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.

Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients'​ best interests always come first. Currently, we have $3.7 billion in assets under management and approximately 5,000 investment advisory clients. Our offices are located in Michigan, Ohio, Illinois and Texas, but we serve clients across the country. • Top 100 RIA Firms (Barron's) • Top 300 Financial Adviser (Financial Times) • Top Fee-Only RIA (Investment News) • One of the largest money managers in Metro Detroit (Crain's Detroit Business) • Top Area Wealth Management Firm (Grand Rapids Business Journal) • One of the largest RIAs in Metro Cleveland (Crain's Cleveland Business) www.acadviser.com/disclosure/

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.

Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients'​ best interests always come first. Currently, we have $3.7 billion in assets under management and approximately 5,000 investment advisory clients. Our offices are located in Michigan, Ohio, Illinois and Texas, but we serve clients across the country. • Top 100 RIA Firms (Barron's) • Top 300 Financial Adviser (Financial Times) • Top Fee-Only RIA (Investment News) • One of the largest money managers in Metro Detroit (Crain's Detroit Business) • Top Area Wealth Management Firm (Grand Rapids Business Journal) • One of the largest RIAs in Metro Cleveland (Crain's Cleveland Business) www.acadviser.com/disclosure/

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.

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.

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.

Future Benefits Corporation is an independently owned, fully integrated financial consulting firm specializing in wealth management and comprehensive financial planning located in Bingham Farms, Michigan. We invest the time necessary to become intimately familiar with the unique goals of our clients to help them pursue their family or business objectives. Our role is to help develop, implement and then monitor financial strategies for our clients. Unlike financial consultants or planners employed by banks or brokerage firms, we have no product quotas, minimum profit goals, or arbitrary sales targets. As an independent firm, we scan the world of financial products to provide suitable, non-proprietary choices that best fit your goals and needs. Financial planning offered through Future Benefits Corporation, a registered investment advisor and a separate entity from LPL Financial. Securities and other advisory services offered through LPL Financial, a registered investment advisor. Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.                                                                      The financial professionals associated with Future Benefits Corporation may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.