Tag Archives: Investment Services

Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026

WARRENVILLE, Ill., Jan. 15, 2026 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026, marking four consecutive years of recognition in this prestigious national ranking.

Image caption: Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026.

“At its core, our mission is to serve as a guide for our clients — helping them navigate complexity, make informed decisions, and ultimately increased confidence in the path they’re on,” said Fernando Ereneta, CFP®, CKA®, CEO of Legacy Wealth Advisors. “This recognition reflects the trust our clients place in us and the responsibility we feel to honor that trust every single day. We are deeply grateful to them for allowing us to walk alongside them in every stage of life.”

Legacy Wealth Advisors is known for its collaborative approach, ensuring clients benefit from the collective expertise of the entire team. This structure allows for comprehensive planning that integrates investment management, retirement strategy, tax-aware planning, estate considerations, and philanthropic goals into one cohesive plan.

“This award is a direct result of the care and intention our team brings to each relationship,” said Seth Pietrini, COO of Legacy Wealth Advisors. “We take a holistic view of our clients’ lives — not just their portfolios — and deliver a level of service we often describe as white glove. Our goal is to simplify the financial journey and give clients the confidence that every detail is being thoughtfully managed.”

Legacy Wealth Advisors is a dynamic, experienced team that includes CFP® Wealth Managers Fernando Ereneta, Jennifer Secola, and Kevin Fahy. Together, they bring decades of combined experience, diverse perspectives, and a shared philosophy centered on education, proactive guidance, and values-based planning — including helping clients align their wealth with charitable and philanthropic intentions.

Fernando Ereneta has also earned consistent individual recognition, having been named to the Forbes Best-in-State Wealth Advisors list every year from 2018 through 2025. Legacy Wealth Advisors was included in the inaugural Forbes Best-in-State Wealth Management Teams lists in 2023, 2024, and 2025 and has continued to build upon that foundation with each successive year of recognition.

“Our success is truly a reflection of our clients,” Ereneta added. “Their confidence in our team motivates us to continually raise the bar in service, integrity, and impact.”

Legacy Wealth Advisors, 4200 Cantera Drive, Suite 221, Warrenville, IL 60555 | 630-791-9226 (Phone/Fax) | https://www.legacywealthadv.com/.

Disclaimers:

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visithttps://www.forbes.com/best-in-state-wealth-advisors/ for more info.

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

Certified Financial Planner Board of Standards Center owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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NEWS SOURCE: Raymond James Financial Services - Legacy Wealth Advisors

This press release was issued on behalf of the news source (Raymond James Financial Services - Legacy Wealth Advisors), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

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Klingenstein Fields Advisors named to America’s Top RIAs by Financial Advisor Magazine

NEW YORK, N.Y., July 18, 2025 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is proud to announce its recognition as one of the top Registered Investment Advisors (RIAs) in Financial Advisor Magazine’s 2025 Survey & Ranking, released on July 11, 2025, for firms managing $1.0 billion or more in assets.

Image caption: Klingenstein Fields Advisors named to America’s Top RIAs.

“We are pleased to receive this honor,” said Kenneth D. Pollinger, Chairman and Co-CEO. “To be included in FA Magazine’s 2025 RIA Rankings is a reflection of the hard work, dedication, and effort of the entire KF Advisors team to provide our clients with personalized solutions and service.”

James W. Fields, President and Co-CEO, added, “We believe that the focus on our fiduciary responsibility of always acting in our clients’ best interests is what allows us to consistently fulfill our clients’ expectations and grow as a firm.”

Each year, Financial Advisor Magazine conducts a voluntary survey of independent RIAs filing their own Form ADV reports with the SEC and providing financial planning and related services to individual investors. Participation in the survey is free and open to qualifying firms. The rankings are based on total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics, with firms ordered from largest to smallest based on their year-end assets under management.

More information can be found on the FA Magazine website (PDF): https://www.fa-mag.com/userfiles/0000000000002025_IMAGES_ALL/FA_ISSUES_2025/FA_JULAUG_2025/2025_RIA_Rank_Online.pdf

About Klingenstein Fields Advisors:

KF Advisors, an independent SEC-registered advisor based in New York City, has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management for over 35 years.

More information: http://www.klingenstein.com/.

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NEWS SOURCE: Klingenstein Fields Advisors

This press release was issued on behalf of the news source (Klingenstein Fields Advisors), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/klingenstein-fields-advisors-named-to-americas-top-rias-by-financial-advisor-magazine/

Klingenstein Fields Advisors Expands Its South Florida Team

WEST PALM BEACH, Fla., April 29, 2025 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors is pleased to announce the addition of Christopher E. Havlicek, Client Development, Managing Director, to its South Florida team. He joins John A. Pavela, CFA, Senior Advisor, Partner, and Michael S. Schiff, J.D., AEP, TEP, Client Development, Managing Director, in its offices located at 515 North Flagler Drive in West Palm Beach.

Photo caption: Christopher E. Havlicek.

Chris will be working closely with John and Mike, as well as the firm’s New York-based professionals, to help prospective clients identify and address their complex philanthropic, legacy, and wealth planning needs.

“This enhanced presence and valuable addition to our team demonstrates our continued commitment to serving the key south Florida market,” said John Pavela. “Chris has longstanding roots in the community and possesses deep experience in creating integrated solutions for individuals and families with significant assets. His client-focused, personalized approach aligns strongly with Klingenstein Fields Advisors, and we look forward to his contributions in expanding our presence in south Florida and beyond.”

Prior to Klingenstein Fields Advisors, he was the Chief Marketing Officer of Palm Beach Capital, spearheading the firm’s marketing, fundraising, deal sourcing, and community involvement efforts. Before that, Chris was the Florida Market Manager and Managing Director at J.P. Morgan Private Bank. Prior to J.P. Morgan Private Bank, he was with Goldman Sachs in Boston and New York. Chris has served on several philanthropic boards throughout Florida and Massachusetts and holds a Bachelor of Arts from the University of Virginia, where he was a three-time All-ACC Academic Team member and captain of the men’s varsity basketball team.

“I am excited about the opportunity to help Klingenstein Fields Advisors’ clients grow and preserve their wealth for generations to come,” said Chris. “I believe that our approach to working with individuals and families helps us deliver solutions and services that can enhance their financial well-being.”

About Klingenstein Fields Advisors

Klingenstein Fields Advisors is an independent SEC-registered advisor with approximately $4.7B in AUM (as of 12/31/24), with offices in New York City and West Palm Beach. For over 35 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management. For more information about KF Advisors, please contact us at 212.492.7000 or visit us at https://www.klingenstein.com/.

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Photo caption: Christopher E. Havlicek.

NEWS SOURCE: Klingenstein Fields Advisors

To view the original story, visit: https://www.send2press.com/wire/klingenstein-fields-advisors-expands-its-south-florida-team/

CFD Companies Focuses on Building Community with Financial Professionals in 2025

KOKOMO, Ind., Jan. 21, 2025 (SEND2PRESS NEWSWIRE) — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced key community building initiatives for 2025. Though the firm has experienced significant growth, it remains committed to fostering a family-like community that is the foundation for delivering exceptional service.

Image caption: CFD Companies.

KEY INITIATIVES RECENTLY ANNOUNCED WERE:

25th Anniversary Presidential Adviser Trip: CFD will celebrate the 25th anniversary of its prestigious Presidential Advisor Trip, taking 32 of its top-performing financial professionals to Turks and Caicos.
Emerging Adviser Trip: Building on the success of the inaugural trip in 2024, CFD will host 16 high-achieving financial professionals under the age of 45 on an exclusive trip designed to foster professional growth and camaraderie.
Kingdom Advisors Conference Support: CFD will continue to support the Kingdom Advisors Conference by hosting a dinner exclusively for CFD advisors and a lunch open to all attendees (space limited).

In recent years, the number of Broker/Dealer & RIA hybrid firms has drastically reduced, often leading to thousands of financial professionals affiliated under one umbrella. While this potentially indicates that financial professionals no longer seek the highly personalized service that comes from a tight-knit community, CFD Companies believes otherwise.

“We often hear from financial advisers who are looking to make a change in firm affiliation because they desire a personal relationship with their home office,” says Brent Owens, President of CFD Companies. “There are some instances where home office to adviser communication has been reduced to an electronic ticket queue. We strive to embrace and adopt the latest in technological advancements, but not to replace the relationships we have built with our adviser-partners.

“We believe that the service we provide our financial advisers must, at a minimum, match the level of service they provide to their clients. As such, we will always seek opportunities to build the type of relationships with our adviser-partners that empower exceptional service from us to them and down the line.”

