At Diamond Hill, we are fiercely committed to generating excellent, long-term investment outcomes and building enduring client partnerships. Diamond Hill Capital Management, Inc. is a wholly owned subsidiary of Diamond Hill Investment Group, Inc. Diamond Hill Investment Group is a publicly traded company, and its shares trade on the NASDAQ (Ticker: DHIL). Disclosures: https://www.diamond-hill.com/about/policies-and-disclosures/ At Diamond Hill, we take security and protection of your personal information very seriously. Please be aware of individuals that might approach you by falsely presenting themselves as our employees or representatives. Under this false pretense, they might try to gain access to your personal information or to acquire money from you by offering fictitious employment opportunities on our behalf. Please exercise caution and carefully review correspondence. Diamond Hill will never ask for financial information of any kind or for payment of money during the job application process. We do not require any financial, credit card or bank account information and/or any payment of any kind to be considered for employment. If you suspect communication about a position is fraudulent, please contact Diamond Hill’s HR Team at [email protected]. If you are the victim of fraud resulting from a scam, please contact your local authorities. Diamond Hill will not be held liable or responsible for any claims, losses, damages or expenses resulting from the scammers.

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.

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

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.

Serving wealth management clients, non-profits, and retirement plans since 1995.

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

CAPITAL Services is a leading payment portfolio management and servicing company that creates, evolves, and services profitable payment programs in partnership with our clients. Focused on financial strength, we successfully originate and manage card assets and provide a unique and innovative set of services in the payments industry for more than one million accounts nationwide. Our History - CAPITAL Services began operation in 1998 as CAPITAL Card Services, Inc., focusing on the management and servicing of credit card portfolios. Our company was built by executives with years of experience in the financial services and credit card industries and has grown beyond credit cards to include a full range of payment products and services. We have two locations, in Sioux Falls and Brookings, South Dakota.

Founded in 1987 by Sharon J. Pryse, The Trust Company of Tennessee has more than 100 employees and offices in Chattanooga, Knoxville and the Tri-Cities. The company helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, corporate retirement and personal trust services. Categories: Financial Planner Bank Estate Planning Personal Trust Business Exit Strategy Corporate Retirement Wealth Management