Advertising Disclosure

Affiliate Program Participation

Vertex Advisors participates in various affiliate marketing programs. This means we may receive compensation when you click on certain links and make purchases through our website. These affiliate relationships include:

• • Financial product providers and platforms
• • Investment research and analysis tools
• • Educational resources and professional development materials
• • Technology services relevant to financial planning
• • Books, courses, and other educational content

Product Recommendation Policy

Our recommendations are based primarily on quality, relevance, and value to our clients. Key principles we follow:

• • We only recommend products and services we have researched and believe provide genuine value
• • Affiliate relationships do not dictate our recommendations
• • We disclose when content contains affiliate links
• • We regularly review our affiliate partners to ensure they maintain quality standards
• • Client interests always take priority over potential commission earnings

Financial Relationship Transparency

We maintain transparency about all financial relationships that could potentially influence our content. When we discuss specific products, platforms, or services where we have an affiliate relationship, we clearly disclose this connection. We never present affiliate relationships as unbiased third-party endorsements.

Identification of Paid Content

From time to time, we may publish sponsored content on our website. This content is created in partnership with brands, companies, or service providers who compensate us for featuring their products or services. We clearly identify sponsored content through:

• • Clear labeling as "Sponsored," "Paid Partnership," or similar designations
• • Disclosure statements at the beginning of sponsored articles or posts
• • Visual indicators distinguishing sponsored from editorial content
• • Transparent acknowledgment of the commercial relationship

Brand Partnership Disclosures

We maintain ongoing partnerships with select companies that align with our values and serve our clients' needs. These partnerships may include:

• • Long-term advertising agreements
• • Co-marketing arrangements
• • Sponsored webinars or educational events
• • Product reviews and demonstrations

These partnerships are carefully selected based on quality and relevance to our audience, never solely for financial benefit.

Content Authenticity Guarantees

Even when creating sponsored content, we maintain editorial independence and authenticity. We retain the right to express honest opinions, provide balanced analysis, and decline to publish content that doesn't meet our quality standards or align with our clients' best interests. Sponsors do not control our editorial voice or dictate our conclusions.

Display Advertising Networks

We may utilize third-party advertising networks to display advertisements on our website. These networks include:

• • Google AdSense and Google Ad Manager
• • Other reputable ad networks specializing in financial services
• • Programmatic advertising platforms

These networks may collect information about your browsing behavior to deliver more relevant advertisements. You can learn more about how they use data in our Cookie Policy.

Behavioral Targeting Disclosure

Third-party advertisers may use cookies and similar technologies to track your online activity and deliver targeted advertisements based on your interests. This practice, known as behavioral advertising or interest-based advertising, helps ensure you see ads that may be more relevant to you. You have options to control these tracking activities through your browser settings and opt-out tools.

Ad Personalization Practices

We work with advertising partners who use your data to personalize advertisements. This may include using information about your location, device type, browsing behavior, and interactions with our website. Personalization helps ensure you see advertisements that are more likely to be relevant to your financial planning needs and interests.