TFICO Competitors

North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their wealth, doing so across 43 offices in 17 states and 150,000 clients.* ____ Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 2026 Inc. 5000 Fastest-Growing Private Companies. The Inc. 5000 is an annual ranking of the fastest-growing private companies in the United States published by Inc. Magazine. Companies are selected based on percentage revenue growth during a specified measurement period and must meet certain eligibility requirements, including minimum revenue thresholds and private-company status. This recognition is based on business growth and not on the quality of investment advice, investment performance, or client experience. Listing in this publication is not indicative of future investment success and should not be construed as an endorsement by any client. No compensation was provided directly or indirectly by the recipient in exchange for the rating, although fees may be paid for advertising, licensing, or promotional use of the recognition after receipt. 2701 University Ave SE, Minneapolis, MN 55414 • 612.617.6000 *Data as of 12/31/25

Capital Partners® was formed in 1982. Since then, its principals have invested in more than eighty companies. We believe in doing what we say we will do and being patient and disciplined investors who support exceptional management teams as they develop their businesses. On average, we have held our investments for over five years and have supported management through the acquisition of complementary businesses. As supportive capital partners to exceptional management teams, together we have created substantial value. In November of 2017, we closed our most recent fund, the Capital Partners Private Equity Income Fund III. This fund is uniquely able to fund low-leverage buyout equity investments, perpetuate private-company tax-efficiency, and create a growing income stream for managers and investors.

We help our clients bridge the gap between their financial assets AND living a life of fulfillment and balance. We objectively advise clients on retirement, investment, college and insurance planning. Brad Rosley, CFP®, has been providing financial solutions to his client’s since 1986. He is the founder and President of FFG which opened in Glen Ellyn in 1996. He graduated from the University of Iowa in 1986 with a Bachelor’s Degree in Finance. He has been a Certified Financial Planner since 1990 and helping individuals with their financial decisions for over 25 years. Brad is a long standing member of the Financial Planning Association of Illinois (FPA®) holding several offices over the years. In 2009 he served as President and Chairman of the Board in 2010 of the 1,100 member Illinois Chapter of the FPA®. Cris Kalivas, CFP® began her career in financial services in 1987 on a municipal bond trading desk. She became the Head National Underwriter and underwrote hundred's of millions of debt for municipalities across the country. She transitioned to financial planning and now speaks frequently to groups on day to day financial issues as well as investments, taxes, insurance and retirement savings as well as running her financial planning practice. Her greatest desire is to educate and empower her clients. She holds a BA in Public Administration from Drake University and the professional designation of a Certified Financial Planner (CFP®). She is also a member of the Financial Planners Association of Illinois. Along with financial planning, Cris is actively involved with Young Life, Booster's, Cross Fit and spending time with her husband, four children and black lab, Sammy.