Gries Financial provides the highest level of investment and wealth management counsel to a select group of high net worth individuals as well as institutions including endowments and foundations. As an independent, conflict free Registered Investment Advisor, Gries Financial has a global client base.

Foundry Partners, LLC is a boutique asset management company that specializes in active management and delivering positive risk-adjusted returns for our clients. While we service a variety of institutional clients, our primary offices are located in Minneapolis, MN (headquarters) and Cleveland, OH. Our name pays homage to our time-tested investment philosophy and the types of clients we built our roots on. Similar to an actual foundry, our portfolio managers look to take raw assets and mold them into a comprehensive and refined portfolio. Like the men and women who work hard on those foundry floors, we are always working to build a solid investment foundation for our clients. What Makes Foundry Partners Unique? Consistency: We believe that consistency in approach and personnel gives us the necessary footings to build a solid investment foundation. Discipline: Although a strong foundation is necessary, it doesn’t get you anywhere without a sound discipline. Our portfolio managers have achieved a long-term track record of by developing and adhering to our discipline and not wavering in the face of the market’s ebbs and flows. Experience: Foundry’s investment professionals have an average of over 20 years of investment experience. This experience combined with a history together lends itself to stability and confidence through a variety of environments. Disclaimer: 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.

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.

Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

MUTUAL SHAREHOLDER SERVICES is a company based out of 8869 BRECKSVILLE RD, BRECKSVILLE, Ohio, United States.

CW Industrial Partners, LLC is a is a Midwestern private equity firm that encourages its knowledgeable investors to partner with it in finding, vetting and owning companies. Based in Cleveland, Ohio, CW Industrial Partners acquires lower middle-market companies in niche manufacturing and business services industries and gives them the capital, support and freedom to grow. Founded in 1999, the firm’s investors are primarily successful entrepreneurs and executives who contribute to the evaluation of investment opportunities and ongoing governance of those investments. Please direct any inquiries to [email protected].

We’re not your typical investment banking firm. We think differently. We act differently. Candlewood Partners is a Cleveland, New York, and South Florida-based boutique investment bank and advisory firm. Since 2001, we’ve supported the needs of middle market companies worldwide, successfully tackling complex engagements that others simply cannot. When you work with us, we become an extension of your leadership, providing you with the tools you need to buy, grow, or fix your business. We do the heavy lifting, allowing you to effectively execute your project without taking time away from leading your company. Empowering our clients is at the heart of the Candlewood Partners’ mission. You have the vision. We can help you achieve a successful outcome.

Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. We created SWP because we saw an opportunity to provide more personalized solutions to clients in an environment that put their interests first. Our work on behalf of our clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals. At our core is our fiduciary duty – a legal obligation to put your best interests first. More than just an obligation, our structure allows us to act with the utmost integrity. As a fiduciary, we offer you confidence in knowing that we: - Strive to eliminate conflicts of interest - Separate financial advice from custody of assets - Provide fee-transparency Please read our disclosure statement at: https://stratwealth.com/legal/

We’re a boutique investment banking firm with a nationally recognized practice that advises on the sale of residential and commercial service companies. Specifically, plumbing, HVAC, roofing, inspections, maintenance & and more. Securities are offered through SFI Capital Group, LLC, Member FINRA, Member SIPC, and the affiliated broker-dealer of League Park Advisors, LLC

At JK Investment Group, our success is a tribute to our process for investing; rather than defaulting to outdated models, we utilize research-backed opportunities that incorporate creativity. The merit of JK Investment Group’s approach is rooted in our market research. Our investing attempts to quantify investor sentiment in the market. We combine this with extensive fundamental and technical analysis in attempt to capitalize on undervalued, under-hyped assets. Our comprehensive approach involves more than wealth management as we anticipate and address your needs for retirement planning, insurance and more. Combining our experience and analysis with passion and energy has made JK Investment Group a versatile investor in the market. Securities offered through Regulus Financial Group, LLC. Member of FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors, and Regulus Advisors are affiliated entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

QDRO Group is one of the nation’s largest firms devoted exclusively to aiding domestic relations attorneys in dividing retirement benefits. We provide a unique blend of legal, accounting and actuarial expertise with a special emphasis on litigation support. We believe that if a present value report or an order dividing a retirement plan does not hold up in court it was a waste of money. In fact, QDRO Group’s experts have appeared in court over 1,600 times with stunning success thanks to our special “Litigation Support Team.” When someone asks “Who drafted your QDRO?” you can confidently point to the fact that our staff members have authored eight leading legal texts in the field over the last 22 years including Dividing Pensions in Divorce: Negotiating and Drafting Safe Settlements with QDROs and Present Values, Third Edition and Value of Pensions in Divorce, Fifth Edition - all published by Wolters Kluwer Law & Business. Our reasonable, $400 flat-rate fee guaranteed through approval and instant access to the most knowledgeable staff in the country to answer your toughest questions are just two of the reasons that QDRO Group has emerged as a national leader in the field.