Disclosures

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Securities offered through Triad Advisors, LLC, a registered broker/dealer.
Member FINRA & SIPC

Advisory services offered through Meld Financial, Inc.
Triad Advisors and Meld Financial, Inc. are not affiliated.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.