Atria Wealth Solutions

Paragon Financial Group, Inc. is an invoice-based finance company based in Fort Lauderdale, Florida, founded in 1994. The company specializes in providing working capital solutions for growing businesses with monthly revenues ranging from $30,000 to $3,000,000. Paragon offers a range of financial services, including non-recourse invoice factoring, purchase order financing, accounts receivable financing, vendor guarantees, and credit protection. By focusing on non-traditional financing options, Paragon Financial Group enables businesses to access necessary working capital without relying on conventional bank loans. With a commitment to strong customer service and effective management, Paragon has established itself as a recognized leader in the invoice factoring industry, serving various sectors such as manufacturing, distribution, and staffing.

Grove Point Financial, based in Rockville, Maryland, specializes in investment advisory and wealth management services. The firm focuses on building meaningful relationships with entrepreneurs, enabling them to influence their financial futures while benefiting from the support of a skilled team and other financial advisors. Grove Point Financial offers a range of services, including financial planning, retirement planning, alternative investments, cash management, and trust services, all designed to meet the complex needs of clients and help them navigate a competitive financial landscape. Their approach combines the personalized attention of a boutique firm with the extensive resources typical of larger financial institutions.

SCF Securities is a financial services firm based in Fresno, California, specializing in fundraising advisory and investment solutions. It operates as a full-service broker-dealer, primarily serving independent contractor registered representatives and investment advisors. The firm offers a high-touch service experience and comprehensive advisory solutions, ensuring that its advisors have the necessary support and resources to serve their clients effectively. Additionally, investment advisory services are provided through SCF Investment Advisors, with the management board overseeing the firm's administration and operations.

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

NEXT Financial Group is a Houston-based financial company that specializes in wealth management services. The firm provides a range of offerings, including advisory services, transition and compliance support, back-office assistance, brokerage, marketing, and third-party money management. By catering to the needs of independent financial advisors and financial institutions, NEXT Financial Group helps these entities access quality investment, insurance, and retirement planning products. This support enables them to operate their businesses smoothly, efficiently, and profitably.

Cadaret, Grant & Co. is a broker-dealer based in Syracuse, New York, established in 1985. The firm supports over 900 financial advisors across 475 branch offices nationwide. It specializes in providing independent financial advisory and wealth management services, along with advanced technology and effective marketing tools. Cadaret, Grant focuses on creating a supportive business environment that allows financial advisors the flexibility to operate their practices according to their individual preferences.

CUSO Financial Services, based in San Diego, California, specializes in providing tailored investment and insurance solutions to over 200 financial institutions across the United States. As a nationwide broker-dealer and Registered Investment Adviser, the company is dedicated to addressing the specific needs of financial institutions, enhancing their ability to secure a stable financial future for both themselves and their clients. CUSO Financial Services offers a range of support, including in-branch and web-based marketing campaigns, mobile applications for investment clients, and expertise in program marketing and development to assist institutions in customizing their growth strategies.