Quantum Financial Advisors, LLC is a financial advisory firm based in Manhattan Beach, California. It currently has approximately $800,176,525 of assets under management and employs about 13 people. Quantum Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Jeppson Wealth Management, LLC is an SEC registered investment adviser based in Manhattan Beach, California, established in February 2017. As of December 31, 2024, the firm managed approximately $703 million in assets for about 938 accounts on a discretionary basis, with a significant portion in a wrap program. Services offered include discretionary and non-discretionary investment management, financial planning, retirement planning, portfolio management, and more. Clients have the flexibility to engage the firm for standalone services or comprehensive wealth management. The firm primarily allocates client assets among various securities, mutual funds, and ETFs based on individual investment objectives. Clients have the option to impose restrictions on management if deemed necessary. Jeppson Wealth Management may engage Independent Managers to actively manage a portion of client assets, with a focus on aligning strategies with client objectives. The firm charges an annual fee based on assets under management, typically ranging from 0.25% to 1.50%. Clients are provided with regular account statements from the custodian and may receive additional reports from the firm. The firm does not provide performance-based fees, has no disciplinary history, and does not impose minimum account requirements. Jeppson Wealth Management does not vote proxies for client securities and does not file proofs of claim for class action lawsuits. The firm's financial condition is stable, with no prepayment of fees exceeding $1,200 per client.

Pacific Avenue Capital Partners is an investment advisory firm based in Manhattan Beach, California, established in August 2019. The firm provides discretionary investment advisory services to institutional and sophisticated investors through pooled investment vehicles. Pacific Avenue Europe, a subsidiary in Paris, France, also offers advisory services. The firm's investment strategy focuses on corporate divestitures and special situations in the lower middle market, aiming for capital appreciation primarily in North American businesses with revenues under $1 billion. Clients must be accredited investors and qualified purchasers, with investment restrictions tailored to each client's objectives. As of December 31, 2024, the firm managed $1.36 billion in regulatory assets under management. Fees are outlined in the Offering Documents and may include management fees, performance-based fees, and transaction fees. The firm may receive compensation from portfolio companies for services provided. Clients are advised to carefully review risk factors, including conflicts of interest, illiquidity, and control positions. The firm operates under a Code of Ethics to prioritize client interests and has no disciplinary history. The Adviser provides investment discretion, reviews client accounts regularly, and complies with the Custody Rule. Clients are encouraged to review all reports received and compare information across different sources. The firm provides voting services for client securities and maintains financial stability without charging fees in advance.

TriLinc Global Advisors, LLC is an investment adviser specializing in impact investments in small and medium businesses worldwide. Founded in 2016, the firm focuses on providing discretionary investment advisory services to private investment vehicles, with a principal owner being Gloria Nelund. The firm manages various funds, including the TriLinc Global Sustainable Income Fund and the TriLinc Global Impact Fund II, offering opportunities for accredited investors and qualified purchasers. The firm's investment strategy aims to provide current income, capital preservation, and modest capital appreciation while generating positive economic, social, and environmental impact. TriLinc Global Advisors employs a rigorous risk mitigation process and due diligence practices, monitoring investments continuously. The firm's investment approach includes senior secured trade finance, senior secured loans, and other collateralized loans to SMBs, primarily in developing economies. TriLinc Global Advisors also addresses potential conflicts of interest, such as cross transactions and allocation of investment opportunities among clients, through a fair allocation policy. The firm has a Code of Ethics in place to ensure ethical conduct and supervises personal securities transactions of its employees. TriLinc Global Advisors does not engage in brokerage practices but has custody of client assets through qualified custodians. The firm has not been involved in any legal or disciplinary events, ensuring transparency and integrity in its operations.

**Second 50 Financial, LLC Summary:** Established in 2020, Second 50 Financial, LLC is an independent investment advisor firm based in Manhattan Beach, California. The firm, founded by Kathleen A. Adams, CFP®, and David H. Swift, is registered with the SEC and acts in a fiduciary capacity. Second 50 offers tailored investment advice to individuals, high net worth individuals, partnerships, corporations, and other entities. The firm provides portfolio management services, financial planning, and consulting services. Clients are required to deposit assets in accounts held at independent qualified custodians, typically Charles Schwab & Co., Inc. Second 50 charges an annual asset-based advisory fee ranging between 0.50% - 1.00% for portfolio management services. The firm does not charge performance-based fees or engage in side-by-side management. Second 50 does not vote proxies on behalf of clients and does not accept authority to vote client securities. The firm does not have any financial commitments that would impair its ability to meet contractual and fiduciary commitments to clients. For more information, visit www.second50financial.com or contact (424) 260-1551.

Family Financial, a registered investment advisor, was founded in September 2021 and commenced operations in December 2021. The firm offers wealth management services to individuals, high net-worth individuals, families, trusts, estates, and small businesses. As a fiduciary, Family Financial upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized wealth management solutions, including discretionary wealth management and related advisory services. Investment portfolios may consist of ETFs, mutual funds, individual stocks, bonds, digital currency, and other investments. Family Financial primarily employs fundamental and technical analysis methods in developing investment strategies, with a focus on long-term investment goals. The firm may recommend redistributing investment allocations, increasing sector weightings, employing cash positions, or selling positions for various reasons. Family Financial does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive compensation for securities transactions other than wealth management fees. Clients have investment discretion, and the firm does not accept proxy-voting responsibility. Family Financial manages $232,828,592 on a discretionary basis as of March 13, 2025. For more information, clients can contact the firm at (310) 598-8481 or [email protected].