Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. As a fiduciary, we are obligated to place your investing success ahead of our returns. We specialize in Investment Management, Financial Planning and Corporate Retirement Plans. Carnegie Investment Counsel is fee-only, meaning our only compensation is a percentage of assets managed, which is an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees and over $3 billion in assets under management and advisement (as of 9/30/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.

Moskal Gross Orchosky Inc is a financial services company based out of 1301 E 9th St Ste 1400, Cleveland, Ohio, United States.

Since 1990, Carver Financial Services, Inc. has been helping clients around the corner and around the world enhance and maintain their standard of living while simplifying their lives. Our team works with clients to create wealth management solutions based upon their individual needs, goals and risk tolerance. We do not utilize model portfolios, packaged plans or proprietary investments. We utilize Personal Vision Planning® that offers solutions based on your personal goals and vision. Our vision is simply to make people’s lives better – our clients, our community, and our team. We seek to simplify your life while enhancing your lifestyle. As independent investment advisor representatives with nationally recognized expertise, we are well-positioned to serve you. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Carver Financial Services, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

RMS Investment Group is a private family office company.

Since 1991 Capital Advisors, Ltd. has been serving as an accessible and proactive point-of-contact for our clients'​ wealth management needs to deliver the insight essential for making more informed decisions. We have over 230 years of cumulative experience with an average tenure of 16 years, and a total of 16 industry credentials. Acting as financial counsel, we are dedicated to the Financial Planning Process, helping business owners and successful families and individuals gain perspective, vision, and discipline while reaching consensus among all of their advisors. This produces a fully integrated and comprehensive look at a client’s financial affairs, well-defined objectives, and mutually agreed upon plans that may help achieve a more successful outcome. Our investment management strategy finds its roots in the financial planning process as we tailor investment portfolios to meet our client’s specific facts, risk tolerance, strategy preference and where appropriate integrated into CFM Horizon. Additionally, we employ a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. In addition to Cash Flow Modeling and Investment Planning, we offer the following wealth management services to meet our clients’ financial planning needs: Estate Planning, Personal Retirement Planning, Corporate Executive/ Corporate Retirement Planning, Business Succession Planning, Insurance Management, & Private Investment Analysis. Advisory services offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Capital Advisors, Ltd., LLC and the above named firms are independent, and non-affiliated. Tax services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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

Associated School Employees Credit Union is a financial services company based out of 1690 South Canfield-Niles Road, Youngstown, Ohio, United States.

We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their few clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing. And we can't help our clients fully if we only share select information like their "highlights,"​ so we make sure our investors see a complete and comprehensive view of all their assets.

Great Lakes Auto Network is a warehousing company based out of 843 Lake Ave, Ashtabula, Ohio, United States.

The Cadle Company II Inc. is a financial services company based out of 100N Center St, Newton Falls, Ohio, United States.

Beacon Financial Group is an industry leading financial planning firm with more than 20 years of experience. Whether you just started your first job, own a successful business, or are approaching retirement, the process to maximize your wealth is still the same: 1. IDENTIFY YOUR GOALS 2. PUT THE PLAN TOGETHER 3. TAKE ACTION 4. MANAGE AND MAINTAIN Your situation changes as you age, and when you have our team on your team, we guide you through those transitions to make sure your plan is always aligned with your goals. Having Beacon Financial Group on your journey, you can feel confident knowing your finances are being managed by professionals. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC. http://www.beaconfinancialgroup.net/privacy-policy

Financial industry expertise. Proven results. In an increasingly complex and ever-changing regulatory environment, financial institutions need trusted guidance and a results-driven approach. Young & Associates is a leading consulting, outsourcing and educational firm serving banks, credit unions and financial institutions nationwide. As former banking and financial executives with decades of industry experience, our consultants provide an unmatched depth of practical expertise. We are uniquely positioned to help our clients solve complex challenges. We offer a breadth of services to cover all the major areas of banking including regulatory compliance, lending and loan reviews, risk management, strategic planning and more. In all our services, we provide the trusted expertise you need to manage risk, stay compliant and position for growth and profitability. Contact us to speak with one of our consultants.