Eaton Financial Group, a registered investment adviser based in Coral Springs, FL, has been providing investment advisory services since September 13, 2021. The firm offers wealth management services on a discretionary and non-discretionary basis, focusing on model portfolios tailored to clients' investment goals. Investment strategies include fundamental and technical analysis to maximize returns while managing risk within predetermined parameters. Clients with discretionary accounts grant the firm authority to manage their investments without prior approval for each transaction. Financial planning services are also available, covering various aspects such as cash flow planning, asset allocation, insurance planning, estate planning, and retirement planning. The firm charges an hourly fee of $400 for financial planning services, with costs dependent on the scope and complexity of the plan. Eaton Financial Group primarily recommends Charles Schwab & Co., Inc. Advisor Services and/or Fidelity Brokerage Services LLC as broker-dealers/custodians for client accounts. The firm does not accept performance-based fees, participate in side-by-side management, or vote proxies on behalf of clients. Clients are responsible for exercising their voting rights as shareholders. The firm does not have any disciplinary information or financial impairments that would affect its ability to meet client commitments.

Kanen Wealth Management LLC, founded by David L. Kanen in Coconut Creek, Florida, specializes in providing optimal wealth management services to clients. Mr. Kanen has over 28 years of experience in the financial services industry, focusing on portfolio management for retail, institutional, and corporate clients. The firm requires its advisors to have a 4-year college degree, 2 years of relevant work experience in the securities industry, and to have passed the appropriate state advisory exams. For clients interested in working with Kanen Wealth Management, the minimum initial investment or account size is not explicitly stated in the brochure. The fee structure is not detailed in the brochure supplement. However, it is noted that David L. Kanen is a fiduciary, acting in the best interests of clients. Clients have the option to contact Mr. Kanen for questions regarding the firm's supervisory procedures. The firm's investment philosophy and strategies are not extensively outlined in the brochure supplement. Clients seeking more information about the firm's approach may need to engage directly with Kanen Wealth Management for a comprehensive understanding of their investment strategies and methods of analysis.

Personal Financial Profiles Inc. (PFP) is a registered investment adviser established in 1991 in Florida, with SEC registration since 1999. As of December 31, 2024, PFP manages $292,830,457 in assets on a discretionary basis and $1,052,290 on a non-discretionary basis. The firm offers investment advisory services to individuals, pension, and profit sharing plans. PFP provides investment supervisory services through its Elite and Premier Account Programs, emphasizing cash flow, tax minimization, retirement planning, and long-term objectives. Clients have the opportunity to place restrictions on account management. PFP also offers financial planning services on an hourly or fixed fee basis, covering various financial planning aspects. The firm acts as a fiduciary under the DOL's Prohibited Transaction Exemption 2020-02, ensuring advice is in clients' best interests. PFP's fees for managed portfolios vary based on account size and type, with fees payable monthly or quarterly. The firm does not charge performance-based fees. PFP does not have any disciplinary events to report and does not receive compensation for client referrals. Clients must meet a minimum investment of $250,000 for the Elite account and $25,000 for the Premier account. PFP exercises investment discretion based on client objectives and restrictions. The firm does not vote on client securities and does not have custody of client funds or securities. PFP's financial condition is stable, meeting contractual commitments. Being an SEC-registered adviser, PFP does not have state registration requirements.