Advus Financial Partners, LLC is an investment advisor registered with the SEC, established in 2021 and acquired by Foundation Risk Partners, Corp. The firm's primary objective is to provide unbiased, conflict-free investment advice. Advus offers wealth planning services tailored to individual needs, assisting clients in designing wealth plans based on various factors. They also provide investment management services for individuals, foundations, corporations, and endowments, including developing an investment strategy, implementing it, supervising, and reporting results. Fees for wealth planning range from $2,500 to $20,000, while wealth management fees range from $0 to $25,000 plus a fee of 0.25% to 1.65% of assets under management. Investment management fees range from 0.10% to 1.65% of assets under management. Advus may charge additional consulting fees based on the complexity of the work involved. The firm does not charge performance-based fees or engage in side-by-side management. Advus acts as a fiduciary when providing investment advice for retirement plans, ensuring recommendations are in the client's best interest. The firm does not have disciplinary information to disclose and provides investment discretion for managing client accounts. Advus does not vote proxies for most clients but does so for ERISA 3(38) Investment Manager plans. The firm has no financial conditions likely to impair meeting contractual obligations.

CapAcuity is a financial advisory firm based in Lake Mary, FL, established in 2018. The firm specializes in consulting, investment advisory, and asset management services. The team includes experienced professionals such as Peter Scott Cahall, Mendel Allen Melzer, Robert W. Little, Thomas Cook, Kenneth Seybel, Bryant W. Kirk, David Baum, Kerry St. George, Bert Ward, Scott Seibel, and Mike Porter. The firm's investment committee is led by Mendel Melzer, who has over 30 years of experience in investments and asset management. The advisors at CapAcuity hold prestigious designations such as the Chartered Financial Analyst (CFA) and Chartered Financial Consultant (ChFC). They adhere to high ethical standards, placing clients' interests first and maintaining independence and objectivity. The firm offers comprehensive investment services, including asset allocation, funding optimization, and risk management. Clients can benefit from the team's expertise in executive benefits, retirement services, asset management, and financial consulting. CapAcuity's professionals have a track record of success in managing corporate retirement and insurance assets. The firm operates under the supervision of Bryant W. Kirk, ensuring compliance with regulations and ethical standards. Clients can contact [email protected] for more information.

Newport Group Securities, Inc. is a financial advisory firm based in Lake Mary, Florida. It currently has approximately $1,734,248,543 of assets under management and employs about 38 people. Newport Group Securities, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.

Jackson Wealth Management, LLC is a registered investment adviser based in Lake Mary, Florida, providing investment advisory services since 2008. The firm offers financial planning services, asset management services, selection of other advisers, and pension consulting services. Financial planning services involve tailored advisory services based on individual needs, with an hourly fee of $250. Asset management services include discretionary portfolio management with fees based on a percentage of assets managed. The firm may recommend the services of third-party investment advisers and may receive compensation for such recommendations. Clients' funds and securities are held with independent qualified custodians, and the firm does not have physical custody over them. Clients receive monthly statements and quarterly performance reports. The firm does not vote proxies on behalf of clients and does not provide financial information to clients. Client privacy is a top priority, and the firm has policies in place to protect clients' personal information. In case of trade errors, corrective actions are taken to restore the account to its correct position. The firm does not determine class action lawsuits for securities held by clients.

Newport Group Consulting, LLC is a financial advisory firm based in Lake Mary, Florida. It currently has approximately $634,041,952 of assets under management and employs about 38 people. Newport Group Consulting, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

ShariaPortfolio, Inc. is a registered investment adviser specializing in providing investment advisory services through its Express wrap fee program. Established in Lake Mary, Florida, ShariaPortfolio offers diversified model portfolios managed on a discretionary basis. Clients pay a single asset-based fee covering advisory services, trade execution, custody, and other standard brokerage services. The firm conducts meetings to understand clients' financial situations, goals, and risk tolerance to recommend suitable investment approaches. Clients have investment discretion but can request exclusions. The fee structure ranges from 0.40% to 0.75% based on assets under management, with additional fees for mutual fund/ETF portfolios. ShariaPortfolio does not charge performance-based fees and does not engage in side-by-side management. The firm's investment strategies involve fundamental and technical analysis, with a focus on market news reports and financial publications. Clients have the right to vote on proxies, and ShariaPortfolio does not participate in class action lawsuits on their behalf. The firm's Code of Ethics ensures ethical conduct, full disclosure, and compliance with regulations. ShariaPortfolio does not have any disciplinary history and does not receive compensation for client referrals. The firm does not require a minimum initial investment for the Express Program, catering to individuals, IRAs, and revocable living trusts. ShariaPortfolio reviews accounts periodically and provides regular reports to clients. The firm's financial information indicates stability and no impairments to meeting contractual obligations.

Familywealth is a financial advisory firm based in Lake Mary, Florida. It currently has approximately $111,552,866 of assets under management and employs about 14 people. Familywealth uses a fee structure of a percentage of assets under your management and fixed fees.