At Diamond Hill, we are fiercely committed to generating excellent, long-term investment outcomes and building enduring client partnerships. Diamond Hill Capital Management, Inc. is a wholly owned subsidiary of Diamond Hill Investment Group, Inc. Diamond Hill Investment Group is a publicly traded company, and its shares trade on the NASDAQ (Ticker: DHIL). Disclosures: https://www.diamond-hill.com/about/policies-and-disclosures/ At Diamond Hill, we take security and protection of your personal information very seriously. Please be aware of individuals that might approach you by falsely presenting themselves as our employees or representatives. Under this false pretense, they might try to gain access to your personal information or to acquire money from you by offering fictitious employment opportunities on our behalf. Please exercise caution and carefully review correspondence. Diamond Hill will never ask for financial information of any kind or for payment of money during the job application process. We do not require any financial, credit card or bank account information and/or any payment of any kind to be considered for employment. If you suspect communication about a position is fraudulent, please contact Diamond Hill’s HR Team at [email protected]. If you are the victim of fraud resulting from a scam, please contact your local authorities. Diamond Hill will not be held liable or responsible for any claims, losses, damages or expenses resulting from the scammers.

$500+B AUA | 450+ Clients | 1,800+ Investment Funds or Accounts | 990+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund administration, accounting, middle office, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, interval and tender offer funds, collective investment trusts, business development companies, variable insurance trusts, series and stand-alone trusts • PRIVATE FUNDS: Hedge funds, private equity funds and general partnerships, real estate funds, venture capital funds, fund of funds, and credit funds. • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency and shareholder services, fund compliance and CCO resources, distribution, portfolio accounting, investor servicing, treasury services, audit and tax management, middle office service solutions, and EDGARization and printing services. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs while serving as a trusted business partner. The Ultimus approach to administration services is distinctive and is built on a foundation of commitment to, excellence, innovation, and partnership. We understand that no two clients are alike and tailor our services—from administration services to product design and launch to conversion—to meet each client’s unique needs. For more information, visit www.ultimusfundsolutions.com.

EmployShare designs, builds and operates customized business models for financial advisory practice owners. We do this by offering a suite of integrated systems, from the straightforward to the complex – and everything in between. You are supported by complete access to our team of lawyers, protection experts and HR professionals. All at a controlled cost to you. Design: We start with a deep dive into your current business model. We conduct a thorough and collaborative examination of your business, its strengths, weaknesses, vulnerabilities and gaps. The result is a very detailed plan, your Employer Model Plan, which includes recommendations and solutions to manage and protect your practice, in addition to guidance and directives for mitigating your risk with various Federal and state regulatory agencies. Build: We build your Employer Model and install processes and safeguards to enhance and protect your practice. Deliverables include an array of necessary business documents such as state-specific employment agreements, job descriptions, compensation agreements, employee handbooks, succession agreements, equity agreements, protective documents and more. We also align your legal entity operating documents, insurance, and accounting practices to help you strengthen and fortify the protective layer you expect from your legal entity. Operate: We designed and built your customized Employer Model. Now we operate it on your behalf 24/7. Our System integrates normally fragmented processes into a Single Source Solution. We connect your business model to your practice and employees, bringing you into a protective position with regulators who can hurt you the most, like FINRA, SEC, DOL, IRS and numerous state agencies. We help you run your business and reduce your burden of risk – so you can spend more time with your clients.

Over the last 25 years, The Capital Corporation has established itself as one of the premier middle market investment banking firms in the country. We specialize in navigating our clients through the complicated and time intensive processes of selling their businesses, acquiring other businesses, and/or securing capital. Over the last two decades, we have continuously refined our networks, approach, and skill-sets needed in order to successfully close transactions with companies of this lower-middle market size. Our approach is highly unique. We have assembled the only investment banking team east of the Mississippi who can boast the following attributes: •A top quartile closing rate across hundreds of middle market transactions •One of only six investment banks in United States that is a member of IMAP •A broad network of thousands of buyers/investors, across 30+ different countries •A first-hand understanding of what it is like to own/operate private businesses (given our team’s ownership positions in 30+ companies) •A first-hand understanding of what it is like to be a buyer of private companies (including both financial and strategic buyers) •A high caliber, blue chip investment banking background from a variety of Wall Street firms •An ability to offer our clients specific, industry expertise across 40+ different industries

CAPITAL Services is a leading payment portfolio management and servicing company that creates, evolves, and services profitable payment programs in partnership with our clients. Focused on financial strength, we successfully originate and manage card assets and provide a unique and innovative set of services in the payments industry for more than one million accounts nationwide. Our History - CAPITAL Services began operation in 1998 as CAPITAL Card Services, Inc., focusing on the management and servicing of credit card portfolios. Our company was built by executives with years of experience in the financial services and credit card industries and has grown beyond credit cards to include a full range of payment products and services. We have two locations, in Sioux Falls and Brookings, South Dakota.

