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.

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

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.

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

It's not just a job. It's a work environment putting you first. Team Meritrust is making our world a better place for our members and communities, one exceptional service experience at a time. With a mission of improving the lives of members and the communities we serve, Meritrust offers the products, services and tools our members need to achieve their financial goals with confidence. Your comments, feedback and suggestions are welcome. Find out more about engaging with Meritrust on social media: https://news.meritrustcu.org/meritrust-engagement-guidelines/

PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our independence ignite yours! PCS is licensed as a Broker Dealer in all 50 states. Our headquarters is in Louisville, KY. We have more than 70 branch offices coast-to-coast.

Stegner Investment Associates, Inc. (SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives through the use of mutual and collective funds. Our client base consists of endowments, foundations, corporate retirement plans, and high net worth individuals. We are an employee-owned firm and we are proud to have served clients since 1994. At SIA, we are committed to developing a diversified and disciplined strategy that helps clients'​ investments plans reach their full potential. At the same time, we are dedicated to establishing a lifelong relationship with each of our clients that goes well beyond what you might expect from an investment firm.  Ultimately, our success is measured by our performance relative to a client's investment objectives. It is our goal not just to meet, but to exceed, expectations. Through strategic planning, regular communication and ongoing benchmarking, you will not find a more accountable and performance-oriented partner than SIA.

First Kentucky Securities Corporation (“FKSC”) was founded in 1977 by Donald E. Bradshaw, former State of Kentucky Finance Secretary, and Ralph G. Nall. From its inception, FKSC was instrumental in the formation of initial and enabling legislation for many of the municipal bond issuing agencies and programs in the State of Kentucky. The Firm has continually played a principal role in the Kentucky municipal bond market, serving as Fiscal Adviser and Underwriter for major issuers including the Kentucky Housing Corporation, the Kentucky Higher Education Student Loan Corporation, the Kentucky Turnpike Authority, various Kentucky universities, school districts, water and sewer districts and municipal financing agencies. The principals and associates of FKSC are dedicated to providing diverse and innovative concepts for the municipal marketplace. Our Public Finance Department boasts a combined experience of over 90 years in the industry. This experience has resulted in the issuance of billions of dollars in municipal bonds. In addition to the public finance and investment banking capabilities, FKSC’s trading operations provide access to municipal markets in Kentucky and the financial centers of the United States. Our commitment to our customers, on either a buy or sell basis, is to consummate the trade at the best market price and provide the highest level of service. To further provide localized service for our clients, FKSC opened additional offices in Lexington (February, 2002) and in Louisville (August, 2005). FKSC is dedicated to providing the highest level of excellence to all our clients: institutions, individuals, corporations and municipalities. We are Kentuckians striving to serve Kentucky, its citizens and its communities.

DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients, and consumers.

Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families. Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.

Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families. We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together. The Ballast Experience is the continuous refinement of a personalized financial map. Together, we navigate career development, peak accumulation, financial self-sufficiency, retirement cash flow planning, and efficient wealth transfer. This evolving plan cultivates and protects your legacy. Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.