CFD Companies states this event list is not comprehensive. Other opportunities are being evaluated, and they are planning to host two separate in-person conferences this year at their home office. Independent financial professionals who would like more information about CFD Companies, or to inquire about the current availability of adviser partnerships, are encouraged to check the joincfd.com website.

About CFD Companies:

CFD Companies is home to a fully independent Broker/Dealer and RIA that believe individuals are best served by a financial professional who possesses the freedom to implement personalized planning and investment strategies. The CFD Companies operate on the premise that an adviser’s Broker/Dealer and RIA should act as a partner and resource network, empowering adviser-client relationships through trust, innovative support and a shared commitment to mutual growth.

While others operate in cliché, CFD operates in commitment. To learn more about that commitment and the future of your business in partnership with CFD, visit https://www.joincfd.com/.

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NEWS SOURCE: CFD Companies

This press release was issued on behalf of the news source (CFD Companies), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/cfd-companies-focuses-on-building-community-with-financial-professionals-in-2025/

Financial Advisor Jonathan Mintle of Edward Jones Receives CERTIFIED FINANCIAL PLANNER™ Certification

BUENA VISTA, Colo., Dec. 16, 2024 (SEND2PRESS NEWSWIRE) — Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Image caption: Edward Jones financial services.

Becoming a CFP® professional expands a financial advisor’s knowledge base in the following areas:

Financial management
Tax-sensitive investment strategies
Retirement savings
Insurance planning
Education planning
Estate considerations

In addition to the education and examination components of certification, Mintle also has committed to abiding by the CFP® Board’s Code of Ethics and Standards of Conduct.

Learn more about Jonathan Mintle: https://www.edwardjones.com/us-en/financial-advisor/jon-mintle

Edward Jones is a leading North American financial services firm with 20,000 financial advisors as of Nov. 4, 2024. The firm serves more than 8 million clients with a total of $2.2 trillion in client assets under care as of Sept. 27, 2024. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

NEWS SOURCE: Edward Jones

This press release was issued on behalf of the news source (Edward Jones), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/financial-advisor-jonathan-mintle-of-edward-jones-receives-certified-financial-planner-certification/

CFD Companies Announce $300M in new AUA and Increased Partnership with Kingdom Advisors

KOKOMO, Ind., Dec. 2, 2024 (SEND2PRESS NEWSWIRE) — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced that they continued to enjoy growth in the second and third quarters of 2024. Multiple financial professionals moved their affiliations from competitors to the CFD Companies during the last two quarters, bringing over an additional $300 million in assets under advisement (AUA) to the CFD Companies.

Image caption: CFD Companies.

“We are excited to continue our journey of growth and innovation,” said Brent Owens, President of CFD Companies. “We are achieving record levels of production across the board, from gross revenue to assets under advisement and beyond. While that growth is a blessing, we recognize that it is predicated upon our service model. Therefore, we remain committed to providing personalized service rooted in transparency, equity and the pursuit of God-honoring excellence.”

As CFD continues its strategic growth initiative, the company also announced an increased partnership in 2025 with Kingdom Advisors, the largest network of independent Christian financial advisors. As a Platinum Sponsor for the 2025 Kingdom Advisors’ Redeeming Money Conference, CFD will be hosting an event featuring renowned financial speaker and former Olympian, Paul Kingsman.

“We have been blessed with tremendous growth over the last few years, and we foresee our future growth being in tighter partnership with Kingdom Advisors. As a company founded and run on a faith-based mission, we value the synergy and momentum that comes out of the Kingdom Advisors conference each year,” said Owens. “Our partnership aligns perfectly with our commitment to providing unrivaled service that honors God through excellence to our independent financial advisors and their clients.”

About CFD Companies:

While others operate in cliché, CFD operates in commitment. To learn more about that commitment and the future of your business in partnership with CFD, visit https://www.joincfd.com/.

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NEWS SOURCE: CFD Companies

To view the original story, visit: https://www.send2press.com/wire/cfd-companies-announce-300m-in-new-aua-and-increased-partnership-with-kingdom-advisors/

Eagle Ventures Partners with Keel Point to Combat Human Trafficking Through Technology Investments

DALLAS, Texas, Sept. 23, 2024 (SEND2PRESS NEWSWIRE) — Eagle Ventures, through its Eagle Freedom Fund, a leading impact investment vehicle focused on combating human trafficking, is pleased to announce its strategic partnership with Keel Point, a national private wealth management, family office services, and institutional asset management firm. Keel Point will serve as a Sub-Advisor to the Eagle Freedom Fund, bringing its financial expertise to amplify the Fund’s efforts to invest in innovative technologies designed to combat human trafficking globally.

Image caption: Keel Point.

This partnership reflects a shared commitment to eradicating one of the world’s most pressing issues. Human trafficking impacts more than 50 million people annually[*1], generating over $345 billion in illicit revenue[*2]. Through this collaboration, Eagle Freedom Fund and Keel Point will channel capital into cutting-edge technologies and solutions that empower law enforcement, businesses, and nonprofits to disrupt trafficking networks and provide protection for vulnerable populations.

Wes Lyons, General Partner at Eagle Venture Fund, emphasized the alignment between Eagle’s mission and Keel Point’s values: “At Eagle, we believe that capitalism can be a force for good. This partnership allows us to leverage Keel Point’s deep financial expertise to scale investments that save lives and protect the dignity of millions of trafficking victims.”

Keel Point’s role as a Sub-Advisor will enhance the Fund’s capacity to identify and support scalable, market-based solutions in the technology sector. These technologies include AI-enabled platforms, supply chain transparency tools, and predictive analytics to help prevent human trafficking and disrupt criminal networks.

Lyle Minton, CIO of Keel Point, expressed enthusiasm about the collaboration: “Joining forces with the Eagle Freedom Fund on this critical issue aligns perfectly with our firm’s mission to offer clients financial strategies that not only grow wealth, but also align with their values and have a significant positive impact on society. Together, we will work to help create a future where human trafficking is no longer tolerated.”

This partnership is part of Eagle Freedom Fund’s broader initiative to decimate human trafficking through high-impact investments. The Fund focuses on native impact—where profit and positive social outcomes are directly linked—ensuring that each dollar invested contributes to measurable, life-saving results.

For more information, visit www.eagleventurefund.com or contact info@eagleventurefund.com.

About Eagle Freedom Fund:

Eagle Freedom Fund is a specialized impact fund under Eagle Venture Fund, with a mission to combat human trafficking through for-profit investments. By backing innovative technologies and market-based solutions, Eagle Freedom Fund seeks to transform the lives of millions affected by trafficking and exploitation.

About Keel Point:

Keel Point is a national financial planning and investment management firm that combines deep financial expertise with a passion for serving clients. The firm offers tailored investment strategies and financial services to a broad range of individuals, families and institutions that align financial objectives with purposeful impact.

For more information, visit keelpoint.com.

*Citations:

[1] https://www.ilo.org/resource/news/50-million-people-worldwide-modern-slavery-0

[2] https://www.nasdaq.com/global-financial-crime-report

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NEWS SOURCE: Keel Point Capital LLC

This press release was issued on behalf of the news source (Keel Point Capital LLC), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/eagle-ventures-partners-with-keel-point-to-combat-human-trafficking-through-technology-investments/

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2024. "We are honored to receive this recognition," said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. "This accomplishment is a team effort that would not be possible without the valuable contribution of each and every individual at KF Advisors."

James W. Fields, President and Co-CEO, added, "It is a true reflection of our commitment to serving our clients with comprehensive wealth management solutions and high-touch service to help them achieve their financial goals."

This is Barron's eighth annual ranking of RIA firms and recognizes top advisory firms nationwide. To be considered, firms must complete an extensive questionnaire, submitting information on both qualitative and quantitative criteria, including total assets under management (AUM), revenue generation, regulatory record, staffing levels and diversity, technology spending and succession planning. KF Advisors did not pay a fee to participate in the survey.

KF Advisors, an independent RIA based in New York City, with approximately $4.5 billion in (AUM) as of 12/31/23, has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management for over 35 years.

More information: https://www.klingenstein.com/

Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2024. "We are honored to receive this recognition," said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. "This accomplishment is a team effort that would not be possible without the valuable contribution of each and every individual at KF Advisors."

Related link: https://www.klingenstein.com/

Klingenstein Fields Advisors Adds Senior Planner to its Team

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, Andrew will guide clients through the many critical decisions surrounding their complex balance sheets, cash flow needs, legacy and philanthropic goals, and other planning considerations.

