D.L. Carlson Investment Group, Inc. is a fee-only investment management firm founded in 1989, offering personalized investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and businesses. The firm does not sell commissioned products and is strictly fee-only. They manage assets totaling $698,436,517 for approximately 369 clients, with $694,653,912 managed on a discretionary basis. Clients can choose from three portfolio styles: Equity, Balanced, or Fixed Income, each with a different fee schedule. The firm charges asset management fees quarterly based on a percentage of assets under management. Financial planning services are offered for a flat fee of $3,500, with exceptions for clients with billable assets above $2 million. The minimum suggested advisory account size is $250,000, but smaller accounts may be accepted at the firm's discretion. D.L. Carlson primarily uses fundamental analysis for investment decisions and employs various investment strategies, including long-term purchases and trading. The firm discloses potential investment risks, such as interest-rate, market, inflation, and liquidity risks, to clients. The firm's employees hold certifications such as CFA and CFP, ensuring high ethical standards and comprehensive knowledge in investment analysis and decision-making. Clients receive regular account reviews, and the firm has a Business Continuity Plan in place for emergencies. For more information, visit www.carlsoninvest.com or contact 603-224-5977.

Atlas Fiduciary Services, Inc. is a registered investment advisor based in Concord, NH, founded in March 2022 by John R. Heise, who serves as the President and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client. AFS provides customized investment advisory solutions, including discretionary investment management and related advisory services. The firm primarily utilizes fundamental analysis in developing investment strategies and focuses on long-term investment goals. For investment management services, AFS charges fees up to 1.00% annually based on factors like the scope of services and assets managed. Financial planning services are offered at an hourly rate up to $250. AFS does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client funds, except for the deduction of advisory fees. Clients may request more current information on the firm's $257,745,978 in managed assets. AFS encourages clients to read and discuss the Disclosure Brochure and any questions with the advisor. The firm's Privacy Policy ensures the security and confidentiality of clients' personal information, with safeguards in place to protect against unauthorized access. AFS does not sell client information and only shares it with non-affiliated third parties for servicing accounts, not marketing purposes. Clients have the right to limit some sharing of personal information. The firm periodically sends clients a copy of the Privacy Policy and will provide a revised version if there are material changes. Clients can contact AFS for any questions or concerns regarding their privacy.