Connors Investor Services, Inc. is an SEC-registered investment adviser specializing in providing discretionary investment management services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. They determine clients' investment objectives and manage portfolios accordingly, with ongoing monitoring and periodic reviews. The firm operates on a discretionary basis, allowing them to buy and sell securities without prior client approval, though clients can set restrictions in writing. Investment strategies include individual equity and debt securities, ETFs, mutual funds, covered call writing, and options trading. They may recommend investing in affiliated mutual funds or private investment funds. The firm generally requires a minimum asset level of $500,000 for their services. Connors Investor Services charges fees based on a percentage of assets under management, deducted quarterly in advance. Clients may also incur transaction fees from the custodian and additional fees from invested funds. The firm is a fiduciary, obligated to act in clients' best interests. However, conflicts of interest exist, such as recommending affiliated products that may generate additional revenue for the firm. Financial professionals are compensated through salaries, bonuses, profit-sharing, and some are equity owners. The firm and its professionals have no legal or disciplinary history. Clients can contact the Chief Compliance Officer for more information or to address concerns. For further details, refer to their Form ADV Part 2A available at the provided link.

Marrella Private Wealth, LLC is a registered investment adviser based in Wyomissing, PA, established in 2023. The firm specializes in providing investment wealth management, financial planning, and investing consulting services to individual and institutional investors. As of December 31, 2024, the firm had $513,584,047 in regulatory assets under management. Marrella Private Wealth offers services to individuals, high net worth individuals, foundations, businesses, and corporations, with a minimum initial investment of $1,000,000 for investment management services. The firm offers investment and wealth management services on a discretionary basis, tailored to each client's needs and goals. They utilize a combination of active and passive strategies, primarily investing in individual equity and debt securities, ETFs, and mutual funds. MPW does not charge performance-based fees or participate in side-by-side management. Clients are responsible for voting on proxies for their securities, and the firm does not vote on their behalf. MPW does not have any disciplinary information to report. The firm's fees for investment and wealth management services are based on a percentage of assets under management, with fees ranging from 0.40% to 1.20% based on the client's assets. MPW does not participate in soft-dollar relationships and does not pay referral fees. Clients' assets are held by a qualified custodian, and the firm typically has investment discretion over client accounts. Clients are responsible for voting on proxies for their securities.

Atlas Wealth Partners LLC is an investment adviser firm located in Wyomissing, PA, established in 2015 by Michael Janvrin and Sean McCullough, who collectively have 44 years of experience in the industry. The firm specializes in providing financial planning and asset management services to individuals, trusts, and pension plans. Clients are not subject to a minimum account size requirement. Atlas Wealth Partners charges asset management fees ranging from 0.50% to 1.50% per annum, with fees debited directly from client accounts on a quarterly basis. The firm primarily manages assets on a discretionary basis, continuously evaluating and adjusting investments to align with client objectives. Clients may place restrictions on account management, but significant restrictions may impact the ability to meet financial goals and increase costs. The firm does not participate in wrap fee programs and manages over $222 million in assets across 812 discretionary accounts as of December 31, 2024. Atlas Wealth Partners employs a value-based investment approach, focusing on asset allocation, thorough understanding of client needs, and disciplined investment selection processes. The firm emphasizes risk management and provides detailed information on various investment risks, including market, political, currency, and regulatory risks. Clients receive regular account reviews and reports, and the firm does not have any disciplinary items to report.