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Glenn Burdette

Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.

FIRST MARYLAND DISABILITY TRUST INC

Supplemental or Special Needs Pooled Trust Program at First Maryland Disability Trust, Inc.

UCSD Undergraduate Investment Society

Since our inception over a decade ago, the Undergraduate Investment Society (UIS) has maintained an unrivaled legacy as the premier business and finance organization at the University of California, San Diego. We train and empower members to the obtain financial literacy and business acumen needed to excel in various roles within the most competitive firms globally. We send more young professionals to Fortune 500 Companies and top tier investment banks like Goldman Sachs and Morgan Stanley, than all other campus organizations combined. We are proud to host the schools largest annual finance conference, the Financial Horizons Conference that, in the past 9 years, has seen an increase of professional, student, and alumni attendees. The Undergraduate Investment Society holds the highest standards for its committee members, meetings, and events to ensure that quality is consistent with the expansion of the organizations success. We continuously evolve by building bridges with corporations, community leaders, and other prominent figures within the financial world. Join the legacy.

NUU

Were NUU. We make unlocked Android smartphones. Weve been doing it since 2012. NUU is a global company with strong, local roots and today weve grown across the globe from Hong Kong to Dallas, TX and beyond. Our philosophy is simple — better smartphones, better prices. We believe a good-looking, reliable phone doesnt have to cost hundreds of dollars. We believe in protecting our customers with extended warranties and timely updates. We believe a friendly voice and top-notch customer service make a difference. Our beautiful smartphones feature reliable, premium-quality technology at affordable prices. And, with NUU phones, you have the freedom to select the mobile service provider thats best for you. Choose your own level of technological comfort. Do you want all the latest bells and whistles a high-tech phone has to offer? Weve got that – phones with extended batteries, fingerprint security, facial recognition technology, and more. But we also offer entry-level smartphones that get the job done – talking, texting and video calls – for a lot less than youd expect. For each member of your family, theres a NUU smartphone that fits your needs - and your budget. Were NUU, and our passion is connecting you to the world around you.

Bigelow LLC

Bigelow is the M + A Advisor exclusively for owners of high-performing private companies — Entrepreneur Owner-Managers with their skin in the game. Our scrappy boutique firm behaves as one collaborative team. Leveraging our independence and exclusive EOM focus, we have helped hundreds of clients build and capture Enterprise Value while respecting their values, their legacy and the intersection of their professional and personal goals. Frequently our work with clients goes on for years in advance of a wealth-building transaction. Unlike virtually all of the firms with which we compete, we are independently owned. We have only one source of revenue — our Entrepreneur Owner-Manager clients. No referral fees. No investing, trading, lending, or underwriting. No buy-side advisory. No products to sell. No conflicts. We aspire to be completely aligned with achieving our clients potential, striving endlessly to be masters of our craft.