Elevation Wealth Partners LLC is an independent investment advisory firm founded in 1999 and registered with the U.S. Securities and Exchange Commission. The firm specializes in fee-only investment advisory, discretionary portfolio management, and comprehensive financial planning services. Elevation focuses on helping clients create long-term wealth and achieve their financial goals using academically proven investment strategies. The firm is 100% owned by The Mendelson Family Trust and does not participate in wrap fee programs or sell commissioned products like annuities or insurance. As of February 7, 2025, Elevation manages $582,090,191 in client assets on a discretionary and non-discretionary basis. The firm offers investment advisory, wealth advisory, and discretionary portfolio management services to individuals, families, high net-worth investors, and various entities. Clients have the opportunity to place reasonable restrictions on investments made on their behalf, and Elevation conducts frequent reviews and rebalances portfolios as needed. Elevation also provides comprehensive financial planning services covering various areas such as investment analysis, retirement planning, tax planning, insurance, and more. Financial planning services are offered at no additional charge for most clients, with fees ranging from $2,000 to $20,000 for others. The firm's fee structure is based on a percentage of assets under management, with a minimum annual fee of $5,000. Elevation Wealth Partners LLC acts as a fiduciary, placing clients' interests above all else.

Aljian Capital Management, LLC, established in 2013, is a financial advisor firm specializing in Comprehensive Portfolio Management and Pension Consulting. The firm offers individualized investment advice tailored to clients' goals and risk tolerance. Clients have the option to grant investment discretion to the firm. Aljian Capital Management manages over $548 million in assets on a discretionary basis. Fees for advisory services are charged based on a percentage of assets under management, with fees billed quarterly in advance. The firm does not offer wrap fee programs and does not charge performance-based fees. Clients can invest in a variety of securities, including ETFs, mutual funds, individual stocks, and bonds. The firm utilizes charting, fundamental analysis, technical analysis, and cyclical analysis as methods of analysis. Aljian Capital Management recommends the use of Schwab as a custodian and broker, providing access to a wide range of investment products and services. The firm receives economic benefits from Schwab, which are disclosed to clients. Clients receive quarterly account statements directly from the custodian. Aljian Capital Management has no disciplinary events and acts as a fiduciary, putting clients' interests first.

JDH Wealth Management, LLC, based in Santa Rosa, CA, has been providing advisory services since 2000. The firm, owned by Matthew Delaney and Ralph Jones, managed over $483 million on a discretionary basis as of December 31, 2024. JDH offers investment management services, utilizing a consultative approach to determine clients' needs, objectives, and risk profiles. The firm designs written investment policy statements, evaluates existing investments, and continuously monitors and reviews client portfolios. JDH primarily recommends portfolios of no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors (DFA) offerings. The firm may also recommend fixed income portfolios and engage third-party separate account managers. JDH charges fees based on a percentage of assets under management, with annual minimum fees and billing frequency varying based on account size. Financial planning services are also available, with fees determined by the nature and complexity of each client's circumstances. JDH has a Code of Ethics, ensuring ethical conduct and supervising personal securities transactions. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients are responsible for voting proxies and receive quarterly statements from the custodian holding their investment assets. JDH does not have any disciplinary information and provides financial planning, investment management, and retirement plan services to individuals, qualified retirement plans, trusts, and small businesses.