Roadstead Capital Partners Information

Independent: We take an unbiased, independent approach to 401k consultation. We are privately held and are not owned by a bank or shareholders. Fiduciaries: We serve as 3(21) fiduciaries on the plan. Process Oriented: Custom processes are vital to a well-run retirement plan. Our processes are tried and true no matter the plan size. Education: Face to face education is our emphasis and where we believe the difference is made. Accountable: Single point of contact, the solution starts and ends with Jeff and Josh. Entrepreneurial: We are a hard-working, loyal, and energetic team that is constantly looking to provide innovative solutions to a company’s benefits package. Contact Info and Disclosures: 250 Mathis Ferry Road, Suite 200 Mt. Pleasant, SC 29464 843-419-5323 Josh@Roadsteadcp.com Registered representatives offer securities and advisory services through Royal Alliance Associates, Inc., member FINRA/SIPC and registered investment advisor. They also offer insurance services through Roadstead Capital Partners, LLC., not affiliated with Royal Alliance Associates. This message and any attachments contain information which may be confidential and/or privileged, and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message.