Federated Hermes, Inc. (FHI) is one of the nation's largest investment managers offering equity, international, fixed income, alternative and money market strategies. Investors around the globe have relied on Federated Hermes for world-class investment management since 1955. For disclosure and commenting guidelines, please visit https://fii.info/2snRaAP.

American Trust Custody is part of Mid Atlantic Capital Group, which for more than 40 years has supported investment professionals and financial organizations with tools to help attract, grow, and retain assets. American Trust Custody provides a broad array of sophisticated financial products, technology and support services to registered representatives, investment advisors, and other financial intermediaries including retirement plan TPAs, bank trust departments, independent broker-dealers, and insurance companies.  Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. In today’s marketplace, customers appreciate American Trust Custody’s financial strength, reputation, and commitment to performance as a non-competitive partner. Mid Atlantic Clearing & Settlement Corporation (“MAC&SC”) is a wholly owned subsidiary of Mid Atlantic Trust Company (d/b/a American Trust Custody). MAC&SC a registered broker-dealer (member FINRA/SIPC) headquartered in Pittsburgh, Pennsylvania. MAC&SC provides cashiering, trade execution, settlement, and custody services for Mid Atlantic Trust Company. MAC&SC is a self-clearing member of the National Securities Clearing Corporation (“NSCC”), a subsidiary of The Depository Trust & Clearing Corporation (“DTCC”), for mutual fund processing services only. MAC&SC enters into and maintains mutual fund selling and servicing agreements for those mutual funds for which it provides settlement services. The NSCC is the primary provider of centralized information services and money settlement for mutual fund transactions, linking funds with their distribution channels.  - Mid Atlantic Trust Company d/b/a American Trust Custody, a non-depository state chartered trust company - Mid Atlantic Clearing & Settlement Corporation, a registered broker-dealer, member FINRA/SIPC*

Hazlett Burt & Watson was founded in 1883 and has provided quality Investment Services over many generations. As every investor is unique, it is important that you have the right investment professionals in place. At Hazlett Burt & Watson, our dedicated Financial Consultants start by listening. To provide the best investment direction for any individual, our Financial Consultants will ask the appropriate questions and listen intently to understand your entire financial picture. As a full-service investment firm, we offer our clients a wide range of financial services and investment vehicles to assist you in implementing your individual plan. We invite you to learn more about our services and how we can help you realize your financial goals.

The professionals at Confluence Financial Partners, cut through the clutter of overly dense explanations and needlessly complex investment options and plans to secure something in rare supply these days: Understanding. We transform complexity into clarity. Your objective is our primary focus. With our experience, we provide you with a clear, concise plan. We believe our fees are fair, reasonable and transparent. We arrive at a clear, concise investment portfolio focused on your goals and objectives.

The Hawthorn Group, L.C., is an international public affairs company of senior political and corporate communications specialists. Hawthorn helps solve communications problems – public policy, media, crisis, customer, community, financial and employee – for corporations, associations and non-profit organizations. Based in Alexandria, Virginia, Hawthorn operates a premier national affiliate network of more than 50 regional agencies to provide on-site intelligence and support for its clients. We also maintain access to a national network of campaign professionals who provide experienced “boots-on-the-ground” support when needed. Hawthorn currently represents a diverse group of industry-leading clients, specializing in heavily regulated industries, including beverage, banking, energy, gaming, healthcare, insurance, natural resources, security, and utilities. Masters of the art of advocacy, experienced in key industries, and genuine experts on local markets, Hawthorn is recognized as a leader in the industry: “. . . perhaps the premier independent public affairs consultancy in the nation’s capital… Hawthorn’s approach derives from the fact that most of its senior people are political campaign veterans. They bring to their corporate work a campaign approach that includes a sense of urgency, an ability to draw on a wide range of resources (from advertising to media relations to coalition building), and an emphasis on research.” --The Holmes Report “Clients’ Guide to PR Firms” Among its clients – for some of whom its officers have worked for more than 25 years – Hawthorn has earned a reputation for thinking smarter, working harder, caring more, and meeting the test of producing bottom line results.

McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.

Fragasso Financial Advisors is a Pittsburgh PA-based, employee-owned financial planning and investment management firm. We are primarily a fee-based investment management firm. Our clients consist of individuals, families, business owners, corporations, non-profits and endowments. We assist our clients with a variety of financial planning services, including: retirement planning, educational funding, charitable gifting strategies, tax strategies, business succession planning, life insurance, estate planning and long term care planning. Providing the deep resources of a large firm while maintaining a total focus on the unique needs of clients and their families has always been a critical part of the mission that Chairman and Chief Executive Officer, Bob Fragasso, had in mind from the beginning. Fragasso Financial Advisors employs approximately fifty professionals with 5 offices which are located in downtown Pittsburgh, Beaver, McMurray, Wexford, and at the Shoppes at Cool Springs. ____ Investment advisory products and services offered through Fragasso Financial Advisors, a registered investment advisor. Securities offered through Private Client Services, Member of FINRA and SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. Fragasso Financial Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Please consult with Fragasso Financial Advisors for further clarification of state registrations.

Greycourt is an independent advisory firm comprised of a team of investors who simplify complex situations for our clients. Family wealth is our specialty, and we understand the importance of integrating investment strategies with tax and estate planning structures. We are investors first, and our diverse investment experience across our team provides an ideal balance of boldness and decisiveness in investing for our clients. We believe our independent business model is where the industry is heading, and we have focused on building a multigenerational firm to serve generations of clients.

TWIN Capital Management is an independent, boutique Investment Management firm offering a diverse set of actively managed U.S. equity strategies to institutions and high net-worth individuals. The heart of our investment philosophy is that the systematic application of in-house quantitative research coupled with rigorous risk control in portfolio construction affords the best chance of achieving excess return over a benchmark on a risk-managed basis. Our job is to identify and capture the reliable and predictable sources of return while minimizing any impact for more arbitrary sources of risk. TWIN differentiates itself from the mainstream investment community with the application of our proprietary Fundamental Tilt®. We bring process consistency and continuity with investment methodologies developed by the team that founded the firm. We are a client centric firm. We believe the success of our long-standing client partnerships is a result of our transparency, responsive client service, as well as the proven track record of our investment strategies.

Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Investment Partners LTD is a Registered Investment Adviser. Additional advisory services offered by Investment Partners LTD are separate and unrelated to Commonwealth.

About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh. We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you. At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges. Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships. Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you. ***************** Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies through innovative planning to fit our clients'​ goals, lifestyles, and budgets. After taking into account your specific goals, we develop a customized financial strategy and plan. This plan is designed with the objective to help advance your investments when opportunities are found and strives to preserve these investments when the environment requires caution. We believe our clients have "confidence because of the plan,"​ and that is exactly what we strive to offer each and every client we serve. Advisory Services offered through Commonwealth Financial Services. Please see our website at www.cfswv.com for additional information and disclosure. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. www.sipc.org Branch Locations: 585 College Parkway Parkersburg, WV 26104 21 Warden Run Road, Suite 201 Wheeling, WV 26003 507 Richland Ave, Suite 203C Athens, OH 45701 166 S Main Street Woodsfield, OH 43793 512 3rd Street Marietta, OH 45750