Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928. For more than 85 years, we have successfully managed a broad range of portfolios for both institutions and individuals. Our team members rely on a collective wisdom borne from decades of experience to navigate portfolios through challenging and diverse market cycles and economic environments. Our focus is on the management of money and a dedication to superior client service. We offer the unique benefits of a boutique firm but with the resources usually attributable to much larger asset management firms. Stability in our investment beliefs, our people, and our client relationships are the hallmarks of our organization.

Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.

Since 1972, Brunswick Companies has cultivated relationships with clients, carriers, and partners to offer a broad range of insurance and risk management programs including: - Commercial Insurance - Professional Insurance - Personal Insurance - Surety Bonds The firm is distinctive in its all-inclusive approach to insurance, offering clients strategic advisory services and claims management to fully address the exposure that is unique to each landscape. Licensed in all 50 states, we have built a national reputation by providing the highest level of personal service and support.

Risk International is a leading advocate in the insurance industry, offering unparalleled expertise as a risk management consultant and employee benefits advisor. We help our clients navigate the complicated insurance landscape. Our independent client-centric approach is evident in our transparent fee-for-service model, with 100% of fees directly paid by clients, eliminating conflicts of interest. Our dedicated team collaborates with you to develop optimized insurance programs that are practical and cost-effective, tailored to your unique requirements. Our expertise extends across diverse client profiles, including private equity firms and their portfolio companies, Fortune 500 enterprises, and mid-market organizations. Recognizing that companies invest in insurance to shield themselves from financial losses, we understand the intricacies of securing appropriate coverage can be overwhelming. We are committed to safeguarding businesses by guiding them through the complexities of the insurance landscape. Leveraging our expertise and resources, we ensure clients acquire insurance that aligns precisely with their unique needs. We work diligently to provide comprehensive protection for your business.

Althans Insurance is a full service agency representing approximately 50 different insurance companies to handle your business or personal needs. Business Property Insurance and Casualty Insurance, Bonds, Group Health Insurance, Life Insurance, Retirement Plans, Home and Auto Insurance are the strengths of this Northern Ohio firm. That's the kind of team you'll find at Althans Insurance Agency, Inc.

Our companies have provided solid insurance protection to Ohio residents for over a century. We have earned a reputation for supplying first-rate, competitively-priced coverage to home, farm, automobile and business owners in Ohio's communities. We also take pride in our prompt, fair claims service. Our claims specialists will meet your needs quickly, fairly and courteously.

The Fedeli Group is a widely respected insurance brokerage and consulting service organization, providing quality insurance products and high-level risk management. The skilled associates at Fedeli offer clients innovative alternatives to service and counsel in a host of specialized coverage areas.

Roundstone is an innovative employee health benefits company. We help small and midsize organizations offer competitive benefits at a lower cost by self-funding their health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. Unlike other captives that outsource their underwriting to behemoth insurance companies, Roundstone has underwriters in-house that specialize in pricing stop loss coverage for businesses sharing risk in a group captive. In an industry shrouded in misaligned incentives, we believe in always aligning with the employers’ best interests and remain committed to our mission – quality, affordable healthcare and a better life for all.

The Ohio Real Title Mission We develop mutually beneficial relationships in the community that provide us the opportunity to efficiently process the title work that drives growth and profit for our partners. Title & Escrow Closings For residential and commercial transfers or refinances throughout all of Ohio’s 88 counties. Ohio Real Title Agency, LLC provides Title & Escrow Closings for residential and commercial transfers or refinances throughout all of Ohio’s 88 counties. Ohio Real Title’s outstanding closing service is always wrapped up with our Anytime / Anyplace closing at no additional cost. One of our closers from our nationwide network of experienced closers will meet with the buyers, sellers or borrowers anywhere at anytime to complete the signing of the closing documents. To place a title or escrow order please submit our electronic order form. Preliminary & Final Judicial Reports Ohio Real Title Agency, LLC provides Preliminary & Final Judicial Reports throughout all of Ohio’s 88 counties delivered electronically with the original hard copies sent out the same day. To place a judicial order please submit our electronic order form. Limited Lien Searches Ohio Real Title Agency, LLC provides Limited Lien Search Reports throughout all of Ohio’s 88 counties with 24 to 48 hour turnaround time. Reports delivered via fax, mail, or electronically via e-mail. To place a limited lien search order please submit our electronic order form. Property Information Reports: Ohio Real Title Agency, LLC provides many types of property information reports including but not limited to Tax & Legals, Comparables, Mailing Labels, and Farming Lists throughout all of Ohio’s 88 counties. All requests delivered the same day if the order is placed before 2pm. Reports delivered via e-mail, fax, messenger, or overnight. To place a Property Information Order please submit our electronic order form.

ABOUT US Vantage Financial Group, Inc. is a team of diversified financial professionals who furnish comprehensive financial, insurance, estate, and tax strategies for businesses, professionals and key executives. We offer a wide selection of financial service providers which affords our team of associates the independence and flexibility to meet your total planning needs. OUR HISTORY & STRUCTURE Szeretvai & Associates, an insurance and investment counseling firm, was founded in 1969 by George Szeretvai. Our name and corporate structures changed in 1985 to reflect our broader focus as a single-source financial services company. This remains our focus today. Vantage Financial Group, Inc. is similar in structure to a law or accounting firm, offering diverse expertise to our clients. We realize that no two businesses or individuals are the same. We work hard to develop planning and benefit programs that will work well in the unique situation each client presents. SINGLE-SOURCE FINANCIAL SERVICES Each member of the Vantage Financial Group, Inc. team of associates commands a specialized field of knowledge, and is available to advice on individual or business needs. This approach adds multidisciplinary views and objectivity to the planning services we provide. We offer two valued commodities in the financial services field - stability and continuity. Disclosure: Security and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Branch Address 6200 Rockside Road, Cleveland, OH 44131 Phone 216.642.7878

Financial Life Planning | Investment Management | Retirement Planning | Business Succession Planning | Accounting Services If you have the ability to live a life of choice, free from financial fear, uncertainty, and doubt without jeopardizing tomorrow'​ legacy, then you are truly wealthy. We specialize in the process it takes to get there. We are an integrated team of financial specialists with decades of experience in helping people prepare for and successfully retire. Our number one priority is frequent communication. We realize that uncertainty is one of the biggest stressors we face in life. Although there is much uncertainty in the world that is unavoidable, we believe that by educating and communicating with our clients, we can reduce the uncertainty they have about how and why their money is invested. We have found that meeting on a regular basis to discuss our clients'​ wealth is the key to reducing money-related stress. If they are on vacation somewhere and see on the news that things are happening in the financial markets, they are much less stressed if they recently have had a thorough review of their investments. We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times. Fee-Based Planning is offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management is offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities are offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of ValMark Securities or W3 and have not been approved prior to posting.