SMITH, MOSES & COMPANY, LLC is a financial services company based out of 2149 NORTH FAIRFIELD RD., BEAVERCREEK, Ohio, United States.

DANIEL T. AUSTRIA AND ASSOCIATES is an investment banking company based out of 4044 N EMERALD CT, Beavercreek, Ohio, United States.

Village of Coldwater is a law enforcement company based out of P.O. BOX 118, Coldwater, Ohio, United States.

At Anderson Financial Strategies, we combine institutional-level portfolio management along with sophisticated financial planning into a boutique experience. By having independent ownership, our business is free from competing influences and can focus on putting our clients’ needs first. We embrace serving our clients as a fiduciary and are not afraid to put our recommendations in writing. As a client, you will be plugged into an “ecosystem” of financial advice that is designed to instill confidence about your financial position. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals. Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC.

At Rightwealth Advisors, our mission is to help our clients succeed financially. For us, it’s a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and knowledge, and an uncompromising dedication to its clients. We partner with Raymond James and Cantella & Co., Inc. to provide our clients with top-quality investment advice and services. Our team has more than 30 years of experience with high net worth clients in the Cincinnati and Dayton, Ohio areas, including the fast-growing communities of Beavercreek, Blue Ash, Centerville, Clearcreek Township, Lebanon, Mason, Montgomery, Oakwood, Springboro, West Chester, and Washington Township. We share helpful information about topics such as saving for retirement, estate planning and other ways to achieve your financial goals on our website at www.rightwa.com. We invite you take advantage of this resource and visit us often. Or call us today. We’re ready to earn your trust. Please refer to our website for a list of states in which we are registered to conduct business. Advisory Services offered through Rightwealth Advisors, LLC. Securities offered through Cantella & Co., Inc., Member FINRA/SIPC. Social media networks are independent organizations and are not affiliated with Cantella & Co., Inc in any way. Views expressed in these posts are the current opinion of the author, but not necessarily those of Rightwealth Advisors, LLC, Cantella & Co., Inc. or your financial advisor. The author’s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.

Founded in 1990, Shoker Investment Counsel, Inc. has been a fee-only money manager from its inception. We currently manage over $160 million in assets for individuals, families, corporations and pension plans. We primarily use a combination of individual stocks, bonds and low-cost exchange traded index funds to construct tax-efficient portfolios. As a registered investment advisor, we are held to the fiduciary standard and do not sell products or collect commissions. Client's assets are held at an independent custodian. You will always have online access to your accounts and receive separate reporting and statements produced and sent to you by the custodian. We provide custom portfolio management services and seek to provide investors with appropriate investment solutions, transparent fees, and exceptional service. Whether it is about managing your portfolio, securing income, or a broader range of wealth management services, we strive to simplify your financial life and help you meet your short and long term goals. Our experienced team works with you to understand your specific objectives and create solutions individually tailored to your needs. Everything from setting financial targets, securing income, updating your risk profile to managing family wealth dynamics, we'll help you be prepared for all of life's stages. By keeping a small number of clients per advisor, you can be assured that your portfolio is getting the attention it deserves during these periods of economic and market uncertainty. Your specific objectives will drive your solution. Partnering with Shoker Investment Counsel, Inc. will give you a clear vision of your financial situation and allow you to spend your time focusing on what is important to you.

Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States. Jessup's mission is to grow our client's net worth through detailed planning, insightful strategies, timely execution and active portfolio management. The cornerstone of our philosophy is that there are 3 major segments in your life that your plan should take into consideration: Family, Finance and Future. Any plan we conceive with you will address these key issues because balance is a key component to any successful plan. Jessup Wealth Management is an enterprise practice that offers specialized, cost-efficient wealth services. We are full-spectrum and manage everything in-house for the best value and service we can offer. Jessup Wealth Management, 35 Park Avenue, Dayton, OH 45419. (937)938-9105 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

• Updated client investment portfolios using Excel database • Created and marketed a Facebook web page for firm • Maintained electronic and paper client files

I worked for Jack Bowman and Alfredo Sandoval. They both previously worked for Merill Lynch and decided to start their own company. They have clients all over the United States and Alfredo's office is based out of California. I had a marketing internship over the summer. My basic tasks were to design an ad for the Centerville Sports Program, redesign a financial portfolio to present to clients or potential clients, and I did market research.

At Birchcreek Wealth Management we take pride in providing exceptional financial planning and investment management solutions. We draw on our expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. We enjoy walking them through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own, in turn enabling them to focus on other priorities such as spending time with loved ones, focusing on their health, and simply enjoying life. To show our commitment to putting our clients first, Birchcreek was founded to serve as a fiduciary in 100% of our client interactions. We are an independent, ‘fee-only’ registered investment advisor (RIA). Operating as a fiduciary legally and ethically requires an advisor to put your interests ahead of their own, and to act with prudence and loyalty. At Birchcreek, we will never accept a commission or kick-back from investment or insurance products. We only generate revenue through the predetermined advisory fee rate we agree upon in advance. This leads to: mitigated conflicts of interest lower overall costs broader availability of securities and funds the highest level of transparency around what you are paying a streamlined client experience through reduced paperwork and legal jargon Birchcreek is directly regulated by the Securities and Exchange Commission (“SEC”) an independent federal government agency responsible for protecting investors. To maintain our stance as independent and objective, we advise clients on assets which reside with trusted, highly-vetted custodian partners. For the majority of our clients, we have chosen Fidelity as custodian. Fidelity has more than 70 years of financial management experience, $7.8 Trillion of assets under administration, industry leading technology, and a reputation for integrity.

Provided administrative support to the senior partners and CEO in the areas of retirement, tax, estate, portfolio, and risk management;Managed calendars and meetings for senior partners and CEO;Organized and improved the accuracy of the client filing system;Prepared correspondence documents;Managed and distributed legally mandated consumer information

McKee Asset Management is a company based out of 8 South Third Street, Tipp City, Ohio, United States.