"Andrew contributes a wealth of knowledge to our team," said Kenneth D. Pollinger, Chairman and Co-CEO. "His in-depth experience and expertise around holistic multi-generation planning, tax, philanthropy, pre-liquidity event planning, and estate planning broadens our wealth planning resources and will enable us to strengthen new and existing relationships."

Andrew previously worked at SVB Private (a subsidiary of First Citizens Bank) where he served as a Director and Senior Wealth Strategist in the Family Office Services Group. Prior to that, Andrew was at First Republic Bank as an Advanced Planner, providing holistic financial planning services to a nationwide client base. Andrew began his career as an Analyst in the Mergers and Acquisitions Group of Anywhere Real Estate Inc., the largest franchiser of residential real estate brands in the U.S. Andrew earned a B.A. in Economics and Finance from Lafayette College and a M.S. in Taxation from Rutgers Business School.

About Klingenstein Fields Advisors:

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.6 billion in assets as of 12/31/23. The firm offers a full complement of wealth, planning, and investment management to a broad array of individuals, multi-generational families, and institutions.

More information: https://www.klingenstein.com/

Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, Andrew will guide clients through the many critical decisions surrounding their complex balance sheets, cash flow needs, legacy and philanthropic goals, and other planning considerations.

Related link: https://www.klingenstein.com/

Joe Moore Appointed Head of Keel Point Family Office

HUNTSVILLE, Ala. /ScoopCloud/ -- Keel Point, LLC ("Keel Point") is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm's Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He takes over from Douglas Andre who will continue supporting Keel Point Family Office clients as Senior Family Office Counsel. Keel Point and its Family Office currently serve more than 30 multigenerational families across the U.S. and have more than $3 billion in AUM/AUA.

Located in the firm's Tysons, VA office, Joe is responsible for leading the firm's Family Office business which focuses on providing financial planning, investment management, and family dynamics services to high-net-worth families. Joe brings particular expertise in estate and income tax optimization, generational wealth transfers, family business succession planning, and philanthropic strategies to the role. Additionally, he acts as the primary liaison with outside family advisors, attorneys, CPAs, and investment departments to implement tax, estate, charitable, and real estate strategies and transactions.

"I'm excited to continue the development of Keel Point Family Office to ensure we remain focused on helping client families navigate the complexities associated with their wealth," said Joe. "We have an outstanding capacity to serve clients across the U.S., offering deep bench strength and a particular focus on addressing the needs of second- and third-generational wealth."

"Joe brings exceptional leadership, collaboration skills, and an unwavering client focus to the role," said Mike Perry, President of Keel Point. "Joe has a proven track record of success, and we look forward to leveraging Joe's leadership to continue developing new and creative ways to serve our Family Office clients."

An active member of the community, Joe serves on the Boards of multiple private foundations focused on the arts and education. He is a graduate of the Ohio State University's Fisher School of Business and completed his Certified Financial Planning studies at Georgetown University.

Learn more: https://keelpoint.com/

Securities offered through Keel Point Capital, LLC, Member FINRA and SIPC. Investment Advisory Services are offered by Keel Point, LLC an affiliate of Keel Point Capital, LLC.

Keel Point, LLC ("Keel Point") is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm's Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He takes over from Douglas Andre who will continue supporting Keel Point Family Office clients as Senior Family Office Counsel.

Related link: https://keelpoint.com/

Foster Group Recognized as a 2024 Gallup Exceptional Workplace Award Winner

WEST DES MOINES, Iowa /ScoopCloud/ -- On March 27, 2024, Foster Group received recognition as a 2024 Gallup Exceptional Workplace Award winner. This is the seventh time Foster Group has received this award, placing them among eleven other companies to achieve this distinction. The award recognizes organizations that have created and remain dedicated to a culture of engagement at the core of their business strategy.

"The culture at Foster Group is built on the strength of all of our team members choosing to passionately rally around our vision of helping our team, our clients, and our communities experience meaningful and generous lives. This is an essential part of our day-to-day interactions," said Buck Olsen, CEO. "The foundation of our team is built upon our values of care, character, and competence. Our team embodies these values, and it shows up in the relationships we have with each other, and with the clients we have the privilege of serving."

Backed by Gallup's world-class analytics and research into high-performance workplaces, for more than a decade, Gallup has presented this honor to organizations that have proven their ability to achieve exceptionally high levels of workplace engagement by investing in their people.

Foster Group is one of just 60 total employers chosen worldwide.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION, ADVERTISING DISCLOSURE INFORMATION, AND THE LIMITATIONS OF ANY RANKING/RECOGNITIONS, at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.fostergrp.com. For specific details about the award, visit www.fostergrp.com/who-we-are/industry-recognition. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of satisfaction or performance. This award should not be construed as an endorsement of the advisor by any client.

About Foster Group Inc.

Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure client relationship continuity is just the start. Being an SEC-regulated fiduciary and our belief in fee-only compensation structures with our clients also ensures that we put your best interests first.

We believe in clients having full-access to the collective abilities of all our team members, rather than being served by just a single advisor. And, perhaps most importantly, we are committed to going beyond the portfolio, to understand the hearts and purposes of our clients.

We display our values-driven approach not just in what we say, but in how we serve our clients, our communities, and our fellow team members. By advancing our advice with science and getting the right people in the right positions, we are in constant pursuit of a better client experience.

We offer clients a full complement of financial services, including investment management for individuals and institutions, qualified retirement plan consulting and design, and advanced financial planning services.

We invite you to enter into a conversation, into our world of expertise, and into a long-lasting relationship in which we do everything within our power to live up to our promises.

Foster Group is registered as an investment adviser and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Learn more at: https://www.fostergrp.com/

On March 27, 2024, Foster Group received recognition as a 2024 Gallup Exceptional Workplace Award winner. This is the seventh time Foster Group has received this award, placing them among eleven other companies to achieve this distinction. The award recognizes organizations that have created and remain dedicated to a culture of engagement at the core of their business strategy.

Related link: https://www.fostergrp.com/

Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Becoming a CFP® professional expands a financial advisor's knowledge base in the following areas:

* Financial management

* Tax−sensitive investment strategies

* Retirement savings

* Insurance planning

* Education planning

* Estate considerations

In addition to the education and examination components of certification, Eckhardt also has committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

Eckhardt completed his professional program at The American College of Financial Services ( https://www.theamericancollege.edu/ ).

Keith Eckhardt's office is located at 2950 Professional Place, Ste 205, Colorado Springs, Colorado 80904−8106.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of September 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.

The CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the U.S.

MEDIA CONTACT:

Keith Eckhardt

719−578-5833

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Related link: https://www.edwardjones.com/

Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.

CPWA® designation study topics focus on the needs of high−net−worth individuals and include:

* Wealth Strategies: Tax−sensitive investment strategies, portfolio management, risk and asset management

* Legacy strategies: Estate considerations, wealth transfer, charitable giving and endowments

* Human dynamics: Ethics, applied behavioral finance and navigating family dynamics

* Client−specific needs: Business owners, executives and retirees

"At Edward Jones, we're committed to continuous learning as we serve our clients in achieving their financial goals," Wynne said. "I look forward to bringing this new knowledge into the work I do for clients as I continue to help them achieve financially the things that are most important to them."

Frank Wynne's office is located in Colorado at: 1832 Woodmoor Drive, Suite 200, Monument, CO 80132.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of June 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. https://www.edwardjones.com/. Member SIPC.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

More information:

https://www.edwardjones.com/us-en/financial-advisor/frank-wynne

https://www.linkedin.com/in/frankwynne1/

https://www.facebook.com/EJAdvisorFrankWynne/

Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.

Related link: https://www.edwardjones.com/

HilltopSecurities Joins Agile’s Growing Broker-Dealer Network

PHILADELPHIA, Pa. /ScoopCloud/ -- Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that HilltopSecurities, a full-service investment bank and wealth advisory firm, has joined Agile's broker-dealer network. Agile clients already approved with HilltopSecurities will automatically see them added as an option for individual and competitive trading, and clients interested in an introduction can contact Agile or work with their HilltopSecurities representative for more information.

"Providing better execution, liquidity, and transparency to mortgage lenders is a key element in the expansion of Hilltop's mortgage business," says Justin Tannen, Agency MBS TBA Trader at HilltopSecurities. "We cover a wide array of products and have a large customer base of non-originators, so partnering with Agile was an easy decision to make. It allows us to assist a large network of lenders, helping us round out the end-accounts we trade with.

"Given our deep reach in the mortgage world, we are in a unique position to use our superior liquidity to provide better pricing to lenders - which they need now more than ever amid heightened volatility and wide bid/ask spreads. Our goal is to tighten markets and improve liquidity - we will never bid or offer behind the screens. Ultimately, we want to be a one stop shop for lenders: between our own originator, Prime Lending, the warehouse lending we provide through our bank, Plains Capital, and us at HilltopSecurities, we are well-positioned to compete in this sector and Agile helps us get there."

Agile's mission is to unlock the potential of an electronic marketplace and grow its network of lenders and broker-dealers to efficiently interact with the market and their counterparties.

Agile's broker-dealer network now consists of 20 broker-dealers with access to a growing pool of mortgage lenders who trade TBAs. With easy electronic access to new clients and added volume, Agile's electronic RFQ platform and MBS pool bidding provides MBS and all broker-dealers on the platform with increased trading partners and requests, heightened granularity and speed, and an excellent client experience.

About HilltopSecurities:

Founded in 1946, HilltopSecurities is a full-service investment bank and wealth advisory firm providing financial services for public entities, institutional investors, housing finance agencies, broker-dealers, and individual investors. HilltopSecurities represents a unique blend of financial strength, industry knowledge, and decades of experience helping clients pursue their bold visions.

Learn more: https://www.hilltopsecurities.com/

About Agile:

The industry's first MBS fintech, Agile brings together lenders and dealers of all sizes onto a single platform. Agile facilitates the exchange of TBA MBS by securing and automating communication between mortgage lenders and broker-dealers. Agile digitizes the historically phone-based process to an electronic platform which may improve profitability and efficiency, while reducing administrative errors. Through its competitive TBA RFQ digital platform, mortgage lenders gain access to national and regional broker-dealers previously inaccessible on digital platforms, while broker-dealers gain access to an ever-growing network of lenders. Based in Philadelphia, Agile Trading Technologies supports a national network of clients with a team of capital markets professionals who have deep trading experience at financial organizations of every size.

Learn more: https://trade-agile.com/.

Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that HilltopSecurities, a full-service investment bank and wealth advisory firm, has joined Agile's broker-dealer network.

Related link: https://trade-agile.com/

Palisade Capital Management Included in CNBC FA100 Ranking

FORT LEE, N.J. /ScoopCloud/ -- Palisade Capital Management is proud to be included in CNBC's Financial Advisor (FA) 100 rankings for the fourth year in a row - one of only two New Jersey-based firms to be recognized in the rankings.

The "CNBC FA 100" honors advisory firms that help clients navigate their financial lives and achieve their financial objectives. Rankings consider factors beyond assets under management to include the role the advisor plays in helping clients grow and protect their wealth. Results are based on a proprietary weighting methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In preparing the CNBC FA 100, data was culled from a list of more than 40,600 RIAs from the SEC regulatory database.

Palisade President and Chief Executive Officer Alison Berman recognizes the role her team plays in helping families address their wealth needs and achieving this honor year after year, sharing "We owe this repeated recognition to Palisade's dedicated and collaborative professionals who understand the significance and responsibility we have in helping clients achieve their financial goals." She added, "Most importantly, we appreciate and value the continued trust and confidence our clients place in us."

For over 25 years, individuals and families have turned to Palisade Private Wealth for comprehensive wealth management that helps simplify their financial lives.

For more information, please click here to learn how the CNBC FA 100 rankings are determined.

Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade Capital Management, LP ("Palisade") is engaged, or continues to be engaged, to provide investment advisory services. The 2023 CNBC FA 100 ranking was conferred on September 12, 2023. Data provider AccuPoint Solutions applied CNBC's proprietary weighted categories to rank participating firms, ultimately creating the list of the top 100. Rankings published by CNBC base the selections exclusively on information prepared and/or submitted by the recognized adviser. The data Palisade provided to CNBC was as of May 31, 2023. Click here for a full discussion of CNBC's methodology: https://www.cnbc.com/2023/09/12/heres-how-we-determine-the-fa-100-ranking-for-2023.html

CNBC does not charge any type of fee to advisers to be listed in the annual ranking.

About Palisade Capital Management:

Palisade Capital Management, LP is an independent, woman managed and majority-owned investment management firm with approximately $4.2 billion of assets under management headquartered in Fort Lee, New Jersey. Founded in 1995, Palisade has built its business around developing and managing specialized investment strategies for individuals, families, corporations, pension plans, and other institutions. The firm has dedicated investment teams that actively manage Small Cap Core Equity, Smid Cap Core Equity, Focused Equity, and a variety of Convertible Securities portfolios, as well as a robust private wealth management and financial planning offering for individuals and families. https://palisadecapital.com/

Disclosures:

Past performance is not a guarantee of future results. No assurance can be given that any strategy referenced herein will be successful. The performance of the strategies can be volatile and involve a high degree of risk. Investors may lose some or all of their investment.

This notice has been prepared for informational purposes only and is neither an offer to sell, nor a solicitation of an offer to buy any security, instrument, or investment product. Certain information contained in this presentation constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," or "believe," or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Palisade Capital Management is proud to be included in CNBC's Financial Advisor (FA) 100 rankings for the fourth year in a row - one of only two New Jersey-based firms to be recognized in the rankings. The "CNBC FA 100" honors advisory firms that help clients navigate their financial lives and achieve their financial objectives.

Related link: https://palisadecapital.com/

Palisade Capital Management Named a Top RIA by FA Magazine

FORT LEE, N.J. /ScoopCloud/ -- Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country.

"This award represents our team's deep commitment to providing a fundamentally different wealth management experience for clients" shares Alison Berman, Palisade's Managing Partner, President & Chief Executive Officer. "I am proud to work with these professionals who take their fiduciary duty to heart and dedicate themselves each and every day to doing what is best on our clients' behalf."

About the Financial Advisor Magazine RIA Survey

FA Magazine's rankings are based on year-over-year regulatory assets under management among independent RIAs as of December 31, 2022. There is no fee to participate in the survey. More information can be found on the FA Magazine website

About Palisade Capital Management

For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management. At Palisade, clients benefit from personalized, attentive service, planning customized to their unique circumstances, investment expertise founded in our institutional heritage, and a wide breadth of support resources.

Palisade Capital Management, LP is an independent, woman managed and majority-owned investment management firm with approximately $4.2 billion of assets under management headquartered in Fort Lee, New Jersey. Founded in 1995, Palisade has built its business around developing and managing specialized investment strategies for individuals, families, corporations, pension plans, and other institutions. The firm has dedicated investment teams that actively manage Small Cap Core Equity, Smid Cap Core Equity, Focused Equity, and a variety of Convertible Securities portfolios, as well as a robust private wealth management and financial planning offering for individuals and families.

For more information, visit: https://palisadecapital.com/

Disclosures

The information contained herein reflects the view of Palisade Capital Management, LP and its affiliates (collectively, "Palisade" or the "Firm") as of the date of publication. These views are subject to change without notice at any time subsequent to the date of issue. All information provided in this release is for information purposes only and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. While the information presented herein is believed to be reliable, no assurance, representation, or warranty is made concerning the accuracy of the data presented. In addition, there can be no guarantee that any projection, forecast, or opinion in the release will be released. Always consult with your CPA or tax professional. State tax laws vary.

Palisade is an SEC registered investment management firm established in 1995. Based on Fort Lee, NJ, the Firm manages a variety of assets for a diversified client base, including institutions, foundations, endowments, pension and profit-sharing plans, retirement plans, mutual funds, private limited partnerships, family offices, and high net worth individuals. Registration with the Securities and Exchange Commission does not imply a certain level of skill or expertise.

Past performance is not a guarantee of future results.

No assurance can be given that any strategy referenced herein will be successful. The performance of the strategies can be volatile and involve a high degree of risk. Investors may lose some or all of their investment.

Please note, each client account has different characteristics and other accounts with the same strategy may have materially different results. The actual characteristics of any particular account will vary based on a number of factors including, but not limited to (i) the size of the account; (ii) the timing of the investment; (iii) investment restrictions applicable to the account, if any; and (iv) market exigencies at the time of investment.

This notice has been prepared for informational purposes only and is neither an offer to sell, nor a solicitation of an offer to buy any security, instrument, or investment product. Certain information contained in this presentation constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," or "believe," or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade is engaged, or continued to be engaged, to provide investment advisory services. The Top RIA ranking was conferred on August 1, 2023 by Financial Advisor (FA) Magazine. Rankings published by FA Magazine base the selections exclusively on information prepared and/or submitted by the recognized adviser, primarily year-over-year regulatory assets under management as of December 31, 2022. FA Magazine does not charge any type of fee to advisers to be listed in the annual ranking.

Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.

Related link: https://palisadecapital.com/

Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine

NEW YORK, N.Y. /ScoopCloud/ -- Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.

