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Strategic Partnerships

Independent doesn’t mean alone. With strategic relationships like the ones we have with Kestra Financial and Fidelity, we gain access to technology platforms, infrastructure, and compliance support that helps us serve our clients better.

We are committed to safeguarding your assets. That’s why the investments you entrust to our firm are placed in custody with Fidelity Investments.

Kestra Financial

Kestra Financial

Kestra Financial, Inc. empowers leading independent advisors to provide superior client service. Headquartered in the “Silicon Hills” of Austin Texas, Kestra Financial supports more then 1700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC, Kestra Advisory Services, LLC (Kestra AS) and Kestra Private Wealth Services, LLC (Kestra PWS). Securities offered through Registered Representatives of Kestra IS. Investment Advisory Services offered through Investment Advisor Representatives of Kestra AS or Kestra PWS, an affiliate of Kestra IS.

About Fidelity Clearing &#38; Custody Solutions<b>&#174;</b>

About Fidelity Clearing & Custody Solutions®

Every broker/dealer needs a clearinghouse to provide trade execution, clearing, and other related services for your brokerage accounts. Kestra Investment Services, LLCs brokerage accounts are carried by National Financial Services, LLC, member NYSE/SIPC. Securities in accounts carried by National Financial Services, a Fidelity Investments Company, are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000. The $500,000 total amount of SIPC protection is inclusive of up to $250,000 protection for claims for cash, subject to periodic adjustments for inflation, in accordance with terms of the SIPC statute and approval by SIPC’s board of directors. National Financial Services has also arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are ineligible for coverage.

Fidelity Investments is an independent company, unaffiliated with Kestra Financial, Inc. and its subsidiaries. Fidelity Investments is a service provider to Kestra Financial, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between Kestra Financial, Inc. and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Kestra Financial, Inc. and does not guarantee, or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC.

Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.