EmployShare designs, builds and operates customized business models for financial advisory practice owners. We do this by offering a suite of integrated systems, from the straightforward to the complex – and everything in between. You are supported by complete access to our team of lawyers, protection experts and HR professionals. All at a controlled cost to you. Design: We start with a deep dive into your current business model. We conduct a thorough and collaborative examination of your business, its strengths, weaknesses, vulnerabilities and gaps. The result is a very detailed plan, your Employer Model Plan, which includes recommendations and solutions to manage and protect your practice, in addition to guidance and directives for mitigating your risk with various Federal and state regulatory agencies. Build: We build your Employer Model and install processes and safeguards to enhance and protect your practice. Deliverables include an array of necessary business documents such as state-specific employment agreements, job descriptions, compensation agreements, employee handbooks, succession agreements, equity agreements, protective documents and more. We also align your legal entity operating documents, insurance, and accounting practices to help you strengthen and fortify the protective layer you expect from your legal entity. Operate: We designed and built your customized Employer Model. Now we operate it on your behalf 24/7. Our System integrates normally fragmented processes into a Single Source Solution. We connect your business model to your practice and employees, bringing you into a protective position with regulators who can hurt you the most, like FINRA, SEC, DOL, IRS and numerous state agencies. We help you run your business and reduce your burden of risk – so you can spend more time with your clients.

Over the last 25 years, The Capital Corporation has established itself as one of the premier middle market investment banking firms in the country. We specialize in navigating our clients through the complicated and time intensive processes of selling their businesses, acquiring other businesses, and/or securing capital. Over the last two decades, we have continuously refined our networks, approach, and skill-sets needed in order to successfully close transactions with companies of this lower-middle market size. Our approach is highly unique. We have assembled the only investment banking team east of the Mississippi who can boast the following attributes: •A top quartile closing rate across hundreds of middle market transactions •One of only six investment banks in United States that is a member of IMAP •A broad network of thousands of buyers/investors, across 30+ different countries •A first-hand understanding of what it is like to own/operate private businesses (given our team’s ownership positions in 30+ companies) •A first-hand understanding of what it is like to be a buyer of private companies (including both financial and strategic buyers) •A high caliber, blue chip investment banking background from a variety of Wall Street firms •An ability to offer our clients specific, industry expertise across 40+ different industries

We are a 100% employee-owned, independent firm focused solely on institutional investment consulting. After 20 years, we are committed to maintaining our independence.

Wind Point Partners is a leading private equity investment firm that partners with top caliber executives to acquire well-positioned middle market businesses where it can establish a clear path to value creation. Since our founding in 1984, we have raised over $3 billion in commitments and acquired more than 100 platform companies and 250 add-on acquisitions. Distinctive Strategy We bring together the following three key elements in each transaction: * Top Caliber Executive. We recruit exceptional executives who will be our partners in selecting and acquiring a company where they can develop and lead a tactical value creation plan. * Middle Market Company. We identify and acquire well-positioned businesses with value creation opportunities that are a good match with our executive’s skill set and industry expertise. * Path to Value Creation. We help companies reach their potential by identifying growth and operational improvement opportunities that can be implemented with our executive partner. Experienced and Collaborative Team Wind Point’s professionals work together in the pursuit of investment success. Our team is led by six managing directors who have over 80 years of combined private equity experience and an average tenure at Wind Point of 17 years. In addition to our in-house team, we have an established network of seasoned and accomplished Executive Advisor Partners (EAPs) who assist us in our process and invest alongside us in every transaction.

RoundTable Healthcare Partners, based in Lake Forest, IL, is an operating-oriented private equity firm focused exclusively on the healthcare industry. RoundTable partners with companies that can benefit from its extensive industry relationships and proven operating and transaction expertise. RoundTable has established a successful history of working with owner/founders, family companies, management teams, entrepreneurs and corporate partners who share a vision and believe in the value creation potential of its partnership model. RoundTable has raised $4.25 billion in committed capital, including six equity funds totaling $3.65 billion and three subordinated debt funds totaling $600 million.

