Mike McNeill - Prudential Financial

Amling Investments

At Amling Investments, our mission is to help you grow and preserve your wealth, and achieve your financial goals. We offer investment management services, providing comprehensive analysis of your current investments, followed by the construction of a tailored portfolio that meets your needs. Our experienced team will manage this portfolio for you, keeping you informed and helping you to make informed decisions about your money. We take the worry out of investing, so you can focus on other goals. 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.

Reliant Investment Management

Reliant Investment Management is an independent financial advisory firm offering tailored portfolio management services to governmental, institutional, and individual clients. They act as fiduciaries and risk managers for their clients, and prioritize communication, service, and accountability in each of their relationships. Their core asset-based investment strategies focus on capital preservation, liquidity, income, and risk-adjusted returns.The team at Reliant Investment Management employs rigorous research practices to construct high-quality portfolios using individual securities, and time-proven investment strategies. They prioritize transparency with their clients, and strive to create personalized, long-term relationships built on trust and integrity.

Marc Mrugala - LPL Financial

At Richmond Investment Services, our mission is to provide our valued clients with personalized financial planning that meets their individual needs and objectives. Our independence allows us to offer a wide variety of investment and insurance products from leading providers, empowering us to craft tailored portfolios that are tailored to our clients' unique circumstances. Our experienced team of financial professionals offers personalized service and advice to each of our clients. We take the time to understand our client's goals and objectives, and then work diligently to find the best products and services to help them reach their financial goals. Our commitment is to provide our clients with the highest quality of service, allowing them to make informed financial decisions with confidence.

Areté Wealth Strategists

Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executives and business owners. We bring bring strategy, structure, clarity and confidence to your financial life and keep it that way. We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families' well-being. We view our success as maximizing your return on life, not simply your return on investment. Why Choose Us? - We specialize in the needs of small business owners - High-touch, limited number of engagements (you'll deal with the same people throughout your engagement) - We are your fiduciary and thus legally obligated to put your best interests first - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint

Americorp Financial

Americorp Financial is a highly successful insurance marketing company directing its efforts to serving businesses in the western United States. Lawrence Kent, Founder and CEO and his Executive team bring over 50 years of insurance and investment experience to meet their client's financial goals and needs. The extensive background and knowledge of the whole staff allow them to tailor insurance and retirement programs to maximize the client's financial position. They analyze executive and employee insurance and investment portfolios, eliminating redundant coverage, taking advantage of special rates and addressing the special needs of each client. Americorp focuses on group health insurance, keyman insurance, qualified and non-qualified pension plan design, buy/sell agreements and estate planning. In addition, the company offers investments analysis and management through Americorp Investment Advisory.

The Goff Financial Group

Goff Financial Group is a fee-only advisory firm that aims to act in the best interest of clients. We offer tailored portfolio management based on each client's personal comfort level and objectives. Our team takes the time to evaluate each individual's situation and develop solutions that match their risk tolerance, income requirements and other special considerations. We strive to create an optimal balance between maximizing returns, reducing risk and preserving capital. Our Chief Investment Officer works closely with clients to ensure that their portfolio matches their expectations and goals. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

King Wealth Planning

King Wealth Planning, Inc. is a financial planning firm that provides top-notch service and ethical performance, aiming to help individuals with their investments and financial decisions. Our staff is comprised of CERTIFIED FINANCIAL PLANNER™ Professionals who have passed the FINRA examinations for Series 7 and Series 66, as well as holding additional licenses and designations in specialized financial planning areas. We are registered with the State of California as a Registered Investment Advisor firm. Our team of experts is highly experienced and dedicated to providing high-quality services to our clients. We offer tailored investment advice and portfolio management, estate planning, retirement planning, insurance advice, and more. Our professionals place a great emphasis on maintaining high standards of ethical performance and superior customer service.

Hermosa Wealth Management

Hermosa Wealth Management is an investment advisory firm based in California that serves affluent investors. We are dedicated to providing clients with the highest quality of wealth management, asset management, and financial planning services. As a Registered Investment Advisor, we take on the fiduciary responsibility to ensure that our advice is tailored to each client’s best interests. Our team of experienced advisors has extensive knowledge of the financial markets and strives to provide tailored solutions to meet each client’s individual needs. From legacy planning and retirement strategies to investment portfolio reviews, Hermosa Wealth Management provides a comprehensive suite of services to help you achieve your financial goals.