TLG Advisors, Inc. is a U.S. Securities and Exchange Commission Registered Investment Adviser established in 1997. The firm offers investment supervisory services, financial planning, and investment advice to various clients, including individuals, retirement plans, trusts, and charitable organizations. TLG Advisors provides services through independent Investment Advisor Representatives and sub-advisors. The firm's services include investment policy planning, asset allocation, and ongoing monitoring of asset managers' performance. TLG Advisors manages approximately $1,980,000,000 in client assets, all of which are discretionary. The firm offers a web-based advisory service called Starlight Portfolios, which provides portfolios composed of passive and active mutual funds based on clients' risk tolerance and investment objectives. TLG Advisors charges fees based on assets under management, ranging from 0.80% to 1.75% per year. Additionally, the firm may charge fixed or hourly fees for financial planning and consulting. Starlight Portfolios fees range from 0.55% to 1.15%, with additional fees to the technology platform provider. Clients may have accounts with a minimum of $25,000, which can be combined within a household. TLG Advisors does not accept performance-based fees or side-by-side management accounts. The firm's investment strategies primarily involve fundamental analysis and Modern Portfolio Theory, aiming to reduce portfolio risk through diversification. TLG Advisors discloses potential conflicts of interest and requires affiliated persons to adhere to a Code of Ethics. Clients have the option to terminate agreements with a 30-day notice and may receive refunds for prepaid fees.

Wambolt & Associates, LLC is a financial advisory firm based in Littleton, Colorado, founded in 1986 and operating independently as a registered investment adviser since 2010. The firm specializes in providing a range of investment advisory services to individuals and various client types. As a fiduciary, Wambolt & Associates is committed to acting in the best interest of clients. The firm offers services such as Asset Management, Comprehensive Wealth Management, and Financial Planning & Consulting. For Asset Management and Comprehensive Wealth Management clients, the firm charges annual advisory fees based on a tiered fee schedule. Clients have the option to place restrictions on their investments. Wambolt & Associates manages over $586 million in discretionary assets as of December 31, 2014. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients have the opportunity to direct brokerage outside the firm's recommendation, but this may result in higher costs. The firm recommends the use of Charles Schwab & Co., Inc. and Fidelity Brokerage Services as custodians. Wambolt & Associates does not accept proxy authority to vote client securities. The firm does not receive soft dollars in excess of what is allowed by regulations. Wambolt & Associates does not have any disciplinary events, financial conditions impairing obligations, or bankruptcy history. The firm does not require prepayment exceeding $1,200, ensuring transparency and integrity in its financial practices.

Tucker Asset Management LLC is a financial advisory firm based in Littleton, Colorado. It currently has approximately $369,449,353 of assets under management and employs about 75 people. Tucker Asset Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and shares in fees paid to third party investment advisers.

Whipplewood Advisors, LLC is a financial advisory firm based in Littleton, Colorado. It currently has approximately $205,389,192 of assets under management and employs about 6 people. Whipplewood Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Marshall Investment Management, LLC is a Registered Investment Adviser established in 2015, located in Greenwood Village, CO. The firm specializes in helping clients build, manage, and preserve their wealth through personalized investment strategies. They offer discretionary and non-discretionary investment services, including the Advisor Managed Portfolios (AMP) Platform, financial planning, and services through LPL Financial's programs. Marshall Investment may accept accounts with certain restrictions if circumstances warrant. Clients have the option to leave standing instructions to refrain from investing in particular industries or securities. The firm charges a maximum annual advisory fee of 1.50% and may adjust fees based on account size, complexity, or activity. Financial planning fees range from $2,500 to $15,000 or $200 per month for ongoing services. Marshall Investment does not charge performance-based fees or engage in side-by-side management. The firm does not have any disciplinary information to report and does not receive compensation for client referrals. Clients have the option to terminate the management agreement at any time. Marshall Investment does not vote proxies on behalf of clients and does not have custody of client funds. Clients may authorize the deduction of advisory fees directly from their accounts. The firm has established a Code of Ethics to ensure ethical conduct and mitigate conflicts of interest. Clients receive regular account reviews and reports, and the firm does not require clients to direct brokerage. The firm does not have financial conditions that may impair its ability to meet commitments.