Iron Horse Wealth Management, LLC, established in 2012, is a registered investment adviser offering financial planning and personalized investment management services. The firm's managing member, Dennis Markway, has been active in the industry since 1995. Iron Horse serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. As a fiduciary, Iron Horse is obligated to act in the best interest of its clients at all times. Investment management services involve creating tailored investment portfolios based on clients' financial goals, risk tolerance, and preferences. Iron Horse has discretionary authority to manage client accounts, including rebalancing portfolios as needed. The firm primarily advises on mutual funds, insurance products, ETFs, and various securities. Clients may impose restrictions on certain types of investments. Fees for financial planning and consulting services are charged at a flat hourly rate of $125, while portfolio management fees do not exceed 1.50% of assets under management annually. Iron Horse does not have a minimum account size requirement and all fees are negotiable. Clients' assets are held with qualified custodians, and fees are billed quarterly based on the market value of assets. Iron Horse does not participate in performance-based fees and manages accounts on a discretionary basis, allowing for timely investment decisions. The firm utilizes fundamental and technical analysis, historical data, and an Investment Committee to guide investment strategies. Clients receive quarterly reports and statements for transparency. The firm's team of experienced professionals, including Greg Hayes, Daniel Beyer, Penny Schmidt, Isabel Schwabe, and others, work under the supervision of Dennis Markway, the Chief Compliance Officer. Iron Horse maintains a Code of Ethics and conducts regular reviews to ensure compliance with industry standards.

Kane Company Wealth Management, Inc. is a registered investment adviser specializing in independent, fee-only investment advisory services. Established on August 30, 2001, the firm offers comprehensive financial planning using no-load mutual funds, ETFs, and occasionally individual stocks and bonds. Acting as a fiduciary, the firm manages client investment accounts according to individual objectives and restrictions, employing a long-term investment philosophy based on past performance analysis and diversified, low-cost portfolios. As of December 31, 2024, the firm actively managed $218,226,258 on a discretionary basis and $1,797,488 on a non-discretionary basis, totaling $220,023,746 in assets under management. Kane Company Wealth Management, Inc. has updated its fee schedules effective January 21, 2025. For Wealth Management Services, clients are charged an Annual Retainer Fee based on total investment assets, while Investment Advisory Services are fee-based on a tiered structure ranging from 1.20% to 0.30% of assets managed. Clients have investment discretion, allowing the firm to direct the investment and reinvestment of assets primarily at its sole discretion. The firm's investment strategies focus on fundamental analysis, tax-efficient investing, and globally diversified portfolios. Kane Company Wealth Management, Inc. does not charge performance-based fees and primarily serves individuals, high-net-worth clients, trusts, estates, charitable foundations, and company-sponsored retirement plans with a minimum of $100,000 in total household investment assets or systematic savings plan commitments.