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.

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.

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/

Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States. Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families, business owners, and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments, foundations, and qualified retirement plans. Jentner’s proven, low-cost passively-engineered investment strategy invests broadly in more than 10,000 companies on six continents, seeking to provide steadiness in good times and challenging times to earn meaningful returns over the long term. Jentner is fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. This key strength differentiates us from most investment advisory firms. Many people assume that all financial advisors must always act in their client’s best interest. However, many financial advisors do not always have fiduciary responsibility to their clients. Many insurance agents, stockbrokers, and financial planners operate under a suitability standard or a best-interest standard. Because they are not fiduciaries, they can be motivated by commissions earned from selling insurance and investment products.

The entire team at Wentz Financial Group believes that the foundation for any financial plan is trust. Whatever the goal, college savings, planning for retirement or near term financial objectives, we strive to provide you and your family with a comprehensive plan to help accomplish your needs. We invite you to see for yourself how Wentz Financial Group is different. We believe in a simple philosophy, treat every customer like they are family and invest every dollar like it is our own. For important disclosure information, please see raymondjames.com/smicd.htm 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. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Wentz Financial Group 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.

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