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

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).

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.

Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals. Our firm is founded on integrity, passion and delivering the best possible outcomes for clients. Everhart Advisors offers 401(k) plan consulting, wealth management and tax planning with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida. For more information regarding our awards and recognitions visit: https://everhartadvisors.com/about-us/awards-and-recognitions/ Everhart Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Everhart Advisors and its representatives are properly licensed or exempt from licensure. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Everhart Advisors does not endorse, authorize or sponsor third party content, services, products or information. As a registered investment advisory firm, we are restricted from posting any form of testimonial related to our investment advisory services. Thus, LinkedIn recommendations and endorsements must be disabled. Everhart Advisors does not provide tax or legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Everhart Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.

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.

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.

MCF Advisors, LLC (“MCF”) is a SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services. MCF has been awarded "Best Place to Work in Kentucky" 5 years in a row. The Wealth Management division provides investment management and wealth advisory services to individuals, families and successful privately-owned businesses / shareholders. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach. The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. Our process-driven solutions help protect employers from corporate and personal financial liability, while increasing investment opportunities, and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor. *Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about MCF can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. Please note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services.

Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.

Privately owned Family Office

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.

Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients'​ assets and controlling risk. We provide portfolio management, financial planning, retirement plan administration, and trust services. Meridian has been assisting clients accumulate wealth since being granted trust powers in 1997, and today manages over a billion dollars'​ worth of assets. Our investment management services extend to personal accounts, trust accounts, retirement plan accounts, rollover IRAs, college education savings accounts, and more. In order to help our clients reach their retirement and investment goals, Meridian designs personalized, long-term investment plans. The development of each wealth management strategies includes identifying client goals and objectives through discussion; assessing risk tolerance, tax status, time horizons and any other preferences and circumstances unique to each client; and determining the appropriate amount to invest and in which asset classes. We continue to monitor the investments chosen and periodically rebalance accounts in order to proactively pursue clients'​ investment objectives. Meridian Trust strives to provide superior financial counseling and management to the most aggressive and the most conservative investor.