Sam’s List ("Company") is a technology platform designed to connect potential clients with independent financial professionals, includingfinancial advisors, accountants, and fractional CFOs (collectively, "Professionals"). Company is not a registered investment advisor, broker-dealer, financial institution, accounting firm, or provider of CFO services.

No Professional Advice or Fiduciary Relationship

Companydoes not provide investment advice, financial planning, tax advice, accounting services, CFO services, or any other form of regulated professional advice.The information and resources provided on this platform are forinformational purposes onlyand should not be construed as professional, legal, tax, financial, or investment advice. Use of this platform does not establish any advisory, fiduciary, client, or professional relationship between the user and Company.


Independent Verification & Due Diligence 

While Company implements avetting processfor professionals listed on the platform—including verification of credentials and regulatory status where applicable—Company does not guarantee the accuracy, completeness, or ongoing validity of any information provided by these professionals.Users are strongly encouraged to independently verifycredentials, licenses, qualifications, and regulatory standingof any professional they choose to engage, including consulting appropriate regulatory authorities such as:

• TheU.S. Securities and Exchange Commission (SEC) Investment Adviser Public Disclosure (IAPD)database (www.adviserinfo.sec.gov)
  
• TheFinancial Industry Regulatory Authority (FINRA) BrokerChecksystem (www.brokercheck.finra.org)
  
• TheInternal Revenue Service (IRS) Directory of Federal Tax Return Preparers(irs.treasury.gov/rpo/rpo.jsf)
  
• TheAmerican Institute of Certified Public Accountants (AICPA)or relevant state accounting boards for CPA verification
  

Compensation & Neutrality 

Companymay receive compensation from professionals who choose to receive additional leads or opt for enhanced visibility on the platform.Such compensation does not constitute an endorsement or recommendation of any professional, nor does it impact the ranking or visibility of professionals on the platform.Company does not endorse, recommend, or guarantee the services, advice, or performance of any professional listed on the platform.


Regulatory Compliance & Limited Liability 

Company isnot required to register as an investment adviser, broker-dealer, accounting firm, or provider of CFO servicesunder federal or state laws. Company doesnot act as a solicitor, intermediary, or agentfor any professional or financial product.

Users acknowledge and agree that:

• Companyis not responsible for the quality, accuracy, or reliability of any advice, services, or recommendations provided by professionalslisted on the platform. 
  
• Any engagement with a professional is at the user’s sole discretion and risk. 
  
• Users bear full responsibility for verifying the credentials and qualifications of any professional before engaging their services. 
  
• Company shall not be liable for any losses, damages, or consequencesarising from the use of the platform or reliance on information provided by professionals. 
  

Final Acknowledgment 

By using this website, users acknowledge that they have read, understood, and agreed to the terms of this disclaimer. If users requirepersonalized financial, tax, or business advice, they should consult alicensed professionalbefore making any decisions.


For regulatory concerns or verification, visit: 
SEC:https://www.sec.gov
FINRA:www.finra.org
IRS:www.irs.gov