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.

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.

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.

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.

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.

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.

Planning Alternatives is an independent wealth management firm that has served clients since 1983. Our clients value objectivity, personalized service and our unwavering commitment to serving their best interests. Contact us today to discover how we can help you make smart decisions with your wealth.

Greenwich Capital Group (GCG) is a middle-market focused investment bank. GCG employs a world-class advisory team trained at global firms, with vast experience in executing complex transactions with strategic and financial investors. We bring credibility to our clients through a rigorous, market-tested transaction approach, built around our team’s deep experience, analytical focus and attention to detail. GCG provides thought leadership, market knowledge and extensive relationships, which results in a customized client service experience designed to maximize value. We believe time is of the essence. Our team works relentlessly to run an efficient transaction process, while never losing focus of our clients’ strategic and financial objectives. With each engagement, GCG’s senior bankers have a common goal. We strive to build relationships by representing our clients’ long-term interests in order to earn ultimately their trust. It is our privilege to be called trusted advisors in the middle market.

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.

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