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Headquarters: Canada 16-113 555 Burrard St. Vancouver, British Co, Canada V7X 1M8 4164799547 www.btq.com

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111 Huntington Avenue, Boston, MA, United States 02199-7632

111 Huntington Avenue, Boston, MA, United States 02199-7632

303 Broadway, Suite 1100, PO Box 5354, Cincinnati, OH, United States 45201-5354

Nicholas Family Of Funds, 615 E. Michigan St, 3rd Floor, Milwaukee, WI, United States 53202

Greenfield, MA, 01301, Greenfield, MA, United States 01301

1825 Connecticut Avenue NW, Suite 400, Washington, DC, United States 20009-5727

125 West 55th Street, New York, NY, United States 10019

BlackRock Funds, Providence, RI, United States 02940-8019

BlackRock Funds, Providence, RI, United States 02940-8019

BlackRock Funds, Providence, RI, United States 02940-8019

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Alex Ellis, CFP®, CEPA®, CKA®

CEO, Founding Partner
Values First Advisors, Inc.
Ponte Vedra, FL
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Mark Lasseigne

CMT®, CFP®, CKA®
Financial Cornerstones
The Woodlands, TX
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Joseph Guenot

Moral Wealth Strategies, LLC
Moral Wealth Strategies, LLC
Julian, PA
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