US Assets LLC Competitors

More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms. They created a place for advisors and clients who believed there was a better way. HELPING CLIENTS BUILD AN OPTIMISTIC FINANCIAL FUTURE They built a place where you can get financial advice the way you deserve. Rooted in financial planning, our comprehensive approach aims to build, protect, and transfer your wealth through: • Ongoing, tailored financial planning & optimization, built on investment choice • Personalized financial education • Integrity, professionalism & wealth management WHERE INDEPENDENT ADVISORS BUILD LASTING LEGACIES Witnessing the struggles of advisors who didn’t want to be held back by complexity, the founders built to help make the advisor’s life simpler and their impact greater. Through a connected community, flexibility to do business your way, and innovative service, we help advisors: • Reach their goals • Grow & scale purpose driven businesses • Design a practice to best serve & retain clients • Guide families through life’s transitions • Realize full market value for their practice & retire with pride ELITE BY EVERY MEASURE • Named a Twin Cities Metro Area Top 50 Wealth Management Firm* • $9.3 billion in AUM, 65 practices & 7 states* • Many advisors hold advanced designations, reflecting a commitment to clients’ best interests Disclosures: Please view important disclosures https://focusfinancial.com. This communication is strictly intended for individuals residing in all fifty states. No offers may be made or accepted from any resident outside the specific state(s) referenced. www.finra.org www.sipc.org ^As of 01/26/26*. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. Top 50 firm disclosure* Social Media Disclosures: www.focusfinancial.com/socialmediadisclosures

We are one of the major independent companies in the world that specialises in hotel asset management. We would like to be your key partner and help you maximise the value of your hotel assets for a better return on investment, creating optimum output to meet the goals of your business plans as quickly as possible. We offer a fully exclusive, bespoke service, providing the necessary knowledge to increase the value of your assets thanks to our experience and overall knowledge of the international tourist sector, hotel asset management and the investment sector. To ensure this is the case, we have a highly qualified team with over 100 years of combined experience in hotel financial management. We are well-informed of the trends of the world tourism sector, and in permanent contact with all types of professionals and associations around the globe. We analyse your needs, design the necessary action plan, and advise the operating executive team on how to implement it successfully. Our unique, innovative methodology fully ensures the results you propose are achieved. Every hospitality asset also needs the best financing structure, and our expert team in Investment Banking will source the appropriate deals available for your property. Through our advice and management of your assets, we ensure investors will obtain a much higher return, above-average revenues and greater flow-through, either by managing your hotels, repositioning your hotels as independent brands, or incorporating it under the umbrella of a leading brand-appropriate to your hotel.

Echelon Asset Management is focused on a meticulously engineered approach to marketplace lending. Founded by top talent across Silicon Valley and Wall Street, our team combines their deep expertise to construct a risk-controlled, data-driven strategy to capitalize on peer-to-peer lending. Our quantitative process enables us to be more selective and more precise—adding significant value throughout the entire cycle of marketplace lending analysis and selection. We also leverage extensive venture capital relationships to better source and evaluate non-bank lenders, ensuring access to the best platforms and loans. © 2015 Echelon Capital Strategies, LLC DBA Echelon Asset Management.