CARLYLE GROUP LTD.

Nations Financial Group, established in 1998, is dedicated to empowering advisors by providing essential guidance, resources, and tools needed to deliver exceptional wealth management services to their clients. The firm's philosophy, known as TrueWealth, emphasizes the creation of well-being and prosperity for advisors, their clients, and their families. With a robust Wealth Management Platform and a supportive team, Nations Financial Group assists advisors in efficiently running their businesses, developing unique growth plans, and ensuring a successful transition when leaving their current firms. The company is committed to redefining the value of independence for each advisor it serves. Generated from the website

Established in 1964, Sunset Financial Services provides financial and investment advice services to insurance professionals, stockbrokers, financial planners, estate-planning specialists and plan specialists. Located in Kansas City, Mo., the firm offers solution-based services in various areas, including accumulation, preservation and distribution. It provides a wide variety of investment solutions, including mutual funds, unit investment trusts, estate and retirement planning and college savings programs. The firm offers various accounts, such as separately managed, business retirement, institutional and individual retirement accounts. Its advisory solutions include asset management programs, portfolio rebalancing, investor risk profiling, ongoing portfolio management and personal financial plans. The firm provides access to a full-line of brokerage solutions, including mortgage-backed securities, corporate and municipal bonds, and custodial and margin accounts.