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.

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

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

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.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Prepare trades of accounts and trade, Prepare summary reports for quarterly meetings with clients, attend some meetings with clients, research and analysis including a tax savings analysis,keep track of continuing education credits, update excel spreadsheets, write-up summaries, help clients get money out of a closing plan, attend conferences, etc.

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).

Alan B. Lancz & Associates, Inc. is a nationally recognized investment advisory firm that is a fiduciary looking at your best interest. We have earned a global reputation for our disciplined and transparent approach to our financial, retirement and wealth management strategies. For important disclosures: http://www.ABLonline.com/disclosure

At MPM Wealth Advisors, we believe retirement planning should be as unique as you are. That's why we take the time to truly understand your needs and desires, so we can create a plan tailored specifically to you. Our Retire right process takes into account all aspects of your financial life, from investments, social security, taxes to estate planning, with the goal of maximizing your retirement income, minimizing risk and, helping you thrive in retirement. Step 1 – Plan We’ll look at the whole picture together. Have you always dreamed of traveling the world? Which charitable giving opportunities inspire you? What kind of legacy do you want to leave for your heirs? As we get to know you, we can create a plan that honors your values, addresses your concerns and provides you with a clear financial roadmap to achieve your goals. Step 2 – Invest Next, your advisory team will assess the timing of your goals along with your comfort level with risk and develop a personalized investment strategy. We don't believe anyone can consistently time the market or pick winning stocks. We follow an evidence-based approach to investing that focuses on global diversification, targeting premiums of returns, reducing expenses and turnover and minimizing taxes. Step 3 – Thrive Let MPM focus on the money, so you can focus on enjoying the special moments in life. Meet with your advisory team regularly to review your plan, if your circumstances change, or when you have questions, concerns or ideas you want to discuss. We have our finger on the pulse of the financial landscape and will let you know if we recommend any changes to your plan. *Content provided on this page, by MPM Wealth Advisors, should not be construed as investment advice.

S&D Capital’s Mission: Our commitment is to listen and work with intention to provide independent solutions that simplify and diversify our client’s lives. S&D Capital’s Vision: To be at the forefront of independent financial advice by our commitment to education, integrated technologies, and enhanced services. Your Need for Objective Advice Drives Our Independence: Together, we offer the objectivity of working with an independent financial advisor combined with the ability to access the world’s financial markets and a wide range of diversified financial products and investment resources. We are very proud that we do not represent any one company and have the freedom to seek out the best companies, solutions, and opportunities that align with your desires, needs, and financial goals. Oregon Branch: 3150 Dustin Road, Suite 2 Oregon, OH 43616 Cleveland Branch: 7227 Chagrin Road, Suite D Chagrin Falls, OH 44023 Oregon Office: (419) 693-9000 Cleveland Office: (440) 561-6800 Toll-Free Fax: (866) 824-9119 Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer. Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. S&D Capital and Cambridge are not affiliated.