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.

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.

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

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.

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.

Who We Are TBG is a small business with a broad national footprint with offices in Washington, D.C., Manassas, Virginia and Charleston SC. TBG personnel are located in twelve states (SC,VA, MD,RI,CA,HI,TN,DE,WA,NY,ME,MA) plus Washington DC. TBG is a firm with an extended, multi-disciplinary team of consultants and network of partners, such as the Institute of Management Consultants USA. What We Do TBG focuses on the human side of an enterprise by empowering people for performance excellence in their work through consulting, supporting, coaching, and training. Since 1988, TBG has served, successfully, over 150 clients in the public and private sectors, including supporting outreach and education initiatives with communities. TBG is a firm with a broad footprint across the U.S., as well as many places worldwide, through teaming with industry associations, universities, and other businesses.

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.

Sudsina & Associates, LLC, is a full service municipal advisory firm serving the financing needs of public entities throughout Ohio. The firm is a collaboration of experienced professionals that ensures each of our clients a team of highly qualified individuals to assist with the execution of financing plans. Our clients trust us to provide financing recommendations consistent with their goals, while minimizing the size of the issue, priced at the lowest available interest and issuance costs and finally, with the most flexible terms. Whether it be a long-term bond issue, equipment lease or a short-term cash flow borrowing, we have the resources to prepare issuers to tap the financial markets for the best available financing solution. We are registered municipal advisors with both the Securities and Exchange Commission (SEC) and the Municipal Securities Regulatory Board (MSRB) and our staff serves on the Board of Directors of the National Association of Independent Public Financial Advisors (NAIPFA) and Regulatory Committee of NAIPFA. Our firm has participated in more than 500 financings for Ohio cities, counties and schools totaling over $4 billion in par value and has ranked in the top 2 municipal advisors in Ohio since 2008 for number of transactions.

Registered client service specialist and administrative support for Managing Principal.

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

Ayers Wealth Management is a comprehensive wealth management firm offering financial planning and investment services.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.