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

Since 1984, SAFY has strengthened families and communities through therapeutic foster care, behavioral health, adoption, family preservation, and older youth services. We focus on helping children achieve permanency, safety, well-being and self-sufficiency. Helping families and children is at the heart of what we do. Strong families are the foundation of strong communities. We help stabilize our communities’ foundations by providing a strong framework of services helping families heal, have hope and thrive. SAFY of America is a not-for-profit (501)(c)(3) agency offering an Integrated System of Care to diverse populations in Alabama, Colorado, Indiana, Kentucky, Nevada, Ohio, and South Carolina. SAFY is accredited by the Council on Accredition (COA). To learn more about our organization and services, visit SAFY.org.

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.

Employment with the State of Ohio is more than ‘just a job’ – it is a privilege to serve our families, friends and neighbors who rely on us throughout our great state. We are a team of dedicated public servants committed to high performance, innovative thinking, and delivering excellent and efficient services. Our goal is to recruit and retain the best talent for our positions, because when we have the best talent, we get the best results for our community. We are #TeamOhio.

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.

Buckingham Advisors is a unique team of professionals working together to create financial success for our clients. We are CFA® charterholders, CFP® professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists. We are Millennials, Gen X, Gen Y, and Boomers. Yet we are much more than our credentials and diversity. We are all innovative thinkers helping you look to your future, and providing plans and strategies to ensure that you are on the right path to achieve your goals. When your financial needs are complex, encompassing both personal and business issues, having a single firm that can address them all is a huge relief. One phone call to your dedicated advisor and your questions are directed to the right team experts who can address them. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. To learn more about us and the services we provide, please visit www.mybuckingham.com or email [email protected].

Implemented new procedures to provide management with accurate accounting records in a more timely manner. Reviewed work of peers to provide management better use of their time.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wisdom Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1000 Corporate Drive Suite 700, Ft Lauderdale FL 33334, (954) 938-8800. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wisdom Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1000 Corporate Drive Suite 700, Ft Lauderdale FL 33334, (954) 938-8800. We have agents licensed to sell insurance in the following jurisdictions: FL, NY, NJ, CA, AR, AZ, CT, GA, IA, IL, KS, MD, MO, NC, NE, OH, OK, MA, MI, PA, SD, TN, TX, VA, WA, WV. We have agents licensed to sell securities in the following jurisdictions: FL, NY, NJ, CA. CALIFORNIA LICENSEES Anna L Borgman | CA Insurance License # 0K99381 | Domiciled in FL Michele B Friedlander | CA Insurance License # 0M12209 | Domiciled in FL We have agents licensed to sell securities in the following jurisdictions: FL, NY, NJ, CA. CALIFORNIA LICENSEES Anna L Borgman | CA Insurance License # 0K99381 | Domiciled in FL Michele B Friedlander | CA Insurance License # 0M12209 | Domiciled in FL

Primary Financial is a financial cooperative owned by the nation’s corporate credit unions who in turn are owned by the majority of all 4,800+ credit unions nationally. Because of the inherent relationship we have with credit unions, no CD broker, underwriter or rate service can work with as many credit unions as Primary Financial. If a financial institution wants to raise CDs from credit unions or be in the credit union market, you need to create a relationship with Primary Financial.

Waller Financial Planning Group strives to provide holistic financial structure and long-term counsel to assist our clients in the pursuit of their desired Lifestyle & Legacy. It is with great pleasure and responsibility to serve as our clients'​ trusted advisor. These valued relationships are built upon unbiased advice, exemplary service and a shared passion for their financial independence.