Financial Opportunities and Resources

Palm Beach Capital is a private equity investment firm that partners with management teams in middle market buyouts, recapitalizations and growth equity investments. Founded in 2001, the company focuses on high growth investment opportunities with enterprise values ranging from $10 million to $100 million. Palm Beach Capital has investments in various companies, such as Weston Capital Management, Zurvahn, TMS Health, Atlas Paper Mills and Progressive Employer Services. Located in West Palm Beach, Fla., it has $210 million in total assets.

For more than 40 years, The Legend Group has helped people prepare for retirement. It provides services to individuals interested in retirement plans and businesses wanting to provide retirement planning services to employees. The company offers a range of investment services for long-term investors. Its products and services help clients with financial needs, such as planning for college tuition, estate planning, long-term care, disability insurance, annuities and individual retirement accounts. The company s retirement advisors are trained professionals dedicated to helping clients create and maintain investment strategies. The Legend Group also offers corporate retirement plan services to businesses interested in providing employees with this benefit. Its corporate services include 403(b) TSA plans, Roth 403(b) accounts, 401(k) plans, Simplified Employee Pension plans and 457 deferred compensation programs. The company has headquarters in Palm Beach Gardens, Fla., and offices throughout the United States.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.