Secura Financial, LLC is an investment advisory firm founded in 1997, based in Orange, CA. The firm specializes in providing fee-based personalized financial planning and portfolio management services to various clients, including individuals, pension and profit sharing plans, trusts, and charitable organizations. The firm's services include financial objective determination, cash flow management, tax planning, investment management, education funding, retirement planning, and estate planning. Secura Financial requires a minimum account size of $250,000, which may be waived at the Managing Member's discretion. The firm's fee structure is based on a percentage of assets under management, with different fee schedules for equity and balanced accounts, fixed income accounts, and accounts with financial planning and consulting services. The firm also offers financial planning services with negotiable fees based on a flat fee or hourly rate. The firm's investment strategy is tailored to individual client goals, risk tolerance, and time horizons. They utilize fundamental and cyclical analysis for security evaluation, with a focus on managing risks such as interest-rate, market, inflation, currency, and business risks. Secura Financial also provides discretionary asset management services, allowing them to execute investment transactions on behalf of clients. The firm's employees, including Harry M. Barth, Richard W. Jackman, and Jason D. Stone, hold various professional certifications such as CFP®, CRPS®, CAS®, CFS®, CTS®, and BCE. They are required to adhere to a Code of Ethics that prioritizes clients' best interests and prohibits the use of non-public information for personal gain. Supervision within the firm ensures compliance with ethical standards and client-focused practices. Clients receive account statements regularly, and the firm's investment discretion allows them to make investment decisions on behalf of clients. Secura Financial discloses any conflicts of interest, including external compensation received for client referrals and affiliations with other financial industry activities.

TABR Capital Management, LLC is an SEC registered investment adviser established in February 2004, with primary owners Robert Kargenian and Steven Medland. The firm offers financial planning, consulting, and investment management services, managing $231,247,341 in assets on a discretionary basis as of December 31, 2024. Clients can engage TABR for wealth management services, with investment portfolios primarily allocated among mutual funds and ETFs. TABR's investment philosophy focuses on disciplined risk management, utilizing technical analysis and relative strength to guide asset commitment decisions. The firm tailors its advisory services to individual client needs, ensuring investments align with risk tolerance and objectives. TABR charges fixed fees ranging from $3,000 to $4,500 for financial planning and consulting services, and an annual management fee based on a percentage of assets under management, varying between 0.95% and 1.25%. Clients are encouraged to take a risk profile questionnaire to determine suitable investment allocations. TABR does not provide performance-based fees and generally requires a minimum account size of $500,000. The firm acts with investment discretion, allowing it to make transactions on behalf of clients without prior consent. TABR does not vote client securities and does not have any disciplinary disclosures or financial impairments that could affect client commitments.

Crown Capital Securities, L.P. is a SEC-registered investment advisor and broker-dealer established in 1999, based in Orange, California. The firm offers investment advisory services through non-discretionary or discretionary agreements. Clients can participate in various Wrap Fee Programs, including the Crown Heritage Adviser360, Model Management, Wrap Strategists, and Separate Accounts programs. The minimum investment required for these programs is $25,000 or $100,000, depending on the program. Advisory Associates manage accounts on an ongoing basis, providing periodic reviews and recommendations. Clients are charged advisory fees based on a percentage of assets under management, with fees negotiable at the firm's discretion. The firm discloses material changes and conflicts of interest, including receiving compensation from third parties and revenue sharing arrangements. Crown has a Code of Ethics, reviews accounts regularly, and provides detailed information on investment strategies, risk analysis, and client information sharing practices. The firm has disclosed past disciplinary events and legal matters, ensuring transparency and compliance with regulatory requirements. Clients have the option to terminate accounts with a refund of prepaid fees within a specified period. Overall, Crown Capital Securities, L.P. offers a range of investment services with a focus on client transparency and financial integrity.