Name *

First Name

Last Name

Advisor Approach *

How do you approach asset management? (Please check all that apply):

In House Asset Management

Direct - 3rd Party Asset Management Relationship

Platform / TAMP - 3rd Party Asset Management Relationship

Other

Advisor Interest

Which Strategy Fact Sheet are you most interested in reviewing? Please check all that apply.

ETF BOND LADDER

CORE INCOME

PREMIUM MUNICIPALS

OPPORTUNITIES INCOME

CAMELOT PREMIUM RETURN MODEL

PREMIUM STOCK DIVIDEND

AGGRESSIVE INCOME

PREMIUM STOCK GROWTH

PREMIUM ETF GROWTH

QUANTUM EQUITY

PREMIUM FUND MANAGEMENT

PROTECTED PARTICIPATION

BIBLICALLY RESPONSIBLE

INTERNATIONAL ETF