Liberty One Investment Management

This week in Ft. Lauderdale, GWN Securities, Inc. celebrated its 20th anniversary at their annual advisor conference. Karen M. Mills, Sean Belton, Lukas Jaeger, and Benjamin Pahl represented Liberty One at this year's conference. GWN conferences are always packed with content-rich sessions, a lot of advisor-sponsor engagement, and plenty of networking opportunities. A big thank you goes out to their event planning team for another top-notch event. On Monday, Liberty One presented one of their flagship value-add presentations - "Pairing Advisory with Annuities." Congratulations to GWN for 20 years of growth within this industry!

Hot off the press! Our latest market / economic commentary. Enjoy!

What's with those mini garbage cans on our booth? Our most popular UMA/SMA strategies focus on low-beta, rising dividend, strong alpha holding. Many advisors refer to them as "recession resistant." Thank about it - was your garbage ever not collected in 2008/2009? During the European Debt Crisis? During COVID? During the 2021/2022 market pullback? Garbage/recycle collection companies are an example of the types of holdings we own in our flagship strategies. No matter what is going on in the economy, garbage collection companies are still collecting garbage. Furthermore, the mini garbage cans make it tangible to the end-client. We all work in an intangible industry. As we started introducing these garbage cans, advisors have them on display in their meeting rooms/offices as a talking piece with clients and prospects. Clients can relate to the fact that their garbage was always collected - which stabilizes revenue, dividends, reduces volatility, etc. Turns out clients and advisors love the mini garbage cans! Advisors often leverage Liberty One strategies as a core sleeve in a broader UMA. The best of what we offer was on display at last week's Atria Engage conference. Shout-out to Sean Belton and Jared Bosley for representing us so well at the event! Tangible. When clients understand it, they feel comfortable. When they feel comfortable, they take action - they move forward. Atria Wealth Solutions, #ENGAGE2024

Shout out to Steve Grove for representing Liberty One at the Diversified Financial Group meeting in West Des Moines, IA this week! Steve walked the group through the finer points of what makes Liberty One strategies particularly well suited to serve as a core holding in a broader core-satellite / core-and-explore asset allocation. Thank you to the DFG team for putting together a great event for your network of advisors and sponsors who attended this week's meeting! Osaic

Peter Orth, Benjamin Pahl, and Perfeeno Wang represented Liberty One at Gilbert Mercado's regional event in Corpus Christi, TX over the weekend. Gilbert's "Eagles" territory has been utilizing Liberty One strategies for over ten years. Peter presented one of our flagship value-add presentations, "Organic Growth" on Friday morning and Ben Pahl dove deeper into the finer points of Organic Growth on Saturday morning. The Eagles territory is a well-rounded group of advisors who bring an extensive knowledge base of tax planning, investment management, and insurance planning to the table when working with clients and their families. Cheers to all the team members from the Money Concepts Eagles territory who made the event possible!

Benjamin Pahl, President of Liberty One was in Frankfort, KY last night presenting at a client/prospect event at the Frankfort Country Club alongside John Scott Kline of Albrite Financial. Ben and Scott have known each other for 20 years as they both came up in this industry as producing advisors within Money Concepts. Scott was one of the first advisors to leverage Liberty One strategies in his practice. He has been allocating client assets to our strategies since 2013 and has over 240 client accounts with Liberty One. A big thank you goes out to Chasen Smiley for coordinating and marketing last night's event. Most of the attendees were prospects and meeting Scott and his team for the first time. Attendance was strong, the venue and food were great, and the audience was engaged. A great evening all around!

Tenacity Advisory Group hosted its annual conference in Egg Harbor, WI this week. Sean Belton represented Liberty One at this year's event. During the Liberty One breakout session, Sean walked the group through our flagship strategies and showcased how the low beta, rising dividend, individual equity positions make for a strong core holding within a clients' broader UMA account. Our flagship strategies are tangible and functional to the end-client. Well packaged and easy for clients to understand. When they understand, they feel comfortable. When the feel comfortable, they move forward. Make your core story your lead story. Well done, Sean!

Our third year at Collective Financial Group's annual conference is in the books. This year in Coralville, IA. Two of our newest analysts, Tanner Stein and Perfeeno Wang joined Ben McQueen and Benjamin Pahl in the field for the first time. CFG always puts on a well-run and well-attended event. Great general session content alongside a diversified mix of breakout sessions. This year's entertainment included a gameshow event, live concert, various receptions, and dinners. Ben Pahl presented one of our flagship presentations during Wednesday's general session - "Pairing Advisory Accounts with Annuities" while Ben McQueen presented our RMD Planning content during Thursday's breakout session. Thank you to CFG and their event planning team for another fantastic event! Osaic

Money Concepts, the broker-dealer where it all started for Liberty One Investment Management. Our first sub-advisory relationship where we rolled out our third-party strategies. It was a busy two weeks for Peter Orth as he bounced around the country attending all Money Concepts regional events (Council of Presidents). These have been long-standing semi-annual meetings within the Money Concepts network of advisors. An opportunity for the advisors in the field to hear from BD leadership, compliance training, operational updates, and gain market/economic insight. Also a great opportunity for Peter to connect with advisors who leverage our strategies and introduce himself to advisors who are new to Money Concepts. Another COP in the books!

Ben McQueen, Elizabeth Thurman, and Greg Sander represented Liberty One Investment Management at this year's J.W. Cole Financial, Inc. national conference. It was a fantastic event hosted in Austin, Texas. A great line-up of speakers, content, and camaraderie - capped off with a themed farewell event. Chees to our second year working with JW Cole advisors and their wonderful home office team! Jon Sheehan, CFP, MBA, Preston Suttmiller, Kyle Hosch, Rich Dunsford,