"We are pleased to receive this honor," said Kenneth D. Pollinger, Chairman and Co-CEO. "To be included in FA Magazine's 2023 RIA Rankings is a reflection of the hard work, dedication, and effort of the entire KF Advisors team to provide our clients with personalized solutions and service."

"We believe that the focus on our fiduciary responsibility of always acting in our clients' best interests is what allows us to consistently fulfill our clients' expectations and grow as a firm," added James Fields, President and Co-CEO.

Each year, FA Magazine conducts a voluntary survey of independent RIAs filing their own ADVs with the SEC and providing financial planning and related services to individual investors. No fee or membership is required to participate in the survey. The annual survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Financial Advisor magazine orders firms from largest to smallest based on their assets under management at the year end. More information can be found on the FA Magazine website.

KF Advisors is an independent SEC-registered advisor based in New York City. For over 30 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management.

More information: http://www.klingenstein.com/.

Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.

Related link: https://www.klingenstein.com/

Christopher Henderson joins Palisade Capital Management

FORT LEE, N.J. /ScoopCloud/ -- Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade's institutional business.

Alison Berman, Palisade's Managing Partner, President & Chief Executive Officer shares, "Chris is a natural fit for Palisade because he has demonstrated a deep commitment to developing strong client relationships. We are continually looking for ways to better serve our clients and meet their needs for customized, boutique asset management services and solutions. Chris adds to the substantial resources we devote to institutional clients."

Chris joins Palisade from Torchlight Investors, where he served as a director, marketing commercial real estate funds. Prior to that, he was at Cohen & Steers developing relationships with institutional investors, and he has held roles at Bear Sterns, J. & W. Seligman & Co, and John Hancock Advisors, with a focus on business development and client relations. Chris received his B.S. in Finance from Boston College and is a CFA(r) Charterholder.

Chris added, "The professionals at Palisade share my passion for providing investment solutions and world class client service, and I look forward to working with such a talented group of individuals to help Palisade grow."

About Palisade Capital Management

Palisade Capital Management, LP is an independent, woman managed and majority-owned investment management firm with approximately $4.2 billion of assets under management headquartered in Fort Lee, New Jersey. Founded in 1995, Palisade has built its business around developing and managing specialized investment strategies for individuals, families, corporations, pension plans, and other institutions. The firm has dedicated investment teams that actively manage Small Cap Core Equity, Smid Cap Core Equity, Focused Equity, and a variety of Convertible Securities portfolios, as well as a robust private wealth management and financial planning offering for individuals and families.

For more information, visit: https://palisadecapital.com/

Disclosures

Past performance is not a guarantee of future results. No assurance can be given that any strategy referenced herein will be successful. The performance of the strategies can be volatile and involve a high degree of risk. Investors may lose some or all of their investment.

This notice has been prepared for informational purposes only and is neither an offer to sell, nor a solicitation of an offer to buy any security, instrument, or investment product. Certain information contained in this presentation constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," or "believe," or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade's institutional business.

Related link: https://palisadecapital.com/

Eckhardt Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

"It's an incredible honor to be recognized for the work I do, work I truly enjoy," Eckhardt said. "When I'm able to help my clients set the stage financially to live their best lives, it is personally and professionally rewarding. I'm motivated to make a positive impact for my clients and in this community."

Eckhardt has been an Edward Jones financial advisor for 2 years.

The Soar to Success award was presented to Eckhardt at the Edward Jones regional meeting in Snowmass Village, CO.

The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals.

Keith Eckhardt and his branch team can be reached at 719−578−5833. The team includes Barbara Ball, Branch Office Administrator.

You may also visit Eckhardt's website at https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones.com. Member SIPC.

RELATED LINKS:

https://www.visitcos.com/

https://www.edwardjones.com/us-en

Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm's exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award.

Related link: https://www.edwardjones.com/

Financial Advisor Mike Biehl Receives Edward Jones Spirit of Caring Award

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm's exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

Mike Biehl has demonstrated unyielding dedication to giving back, which has positively impacted his clients, colleagues and community. The award is given to only one financial advisor in each of the firm's 326 regions and is determined by a vote of his peers.

"Edward Jones is a partnership. That structure is not just financial, it's a philosophy," Biehl said. "We work together, help each other and all share in the rewards of working with long−term individual investors. That brings out the best in everyone. I am humbled to be this year's recipient of the Spirit of Caring Award."

The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals.

Mike Biehl and branch office administrator Rhonda can be reached at (719) 392−5781. You may also visit his website at https://www.edwardjones.com/mike-biehl

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones.com. Member SIPC.

Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm's exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

Related link: https://www.edwardjones.com/

Keith Eckhardt receives two Edward Jones Awards for Exceptional Achievement in Building Client Relationships

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

Each award is named for a cultural trait of the firm or for a firm leader or legend who, between 1922 and the 1980s, helped shape Edward Jones with the values of putting clients' needs first, treating others with respect and working in partnership.

The awards Eckhardt received are:

− Ted Jones Entrepreneurial Award (1,442 recipients firmwide)

− Edward Jones Sr Founders Achievement Award (1,497 recipients firmwide)

"Earning these awards is a real honor. As I partner with clients to make a meaningful difference in their lives, my relationships with them continue to grow. It's a personally and professionally rewarding experience, and I am grateful to those who put their trust in me," said Eckhardt. "The fact that each award was named after a firm legend makes them all the more meaningful."

The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals. The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals.

Learn more: https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Keith Eckhardt's office is located at 2950 Professional Place, Ste 205, Colorado Springs, CO 80904.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones.com. Member SIPC

MEDIA CONTACT:
Keith Eckhardt
719-578-5833
keith.eckhardt@edwardjones.com

Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado.

Related link: https://www.edwardjones.com/

Salomon Brothers Expands Capital Markets Team with New Initiative in Equity Research

NEW YORK, N.Y. /ScoopCloud/ -- Salomon Brothers has expanded its institutional capital markets division with the addition of eight senior hires, launching the firm's equity research initiative. As other Wall Street firms reduce headcount, Salomon Brothers continues to seek qualified candidates, and these new hires solidify the bank's commitment to hiring exceptional professionals.

"I am honored to welcome our new colleagues to Salomon Brothers, all of whom bring robust expertise and skill in institutional research and collectively over 150 years of experience in analysis," said Chip Daniels, managing director at Salomon Brothers. "With their additions, Salomon Brothers solidifies its commitment to hiring the industry's top professionals, with the aim of providing exceptional service to our clients."

Salomon Brothers equity research coverage is initially focused on six industries and on macro-economic insights:

* Consumer

* Industrials

* Financial Services

* Energy

* Technology

* Healthcare

* Economy

SALOMON BROTHERS WELCOMES:

* Michael McAllister, head of equity research. He was formerly head of U.S. research at Bank of Tokyo-Mitsubishi UFJ (now MUFG Bank) and was an analyst with Oppenheimer & Co. He received a BA from New York University.

* John B. Kosecoff. He was formerly a contract analyst for Morgan Stanley, and was an analyst with J.P. Morgan, Lord Abbett and Newberger Berman. He received a BA from U.C. Berkeley and an MBA from Cornell University, Johnson School. He has achieved CFA Level I.

* James McFadden. He was formerly an investment manager with J.P. Morgan and an equity analyst with Bear Sterns and Goldman Sachs. He is an Institutional Investor All-Star. He received a BS Eng. from Notre Dame and an MBA from University of Pennsylvania, Wharton School. He is a CFA charterholder.

* Ryan Weatherby. He was previously with Cogentrix and Ocwen Financial/ PHH Mortgage. He received a BS from Rowan University and a MS from Temple University. He is a CFA charterholder.

* Gary Sarkissian. He was formerly with the CFA Society Boston, Putnam Investments, Ned Davis Research and Morgan Stanley. He is a graduate of the University of South Florida. He is a CFA charterholder.

* Dr. Kris Wang. He was formerly with Nucleate Venture Capital, AstraZeneca, Boston Scientific and Goldman Sachs. He holds an MD from Dalian Medical School and is to receive an MBA from Duke University, Fuqua School. He has achieved CFA, Level II.

* Kenneth Mestemacher. He was previously with Edison Investment Research and The Carson Group. He received a BS Chemical Eng. From Missouri University and an MBA from University of Chicago, Booth School. He is a CFA charterholder.

