• Serve clients across planning, investment, and wealth management needs • Bring and grow client relationships you have earned • Build around long-term, holistic, planning-led advice • Choose the affiliation model that fits your practice: W-2, 1099, or something thoughtfully structured around the situation • Use centralized investment management, integrate your own models, or manage portfolios your way • Evaluate custodian, platform, and technology options based on what actually fits your practice • Build around asset-based pricing, clear economics, and fewer ticket-charge distractions • Market your practice with more room for local identity, advisor voice, and differentiated positioning • Move clients through a cleaner transition process with support designed to reduce disruption • Grow without one-size-fits-all platform rules

• Conduct telehealth Comprehensive Health Assessments • Document HCC (risk adjustment) during visits • Close HEDIS (quality measures) care gaps • Review history, meds, preventive needs • Code with ICD-10 and CPT II • Deliver care plans and follow-up • Keep clean, audit-ready documentation

• Traveling Leasing Specialist • Join the CLASS team • Provide apartment vacancy solutions • Travel to different communities • Lease apartments for 35 to 45 days • Receive a two-week paid vacation between assignments

• Provide top-quality property management solutions • Act as a leasing specialist for different communities • Travel across the United States to help owners develop and implement leasing and marketing plans