Woodley Farra is an investment advisor registered with the Securities & Exchange Commission. The firm's revenues are derived solely from fees based on the asset value of client portfolios. We create and implement a client's portfolio exclusively with individual stocks and bonds. This is achieved through the firm's internal research and independent decision-making processes. In conjunction with our independent research strategy, Woodley Farra Manion also publishes a monthly analysis of market conditions and economic activity. This update considers national and global factors, as well as governmental and political actions. To read our most recent analysis, please visit our company web site and select “ Market and Economic Dashboard “ We keep our clients informed through concise, yet thorough, quarterly performance reports. Our portfolio managers continually monitor client investments and implement changes when warranted.

Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive any form of commission. With approximately $2 billion in actively managed assets, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com, and one of the Top 100 Financial Advisors in America, according to CNBC. We strive to meet your unique planning needs with a team comprised of two professionals with different disciplines, financial planning, and investment management. With this rare approach, we can provide a thorough planning experience to ensure all aspects of your plan are considered and addressed before taking a step forward. Moreover, your plan is tailored to your unique situation with a balanced investment strategy that ensures a complete assessment of your financial standing. Our multidisciplinary approach empowers you and allows us to be 100 percent committed to your success. Our highly credentialed staff hold the premier designations in our industry, Certified Financial Planners (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Financial Analysts (CFA), reflecting their dedication to the field of wealth management. Just starting out? Our GenerationNeXt™ service is intended to partner with those between 25-40 seeking to establish a solid financial foundation. Our GenNeXt™ team works to progressively guide the next generation of wealth accumulators towards their own affluent path. Due to the current regulatory environment, Bedel Financial Consulting, Inc. does not accept recommendations or endorsements.

With over 50 years of experience and more than $2.6 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.

You’ve built a career and a business focused on taking care of the people you serve — 𝐬𝐨 𝐡𝐚𝐯𝐞 𝐰𝐞. Since our founding in 1981, Thurston Springer has been dedicated to helping financial advisors prosper in business and in life. Today, we’re a national, independent registered investment advisor and full-service broker-dealer offering: - A comprehensive wealth management platform - Your choice of business affiliation models - A best-in-breed technology stack - Trusted leadership dedicated to serving the advisor-client relationship Everything you need to service your clients and the autonomy to operate and grow the way you want — 𝐈𝐭’𝐬 𝐑𝐢𝐠𝐡𝐭 𝐇𝐞𝐫𝐞.

Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and peace of mind. With a multigenerational history of success, the Wallington team builds portfolios in-house with a direct focus on each client’s specific objectives. We have a three-decade history of successfully producing tax-efficient, lower volatility investment portfolios for high-net-worth clients and institutions.

Centerfield is a leading provider of junior capital to lower middle market companies. We work closely with financial sponsors (funded and independent), management teams, and business owners who seek subordinated debt and equity financing to build companies and create value. The capital we provide is used to finance change of control transactions, recapitalizations, add-on acquisitions, or growth initiatives. Centerfield is investing from our fifth fund totaling $400 million. INVESTMENT CRITERIA - $15M to $100M revenue - $3M to $15M EBITDA - $7M to $25M investment size - Located in US INDUSTRY EXPERIENCE - Business Services - Consumer Products - Healthcare Services - Manufacturing - Value-Added Distribution To learn more or discuss a new investment opportunity, please contact: Troy Clark - [email protected] Tye Stebbins - [email protected]

We believe in making a difference in employees'​ lives by helping them on a path for a successful retirement. Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service. We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.

Moving forward together. HKW is evolving with clarity and purpose while honoring the vision of the firm’s founders and our 100 plus year history. We focus on specific sectors in which we can utilize our skills and perspective, leveraging technology as part of a data-driven methodology to power our “Four Pillar” structure. HKW has developed processes that support our strategy to find, create, and sustain value in our companies while trusting and appreciating that our approach is what sets us apart. At HKW, our approach is simple, we believe personal interaction and mutual respect are the foundation for lasting relationships. We do what we say we are going to do, rolling up our sleeves and doing the hard work necessary to get the job done. This philosophy has been at our core throughout the firm’s history, and we intend to keep it that way. Four Pillars of Success: The Four Pillar approach is an organizational structure of how we operate our private equity firm today. This structure affects how we: 1. Identify opportunities through our deal-sourcing model. 2. Assess opportunities and manage risk utilizing our proprietary rate360™ methodology. 3. Collaborate with companies to execute fundamental operational initiatives. 4. Consider exit strategies beginning the day the deal closes. FAST FACTS Sectors: Health & Wellness / Business Services • Control equity buyouts of growth-oriented companies in the US and Canada • EBITDA $5-30mm • 1,000+ Annual deal review target Sector: Technology • Buyouts and special situation investments in software and other technology companies • $10mm Recurring Revenue

Wealth is a measure of financial resources. For some, it symbolizes status and materiality and is simply a way to keep score. For others, it can mean so much more. It's about pursuing and promoting their most worthwhile causes. Whether you are focused on securing your family's financial independence or aspire to meaningfully enrich the lives of others in your community or beyond, we know how to help. Focusing your wealth on your most worthwhile causes is what we call Wealthwhile planning.

OUR MISSION to mobilize people, ideas and investments to make this a community where all individuals have equitable opportunity to reach their full potential—no matter place, race or identity. A CATALYST FOR CHANGE As the steward of over $925 million in charitable assets, we connect our fundholders with causes they care about, serving as a catalyst for community change. We also make smart, strategic investments in Central Indiana by granting funds to the area’s most effective not-for-profits. Additionally, we provide leadership by convening strategic partners and investing in important causes and initiatives in both Marion and Hamilton counties. Marion County: family stabilization, economic mobility, criminal justice reform, neighborhood empowerment and placemaking, and dismantling systemic racism. Hamilton County: mental health, family and youth empowerment, and inclusive economic growth. Through these initiatives and various partnerships, we are helping to make Central Indiana a place where all individuals can reach their full potential, no matter place, race or identity. OUR HISTORY When The Indianapolis Foundation was founded in 1916 as one of the first community foundations in the country, its purpose was to improve the quality of life in Marion County by providing help where the needs were the greatest and the benefits were most extensive. Today, it continues that work as one of two affiliates of Central Indiana Community Foundation (CICF). CICF was formed in 1997 when The Indianapolis Foundation partnered with Hamilton County Community Foundation—then known as Legacy Fund. While each foundation still supports its own communities, each one also benefits from the strategic partnerships and resources that come with being part of a regional foundation. Today, CICF stands as Central Indiana’s premier provider of philanthropic services to local philanthropists. And it is primed to make a major impact in Central Indiana in the 21st century and beyond.

Avalon Wealth Advisory is a financial planning firm focused on providing strategic, actionable insights to our clients through a coordinated approach designed to make their lives easier.