* Dr. Colin Read. He is a specialist in public economic policy, banking and capital markets. He has taught economics for over thirty years and has been Department Chair and business school Dean. He has advised government officials and corporate leaders. He is a director of two community banks and a regional telecom company. He has published numerous books, reports and journal articles. He has been quoted in The New York Times, Coindesk and other publications, and appeared on broadcast media including CNBC, BBC, NPR and CBC. He received a BS in physics from Simon Fraser University, and earned an MBA from University of Alaska, a J.D. from University of Connecticut, a Masters in Tax from University of Tulsa, and both a MA and PhD in economics from Queen's University.

About Salomon Brothers:

Salomon Brothers is the premier global investment bank with expertise in capital markets, public and private growth capital and strategic advisory services. Salomon Brothers has a group focusing on raising capital for growing companies in New York. We provide solutions to meet our clients' evolving needs.

Learn more at: https://salomonbros.com/

Salomon Brothers has expanded its institutional capital markets division with the addition of eight senior hires, launching the firm's equity research initiative. As other Wall Street firms reduce headcount, Salomon Brothers continues to seek qualified candidates, and these new hires solidify the bank's commitment to hiring exceptional professionals.

Related link: https://salomonbros.com/

Palisade Capital Management Announces New Equity Partners

FORT LEE, N.J. /ScoopCloud/ -- Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade's strategic plan and evolution. The new partners bring a wealth of experience and expertise across various aspects of the firm's business and will help drive the company's mission to deliver exceptional returns to its clients.

Palisade's new partners are long-standing members of the firm and represent a diverse range of backgrounds and areas of expertise, including investment research, portfolio management, risk management, finance, and legal/compliance. Their addition to the firm's ownership group reflects Palisade's commitment to attracting and retaining top talent, and to delivering innovative investment solutions to clients.

Palisade is also proud to announce it is now a woman-managed and majority-owned company. This important milestone reflects the firm's dedication to diversity, equity, and inclusion, and to promoting gender equality in the financial services industry.

"We are thrilled to promote these talented professionals within the Palisade team, and to continue building our firm as a leader in investment management," said Alison Berman, Managing Partner, President and Chief Executive Officer of Palisade Capital Management. "Our new partners bring deep expertise and diverse perspectives that will enable us to deliver even better outcomes for our clients. We are also proud to be a woman-owned and managed firm and look forward to continuing to promote diversity and inclusion in our industry."

Senior Partner and Chief Investment Officer Dennison (Dan) Veru added, "The addition of these long-standing Palisade professionals to our ownership group reflects Palisade's commitment to remaining independent and employee owned." Partner Michael Feiler added, "Our clients continue to appreciate the benefits of our fundamentally different wealth management model, culture of outstanding service, and the expertise provided by our talented teams."

About Palisade Capital Management:

Palisade Capital Management, LP is an independent, owner-operated investment management firm headquartered in Fort Lee, New Jersey. Founded in 1995, Palisade has built its business around developing and managing specialized investment strategies for individuals, families, corporations, pension plans, and other institutions. The firm has dedicated investment teams that actively manage Small Cap Core Equity, Smid Cap Core Equity, Focused Equity, and a variety of Convertible Securities portfolios, as well as a robust private wealth management and financial planning offering for individuals and families.

Learn more: https://palisadecapital.com/

Disclosures:

Past performance is not a guarantee of future results. No assurance can be given that any strategy referenced herein will be successful. The performance of the strategies can be volatile and involve a high degree of risk. Investors may lose some or all of their investment.

This notice has been prepared for informational purposes only and is neither an offer to sell, nor a solicitation of an offer to buy any security, instrument, or investment product. Certain information contained in this presentation constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," or "believe," or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade's strategic plan and evolution.

Related link: https://palisadecapital.com/

Aldy Damian the CEO of Accredas Investments announces the sale of its latest commercial transaction, Walgreens – Denver, CO MSA

ROLLING HILLS ESTATES, Calif. /ScoopCloud/ -- Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.

Marcus & Millichap agent Ryan Jaama represented the Buyer in the sale of Walgreens - Denver, CO MSA property.

In addition to the latest Walgreens in Denver, CO transaction. Aldy Damian having now secured the following transactions over the past twelve months. Earlier this year the disposition of Walgreens in Gilbert, AZ, the acquisition of Bridgestone, Tires Plus (Costco Out-lot) in WI, the acquisition of Firestone Complete Auto Care (strategically located off Interstate 35) in Lenexa, KS, (Multiple financial transactions supplied by Max Benjamin Partners) The disposition of Bank of The West, sale and lease to Blue Credit Union in Superior, CO (Target out-parcel) and the premier corner in Appleton, WI of Fleet Farm one of the most known and respected big box stores in the Mid-West, in association with CBRE and Walker & Dunlop.

Fleet Farm Group who is currently owned by the multi-billion dollar investment banking firm, KKR Investments, KKR.com (NYSE stock symbol - KKR) are undergoing a multi-expansion of stores including the recently opened Hastings, MN location.

Aldy Damian, directing Accredas investments, has stated he is very pleased with the Fleet Farm Group, Germantown, WI acquisition coming off the sale of Chandler Medical Plaza, (Chandler, AZ with buyer representation by Newmark) featuring Banner Health (largest employer in the state of Arizona) as the strategic anchor tenant. More strategic business to come, including the soon disposition of Dicks Sporting Goods, in Topeka KS.

The newly listed for sale Dicks Sporting Goods property is truly unique property as the location of this Dicks Sporting Goods is the only location represented in the Topeka KS, area with the other Dicks Sporting Goods locations in excess of 40 miles away ( https://chainstoreage.com/dicks-sporting-goods-posts-strong-q4-offers-confident-outlook ).

The property is also located directly off of Interstate 470 near the connection of Interstate 70 making it the absolute prime retail destination of Topeka, KS residents ( https://www.crexi.com/properties/1099940/kansas-dicks-sporting-goods ).

The Corporately owned Home Depot located directly adjacent to the Dicks Sporting Goods in Topeka, KS is a mainstay in the area and is ranked the highest trafficked in a 50 miles radius area according to Placer.id.

Accredas investments was founded by Aldy Damian who began as a music, video and distribution executive with record label imprints as Damian Music and D3 Entertainment with BMG / Sony internationally, releasing in excess of 178 Albums and DVDs). Aldy Damian also served as executive Vice President and Co-founder of Liberation Entertainment with acclaimed MCA Records president and veteran multimedia executive Jay Boberg (CEO), who was responsible for obtaining the financial backing of Clarity Partners ($1Billion dollar investments banking firm) to form Liberation Entertainment ( https://www.claritypartners.net/portfolio ).

Accredas Investments continues its media ventures along with commercial property investment and development in real estate specializing in Core and Core plus properties targeting Class A properties and value-add commercial properties to serve their clients.

CEO and head of operations, Aldy Damian is a 34-year multi-faceted executive transacting in excess of one million square feet of investment property. 310-717-6932 ph., Accredas@gmail.com

Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.

Leonard Jones Joins Blaylock Van, Wall Street’s Oldest Continually Operating Black-Owned Firm, as Executive Director of Municipal Banking, Public Finance

NEW YORK CITY, N.Y. /ScoopCloud/ -- Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation's longest-continuously operating Black-owned investment firm. In this role, he will lead the firm's banking team and solutions for local and municipal government organizations with a focus on financial and risk management.

Most recently, Jones was Managing Director of Moody's Investors Service, where he managed the company's public finance local government ratings group. Prior to that, he served as Partner and Head of Investment Banking for Rice Financial Products and Vice President of Morgan Stanley and Company in New York as well as Chief Consultant for the Zambia Privatization Agency in Zambia, among other notable industry leadership positions.

"Lenny's extensive leadership and strategic expertise will be a tremendous benefit to our clients and our team, and we are thrilled to welcome him to Blaylock Van," said Blaylock Van CEO and President Eric Standifer. "He is a visionary across municipal finance and investment banking as well as marketing and talent development, which will support the continued growth and innovation of our municipal banking and public finance enterprise."

Jones received his MBA from Stanford University's Graduate School of Business and his bachelor's degree in economics from Dartmouth College. He also serves as Board Treasurer for the New York Urban League.

Certified as a Minority Business Enterprise by the State of New York, the State of Wisconsin, the City of New York, and the National Minority Supplier Development Council, Blaylock Van is 81 percent Black-owned. Blaylock Van serves corporations, municipalities, investment managers, and pension funds with a diverse employee base committed to work beyond financial services.

About Blaylock Van, LLC:

Blaylock Van, LLC (BV) is the oldest and continuously operating Black-owned banking firm in the United States, providing personalized services for clients across the country. Clients include corporations, municipalities, investment managers, pension funds, and family offices. The firm's headquarters are in New York City, with offices in Atlanta, Chicago, Dallas, Miami, and Oakland, Calif.

