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.

CREA, LLC specializes in low-income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. Since inception, CREA has raised over $9.88 billion in equity and has properties under management in 48 states, D.C. and one U.S. territory. CREA is headquartered in Indianapolis, with offices in Austin, Boston, Chicago, New York, Portland, San Diego and Sarasota.

Arlington/Roe was founded in 1964 by Francis Roe, father of president and owner, James A. Roe, and is respected nationwide as a Managing General Agent and Excess & Surplus Lines Broker. Begun as a general agent for mobile home insurance, Arlington/Roe has expanded to include other specialties: Personal Lines, Commercial Property and Liability (Underwriting and Brokerage), Commercial Auto/Transportation, Aviation, Bonds, Professional Liability, Workers'​ Compensation and Healthcare & Human Services. For over 50 years Arlington/Roe has offered professional expertise, access to specialty and E & S markets, and provided our agency and company partners with stability in changing markets. Our staff of 180+ individuals brings their combined experience using triage and constant communication to underwrite and market complex insurance transactions. Close to half of our staff has a professional designation or is working towards one. Arlington/Roe is a leader in the wholesale insurance community with active involvement in the Wholesale & Specialty Insurance Association (WSIA), The Council of Insurance Agents & Brokers (CIAB), Aviation Insurance Association (AIA), Professional Liability Underwriting Society (PLUS), CPCU, Society of CIC, Independent Insurance Agents & Brokers Association (BIG I), Professional Insurance Agents Association (PIA), and other industry organizations. James A. Roe was president of the American Association of Managing General Agents, 1999-2000. Arlington/Roe is now a third generation family business. Jim Roe's oldest son, Andy, is executive vice president and manager of the Brokerage Division; Patrick, Jim's second oldest son, is also a vice president and is director of marketing, primarily responsible for business development. Jim's daughter, Katie Roe Weiper, is in administration; and his wife, Vickie, is in personal lines customer service.

Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms across 20 states with over $16.0 billion in assets under advisement. The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.

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.

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.