Network Firm Services: Driving Excellence Together

“Cross Financial” is the brand name under which CF Advisory, LLC, and Cross Financial Advisors, LLC operate. CF Advisory, LLC is a separate legal entity under common ownership and is not held out to the public as providing services. Cross Financial Advisors, LLC is a registered investment advisory firm. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.

"TKR" is the brand name under which Toole Katz & Roemersma, LLP and TKR Advisors, LLC provide professional services. Toole Katz & Roemersma, LLP and TKR Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Toole Katz & Roemersma, LLP is a licensed independent CPA firm that provides attest services to its clients, and TKR Advisors, LLC provides tax and business consulting services to their clients. TKR Advisors, LLC is not a licensed CPA firm.

"Levy, Erlanger & Company" is the brand name under which Levy, Erlanger & Company, LLP and Levy Erlanger Advisors, LLC provide professional services. Levy, Erlanger & Company, LLP and Levy Erlanger Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Levy, Erlanger & Company, LLP is a licensed independent CPA firm that provides attest services to its clients, and Levy Erlanger Advisors, LLC provides tax and business consulting services to their clients. Levy Erlanger Advisors, LLC is not a licensed CPA firm.

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"David Cutler Accountants + Advisors" is the brand name under which David S. Cutler, CPA, PC and David S. Cutler, CPA, PLLC (collectively referred to as “DSC CPA”) and Cutler Advisors LLC d/b/a David S. Cutler Advisors (“Advisors”) provide professional services. DSC CPA and Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. DSC CPA is a licensed independent CPA firm that provides attest services to its clients, and Advisors provides tax and business consulting services to their clients. Advisors is not a licensed CPA firm.

“Larson Gross” is the brand name under which Larson Gross Assurance, PLLC and Larson Gross Advisors, LLC (and its subsidiaries) provide professional services. Larson Gross Assurance, PLLC and Larson Gross Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance, PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors, LLC provides tax and business consulting services to their clients. Larson Gross Advisors, LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC, and Larson Gross Advisors, LLC (and its subsidiaries).

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“Assurance Dimensions” an independent member of the Crete Professionals Alliance, is the brand name under which Assurance Dimensions, LLC including its subsidiary McNamara and Associates, LLC (referred together as “AD LLC”) and AD Advisors, LLC (“AD Advisors”), provide professional services. AD LLC and AD Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. AD LLC is a licensed independent CPA firm that provides attest services to its clients, and AD Advisors provide tax and business consulting services to their clients. AD Advisors, its subsidiary entities, and Crete Professional Alliance are not licensed CPA firms. The entities falling under the Assurance Dimensions brand are independently owned and are not liable for the services provided by any other entity providing the services under the Assurance Dimensions brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by AD LLC and AD Advisors.

“Breslow Starling”, an independent member of the Crete Professionals Alliance, is the brand name under which Breslow Starling Frost Warner Boger Hiatt PLLC and Breslow Starling Advisors, LLC provide professional services. Breslow Starling Frost Warner Boger Hiatt PLLC and Breslow Starling Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Breslow Starling Frost Warner Boger Hiatt PLLC is a licensed independent CPA firm that provides attest services to its clients and Breslow Starling Advisors, LLC provide tax and business consulting services to their clients. Breslow Starling Advisors, LLC and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Breslow Starling brand are independently owned and are not liable for the services provided by any other entity providing the services under the Breslow Starling brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Breslow Starling Frost Warner Boger Hiatt PLLC and Breslow Starling Advisors, LLC.

"Abacus!", an independent member of the Crete Professionals Alliance, is the brand name under which Abacus CPAs LLC and Abacus Business Consulting, LLC provide professional services. Abacus CPAs LLC and Abacus Business Consulting, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Abacus CPAs LLC is a licensed independent CPA firm that provides attest services to its clients, and Abacus Business Consulting, LLC provides tax and business consulting services to its clients. Abacus Business Consulting, LLC is not licensed as a CPA firm. The entities falling under the Abacus! brand are independently owned and are not liable for the services provided by any other entity providing the services under the Abacus! brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Abacus CPAs LLC and Abacus Business Consulting, LLC.

"RRBB," an independent member of the Crete Professionals Alliance, is the brand name under which Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (including subsidiary entities) provide professional services. Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Rosenberg Rich Baker Berman, P.A. is a licensed independent CPA firm that provides attest services to its clients, and RRBB Advisors, LLC (and its subsidiary entities) provide tax and business consulting services to their clients. RRBB Advisors, LLC (including subsidiary entities) and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the RRBB brand are independently owned and are not liable for the services provided by any other entity providing the services under the RRBB brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC.

“Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC(and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax &Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax& Advisory Services, LLC.

“Savastano Kaufman”, an independent member of the Crete Professionals Alliance, is the brand name under which Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Savastano Kaufman & Company, LLC is a licensed independent CPA firm that provides attest services to its clients, and Savastano Kaufman Advisors, LLC provides tax and business consulting services to their clients. Savastano Kaufman Advisors, LLC, is not a licensed CPA firm.

"AbitOs", an independent member of the Crete Professionals Alliance, is the brand name under which AbitOs, PLLC and AbitOs Advisors LLC and its subsidiary entities provide professional services. AbitOs, PLLC and AbitOs Advisors LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. AbitOs, PLLC is a licensed independent CPA firm that provides attest services to its clients, and AbitOs Advisors LLC and its subsidiary entities provide tax and business consulting services to their clients.