Victory Capital is a diversified global asset management firm. The Company employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan, and brokerage services. Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com. Important disclosures: https://investor.vcm.com/social-media-guidelines-and-disclosures

Founded in 1989, Riverside Partners is a Boston-based middle market private equity firm currently investing Riverside Fund VI, L.P. The fund focuses on growth-oriented companies primarily in the healthcare and technology industries. Riverside Partners is particularly experienced at partnering with founders, owners and management teams and it brings substantial domain expertise and operating experience to its portfolio companies. Riverside typically invests in North American companies with $3-15M of EBITDA that operate across a wide spectrum of the healthcare and technology industries. As entrepreneurs ourselves, we appreciate the challenges of growing businesses and understand the goals and perspectives of business owners and managers. We are more than just financial investors; we are business builders, applying our deep industry expertise, as well as our operating, consulting and investing experience to understanding the fundamentals of businesses and to identifying opportunities for further value creation.

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

Celebrating 30 Years of Successfully Partnering with Multinational Firms in Japan EXECUTIVE SEARCH Developing enduring partnerships with our clients to successfully fulfill board, executive and senior specialist search assignments. HUMAN RESOURCE SOLUTIONS Oak Associates provides customized human resources solutions for clients based on local market knowledge and international HR expertise.

Heartland Bank, #FeelGoodBanking Since 1911. Originally founded in a small Licking County farming community in 1911, Heartland Bank is a community bank proudly serving the Central Ohio and Greater Cincinnati regions. Offering financial services and investment planning, Heartland has 20 branches, and in 2018, built a corporate center to house the growing enterprise in Whitehall, Ohio. As financial institutions continue to consolidate, Heartland Bank is emerging as the area’s premier community bank. Surpassing $1.5 billion in assets, Heartland is expanding through robust online and digital strategies allowing the bank to serve clients at any time and anywhere. As the footprint of the modern-day branch continues to evolve, Heartland Bank remains true to its roots by valuing the customer experience and believing in a solid, strategic foundation for the future. Heartland Bank is proud to share that several associates have been employed by the bank for over 20 years – something rare in the job-hopping climate of today. Family commitment, community involvement, and associate success are keys to Heartland Bank’s purposeful planning and work-life balance. The collective visions of Heartland’s directors, leaders and shareholders provide guidance for the associates while demonstrating unquestionable integrity in a financial environment. Member FDIC. Equal Housing Lender.

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

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.

Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio. CRC was founded by Eric Bosshard and Chris Byke with the goal of providing unparalleled research with exceptional customer service. CRC’s research is conducted regularly and repeatedly, so we spot trends and inflection points faster and more accurately than other research providers. This helps our research and advisory customers stay on top of the channel and ahead of the competition. Equity Research CRC’s unbiased research leads to investment opportunities for companies under coverage. Partners benefit from our relationships in technology, consumer, healthcare, agricultural and industrial end markets to make the right investment decisions. Market Research CRC’s industry expertise gives a compelling voice of the market to our business partners. Through our reports, events, webinars, and advisory services, CRC’s market research team will uncover what your business needs to become smarter and more profitable. Advisory Services CRC’s intelligent advisory services help your business stay ahead of the ever-changing business landscape through deeper, critical thinking. Our research also provides clarity during high-stakes business decisions. At CRC, we do things differently; we hire intellectually curious, highly-motivated individuals to build the best research in the business. To learn more about CRC, visit us at: https://www.clevelandresearch.com/

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, and other strategic matters. BGL has investment banking offices in Chicago, Cleveland, Los Angeles, and New York, and real estate offices in Chicago, Cleveland, and San Antonio. The firm is also a founding member of Global M&A Partners, enabling BGL to service clients in more than 35 countries around the world. For more information, please visit www.bglco.com. Securities transactions are conducted through Brown, Gibbons, Lang & Company Securities, LLC, an affiliate of Brown Gibbons Lang & Company LLC and a registered broker-dealer and member of FINRA and SIPC.

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.