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.

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.

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.

Experience with preparing Pro-Forma Spreadsheets for valuation analysis and present value calculations.Conducted surveys/field work for retail brand/product placement

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.

Ramsey Quantitative Systems, Inc. (RQSI) is a quantitative investment management firm offering liquid and illiquid alternative investment strategies for a wide variety of institutional portfolios. Our systematic, rules-based investment approach captures alpha by incorporating distinct behavioral and economic effects in our trading models. By doing so, investors become less vulnerable to behavioral biases, improve risk management and add scalability. RQSI has earned numerous accolades including a HFM Global CTA Intelligence Awards in 2017, 2018, 2019. RQSI was on the shortlist for our 5 Year Performance and we're proud to be nominated again for 2021. RQSI has also won multiple Investor's Choice awards and been listed on Barron's Top 100 Hedge Funds. FinTech Solutions RQSI has developed 3 proprietary investment tools - Ravel, Qubit & Socio - exclusively for RQSI investors to provide unparalleled transparency and customization into our investment strategies. RQSI has also developed a set of free fintech tools to help investors and fund managers analyze portfolio performance, uncover market insights, and identify areas for improvement. ©2020 Ramsey Quantitative Systems, Inc.

Our mission is to be a trusted advisor to you and your family by assisting with all of your financial and key life decisions, and helping to build and preserve your wealth. At THOR, we are here to support you for life with a full spectrum of services including: * Investment Management * Financial Planning * Retirement Planning * Estate Planning * Tax Planning * Business Advisory We are committed to providing a personal, hands-on approach to all your needs. Because we focus on building personal relationships, we are able to tailor your portfolio and make any needed adjustments as your needs and goals change throughout your life.

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.

We are an independent insurance broker agency. We provide our customers with the right coverage for the best possible price, along with a level of customer service and ongoing support you won't get from many larger insurance companies. Licensed in CA, FL, GA, IA, IL, IN, KY, MI, MO, NV, NY, TX, UT, VA & WI