Game Plan Advisors, Inc., also known as Wootton Financial Group Inc., is a registered investment adviser established in December 1995 in Texas. The firm offers fee-based Financial Planning, Investment Management, and Investment Consultation Services, including 401(k) Advisory Services. Investment Management services involve regular portfolio reviews and flexible portfolio management with a focus on seeking profits and protecting capital. The firm does not guarantee profits and offers various portfolio objectives. Clients receive transaction statements and have internet access for account information. Game Plan generally maintains discretionary authority over client accounts but does not have custody of client funds. The firm provides Financial Planning services based on the complexity of the client's financial situation, with fees ranging from $0 to $10,000. Investment Consultation services are available at a rate of up to $500 per hour. Game Plan also offers Turnkey Asset Management Program Services in collaboration with Sherman Portfolios, LLC. The firm's investment strategies involve various methods of analysis to monitor changing conditions and risk levels in the economy and financial markets. Clients are advised of the risks associated with investing in securities. Game Plan primarily serves individuals and high net worth individuals, with a minimum account size of $25,000 for clients using their TAMP services. The firm's fee structure includes Investment Management Fees ranging from .25% to 3%, Financial Planning Fees, and 401(k) Advisory Services Fees. Game Plan does not charge performance-based fees and acts as a fiduciary, placing clients' interests ahead of their own. The firm does not sponsor a wrap fee program and manages accounts on a discretionary basis, with $135,311,509 total discretionary assets under management as of December 31, 2024.

Aviator Financial Consulting LLC, doing business as Paladino Wealth, is a registered investment adviser based in Texas, established in July 2018 by William J. Paladino Jr. The firm specializes in offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients grant discretionary authority to AFCL for selecting securities and executing transactions. AFCL's investment decisions are made in accordance with fiduciary duties, prioritizing clients' interests. The firm primarily advises on mutual funds, fixed income securities, equities, and ETFs, with model portfolios tailored to client needs. AFCL charges asset-based fees ranging from 1.00% to 0.75% based on total assets under management. Clients are responsible for third-party fees, and AFCL collects fees quarterly in advance. The firm does not participate in wrap fee programs and generally requires a minimum account size of $500,000. AFCL does not accept performance-based fees and provides services to individuals and high-net-worth individuals. The firm's investment strategies include charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis, with a focus on managing risks associated with various investment types. Clients receive quarterly reports detailing account information. AFCL does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals. The firm provides discretionary investment advisory services and does not accept voting authority for client securities. AFCL has no financial conditions impairing its ability to meet contractual commitments to clients and has not been subject to bankruptcy petitions in the last ten years.

Artesa Financial Group, LLC is a registered investment adviser specializing in wealth management services, including asset/liability planning, investment advice, asset allocation strategies, and portfolio construction recommendations. Established in June 2010, the firm focuses on conservative guidance with a risk-first methodology, tailoring solutions to each client's financial circumstances. AFG manages assets totaling $110,491,722 on a discretionary basis as of December 31, 2024. Clients engage AFG for discretionary management of assets, primarily allocating investments among mutual funds, ETFs, and individual securities based on client objectives. The firm charges an annual fee based on a percentage of assets under management, ranging from 0.25% to 2.00%. AFG does not impose minimum account requirements and offers services to individuals. The firm's investment strategies employ a risk-first allocation process, utilizing fundamental and technical analysis methods. AFG does not provide performance-based fees and does not vote client securities. The firm exercises investment discretion on behalf of clients, with the authority to make transactions without client consent, subject to any limitations requested by the client. AFG does not vote client securities and does not have any financial disclosures that may impair its ability to meet contractual commitments. For more information, visit www.artesafinancialgroup.com.