TEMPLATE SAMPLES

• Hayek Kallen Investment Management
• Stone Asset Management, Inc.
• Executive Advisor Group
• Sheaff Brock Investment Advisors
• Brad McMurray
• Hoover Financial Advisors

CUSTOM SAMPLES

• Financial Design Center
• Barnes Investment Advisory, Inc.
• Citrin Cooperman & Company, LLP
• Froehlich Financial Group, LTD.
• Biegel & Waller, LLC.
• Deerfield Financial Advisors
• Argentum Capital Management
• Botree Asset Management, LLC
• Cornerstone Wealth Advisors, Inc.
• RTD Financial Advisors, Inc.
• Playa Financial Advisors, Inc.
• Brouwer & Janachowski Incorporated
• White Oaks Wealth Advisors
• Legend Financial Advisors
• Willow Creek Financial Services
• Steele Capital Management
• Condor Capital