Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company evolved from a predecessor brokerage firm that started in 1974, to a financial services company today with over $45 billion in assets under custody and administration (as of 1/25/24). Visit www.TrustETC.com for more information. For career opportunities, visit www.TrustETC.com/careers.

Founded in 1990, TRUST COMPANY FAMILY OFFICES is a national trust bank and the regional purveyor of investment and trust services, with over $2.8 billion in managed fiduciary assets. Among other services, TRUST COMPANY FAMILY OFFICES serve as Trustee of revocable and irrevocable trusts, IRAs, and other investment entities. TRUST COMPANY FAMILY OFFICES also accepts appointments as investment agent for individuals serving as their own Trustee, in order to provide lifetime management of financial assets. Through a highly personalized approach, TRUST COMPANY FAMILY OFFICES work with clients to understand the needs and objectives that inform investment strategies and administrative responsibilities and is committed to establishing meaningful, long-term client relationships.

SJS Investment Services has been advising people, families, organizations and communities, managing their assets, and in general, being there for them since 1995. Our time-tested investment philosophy builds on the research of Nobel Laureates and experienced practitioners, implementing in the real world what has been emphasized in the ivory towers. We have approximately $2.0 billion* in assets under management. But most important, we bring major money center investment experience to you through MarketPlus Investing, and a team of people whose small-town values put you first, all the time, every time. That’s what sets SJS Investment Services apart. *as of 12/31/2022

Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of "investor advocacy."​ As our clients'​ Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that "our only alliance is with our clients."​ Highland serves a wide array of clients. Fiduciary clients include defined benefit and defined contribution plans, Taft-Hartley plans, foundations, endowments, and other institutional investors. Clients also include family offices and similar private investors. The growth of our client base follows a managed approach in terms of the number of clients we serve and the total amount of assets we oversee. Highland maintains a commitment to grow at a rate that allows us to provide the resources, responsiveness and service that our clients deserve.

Experienced sourcing importer with a demonstrated history of working in the seasonal products industry with grocery retail chains.

TFO Wealth Partners is a wealth management firm specializing nationally in helping families thrive by connecting their wealth and purpose. Headquartered in Maumee, Ohio, with offices in Houston, Winchester, St. Louis, and Phoenix, our team shares a mission of providing personalized guidance across all aspect of our client’s financial life. Our breadth of services include investment advisory, wealth planning and family office, family governance and education, philanthropic planning, corporate retirement plans, and more. We believe through this set of collaborative, connected solutions, we can provide the family office experience we believe our client families deserve, one that transcends the limits of what traditional wealth managers might offer. Please note: we’ve recently rebranded, changing our name from “TDC Investment Advisory” to “TFO Wealth Partners.” With “TFO” standing for “The Family Office” we believe our new name more accurately reflects the breadth of solutions we provide our client families.

KMG Fiduciary Partners, LLC is an innovative, entrepreneurial financial planning and asset management firm. As a fiduciary, we are obligated to put our clients first and we are uniquely qualified to help each one reach their personalized goals. As a premier independent firm for like-minded clients and advisors, we will always act in a fiduciary capacity, and have a commitment to long term success and the desire to have a meaningful working relationship. We seek to help each and every client reach their financial goals and achieve long term success through personalized financial plans designed specifically to meet their individual needs. KMG Fiduciary Partners, LLC offers a comprehensive collection of services unrestricted by specific products. As a fiduciary firm, we are not bound by any products and services of any one company, and have the flexibility to source tailored solutions for you.

At Savage and Associates, we aim to simplify financial services, employee benefits and insurance to continuously meet the needs and interests of our clients. Our team of professionals have access to wide range of resources to help you achieve your financial goals. Each client’s unique needs are examined closely by a dedicated service team who put their combined knowledge and industry experience to work every day. Savage serves individuals, professionals, and business owners by helping them minimize insurance risk and maximize opportunities. The late John F. Savage founded the firm in 1957 with the belief in people and the difference they can make in the lives of others. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

BLU DIAMOND HOME CARE LLC is a medical practice company based out of 3481 OFFICE PARK DR, Dayton, Ohio, United States.

Gain the independence you need by connecting actions with outcomes through our proven Wealth Management Formula Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Kinetic Wealth Investment Advisors, a registered investment advisor. Kinetic Wealth Investment Advisors and Kinetic Wealth are separate entities from LPL Financial.

I focus on uniquely providing tax and legally structured financial plans. I am a fully registered financial advisor with my series 6, 7, 63, 66 registrations and life, health, and annuities licenses, as well as being an Accredited Investment Fiduciary. In short, fiduciary duty is considered the highest standard of care. In addition, I am an attorney licensed to practice law in the states of Ohio and Florida. I personally prepare over 400 tax returns each year and oversee an additional 1,100, enhancing our ability to serve by using our three-tiered approach in managing the following three companies. - Wealth Health, LLC- Wealth Health Tax, LLC- Gault Legal Group, LLCI am a graduate of Bowling Green State University and Michigan State University College of Law. I currently serve as a Commissioner on the Avon Landmark Preservation Commission, the President of the Avon French Creek Foundation, council member of the Avon Cleveland Clinic Community Advisory Council, Avon Library Committee, North Ridge Scenic Byway and Biking/Walking Path Committee, and Cetera Advisors Advisory Council.I reside in Avon with my wife, Alissa, and our four children, Samantha, Blake, Farrah, and Astoria. On the weekends you can find me at the office or at home enjoying time with my family, going for walks, playing with the kids outside, and volunteering as a Sunday school teacher.

Garrison Financial can provide access to a network of professionals that offer Comprehensive and Integrated Benefit Strategies to help Business Owners and the Human Resources Officers of small to middle market sized companies reduce the administrative burden and expenses associated with their complex Payroll, Group Insurance, Retirement Plan, and Workers' Compensation offerings. In addition, Garrison financial can work closely with many individual clients and their families on their personal risk management and wealth strategies. (CRN201410-165635).