American Portfolios

American Portfolios | Advisor Solution PK8 – Single Contract Enhanced Dividend Income Strategy (EDI)| Inception 2013

Truist

Sentry Platform – Single Contract Enhanced Dividend Income Portfolio Inception 2021 Please fill out the provided form to learn more.

R.W. Baird

R.W. Baird | Liquid Office Application Platform – Dual Contract Enhanced Dividend Strategy | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008 Tactical Transition Strategy

Interactive Brokers

IB | Advisor Marketplace Platform Enhanced Dividend Strategy (ENHDIV) | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008

Benjamin F. Edwards & Co.

Benjamin F. Edwards | Managed Account Platform – Single Contract Enhanced Dividend Strategy (CAWEDI) | Inception 2013

LPL Financial

Manager Select and Manager Access Select Platform – Single Contract Enhanced Dividend Strategy (5XJ and CFT) | Inception 2013 Hedged ETF | Inception 2020 Download Form F688 Download Option Agreement Form Have you seen our podcast episode featuring Burt White, CIO of LPL Financial?

Charles Schwab

Schwab | Marketplace Platform – Dual Contract Enhanced Dividend Strategy (ENHDIV) | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008 Tactical Transition Strategy

Stifel Nicolaus

Stifel | Horizon Platform – Single Contract Enhanced Dividend Income Strategy (EDI) | Inception 2020 ETF Hedged Covered Call Strategy | Inception 2020

Securities America

Securities America | Assets Custody at Charles Schwab – Dual Contract Enhanced Dividend Strategy | Inception 2013 ETF Hedged Covered Call Strategy | Inception 2008

Janney

Janney | Advisor Program Platform – Single Contract Enhanced Dividend Strategy | Inception 2013 ESG Enhanced Dividend Strategy | Inception 2014 Janney | Classic Program Platform – Dual Contract ETF Hedged Covered Call Strategy | Inception 2008 Tactical Transition Strategy