River Road Asset Management, LLC ("River Road") is an institutional investment management firm committed to being a leading world-class provider of value-oriented equity asset management services. The firm was founded in 2005, with a history that dates back to 1998, by a team previously employed by Commonwealth Trust Company and SMC Capital Inc., subsidiaries of Kentucky-based Commonwealth Bancshares. As of December 31, 2022, we manage more than $10.2 B in total assets* for a diverse mix of institutional clients. We offer separate accounts and sub-advised collective investment vehicles that allow us to serve clients around the globe. Our investment philosophy is based on our proprietary Absolute Value approach initially developed by the firm’s co-founders. The objective of Absolute Value investing is to provide attractive, sustainable, low volatility returns over the long term. At River Road, we believe integral to this objective is an emphasis on positive return consistency and, correspondingly, minimizing downside portfolio risk. *Total assets combine River Road’s (1) total firm assets (as defined by GIPS®) and (2) advisory-only assets (no control over implementation of investment decisions and no trading authority). Total assets provided as supplemental information and advisory-only assets are reported on a one-month lag. DISCLOSURE: River Road has no editorial control over the people (including employees) or firms which link to our corporate information page. Any links to our firm information should not be considered a positive reflection of the investment advisory services offered by River Road or an endorsement from the firm. Visitors to this page, or pages that link to it, must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of River Road.

Experience with preparing Pro-Forma Spreadsheets for valuation analysis and present value calculations.Conducted surveys/field work for retail brand/product placement

First Kentucky Securities Corporation (“FKSC”) was founded in 1977 by Donald E. Bradshaw, former State of Kentucky Finance Secretary, and Ralph G. Nall. From its inception, FKSC was instrumental in the formation of initial and enabling legislation for many of the municipal bond issuing agencies and programs in the State of Kentucky. The Firm has continually played a principal role in the Kentucky municipal bond market, serving as Fiscal Adviser and Underwriter for major issuers including the Kentucky Housing Corporation, the Kentucky Higher Education Student Loan Corporation, the Kentucky Turnpike Authority, various Kentucky universities, school districts, water and sewer districts and municipal financing agencies. The principals and associates of FKSC are dedicated to providing diverse and innovative concepts for the municipal marketplace. Our Public Finance Department boasts a combined experience of over 90 years in the industry. This experience has resulted in the issuance of billions of dollars in municipal bonds. In addition to the public finance and investment banking capabilities, FKSC’s trading operations provide access to municipal markets in Kentucky and the financial centers of the United States. Our commitment to our customers, on either a buy or sell basis, is to consummate the trade at the best market price and provide the highest level of service. To further provide localized service for our clients, FKSC opened additional offices in Lexington (February, 2002) and in Louisville (August, 2005). FKSC is dedicated to providing the highest level of excellence to all our clients: institutions, individuals, corporations and municipalities. We are Kentuckians striving to serve Kentucky, its citizens and its communities.

PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our independence ignite yours! PCS is licensed as a Broker Dealer in all 50 states. Our headquarters is in Louisville, KY. We have more than 70 branch offices coast-to-coast.

Stegner Investment Associates, Inc. (SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives through the use of mutual and collective funds. Our client base consists of endowments, foundations, corporate retirement plans, and high net worth individuals. We are an employee-owned firm and we are proud to have served clients since 1994. At SIA, we are committed to developing a diversified and disciplined strategy that helps clients'​ investments plans reach their full potential. At the same time, we are dedicated to establishing a lifelong relationship with each of our clients that goes well beyond what you might expect from an investment firm.  Ultimately, our success is measured by our performance relative to a client's investment objectives. It is our goal not just to meet, but to exceed, expectations. Through strategic planning, regular communication and ongoing benchmarking, you will not find a more accountable and performance-oriented partner than SIA.

Family Wealth Management professionals helping our client families focus on what matters most by offering a suite of family office services.

Axiom Financial Strategies Group is a full-service wealth planning and investment advisory firm, serving HNW and UHNW clients. Utilizing an open architecture platform, decades of combined expertise and an emphasis on consistent learning, Axiom has made it its mission to provide a comprehensive approach to working with clients and strategic partners. This helps clients to gain clarity around their goals, develop a tangible plan to move from point A to point B, monitor progress and then implement necessary changes. We get to know our clients on a personal level and use this connection to craft a custom plan for you. We view the entire landscape of your financial life, assess your immediate and long-term goals and then match you with the most appropriate member of our team to help you realize those objectives. Service • Integrity • Accountability • Growth • Innovation Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Axiom Financial Strategies Group, LLC an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Axiom cannot guarantee the accuracy of information from third parties.

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN Do you want to reach success with your retirement goals? Mercurio Wealth Advisors can help. The first step to a successful retirement is ensuring all aspects of your life are included in your retirement plan. Tying your investments, income, and estate planning into an all-encompassing place, our end goal is for a happy and stress-free retirement. Our strategic partners allow us to give each of our clients a complete 360-degree view of their retirement plan. By starting with our advisors who have over 40 years of combined experience to help you with your income and investment planning, we ensure that you find success in your future goals. AT MERCURIO WEALTH ADVISORS, OUR SOLE FOCUS IS YOU At Mercurio Wealth Advisors, you come first every time. We believe that every family needs to have an advocate in their corner, doing what’s right for them. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals. Our fiduciary standards ensure your plan is created and implemented with your best interests in mind. By working with Mercurio Wealth Advisors you do not just get one professional who cares, you get an entire team. Our approach allows for personalized attention from a team of advisors who are all working on YOUR behalf.

We recognize that wealth is about so much more than just money. Your financial decisions reflect what you care about most: your family, your work, your vocation and your philanthropy. Founded by professionals with decades of experience that wanted to create the ideal firm to deliver client focused and results driven wealth management advice to individuals and institutions. We are experienced and have a wide range of expertise to address the complex needs of wealth management. Our team is highly credentialed and dedicated to offering exceptional services, advice and comprehensive investment and wealth management solutions. Our objective is to provide our clients with a comprehensive solution that covers the key areas of wealth management. It is our belief that a well-designed wealth management approach should proactively integrate each of the following areas: • Investment Planning • Financial Independence Analysis • Debt Planning • Risk Management Accredited Wealth Management is a fee-only wealth management firm dedicated to providing our clients with objective, comprehensive and practical advice.

Your legacy is an unparalleled gift to those you love. Whether you are actively living out your legacy today, or planning for the impactful legacy you will leave in the future, we are here to bring clarity to financial planning and peace of mind to financial decisions, so that your legacy gift is wrapped up beautifully.

• Organized client data and had weekly discussions with clients regarding their portfolios • Analyzed daily and historical financial performances of fifty various companies’ stocks• Participated in weekly committee investment meetings focused on portfolio performance and analyses of the market