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.

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).

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.

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.

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].

Everybody wants help managing their finances. That's why successful and busy people like you seek experts when facing the new and unexpected. You reach out to people like your attorney, financial planner, and accountant, hoping they can point you in the right direction. But the wealth management industry is broken. While each person may counsel you with expertise, every piece of advice leads down a different path. You end up left in the middle trying to coordinate all of the moving parts and making a decision on something you've never experienced before. Sound overwhelming? That's because it is. One Team. One Plan. One Simple Fee. Discover a new approach to coordinated wealth management where your investments, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee. For informational purposes only. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. Wealthquest Corporation (“Wealthquest”) is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The ideas expressed do not constitute legal, tax, or investment advice or a recommendation of any particular strategy. Before investment decisions, seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory, and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements are based on assumptions, and results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. Wealthquest is not required to update information presented unless otherwise required by applicable law. For more information, including our Form ADV Part 2A Brochure, visit https://adviserinfo.sec.gov/firm/summary/141473 or contact us at 513-530-9700.

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

Cincinnati Asset Management, Inc. has specialized in the management of fixed income securities for individuals, financial professionals, and institutions for over 30 years. We concentrate our efforts exclusively in the U.S. taxable corporate bond market, managing a wide range of strategies from short to intermediate duration, investment grade to high yield, as well as ESG focused. In all cases, fundamental credit research is a primary element of our security selection process. Investment Philosophy: We believe that managing corporate bonds allows us to capitalize on the structural inefficiencies of the corporate bond market and to maximize favorable risk/reward scenarios that exist within domestic fixed income markets. CAM follows a conservative “bottom-up value” investment discipline that stresses downside protection in seeking out companies that are currently out of favor with investors, but poised to improve. The primary focus is preservation of capital with a secondary, but extremely important, emphasis on total return. Our portfolios are not managed to a benchmark from a portfolio construction perspective, but do look to outperform respective benchmarks over a full market cycle with less volatility. We do not utilize interest rate anticipation nor top-down sector rotation tactics. We look to minimize the impact of macro-economic factors, such as interest rate risk, from the investment process by employing defensive maturity structure within the portfolio. Separately Managed Accounts (SMAs): • Investment Grade • Broad Market • High Yield • Short Duration • Short Duration – Investment Grade Only • ESG Contact us at [email protected] for more information. See https://www.cambonds.com/disclosure-statements/ for additional disclosures on the material risks and potential benefits of investing in corporate bonds.

Wealth Dimensions provides comprehensive and personalized wealth management solutions for affluent individuals and families so that they have the clarity and confidence to achieve their most important life goals. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. When working with our firm, you can expect * Expertise to address the complexities in your life: We offer more than investment management. We provide our clients with the technical know-how and deep experience to address complex financial situations and simplify their lives. * Personalized and comprehensive wealth strategies: We create a personalized financial playbook for every client that includes wealth strategies tied to the quality of life they’re seeking and the impact they want to make in the world. * An unwavering commitment to our relationship with you: We are more than a fiduciary. We’re a boutique wealth management firm that sets an extremely high bar for the standard of care we deliver to clients. Our transparent, objective, consultative approach is intended to make you feel empowered and fully informed to make the very best decisions for your life’s journey. We are a SEC-registered investment advisor based in Cincinnati, Ohio. While we're located in the midwest, we work with clients across the U.S. Disclosure: The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

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.

Windsor Advisory Group is an investment advisory firm providing family office services to highly successful individuals, their families and family offices. Many of our clients think of Windsor Advisory Group as their personal CFO. We advise clients on key financial matters, create and monitor their financial blueprints and simplify their financial affairs. As professionals, it’s our job to look out for our clients. To accomplish this, we believe in aligning their financial make-up with their long-term goals, needs and passions. We customize a plan and portfolios based on client priorities and unique financial situations. We also understand that our client’s lives are about much more than the numbers on a financial statement.

At Brixey & Meyer Capital, we seek investment opportunities that are poised for tremendous growth but are lacking the necessary capital and/or operational excellence to achieve the highest potential. After successfully raising three funds, we offer a unique private capital investment opportunity to accredited investors in a niche market space. Our Investment Criteria: ∙ Recurring and sustainable EBITDA between $1.0 and $5.0 million. ∙ Industry niche that provides a strong growth opportunity. ∙ Strong management team in place to either continue with the business or stay on in a temporary consulting capacity to provide a reasonable period of transition to new leadership. ∙ Located in Eastern and Central time zones. BMC takes a controlling interest or preferred minority interest.