Axxcess Wealth Management, LLC (AWM) is a service provider specializing in wealth management and investment advisory services tailored for family offices, business owners, and high-net-worth clients. The firm offers a comprehensive platform that combines internally managed strategies with rigorously selected third-party mutual funds, ETFs, hedge funds, and private equity managers. Axxcess focuses on delivering customized investment solutions, ranging from tactical strategies to equity income approaches, and works collaboratively with other professional advisers to fulfill specific client objectives. Axxcess serves over 100 advisors nationwide and is registered with the SEC as an Investment Adviser.

Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, offering comprehensive consulting and wealth management services to individuals, families, business leaders, and professionals nationwide. The firm specializes in helping clients achieve their financial goals through personalized advisory services that encompass investment management and go beyond it, with a strong focus on philanthropy and education. Established as an independent, employee-owned firm in 2013, Orgel Wealth Management leverages extensive experience, including work with non-profit organizations, to provide strategic financial advice. The firm prioritizes genuine client relationships and long-term engagement with a dedicated multi-generational team, delivering excellence, care, and trust in financial services.

AAF Wealth Management is a boutique Registered Investment Advisor (RIA) specializing in individual investment management, personal financial planning, institutional investing, and executive retirement plan consulting. The firm offers comprehensive services that include insurance, asset protection, estate planning, succession planning, and tax planning & compliance. Leveraging the expertise of its affiliate, AAFCPAs, Inc., AAF Wealth Management integrates deep tax knowledge into its financial planning and investment management strategies. With a focus on high-touch client service, the company caters to high net worth individuals and families, retirement plan sponsors, and nonprofits and foundations, providing tailored solutions and objective financial advice that align with each client’s unique needs and risk preferences. AAF Wealth Management is a service provider.

The company is a service provider specializing in comprehensive wealth management and investment management services for high-net-worth individuals, families, foundations, and endowments. Founded in 2000, it focuses on protecting and enhancing clients' portfolios and lifestyles through individual account management, anchored in unbiased research for sound investment advice. The firm's commitment to exceptional client experiences aims to achieve optimal investment results aligned with clients' objectives.

ATX Portfolio Advisors is a Fee-Only Registered Investment Adviser specializing in comprehensive financial planning and wealth management services for business owners, executives, and affluent professionals. The company provides objective advice to help clients organize, grow, and protect their wealth, employing an evidence-based investing approach backed by over twenty years of experience. Utilizing advanced psychometric tests and planning tools, ATX develops personalized financial plans that assess clients' goals, risk tolerance, and preferences. The firm also manages individual bond ladders consisting of high-quality bonds, ensuring all accounts are held at third-party custodians for transparency and security. Operating under a fiduciary standard, ATX prioritizes the success of its clients while maintaining a commitment to a high level of personalized attention.

Shaikh Financial Services is a fee-based independent Wealth Advisor offering a comprehensive range of financial market services including investment consultancy, research, portfolio management, and financial planning. As a fiduciary, the firm prioritizes value-added client service and aims to achieve optimal investment outcomes. By leveraging a team of skilled professionals and advanced tools, Shaikh Financial Services delivers integrated solutions tailored to meet the financial needs of individuals, families, small businesses, and institutions, with the ultimate goal of wealth creation through sound financial advice and effective investment strategies.