Mariner

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesnt stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

Cumberland Advisors is a money management firm that serves individuals, institutions, retirement plans, governmental entities and cash management portfolios. The company supervises more than $700 million in assets. It also assists state and local governments by forecasting interest rates and analyzing financial markets. Cumberland s capabilities include arbitrage calculations, private financing negotiations and loan structuring. The company features expertise in several different investment portfolio components, such as taxable and municipal bonds and exchange-traded equities. Its broad strategies seek to offset the erosion of financial assets by inflation. Cumberland Advisors was founded in 1973 and is headquartered in Vineland, N.J. The company is a registered investment adviser.