As a Dayton, OH-based wealth management firm, we work with clients to seamlessly orchestrate the complexities of their financial world in a highly personalized manner so that they can confidently live the life they envision today and in the future. We serve an array of clients, including • Doctors and dentists • High-income professionals • Entrepreneurs and small business owners • High-net-worth and ultra-high net worth individuals and families As a Dean client, you can expect • A highly consultative relationship that entails understanding the financial intersection of your personal and professional life • Access to deep expertise across an array of disciplines • Integrated solutions that include wealth planning, investment management, and business services To learn more about the ways we can help you live the life you envision, visit www.chdean.com or call us at 800-327-3656 or 937-222-DEAN (3326).

At Water Street, we are dedicated to building market leaders in healthcare. Our sole focus is investing in businesses to accelerate growth and impact in three critical healthcare sectors: healthcare services, medical products & diagnostics, and pharmaceutical & life sciences. We accomplish this through a differentiated approach focused on transformational growth. Working closely with leadership teams, our team aligns our industry experience and network of resources to advance our shared goals for building businesses of greater long-term value that are contributing to a stronger healthcare system. With more than $6 billion of capital under management, we are actively pursuing new investments in businesses interested in a strategic partner to support their goals for next-level growth. To learn more about our approach, visit waterstreet.com

For important fund information, visit https://cbisonline.com/us/social-media-statement/. CBIS is an investment management firm that amplifies the power of Catholic Responsible Investing (CRI) to transform the world. With over $10 billion in assets under management, CBIS offers structured multi-manager portfolios that include CRI to Catholic institutions, investors, and advisors which help fulfill their chairisms and truly uphold Catholic beliefs and values without sacrificing returns for investors. The good we do is based on the moral actions we take that operate at the intersection of faith and finance. DISCLAIMER For security and compliance reasons, please do not post your account information or other personal information on the page. For all account and investment inquiries, please contact Investor Services at 1-866-348-6466. We reserve the right to delete comments that we, in our sole discretion, believe may be offensive, inappropriate, or false and misleading. In addition, we cannot accept testimonials or recommendations. The content on these pages is for informational use only and should not be construed as an offer of sale or investment advice. Christian Brothers Investment Services, Inc. (CBIS) is not affiliated with Facebook and does not endorse or control any advertising or third-party materials contained on the Facebook site. All opinions expressed by Facebook users are those of the individual users and are not endorsed by CBIS. To learn more about CBIS or download a prospectus, or summary prospectus, please visit www.cbisonline.com

Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. Chicago Partners currently manages more than $3.5 Billion assets for 1,200+ clients across the United States. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. Each client works with their team composed of a CPA, CFP, CFA, and JD, each dedicated to optimizing a specific dimension of wealth. As fee-only fiduciaries, Chicago Partners advisors meet the highest standard of quality for advisors and always act in your best interest. If you are interested in a complimentary review of your current investment portfolio and household balance sheet, please visit us at www.chicagopartnersllc.com/contact and an advisor will be in touch shortly.

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.

The JFM Group LLC, (JFM) a New York-based company, provides overall strategic planning, individualized fundraising campaigns, event and production management to not for profit organizations locally, nationally, and globally. Our team, led by Joan F. Morgan, is a unique combination of creative thinkers, hands-on leaders, stellar organizers, and an unparalleled mix of commitment, enthusiasm, and good spirit for every project. Let The JFM Group LLC put its 25-plus years of innovation and success to work for your organization!

Through a commitment to excellence, innovation, teamwork and rigorous research for two decades, Efficient has become one of the world's long-standing Commodity Trading Advisor (“CTA”) multi-manager firms. In a world of generalists, Efficient continues to be a CTA specialist, focusing its people and skills on offering institutional investors access to CTA strategies that best fit their specific needs and mandate requirements. Efficient is registered with the U.S. Commodity Futures Trading Commission as a Commodity Pool Operator (“CPO”) and a Commodity Trading Advisor and is a member of the National Futures Association. Efficient also is registered as an investment adviser with the U.S. Securities and Exchange Commission.