For more information, please visit https://brv-llc.com/

Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation's longest-continuously operating Black-owned investment firm. In this role, he will lead the firm's banking team and solutions for local and municipal government organizations with a focus on financial and risk management.

Related link: https://brv-llc.com/

Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois

WARRENVILLE, Ill. /ScoopCloud/ -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! "This recognition is owed to the clients that place their trust in the team to serve them. It also further reinforces the teams' commitment to providing clients with a comprehensive and customized best-in-class wealth management experience," said Seth Pietrini, COO at Legacy Wealth Advisors.

"The Legacy Wealth Advisors Wealth Management team is inspired and grateful to serve multi-generational clients and their families, and I am proud to see the team receive this prestigious award', he added.

Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Fernando S. Ereneta has previously appeared on the top industry recognition for the Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020, 2021, and 2022.

The Forbes/SHOOK Best-In-State Wealth Management Teams ranking, developed by SHOOK Research, is based on an algorithm that looks at criteria such as service models, investing process, team construct, skill sets, etc. Also factors like revenue trends, assets under management, compliance records. Research also consists of qualitative criteria, including telephone, virtual and in-person interviews.

For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

Seth Pietrini

COO, Legacy Wealth Advisors

Office Manager, RJFS

Raymond James Financial Services, Inc.

Member FINRA/SIPC

4200 Cantera Drive, Suite 221

Warrenville, IL 60555

630-791-9226 (Phone/Fax)

seth.pietrini@raymondjames.com

www.legacywealthadvisorsil.com

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

About Raymond James Financial Services As of 10/31/2022:

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.15 trillion. Additional information is available at raymondjames.com.

Advisors: Fernando S. Ereneta, CFP(r), Justin Ancona, CFP(r), Jennifer Secola, CFP(r)

200 Cantera Drive, Suite 221 | Warrenville, IL 60555

O: 630.791.9226 | F: 630-791-9233 | www.legacywealthadvisorsil.com

The 2023 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.

RELATED LINKS:

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Fernando.Ereneta

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Justin.Ancona

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Jennifer.Secola

Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

According to Barron's, the independent advisor industry has grown to encompass "more than 14,000 firms," meaning that firms ranking in the Top 100 represent less than 1% of all RIAs. Firms are asked to complete an extensive questionnaire in order to be considered, encompassing "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; and succession planning." Barron's then verifies the data and applies its proprietary ranking formula to the data.

"To be recognized for this honor for the second year in a row is a huge achievement," said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. "This is a team effort that is not possible without the valuable contribution of each and every person at KF Advisors."

"It is a true reflection of our commitment to serving our clients with comprehensive wealth management solutions and high-touch service to help them achieve their financial goals," added James Fields, President and Co-CEO of KF Advisors.

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent registered advisor based in New York City. For over 30 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management.

More information: http://www.klingenstein.com/.

RELATED LINK:

https://www.barrons.com/advisor/report/top-financial-advisors/ria?mod=faranking_subnav

Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Related link: https://www.klingenstein.com/

Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado

PUEBLO, Colo. /ScoopCloud/ -- St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones' more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm's impact in the next 100 years.

"Since Edward D Jones Sr. opened the doors of our firm 100 years ago, our focus has been helping people connect to their purpose and achieve things in their lives they might not have known were possible," said Edward Jones Managing Partner Penny Pennington, the sixth leader in the firm's history.

This year, as part of the milestone, Edward Jones associates have traveled throughout the country to select cities that have been significant to the firm's roots. Pueblo and Edward Jones have a long meaningful history together. The Firm opened its first office here in 1960 and today has six Edward Jones Financial Advisors helping clients reach their financial goals.

One of the early investments that Edward Jones made in the community was the telegraph wire. That wire connected Pueblo across 1500 miles of Midwestern states to their St. Louis, MO Headquarters. Not only was the wire instrumental for the advancement of serving clients, it was also an important tool for sharing timely information during critical events.

Pueblo's own Sangre de Cristo Arts and Conference Center hosted the firm's Corporate Centennial Celebration tour. The Arts Center has served as the arts and culture heartbeat in Pueblo and its surrounding communities for 50 years!

For the event, Pueblo's own Veteran Financial Advisor Jennifer Oliverio facilitated a discussion for an internal broadcast, with Chief Transformation and Human Resources Officer, Kristin Johnson, and Senior Partner, Doug Hill. The special guests in attendance were Edward Jones Managing Partner, Penny Pennington and General Partner Kevin Alm.

Hosts and special guests celebrated the long and impactful history together that Edward Jones and Pueblo have shared.

For more information, visit: https://www.edwardjones.com/us-en/financial-advisor/jennifer-oliverio

St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones' more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone and set the stage for the continued growth of the firm's impact in the next 100 years.

Related link: https://www.edwardjones.com/

Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone

DELRAY BEACH, Fla. /ScoopCloud/ -- Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.

When people plan for retirement, most tend to go the standard route of the qualified plan, typically the 401(k). But no savvy investor would consider that the best course of action, as these plans carry the financial risk of the markets in case of collapse, while taxes will be paid on the full plan, including any growth. Furthermore, a qualified plan is full of restrictions, as the funds that can be placed into the plan are limited, the money cannot be touched for a certain period of time without penalty, and at some point, a minimum amount of the funds must be withdrawn.

But there is a better way, and Bellvue Rush wants to ensure that people are aware when planning their financial future. An IGIC (an investment-grade insurance contract) is considered a tax-free event and offers considerable advantages. As a life insurance contract, it enjoys a contractually guaranteed rate of return, therefore enjoying a real advantage over a 401(k), as it will not collapse if the market does. Moreover, an IGIC has significantly fewer restrictions. Perhaps most importantly, when funds are placed into the account, the taxes are taken first, and then the premiums paid, at which point taxes are by and large done.

The account holder is able to then use the funds to make investments, the gains of which are tax-free as they are part of the life insurance policy. Not only can the funds be used to invest without being subject to taxes, but the insurance policy continues to pay the rate of return on the account as if the funds were still in the account. The same money is now generating income from two sources. The IGIC has an additional advantage in that it can make every investment that a 401(k) is able to, as well as some investments that go beyond the scope of a qualified plan.

To learn more visit: https://bellvuerush.com/

About Bellvue Rush:

Bellvue Rush was founded on the principle that people who work hard and do all the right things should have access to the same investment strategies and vehicles as the ultra-wealthy. While many specific investments can do well, without a plan in place the potential is limited. Rather than point investors in one direction or another, Bellevue Rush takes a holistic view of investment, using programs based on foundational tax law in conjunction with federal statutory codes to put investors in the best possible position.

Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.

Related link: https://bellvuerush.com/

DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County

WESTLAKE VILLAGE, Calif. /ScoopCloud/ -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

Specifically, founder Kushal Shah, CRPC(r) offers:
* Financial planning
* Retirement planning
* Estate planning
* Investment management
* Tax planning

With experience in all of these areas, he helps his clients:
* Preserve their wealth
* Eliminate debt
* Lower their taxes
* Optimize their income

Ultimately, DaVinci Capital Partners believes that if you fail to plan, you essentially plan to fail. That's especially true in the complex financial environment facing individuals and families today. Modern wealth management and savvy investment strategy require regular rebalancing, broad diversification, tax-efficient tactics, and more. Fortunately, by providing clients with a personal advisor, the firm can not only help them develop a plan - but also act on it.

In fact, DaVinci Capital Partners limits its client base so it can offer the highest possible level of customization and care.

From the very beginning, clients can expect individualized service from their personal financial advisor. It all starts with a discovery meeting, during which the advisor both gathers up the necessary information and gets to know the client's unique goals. From there, the advisor analyzes the client's current financial situation and where they want to go. This allows DaVinci Capital to tailor a customized plan.

A bespoke financial plan isn't where DaVinci Capital Partners' services stop, though. The consultant continues to actively work with the client to implement that plan. Through goal setting and progress monitoring, the advisor helps the client move in the desired direction. Consistent monitoring and regular updates are standard components of DaVinci Capital Partners' service.

Typical DaVinci Capital Partners clients have $500,000 or more in assets. The firm is actively seeking new clientele and any interested parties should inquire.

About DaVinci Capital Partners:

Inspired by Da Vinci's mathematical drawing of a person's ideal body proportions, the firm's logo represents the same concept: perfect balance. As it relates to finances, DaVinci Capital Partners believes balance requires a strategy-driven approach to create a strong portfolio and wealth plan. However, they also think experiencing this balance is an essential part of the equation. The firm strives to help clients establish a sense of balance and peace of mind around their finances by serving as their own personal CFO - managing their financial details as they live their life.