The Ohio Capital Corporation for Housing (OCCH) is a nonprofit financial intermediary based in Columbus, Ohio that works with private and public developers to create affordable housing opportunities. OCCH leverages private capital for the construction, rehabilitation and preservation of affordable housing. We believe that through providing affordable housing enhanced by supportive services, we can build sustainable communities that provide opportunities and empowerment in the lives of our residents. OCCH has raised over $5.3 billion in private capital and invested in over 53,000 units of affordable housing in over 900 developments. OCCH has a lending arm, the Ohio Capital Finance Corporation (OCFC), which offers products such as predevelopment and acquisition loans to enable affordable housing development. Since its creation in 2002, OCFC has made over 675 loans totaling $583 million in production to assist in the creation, rehabilitation and/or preservation of more than 29,105 affordable housing units. OCCH created Community Properties of Ohio Management Services (CPO) in 2003 for the specific purpose of turning around a troubled portfolio of over 1,000 affordable units spread around seven Columbus neighborhoods. After a $100 million renovation effort, CPO continues to stabilize and maintain the portfolio with a hybrid of real estate management and focused supportive services. Leveraging their management expertise, CPO currently manages over 2,900 units, including units for OCCH partners. OCCH created Ohio Capital Impact Corporation (OCIC) as a 501(c)(3) non-profit to extend the mission of OCCH through creative and transformative philanthropic investments. These resources are granted to partners working creatively to improve life outcomes for residents of affordable housing communities where OCCH has investments. Since 2012, OCCH has raised over $25 million for OCIC initiatives.

As a Dayton, OH-based wealth management firm, we work with clients to seamlessly orchestrate the complexities of their financial world in a highly personalized manner so that they can confidently live the life they envision today and in the future. We serve an array of clients, including • Doctors and dentists • High-income professionals • Entrepreneurs and small business owners • High-net-worth and ultra-high net worth individuals and families As a Dean client, you can expect • A highly consultative relationship that entails understanding the financial intersection of your personal and professional life • Access to deep expertise across an array of disciplines • Integrated solutions that include wealth planning, investment management, and business services To learn more about the ways we can help you live the life you envision, visit www.chdean.com or call us at 800-327-3656 or 937-222-DEAN (3326).

At Hamilton Capital, the bottom line is results matter. We seek to build, protect and compound wealth with your vision of the future in mind. Wealth in itself is usually not the destination. It’s simply the vehicle for something more meaningful. Our process to get you there requires careful planning and more importantly, high quality investment returns. Your best interests are at the core of what we do, and we take the time to understand you, your vision and the why behind it. As a Registered Investment Advisor, we are a fee-only, independent wealth and investment management firm. We are committed to operating under the fiduciary standard while maximizing transparency and maintaining compensation structures that are aligned with your success. We manage more than $2 billion in assets for individual and institutional clients nationwide, including rising young executives and professionals to wealthy families and foundations and retirement plans. Our team is nationally recognized, highly credentialed, and hand-selected for their knowledge and diverse experiences in finance, business, tax and investment management. They are also equipped to handle even the most complex family wealth structures. We believe your financial future requires constant reflection, evaluation and evolution. We utilize our distinctive and highly-sophisticated dynamic investment process to take full advantage of your portfolio’s compounding potential; striving to build high quality returns, protect capital in down markets and allow future returns to build on past results. From dynamic investment management and focused estate planning, to philanthropic initiatives that build wealth while advancing causes that are meaningful to you—our team knows your needs cannot be categorized into a one-size-fits-all model. Our goal is to help our clients achieve peace of mind about their finances and future. Visit our Important Disclosures for more information: https://bit.ly/2JPZFzX

Westminster Financial Companies, Inc. is an investment management company based out of 865 S DIXIE DR, Vandalia, Ohio, United States.

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $45 billion in assets under advisement. Meeder’s advisory and product suite is driven by our founding principle: provide investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, energetic, and want to make an impact on a thriving firm.

Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals. Our firm is founded on integrity, passion and delivering the best possible outcomes for clients. Everhart Advisors offers 401(k) plan consulting, wealth management and tax planning with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida. For more information regarding our awards and recognitions visit: https://everhartadvisors.com/about-us/awards-and-recognitions/ Everhart Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Everhart Advisors and its representatives are properly licensed or exempt from licensure. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Everhart Advisors does not endorse, authorize or sponsor third party content, services, products or information. As a registered investment advisory firm, we are restricted from posting any form of testimonial related to our investment advisory services. Thus, LinkedIn recommendations and endorsements must be disabled. Everhart Advisors does not provide tax or legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Everhart Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss. Academic Advisory Board members receive compensation from Matson Money for their services; and in exchange, provide: independent consulting services to Matson Money leadership; co-author white papers; speak at Matson Money conferences; and provide insight to Matson Money processes generally within the scope of their area of expertise including but not limited to portfolio construction, asset allocation, mathematical principles, investor behavior, and/or statistical concepts, amongst others. Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures