GREGORY J. SCHWARTZ & CO., INC. is an accounting company based out of 3707 W. MAPLE ROAD, BLOOMFIELD HILLS, Michigan, United States.

Responsible for the development and implementation of the firm’s marketing and public relations initiatives. Created a comprehensive suite of marketing materials and established a consistent schedule of communications with shareholders and financial intermediaries. Updated and mainstreamed image to appeal to a larger audience. Managed digital communications and coordinated media buys and placement. Directed a total revamp of the firm's websites. Helped to increase firm assets under management from just below $1 billion to over $3 billion.

Azimuth Capital Management LLC (“Azimuth”) is an independent advisory firm that provides investment advisory and related services to its clients. The firm serves a range of clients including high net worth individuals and families, trusts, retirement plans, charitable institutions, endowments, corporations and other entities. Azimuth is devoted to meeting the specific needs of each of its clients, and is comprised of a team of professionals possessing the breadth and depth of experience to meet those needs as well as a passion for delivering exceptional client service.

Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees. Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan). Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors.  Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer. Link to important disclosure information: https://www.bluechippartners.com/disclosures/

PMCF is a middle market investment bank that provides merger and acquisitions advisory services to individual and family-owned businesses, large public companies, and private equity firms across the globe. Our firm combines its expansive industry and transactional expertise with highly engaged, senior-level bankers to create tailored solutions for all our clients. PMCF helps clients meet their sale, acquisition, financing, and strategic growth objectives through a broad range of services, including: - Sell Side M&A Advisory - Buy Side M&A Advisory - Transaction Planning & Advisory - Capital raising Since its inception in 1995, PMCF has successfully completed over 300 transactions for clients in multiple industry sectors worldwide. Our firm has dedicated teams focused on the plastics & packaging, industrials, business services, software & technology, healthcare, and consumer, food & retail industries. These specialized teams deliver highly creative financial solutions and a level of professional service that consistently exceeds client expectations. PMCF has offices in Chicago, Detroit, and Denver and internationally through its Corporate Finance International (CFI) partner firms. PMCF is an affiliate of Plante Moran, one of the nation’s largest professional services firms. PMCF is a trade name for PMCF Advisors, LLC and P&M Corporate Finance, LLC, a FINRA-registered broker-dealer and SIPC member firm. PMCF Advisors, LLC provides M&A advisory services, and P&M Corporate Finance, LLC provides capital-raising services. These firms are related by common control and professional staffing.

Angle Advisors is an independently owned investment bank. We provide merger & acquisition advisory, private capital raising, and related financial analytical services. Our clients include multinational corporations, privately-held companies, private equity funds, and public sector entities. Our global transactions are supported by nearly 40 professionals in the United States, Germany, and China. For additional information, please visit www.angleadvisors.com.

Our singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate life's most important events. We achieve this through unbiased advice, meaningful portfolio management, and impeccable service. The following principles guide us in all that we do: - We have your best financial interests at heart. We strive to maintain complete objectivity and impartiality in our work and judgment. We provide you with all that you need to make thoughtful investment decisions. - We always conduct ourselves with integrity, dignity, and honesty. - We communicate in a clear and open manner and handle all inquiries/requests as quickly and accurately as possible. - We keep the confidentiality of all information given to us to the full extent permitted by law. - We disclose the services we provide and how we are compensated for them. We perform all services in a fair and reasonable manner and disclose any conflicts of interest. - We maintain and expand our knowledge through continuing education. To learn more about Kaydan Wealth Management and how to engineer your best retirement, subscribe to The Retirement Engineer podcast at www.TheRetirementEngineerPodcast.com or visit www.kaydanwealth.com. Free tools, offers, additional information, etc., here: http://linktr.ee/KaydanWealth Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. For important social media disclosures, visit https://www.kaydanwealthmanagement.com/social-media/

Center for Financial Planning, Inc. is a privately managed wealth management firm and registered investment advisor. Founded in 1985 and located in Southfield, Michigan, The Center works with clients throughout Michigan and in 38 states. We work to partner with our clients to achieve their financial goals and ultimately to Live Your Plan™. We manage more than $1.1 billion in assets for families and individuals. Center for Financial Planning, Inc. is an independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United Staets are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authjorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Managed Asset Portfolios, LLC (MAP) is an independent SEC-registered investment advisory firm with a commitment to global value investing. With successful beginnings as a Single-Family Investment Office for one of the wealthiest families in North America, we opened our doors to outside investors in 2001. Today we proudly service families, family offices and institutions throughout the United States and Canada.

Investing is much more complicated today than it was several years ago. The variety of mutual funds, ETFs, stocks, bonds, and international securities continues to grow. With so many choices and increasingly volatile financial markets, it has become more difficult for individual investors to monitor their own portfolios and make timely investment decisions. However, the decisions an investor makes today and in the future can significantly affect his or her long-term financial security. Mainstay Capital Management, LLC (MCM) was founded to help investors who do not have the time or inclination to give their retirement savings accounts and other investments the thorough research and analysis they require. Through our portfolio development and management process, MCM takes full advantage of the investment options available in a client’s 401(k), 403(b), IRA, or other type of managed account to meet his or her long-term goals and tolerance for risk. Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with more than $3.8 billion under management. Unlike many other firms, MCM has no ties to, nor receives commissions or compensation from any broker, mutual fund company, banking institution, or insurance company. At Mainstay Capital Management we are committed to providing professional, personalized service. After a thorough analysis, Mainstay will manage a portfolio designed to meet your specific needs. Whether you have a long-term time horizon and are looking to maximize gains, or would like to generate current income and minimize volatility, our team will manage your portfolio and handle all of the day-to-day investment decisions. Additionally, with a staff of Certified Financial Planners and Chartered Retirement Planning Counselors, Mainstay can offer advice and develop comprehensive solutions for any financial aspect of your life.

Beringea is a venture capital firm empowering entrepreneurs across the U.S., U.K., and Europe to build great businesses. With offices in Detroit and London and over $715 million under management in the United States and United Kingdom, we provide patient capital and a global footprint to back founders throughout their journey, helping them overcome barriers to scale and build international success stories. Our track record of three decades of successful investing across every major industry has inspired our own entrepreneurial ethos; cultivated an exceptional network throughout the technology and investment communities; and fostered the experience required to create meaningful businesses and deliver value for our shareholders. The diversity of background, opinion, and expertise throughout our transatlantic team reflects the community of founders and companies we support and enables us to collaborate effectively with our portfolio to capitalize on opportunities enabled by technology. www.beringea.com