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).

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.

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.

What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, kids, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security. As stated in our registration with the SEC, our team of 18 professionals serve 714 client households with approximately $1.05 billion of assets under management as of December 31st, 2023. Furthermore, we are pleased to announce that we have joined forces with Howell Financial Advisors and have added a second Total Wealth Planning office in Carmel, IN where we have also acquired Charles Liles and Associates.

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.

Saxon provides comprehensive Employee Benefits, Wealth Management, Medicare, and Retirement Services to our clients. Whether you are a CEO, Small Business Owner or head of household, we utilize a team approach in analyzing and planning a client’s investment portfolio, cash flow, retirement and benefit/insurance needs. Our recommendations are based solely on your specific needs, circumstances and goals. We consistently monitor your goals and offer education to ensure your plan stays on course to meet your needs. The partners have over thirty years of investing and benefit experience and are active members of the community. 2023 Saxon Financial Services Communication regarding securities is strictly intended for individuals residing in the states of AL, AZ, CA, CT, FL, GA, IN, KS, KY, MD, MI, MO, NV, NC, OH, PA, SC, SD, TN, TX, VA, WA, WV, WY. 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. Cambridge and Saxon Financial Services are not affiliated. Not NCUA insured, not credit union guaranteed, may lose value. No offers may be made or accepted from any resident outside the specific state(s) referenced. Content provided via links to third-party sites should not be considered an endorsement of third part content. We make no representation as to the completeness or accuracy of information provided at these websites. Content/Posts pertaining to fixed insurance and health benefits services Do not relate to securities or advisory service, and are not affiliated with Cambridge. Medicare Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Not affiliated with or endorsed by the government or the federal Medicare program.

Generations Wealth, LLC was founded to pursue a higher standard that redefines the wealth management experience. We offer comprehensive or unbundled advice-based solutions - a compelling alternative to traditional investment-centric wealth management - specializing in Personal CFO services, passive investing and income tax. Generations Wealth, LLC is registered and regulated by the U.S. Securities and Exchange Commission (SEC) and serves clients nationwide. Registration with the SEC does not imply a certain level of skill or training.

Medicare Specialist

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.