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.

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

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.

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments’ OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs. https://www.flexibleplan.com/disclosures

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.

Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country.

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/

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

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.

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.

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.