Learn more at https://davincicap.com/

DaVinci Capital Partners can be contacted at (805) 341-7104 or online via the website contact form.

Kushal A. Shah is an Investment Advisor Representative of Dynamic Wealth Advisors dba DaVinci Capital Partners. All investment advisory services are offered through Dynamic Wealth Advisors.

DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

Related link: https://davincicap.com/

Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

Bill has said he is enthusiastic about taking over the branch office. "I joined this firm because I was impressed with its commitment to individual investors. Now I'm looking forward to meeting with the individuals here to help them meet their financial goals utilizing my 25 years of financial services industry experience."

Jessica Marcisz, who has served as branch office administrator since 2017, says, "I am very excited about working with Bill and Kas. Together we will provide investors with unparalleled personal service."

Branch Office Administrator Kas Bowser remains in the branch office and will continue to help serve the Colorado Springs community.

Bill and his team can be reached at 719−576−9657.

You may also visit their website at: https://www.edwardjones.com/bill-gorab

ABOUT EDWARD JONES:
Edward Jones, a FORTUNE 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones' purpose is to partner for a positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is https://www.edwardjones.com/ and its recruiting website is careers.edwardjones.com. Member SIPC.

Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

Related link: https://www.edwardjones.com/

Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer

FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

"We're delighted to have Gary join us during this pivotal time of growth for the firm," said Jeff Dobyns, President of Southwestern Investment Group. "Gary's professionalism, deep insight, and track record of success speaks for itself. We're excited to have him on board to help us continue our mission and to help steer and execute our strategic vision."

"Gary is an innovative, experienced, and professional operations executive who brings a wealth of experience to this critical role," said Matt Brinker, Manager Partner with Merchant Investment Management, a minority investor in Southwestern Investment Group. "His clear vision and deep understanding of the industry is well suited to the firm, and we're very excited to have him on board."

Previously, Gary was a founder and Chief Operating Officer of Avalon Advisors, a Houston-based RIA founded in 2001, where he oversaw its growth in AUM from $450 million with 10 employees to $9 billion in AUM and 72 employees serving 550 client families. While at Avalon, he was responsible for all technology, cybersecurity, operational, and administrative areas and has extensive experience in both compliance and finance.

"I couldn't be more honored to join such an esteemed organization as Southwestern Investment Group, said Bonner. "Jeff and his leadership team have done an outstanding job growing the firm and keeping a laser focus on delivering exceptional client service. The firm's commitment to its people, clients, business partners, and the broader community is embedded in the culture and is what sets the firm apart."

Gary is an active board and committee member within the RIA community, contributing to industry-related articles and serving as a panelist at industry conferences. He has also served in voluntary leadership roles with two Houston-based charities focused on children. Gary received his BA in Economics with a minor in Finance from Texas A&M University.

Southwestern Investment Group is a family of advisors that takes an integrated approach to wealth management and believes in a purpose bigger than itself. The company's core values serve as further proof that success can be achieved by cultivating a culture of appreciation. For more information about Southwestern Investment Group, visit swinvestmentgroup.com or call 615-861-6100.

About Southwestern Investment Group:

As of 3/31/2022, Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a smaller organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services:

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada, and overseas. Total client assets are $1.26 trillion. Additional information is available at raymondjames.com.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker-dealer and is independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states.

Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

Related link: https://www.swinvestmentgroup.com/

Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.

"We recognize that many of our clients spend a portion of their time in Florida, and we wanted to provide a local presence they could easily access. In addition, Florida is a dynamic market with strong growth prospects for us. This gives us 'feet on the ground' to help accelerate our growth," said Kenneth D. Pollinger, Chairman & Co-CEO of KF Advisors.

Heading up the West Palm Beach Office will be a new addition to the KF Advisors team, John A. Pavela, CFA, Managing Director. John brings strong experience in wealth and investment management and will be responsible for new business development and managing client relationships, providing guidance on a range of wealth, planning, and investment management issues. John was most recently with BMO Wealth Management as Regional Director of Investments. Prior to that, he held leadership roles in Investment Management, Wealth Management, and Trust Administration at First Union National Bank (later known as Wachovia National Bank). John began his career at LaSalle National Bank & Trust in Chicago.

He holds the Chartered Financial Analyst designation and is a member of the CFA Society of South Florida. John earned a B.S. in Finance from Florida State University and received an M.B.A. in Finance from the Kellstadt Graduate School of Business at DePaul University.

"John really knows the Florida market and has a deep knowledge of the complex issues faced by wealthy individuals and families. We found that his approach and client-first mindset really align well with that of KF Advisors. We are fortunate to have him heading up our Florida effort," said James Fields, President and Co-CEO of KF Advisors.

About Klingenstein Fields Advisors:

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.0 billion in assets. The firm offers a full array of wealth, planning, and investment management to a broad array of individuals, families, and institutions.

Learn more: https://www.klingenstein.com/

Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.

Related link: http://www.klingenstein.com

Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year

FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean's 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean's 2020 and 2021 lists.

"The past two and a half years have reinforced how important it is for employees to feel connected and proud of the companies they work for," said Jeff Dobyns, President of Southwestern Investment Group. "Our employees bring their best, most authentic selves to work every day, which translates to our client relationships. We invest a great deal of effort in maintaining a strong and inclusive culture and we couldn't be more pleased to be recognized again as a top workplace."

The Tennessean partners with Energage LLC., a third-party employee engagement technology partner, to conduct the anonymous employee survey. Winners were announced on June 23, 2022.

Southwestern Investment Group is a family of advisors that takes an integrated approach to wealth management and believes in a purpose bigger than itself. The company's core values serve as further proof that success can be achieved by cultivating a culture of appreciation.

Southwestern Investment Group's business model allows it to provide friendly service from people you know, while offering the comprehensive solutions and services of a larger financial provider. For more information about Southwestern Investment Group, visit https://www.swinvestmentgroup.com/ or call 615-861-6100.

About Southwestern Investment Group:

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services:

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker-dealer, and is independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states.

More than 1,000 companies were invited to participate, 106 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 35 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor the Tennessean is affiliated with Raymond James.

Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean's 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean's 2020 and 2021 lists.

Related link: https://www.swinvestmentgroup.com/

Blaylock Van Partners with Seaport Global to Expand Market Reach

NEW YORK CITY, N.Y. /ScoopCloud/ -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van.

Combining Blaylock Van's top-tier investment banking solutions and Seaport Global's extensive worldwide reach, the strategic collaboration will bring together decades of market leadership and expertise to work in partnership on capital market solutions for issuers and investors while expanded distribution will allow for powerful dissemination capabilities in both primary and secondary markets.

"As we continue to develop opportunities for minority investors across the globe, this partnership is the perfect opportunity to drive business growth for a more diverse audience," said CEO and founder of Blaylock Van Eric Van Standifer. "We look forward to collaborating with Seaport Global, connecting with their deep distribution platform and further bolstering our strong client offerings."

Michael J. Meyer, the Seaport Global Partner overseeing the partnership, added, "Seaport Global is committed to growing opportunities for minorities in the financial services industry and we see this as a tremendous platform to accomplish this goal. The strength of the partnership will help Blaylock Van expand the services offered to their clients as well as provide Seaport Global clients with the opportunity to support a minority-owned broker dealer."

Certified as a Minority Business Enterprise by the State of New York, the State of Wisconsin, the City of New York and the National Minority Supplier Development Council, Blaylock Van is 81 percent Black-owned. Blaylock Van serves corporations, municipalities, investment managers and pension funds with a diverse employee base committed to work beyond financial services.

About Blaylock Van, LLC:

Blaylock Van, LLC (BV) is the oldest and continuously operating Black-owned banking form in the United States, providing personalized services for clients across the country. Clients include corporations, municipalities, investment managers, pension funds and family offices. Global electronic equity and fixed-income trading platforms allow direct market access to more than 40 worldwide exchanges, while the firm's proprietary web-based research platform is designed to specifically address the needs of fundamental portfolio managers and analysts. The firm's headquarters are in New York City, with offices in Atlanta, Chicago, Columbus, Dallas, Miami and Oakland, Calif. For more information, please visit https://brv-llc.com/

About Seaport Global:

Seaport Global Holdings LLC is a leading capital markets firm, providing robust sales, trading and research services and the resources of a full-service investment bank. Seaport Global combines its extensive knowledge, solid relationships and deep distribution platform to serve its clients' most unique business requirements. The firm is headquartered in New York with offices across the US and Europe. Visit https://www.seaportglobal.com/ to learn more.

Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van.

Related link: https://brv-llc.com/