Trent Scott, CFP®

Axia Partners is focused on acquiring multi-family apartments, self-storage complexes, and RV parks across the United States, specializing in creating value through an expertise in operational management. Axia Capital Fund I recently completed an equity raise of $20 million to pursue these investment opportunities, oversubscribing their first fund within a matter of weeks. Axia Partners approaches real estate investment with a unique value proposition, targeting assets that are better described as operating businesses than passive assets. Through leveraging the teams collective expertise in sales, business operations, and marketing, Axia Partners looks to maximize the NOI of properties in a way that few other groups are effectively positioned to achieve.

Axia Partners is focused on acquiring multi-family apartments, self-storage complexes, and RV parks across the United States, specializing in creating value through an expertise in operational management. Axia Capital Fund I recently completed an equity raise of $20 million to pursue these investment opportunities, oversubscribing their first fund within a matter of weeks. Axia Partners approaches real estate investment with a unique value proposition, targeting assets that are better described as operating businesses than passive assets. Through leveraging the teams collective expertise in sales, business operations, and marketing, Axia Partners looks to maximize the NOI of properties in a way that few other groups are effectively positioned to achieve.

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

As a full-service insurance and investment company, Allegis Financial Partners focuses on the individual needs of each client - not a particular product. This has proven to be a winning formula for our company, founded in 1999 by Jeff Erekson, and consistently recognized as one of the Intermountain Wests strongest and most stable agencies. During the last 10 years, our sales increased nearly five-fold as we expanded to six locations with more than 100 associates in Idaho, Utah, Washington and Oregon. Many of our representatives hold various professional designations and licenses, where ongoing financial services education is required for our team members. The Allegis Financial Partners management team has a combined total of more than 75 years of experience in the financial services industry. Allegis Financial Partners has representatives who are licensed and authorized to conduct life insurance business in AL, AZ, CA (Lic #0C56220),CO, CT, GA, IA, ID, MO, MT, NC, NM, NV, OH, OR,PA, SC, TN, TX, UT, VA, WA and WY. Allegis Financial Partners also has representatives who are registered and authorized to conduct securities related business in AL, AZ, CA (Lic #0C56220),CO, CT, GA, IA, ID, MO, MT, NC, NM, NV, OH, OR,PA, SC, TN, TX, UT, VA, WA and WY. Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC, Allegis Financial Partners is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or a Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Allegis Financial Partners and have not been reviewed for completeness and accuracy. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.