Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart from our competitors. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans businesses, and institutions. We occupy a unique position in the industry, thanks to the dedication, expertise, and creativity of our people. Oppenheimer Financial Advisors draw on the extensive resources and expertise of nearly 1,900 other professionals, including those in Equity Research, Capital Markets, and Investment Banking. Oppenheimer Asset Management Inc., Oppenheimer Life Agency Ltd., Oppenheimer Trust Company of Delaware and Oppenheimer & Co. Inc. are wholly owned subsidiaries of Oppenheimer Holdings Inc., an integrated financial holding company. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.

Provides Asset Liability Management (ALM/IRR) Reporting and actionable advice, including numerous ALM related reports. Investment Portfolio Management as an SEC registered Investment Advisor including Charitable Donation Accounts and Employee Benefit Prefunding Account management. Mortgage Servicing Rights Valuations and CECL Reporting. Merger valuation and advisory services including acquisition of add on entities.

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.

Strategic Education Technologies (SET), is focused on helping families get SET for College and financially SET for Life – without taking unnecessary risks. Since 1994, our sole mission is to help families comfortably afford to send their children to college regardless of the cost; and become financially SET For Life without taking unnecessary risks. We accomplish this through our network of SET Advisors as well as directly with families through our My SET for College Solution platform. My SET for College Solution™ helps families successfully navigate the college admissions and financial aid planning process so their children can attend the college of their choice – regardless of the cost. My SET for Life Solution™ provides financial education programs – backed by results – that help families take control of their financial lives – without taking unnecessary risks. SET for Advisors recruits, develops, and trains financial professionals who want to help families in their local communities become Set for College and Beyond. Our growing company encourages new talent to check us out: (www.mysetsolutions.com) We week Innovators in technology, Marketing and Operations. In addition, Seasoned Client Service Specialists (Financial Aid), Strategic Business Coaches (Financial & Planning), New Business Support Specialists among our Troy Michigan and Cleveland Ohio Offices.

Yousif Capital Management is an institutional investment advisor that is purpose built to service institutional investors. The firm specializes in offering low cost, rules-based managed funds that are customized to each client’s specific needs. Our team of professionals combine for more than 80 years of investment experience and we leverage our combined skills to seek best outcomes for our clients. We offer services to Sub-Advisory Relationships, Captive Insurance Programs, Municipalities and Socially Responsible Investors. Our mission is to provide investment solutions that offer diversification and increase returns to our clients. We seek to price our services at a fair level that will allow both parties to thrive and enjoy the relationship. We will provide excellent client servicing by listening to our clients, understanding their needs, and providing smart solutions to their challenges. We employ talented, happy, outgoing individuals and will measure our success by our clients’ successes. We will adhere to the highest ethical standards as set forth by the CFA Institute’s Asset Manager Code of Professional Conduct. We treat our clients and ourselves with the greatest of respect and set our clients’ needs before our own. We encourage open communication and constructive debate. Excellence is our goal in everything we do.

MKD Wealth Coaches is an independent financial planning and wealth management firm located in Troy, Michigan. Our expertise is coaching entrepreneurs and families toward clarity around their finances in relation to both their personal lives and their businesses.

J2 Capitol Management specializes in in-house custom financial planning, tax, estate and investment management. J2 helps you plan, build wealth, and manage risk through a team of in-house fiduciary professionals serving Troy, MI and Cape Coral, FL. By keeping all of the expertise in-house, we create a unique advantage for our clients. We have a higher level of visibility into all of your asset needs and can provide better service than if multiple professionals worked on the individual planning components. Farming out these services increases overall costs and limits the advisor’s visibility and insight into the whole picture. J2 was founded to help clients navigate uncertain markets, reduce risk and plan for a sound future. We will listen carefully, and use our deep understanding of today's economic issues to offer comprehensive investment advice specifically tailored to each client. To learn more, please visit https://j2cm.com/ -- J2 Capital Management is an SEC Registered Investment Advisor.

The Moran Company, an HMA Company, is a Washington-based health care research and consulting firm focused on the boundary between the public and private sectors in health care. We assist clients in all sectors of the industry in devising business and policy strategies that are simultaneously commercially realistic and politically practical. Moran Company consultants have extensive expertise in the design, implementation and evaluation of all types of payment systems, both in Medicare and the private sector. We can assist clients seeking to understand factors that affect the flow of payments through these systems.

Healthcare Finance Group, LLC ("HFG") was founded in 2000 and is one of the oldest national specialty finance lenders exclusively dedicated to providing debt to middle market healthcare companies. Today, HFG provides cash flow senior secured term loans and asset based revolving lines of credit for transactions ranging from $5 million to $500 million. Known for its healthcare expertise, excellence in execution and unparalleled quality client service, HFG custom-tailors its financing solutions to meet the specific needs of each client. HFG is a portfolio company of Fifth Street Finance Corp. (NASDAQ:FSC), one of the largest publicly-traded business development companies by market capitalization in the U.S. and a leading provider of comprehensive financing solutions to small and mid-sized companies.

Social media and website administration, client campaign manager, marketing and special projects.

Financial Services Company. Assisting customers with all their financial needs. Residential Mortgage Loans, Modification Assistance, Secured Loans. Financial Counseling. DFS has established a National Presence to better help homeowners find secured loan options. Working with our Corporate Partners we place qualified homeowners with lending partners.

Since 2004, Cranbrook Wealth Management has brought a lifetime perspective to our client’s complex financial situations as their trusted, independent, fee only, fiduciary investment advisory firm. With more than $676 million in client assets under management as of 12-31-22, the team of professionals at Cranbrook Wealth execute with discipline and competency, building client relationships through expertise, trust, and empathy. From portfolio management and investment guidance to strategic wealth planning across a variety of disciplines, let us be your Advisors for Life. **This page is a publication of Cranbrook Wealth Management, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Cranbrook Wealth Management, LLC is not engaged in the practice of law.