Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.

SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. As fiduciaries, you can be assured that SYM operates in your exclusive best interest. We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. We oversee more than $3.3 billion in assets. (as of ADV filed 3/24/2023). Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.

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.

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.

Don is an Investment Advisor and Pension Consultant. Don is located in the Kokomo office. He has 30 years of investment and pension experience. Don has been with Sycamore Financial Group for 18 years.

At Galecki Financial Management, we help individuals and families achieve their financial goals. We're anything but a business-as-usual wealth management firm. We're different. Friendly. Casual. And really good listeners. Indeed, that's a big part of what makes us different. Everything we do is based on what we hear from you, because our experienced team of professionals specializes in comprehensive financial planning, cash flow analysis, IRA rollovers, financial services, money management, estate planning, retirement planning and advising. We help you identify your short- and long-term goals, and then we work together to achieve them. Lastly, and most importantly, we're fee-only, meaning we're only compensated for our time. Our only incentive is to help you succeed. To schedule a meeting, call (260) 436-8525 or email [email protected]. -- GALECKI FINANCIAL MANAGEMENT INC (“GFMI”) is an SEC registered investment adviser located in Fort Wayne, Indiana. GFMI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which GFMI maintains clients. GFMI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

PROVIDER FINANCIAL is a financial services company based out of 3091 EAST 98TH STREET, SUITE 200, INDIANAPOLIS, Indiana, United States.

Investment House, a leading company in the field of financial services, fund management and investment portfolios since its inception in 2001. It is a private Qatari shareholding company. It is licensed by the Qatar Central Bank and operates in accordance with the provisions of the Islamic Sharia through the Fatwa and Shari'a Supervisory Board composed of leading scholars in the State of Qatar. Since its inception, the company has played an important role at the local and regional level in creating a distinctive investment climate by promoting investment opportunities and providing innovative financial and investment solutions and services to investors. The company seeks to contribute strongly to the Qatari economy by offering a distinctive and diverse range of investment services and solutions in Qatar and abroad compliant with the principles and principles of Islamic Sharia. Long and short together, the company seeks to create investment opportunities that meet the aspirations of investors, The Investment House has a track record of achievements in many financial, investment and money management sectors, which have contributed to maximizing the wealth and savings of individuals and institutions.

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.

Lantern Global Advisors is a boutique investment bank specializing in transaction advisory and consulting in the technology industry.I had the pleasure of working directly with Founders & CEO's on various activities from a strategic and value-adding perspective. This included financial roadmaps, capital raising, M&A, branding and IP strategy. The experience exposed me to the financial and creative rigor required in positioning companies for long-term success.

NORTH RIVER CAPITAL, LLC is a company based out of 5642 COVENTRY LANE, FORT WAYNE, Indiana, United States.