C2 Private Wealth, founded in 2007, is a fee-based financial planning and investment management firm specializing in asset management services and financial planning consultations. The firm does not sell annuities, insurance, stocks, bonds, or mutual funds. Clients maintain control of their assets, with the firm providing tailored investment strategies based on individual goals and risk tolerance. C2 Private Wealth offers discretionary asset management services with a minimum investment requirement on the AssetMark Platform ranging from $25,000 to $500,000, depending on the investment strategy chosen. Financial planning services are also available, with fixed and hourly fee options. The firm's president, Kirk Cassidy, has additional roles as an insurance agent and CPA firm owner, disclosing potential conflicts of interest. Heather Lyon serves as the Chief Compliance Officer, overseeing compliance and supervision. The firm does not engage in wrap fee programs, receive external compensation for securities sales, or share capital gains. Clients receive quarterly account statements and have the option to vote on proxies. C2 Private Wealth does not vote proxies on securities. The firm's employees adhere to a Code of Ethics, ensuring client interests are prioritized. Heather Lyon, the Chief Compliance Officer, is responsible for compliance oversight.

Concorde Asset Management, LLC is a financial advisory firm based in Livonia, Michigan. It currently has approximately $295,444,809 of assets under management and employs about 74 people. Concorde Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and promoter fees from other advisors.

MeadowBrook Investment Advisors, LLC is an employee-owned SEC-registered investment advisor established in 1999 by former professionals from NBD and First Chicago Investment Management Company. The firm specializes in managing individually invested separate accounts for high net worth individuals and select institutional accounts, offering services such as asset mix advice, investment style mix, and security selection tailored to each client's needs and risk tolerance. MeadowBrook follows a consistent, disciplined, and systematic investment process to achieve long-term success. The firm's investment professionals have over 120 years of combined experience in equity research, fund management, and institutional portfolio management. MeadowBrook's fee structure is asset-based, with fees prepaid quarterly based on assets under management. The firm primarily uses Charles Schwab for brokerage services, providing access to institutional trading and custody services. MeadowBrook does not charge a separate custody fee for client accounts held at Schwab. The firm's investment strategies include core equity, small/mid-cap equity, international equity, and fixed income investments, managed with a focus on fundamental analysis, valuation, and risk control. MeadowBrook has a minimum relationship requirement of $250,000 in assets under management and does not use performance-based fees. The firm's investment approach considers various risks, including interest-rate, market, inflation, currency, reinvestment, business, liquidity, and financial risks. MeadowBrook has a strong commitment to information security and client confidentiality. The firm's advisors are supervised by other members, and clients receive regular reports on their accounts' holdings and activity. MeadowBrook prides itself on integrity, honesty, and acting in clients' best interests.