Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. As a fiduciary, we are obligated to place your investing success ahead of our returns. We specialize in Investment Management, Financial Planning and Corporate Retirement Plans. Carnegie Investment Counsel is fee-only, meaning our only compensation is a percentage of assets managed, which is an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees and over $3 billion in assets under management and advisement (as of 9/30/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.

Moskal Gross Orchosky Inc is a financial services company based out of 1301 E 9th St Ste 1400, Cleveland, Ohio, United States.

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.

RMS Investment Group is a private family office company.

MUTUAL SHAREHOLDER SERVICES is a company based out of 8869 BRECKSVILLE RD, BRECKSVILLE, Ohio, United States.

Associated School Employees Credit Union is a financial services company based out of 1690 South Canfield-Niles Road, Youngstown, Ohio, United States.

We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their few clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing. And we can't help our clients fully if we only share select information like their "highlights,"​ so we make sure our investors see a complete and comprehensive view of all their assets.

Great Lakes Auto Network is a warehousing company based out of 843 Lake Ave, Ashtabula, Ohio, United States.

The Cadle Company II Inc. is a financial services company based out of 100N Center St, Newton Falls, Ohio, United States.

Beacon Financial Group is an industry leading financial planning firm with more than 20 years of experience. Whether you just started your first job, own a successful business, or are approaching retirement, the process to maximize your wealth is still the same: 1. IDENTIFY YOUR GOALS 2. PUT THE PLAN TOGETHER 3. TAKE ACTION 4. MANAGE AND MAINTAIN Your situation changes as you age, and when you have our team on your team, we guide you through those transitions to make sure your plan is always aligned with your goals. Having Beacon Financial Group on your journey, you can feel confident knowing your finances are being managed by professionals. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC. http://www.beaconfinancialgroup.net/privacy-policy

Financial industry expertise. Proven results. In an increasingly complex and ever-changing regulatory environment, financial institutions need trusted guidance and a results-driven approach. Young & Associates is a leading consulting, outsourcing and educational firm serving banks, credit unions and financial institutions nationwide. As former banking and financial executives with decades of industry experience, our consultants provide an unmatched depth of practical expertise. We are uniquely positioned to help our clients solve complex challenges. We offer a breadth of services to cover all the major areas of banking including regulatory compliance, lending and loan reviews, risk management, strategic planning and more. In all our services, we provide the trusted expertise you need to manage risk, stay compliant and position for growth and profitability. Contact us to speak with one of our consultants.

Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. We created SWP because we saw an opportunity to provide more personalized solutions to clients in an environment that put their interests first. Our work on behalf of our clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals. At our core is our fiduciary duty – a legal obligation to put your best interests first. More than just an obligation, our structure allows us to act with the utmost integrity. As a fiduciary, we offer you confidence in knowing that we: - Strive to eliminate conflicts of interest - Separate financial advice from custody of assets - Provide fee-transparency Please read our disclosure statement at: https://stratwealth.com/legal/