Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.

$500+B AUA | 450+ Clients | 1,800+ Investment Funds or Accounts | 990+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund administration, accounting, middle office, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, interval and tender offer funds, collective investment trusts, business development companies, variable insurance trusts, series and stand-alone trusts • PRIVATE FUNDS: Hedge funds, private equity funds and general partnerships, real estate funds, venture capital funds, fund of funds, and credit funds. • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency and shareholder services, fund compliance and CCO resources, distribution, portfolio accounting, investor servicing, treasury services, audit and tax management, middle office service solutions, and EDGARization and printing services. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs while serving as a trusted business partner. The Ultimus approach to administration services is distinctive and is built on a foundation of commitment to, excellence, innovation, and partnership. We understand that no two clients are alike and tailor our services—from administration services to product design and launch to conversion—to meet each client’s unique needs. For more information, visit www.ultimusfundsolutions.com.

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.

FEG is an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. FEG employs over 125 professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $70 billion* in client assets under advisement. Founded in 1988, FEG has served the community, both directly and by helping our clients fulfill their missions, for over 35 years. *FEG is also known as Fund Evaluation Group, LLC. For full disclosures, visit: www.feg.com/disclosures The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn's privacy, security, or terms of use policies that control this service, nor their content, software or tools (or those of any third party's) that are available through links from this page. You use any third-party site/media, software, and materials at your own risk.

FEG is an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. FEG employs over 125 professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $70 billion* in client assets under advisement. Founded in 1988, FEG has served the community, both directly and by helping our clients fulfill their missions, for over 35 years. *FEG is also known as Fund Evaluation Group, LLC. For full disclosures, visit: www.feg.com/disclosures The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn's privacy, security, or terms of use policies that control this service, nor their content, software or tools (or those of any third party's) that are available through links from this page. You use any third-party site/media, software, and materials at your own risk.

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning

Bahl & Gaynor is a Registered Investment Advisory firm applying our time-tested belief and expertise in dividend growth investing to serve individual and institutional clients. We reserve the right to remove comments that are profane, defamatory, offensive, malicious, unrelated to the content post, a violation of privacy or intellectual property rights, factually incorrect, or otherwise deemed to be harmful or incendiary.

Eukles Wealth Management offers personalized financial guidance and a comprehensive array of services, including individual wealth management, retirement income strategy management, asset management, and 401(k) plan consulting. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Eukles Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

At FCN Bank, our people are our greatest asset. We are truly a local bank, headquartered in Brookville, with offices also in the nearby towns of Batesville, Connersville, Sunman, Lawrenceburg, and Harrison. In this day of banking and other corporate mergers, and the emergence of national and even global banks, some of which operate exclusively via the internet, we continue to provide local, face-to-face service to the communities that we serve. We believe that you prefer to place your trust in people that you know, with people who are your neighbors.

We at Legacy Financial Advisors, Inc. desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them, so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams. Securities and investment advisory services offered through SagePoint Financial Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

Founded in 2005, Navian Capital is a trusted provider of structured products and other fixed income products. Navian Capital has partnerships with over a dozen of the world’s top banks and has a broad network of broker-dealer relationships. Navian Capital’s strategic partnerships and relationships allow us to provide financial professionals with access to a diverse range of investment opportunities and credit exposures specializing in structured CDs, structured notes, and proprietary structured investments. ​ In addition to its vast network of partners and extensive product offerings, Navian Capital offers 15 years of specialized structured product expertise. We are here to guide you through the process, helping to make sure you have the tools you need to succeed. We place importance on not only understanding the institutions we serve, but we customize our services to best fit your needs and objectives. From the development and implementation of proprietary products, to providing more efficient access to the universe of structured products, Navian Capital can help position your business for success. Navian Capital is headquartered in Cincinnati, Ohio with locations in New York, Boston, Naples, Louisville, Seattle, San Francisco, and Los Angeles.

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.