Guided Choice Asset Management, Inc. (GCAM) is a registered investment advisor established in 1999, operating under the brands GuidedChoice and 3Nickels. GuidedChoice focuses on retirement wellness, offering retirement plan advice and management software primarily to defined contribution plans and retail investors. 3Nickels provides financial wellness tools for individuals to plan and invest strategically for various financial goals. GCAM's investment strategies aim to help clients achieve their goals with an appropriate level of risk, utilizing a proprietary system for analysis and optimization. GCAM offers services at both plan and individual levels, including investment policy statements, investment selection, monitoring, retirement readiness analysis, and managed accounts. Clients can access personalized guidance through digital tools, call centers, or paper-based solutions. GCAM does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The firm's fee structure varies based on services provided, with managed account fees typically below 0.45% annually. GCAM does not hold client assets and does not vote on client securities. The Investment Committee, led by experienced professionals, oversees GCAM's services and investment strategies. The firm maintains a Code of Ethics to ensure client interests are protected.

Belpointe Asset Management LLC is a financial advisory firm based in Reno, Nevada. It currently has approximately $3,855,302,523 of assets under management and employs about 226 people. Belpointe Asset Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

RB Capital Management, LLC is an investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Established in August 2000, the firm, led by principal Robert W. Ballan with over 30 years of experience, manages assets exceeding $817 million for individuals, businesses, trusts, and foundations. The firm focuses on asset allocation, diversification, and due diligence, tailoring portfolios to clients' goals, risk tolerance, and financial situations. Clients have control over their investments, with the ability to avoid certain industry groups and direct specific strategies for individual positions. RB Capital charges fees based on a percentage of assets under management, with rates varying depending on the account type and size. The firm offers financial planning services, and fees are automatically deducted from client accounts. RB Capital does not vote proxies on behalf of clients and does not guarantee investment performance. The firm's investment philosophy emphasizes long-term strategies without market timing approaches, utilizing a mix of fixed income, equities, and alternative investments. Clients include high net worth individuals, corporations, foundations, retirement plans, and trusts. The firm's portfolio manager selection is led by Rob Ballan, with assistance from Jon Donahue and Justin Sloan, who provide expertise in specific investment areas. RB Capital places a strong emphasis on client communication, with clients having direct access to portfolio managers during regular business hours. The firm has no disciplinary events to report and adheres to a Code of Ethics that prioritizes client interests.

Kent Lake PR LLC, an SEC Registered Investment Adviser, succeeded Kent Lake Capital LLC in 2018 and is owned and founded by Benjamin Natter. The firm primarily offers investment management services and discretionary investment advice to a private fund. Kent Lake manages approximately $471 million on a discretionary basis. The firm charges a negotiable monthly management fee of 0.125% (1.5% annually) based on the value of each investor's capital account. Performance fees may apply based on net profits. Kent Lake does not participate in wrap fee programs. The firm's investment strategy focuses on smaller companies under $6 billion in market capitalization, aiming for high risk-adjusted returns with low correlation to U.S. equity markets. Kent Lake employs a long and short investment approach to capitalize on potential market inefficiencies. Clients include institutional entities, high net worth individuals, and various funds. The firm conducts quarterly reviews of client accounts and votes proxies based on clients' best interests. Kent Lake has no disciplinary history and does not receive compensation beyond management and performance fees. The firm has no custody of client funds and maintains financial stability.

Fortis Capital Advisors, LLC is a financial advisory firm based in Reno, Nevada. It currently has approximately $245,306,103 of assets under management and employs about 22 people. Fortis Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Wealthspire Advisors, a fiduciary registered investment advisor, has been in operation since January 1996 and is a subsidiary of Wealthspire Advisors LLC, owned by NFP Corp. The firm offers financial planning, retirement plan advisory services, and investment management. Financial planning services cover wealth planning, financial goals, business considerations, tax and estate planning, and risk management. Investment management services are provided on a discretionary basis with a suggested minimum investment of $750,000. The firm's fee structure is negotiable, with financial planning fees ranging from $1,500 to $5,000 and investment management fees ranging from 0.40% to 1.00% per annum based on assets under management. Wealthspire is a fee-only advisor and does not accept commissions. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, corporate pension plans, and charitable institutions, with a suggested minimum account size of $750,000. Wealthspire's investment strategies focus on achieving clients' financial goals through a combination of traditional and non-traditional assets, active and passive manager styles, and risk management. Clients have investment discretion, and the firm does not vote proxies on their behalf. Wealthspire does not provide financial information due to its financial stability. The firm prioritizes client privacy and has policies in place to safeguard confidential information. In the event of a trade error, corrective actions are taken to restore the account. Wealthspire does not determine class action lawsuit eligibility for clients.

Open Window Financial Solutions, Ltd. is a registered investment adviser firm established in Nevada in 2004, owned by Eric Hollen. The firm offers discretionary investment advisory services on a fee-only basis, with fees based on a percentage of assets under management. Clients can also receive financial planning and consulting services separately. The firm may provide services to individuals, high net worth individuals, retirement plans, trusts, estates, and charitable organizations, with a minimum annual fee of $10,000. Open Window primarily utilizes mutual funds and ETFs for client portfolios and does not accept performance-based fees. The firm does not recommend investments in Bitcoin or cryptocurrencies but may advise on corresponding exchange traded securities. Clients have the option to grant the firm investment discretion, allowing Open Window to make investment decisions on their behalf. The firm does not vote client proxies and does not have any disciplinary history. Open Window Financial Solutions, Ltd. has assets under management of $245,790,589 as of December 31, 2024. For more information, clients can contact Eric Hollen, the Chief Compliance Officer.

Elevage Partners, LLC, a registered investment adviser founded in 2011 by Jeffery D. Powell, offers investment supervisory services and individual portfolio management. The firm conducts continuous reviews of client accounts, with quarterly reviews being standard. Elevage provides financial planning services, creating comprehensive financial plans covering areas such as personal, tax, investments, insurance, retirement, and estate planning. The firm manages assets totaling $162,468,252 as of 12/31/2022 on a discretionary basis. Elevage charges annual fees based on a percentage of assets under management, with a minimum annual fee of $5,000. The firm may recommend specific securities, including the Gladstone Land Corporation Series C Cumulative Redeemable Preferred Stock, and receives compensation for such recommendations. Elevage does not vote proxies on behalf of clients and does not monitor class action filings. The firm does not require prepayment of fees exceeding $1,200 more than six months in advance. Elevage maintains custody of client funds through direct fee deductions and standing authorizations with custodians. The firm does not vote proxies on behalf of clients and does not monitor class action filings. Elevage has not been subject to any bankruptcy petitions in the past ten years.

Vantage Wealth Planning is a registered investment advisor firm established in Nevada in November 2014, with registration in January 2015. The firm offers discretionary and non-discretionary investment advisory services on a fee-only basis, including financial planning and consulting services upon client request. Clients' investment assets are typically allocated among mutual funds, ETFs, individual equities, bonds, and fixed income securities based on their investment objectives. The firm's annual investment advisory fee ranges from 0.60% to 1.00% of total assets under management. Vantage Wealth Planning does not participate in wrap fee programs and had $198,568,398 in assets under management as of December 31, 2024. The firm does not accept compensation from the sale of securities and does not engage in performance-based fees. Clients include individuals, businesses, charitable institutions, foundations, trusts, and estates. The firm's investment strategies involve fundamental, technical, and cyclical analysis, with a focus on long-term and short-term purchases. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. Vantage Wealth Planning does not vote client proxies and does not require advance fees exceeding $1,200 per client. The firm has not been subject to disciplinary actions or bankruptcy petitions.