Stacey McKinnon is the Chief Operating Officer and Chief Marketing Officer at Morton Wealth.

From Stacey: In my role as COO at Morton Wealth, I am focused on building a team that is motivated to further our mission of empowering better investors. Most of us were not taught about financial planning early in life, so our mission is to be educators who help our clients and community make better financial decisions that lead to a more fulfilling life.

Potential clients and employees, email: executives@greyhawkinsurance.com

Information presented is provided solely for educational purposes and does not take into account the specific investment objectives, financial situation or particular needs of any specific person. Information is subject to change without notice and should not be relied on for investment advice. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.

References to specific investments are for illustrative purposes only and should not be interpreted as recommendations to purchase or sell such securities. Many of the investment opportunities discussed are only available to eligible clients and can only be made after careful review and completion of the applicable Offering Documents. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. It should not be assumed that Morton Wealth (“Morton”) will make investment recommendations in the future that are consistent with the views expressed herein.

Testimonials regarding experiences with Morton were provided by a current client of Morton, and no compensation was paid in exchange for such testimonial. Client testimonials are not representative of the experiences of all Morton clients and do not provide a guarantee of future performance or similar services. Morton may refer clients to Greyhawk for insurance needs when appropriate, but no formal referral arrangement is in place and no compensation is paid for any referrals made by Morton. Aside from this, Morton is not aware of any material conflicts of interest that exist between it and the individual providing the testimonial. Additional information about Morton is available in its current disclosure documents, which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov.

There is no guarantee that the investment objective of any of the strategies discussed will be achieved. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.