   As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest.  Working with Bogart Wealth means only paying for expert guidance -- no hidden costs, no broker commissions. When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan. Our services include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning * Estate Planning * Multi-Generational Planning * Social Security Optimization * Pension Lump Sum vs. Annuity Analysis * Specialized NUA Analysis

Securex Filings

Securex Filings is a full-service financial printer which specializes in the conversion of documents to comply with the U.S. Securities and Exchange Commission’s (SEC) EDGAR system, as well as XBRL tagging solutions and Section 16 filings. This company provides a single point of contact for all SEC compliance requirements, allowing clients to focus on their core business. Services include conversion of documents for various corporate filings, such as Forms S-1, S-3, S-4, S-8, 144, 8-A, 10, 10-Q, 10-K, 8-K, 20-F, 40-F, Schedules 14A and 14C. For institutional investment managers, they offer Quarterly Filings on Form 13F, Schedules 13G and 13D, Form 13H, and Mutual Fund Filings, such as Forms N-1A, N-2, N-3, N-4, 485APOS, 485BPOS, 24F-2NT, N-CSR, N-Q and N-PX filings. Structured Product Filings include 424(b)2, 424(b)3, 424(b)5, and FWP. For Section 16 Filings, Securex Filings offers Forms 3, 4 and 5, with both full-service and web-based self-service options available. Additionally, they provide financial printing services to manage and print all financial documents. Specialties include SEC EDGAR filing, financial printing, EDGARizing, Section 16 filings, XBRL (eXtensible Business Reporting Language) tagging, crowdfunding, and disclosure news releases.

Hartline Investment

At Hartline Investment Corporation, we understand the importance of individualized goals and strive to provide our clients with the necessary tools to reach success. With over two decades of experience in managing assets, our team has established a strong performance history that meets the requirements of each client’s unique objectives. Our flexible management approach enables us to construct portfolios that fit the risk tolerance, growth expectations, and income needs of our clients. We specialize in wealth-management of individual assets, endowments, foundations, pension funds, profit sharing plans, and more. Our team of experienced professionals boasts an average of 30 years in portfolio management. Currently, Hartline Investment manages approximately $350 million in assets for its clients. We look forward to helping you reach your financial goals!

R.O.I. Properties

R.O.I. Properties is an Arizona-based real estate brokerage firm devoted to enhancing real estate assets. Our team offers a comprehensive range of services, including Commercial Brokerage, Residential Brokerage, Property Management, Receivership, and Real Estate Advisory to help clients maximize their returns on investment in the Greater Phoenix and Arizona areas. Our experienced professionals have the expertise to handle all types of real estate transactions, ranging from acquisitions and sales to net-lease deals. We also provide judicial appointments, such as Special Real Estate Commissioners, Receivers, Bankruptcy Trustee appointments, and Corporate Trustee appointments. With our knowledge and expertise, we are confident that we can serve you with the highest level of integrity and professionalism.

Atterbury Investment Management

At Atterbury Investment Management, Inc., we are committed to providing pre-retirees and retirees with high-quality financial advisory services. Our team has 30 years of experience and a wealth of knowledge in the world of investment management and retirement planning. We provide personalized advice tailored to each client's individual needs and objectives. Our team can help you develop a strategy that will help you reach your financial goals. We strive to give our clients objective and transparent advice that is always in their best interests. If you are a pre-retiree or retiree living in North County San Diego who needs expert financial advice, contact us today to find out if we are the right fit for you. We offer appointments both in-person and virtually, so no matter where you are located, we can help. Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Atterbury Investment Management, Inc or these representatives. CA Insurance Lic #0B29538 (Clark Atterbury) & 0M95309 (Keeley Atterbury)

Brownstone Management Corporation

Brownstone Management Corporation is a highly experienced, fully integrated real estate services provider. For over three generations, we have been providing quality management services tailored to the individual needs of our clients. Our commitment to personalized service and attention to detail ensures that our clients are able to reach their goals efficiently and cost effectively. We offer a full range of services including management, construction, sales, leasing, mortgages, and financial services. Our team has the knowledge and experience necessary to provide the highest quality service for every property we manage. We are dedicated to keeping our properties fully leased and anticipate our clients' needs to ensure that their investments pay off.