Atria Wealth Solutions

Paragon Financial Group, Inc. is an invoice-based finance company founded in 1994 and headquartered in Fort Lauderdale, Florida. The company specializes in providing working capital solutions to growing businesses, offering services such as non-recourse invoice factoring, accounts receivable financing, purchase order financing, vendor guarantees, and credit protection. Paragon Financial Group caters to companies with monthly revenues ranging from $30,000 to $3 million, aiming to offer an alternative to traditional bank financing. Over its years of operation, the firm has established itself as a leader in the invoice factoring industry, supported by a strong management team and a commitment to customer service.

Grove Point Financial is a provider of investment advisory and wealth management services based in Rockville, Maryland. The company focuses on creating meaningful relationships with entrepreneurs, empowering them to influence their financial destinies while benefiting from the support of a dedicated team and a network of financial advisors. Grove Point Financial offers a range of services, including financial planning, retirement planning, alternative investments, cash management, and trust services. This comprehensive approach allows the firm to address the complex needs of its clients and help them navigate a competitive financial landscape. By combining a boutique service model with the resources typical of larger firms, Grove Point Financial aims to deliver personalized and effective financial solutions.

SCF Securities is a financial services firm based in Fresno, California, specializing in fundraising advisory and comprehensive financial solutions. It operates as a full-service broker-dealer, primarily serving independent contractor registered representatives and investment advisors. The company emphasizes a high-touch service experience, equipping its advisors with the necessary resources and advisory solutions to effectively meet client needs. Additionally, investment advisory services are provided through its subsidiary, SCF Investment Advisors, under the oversight of its management board, which is responsible for the firm's administration.

WIS provides investment, insurance, tax returns, equity leasing, retirement planning, asset management, and financial services.

Next Financial Group is a financial services firm based in Houston, Texas, specializing in wealth management. The company provides a range of services including advisory support, compliance assistance, back-office operations, brokerage services, and marketing. Additionally, it offers third-party money management solutions aimed at empowering independent financial advisors and financial institutions. By delivering these comprehensive services, Next Financial Group enables its clients to effectively meet their needs for investment, insurance, and retirement planning products, ultimately facilitating smooth and efficient business operations.

Cadaret Grant & Company is a broker-dealer based in Syracuse, New York, established in 1985. The firm supports over 900 financial advisors across 475 branch offices nationwide, providing a range of services that include independent financial advisory and wealth management. Cadaret Grant is dedicated to enhancing the capabilities of financial advisors by offering advanced technology, effective marketing tools, and a supportive business environment that allows them to operate with autonomy. Celebrating its 30-year anniversary in 2015, the company has built a reputation for superior service and a commitment to empowering financial professionals in their practices.

CUSO Financial Services is a San Diego-based provider of investment and insurance advisory services, specializing in delivering tailored solutions to over 200 financial institutions across the United States. As a nationwide broker-dealer and Registered Investment Adviser, the company focuses on supporting the unique needs of financial institutions, aiming to enhance the financial security of both the institutions and their customers. CUSO Financial Services offers a range of services, including in-branch and web-based marketing campaigns, mobile applications for investment clients, and expert guidance in program marketing and development. This comprehensive support helps institutions to create customized growth strategies that align with their objectives.