Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss. Academic Advisory Board members receive compensation from Matson Money for their services; and in exchange, provide: independent consulting services to Matson Money leadership; co-author white papers; speak at Matson Money conferences; and provide insight to Matson Money processes generally within the scope of their area of expertise including but not limited to portfolio construction, asset allocation, mathematical principles, investor behavior, and/or statistical concepts, amongst others. Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures

Privately owned Family Office

At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC.

Wealth Dimensions provides comprehensive and personalized wealth management solutions for affluent individuals and families so that they have the clarity and confidence to achieve their most important life goals. 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. When working with our firm, you can expect * Expertise to address the complexities in your life: We offer more than investment management. We provide our clients with the technical know-how and deep experience to address complex financial situations and simplify their lives. * Personalized and comprehensive wealth strategies: We create a personalized financial playbook for every client that includes wealth strategies tied to the quality of life they’re seeking and the impact they want to make in the world. * An unwavering commitment to our relationship with you: We are more than a fiduciary. We’re a boutique wealth management firm that sets an extremely high bar for the standard of care we deliver to clients. Our transparent, objective, consultative approach is intended to make you feel empowered and fully informed to make the very best decisions for your life’s journey. We are a SEC-registered investment advisor based in Cincinnati, Ohio. While we're located in the midwest, we work with clients across the U.S. Disclosure: 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.

Our mission is to be a trusted advisor to you and your family by assisting with all of your financial and key life decisions, and helping to build and preserve your wealth. At THOR, we are here to support you for life with a full spectrum of services including: * Investment Management * Financial Planning * Retirement Planning * Estate Planning * Tax Planning * Business Advisory We are committed to providing a personal, hands-on approach to all your needs. Because we focus on building personal relationships, we are able to tailor your portfolio and make any needed adjustments as your needs and goals change throughout your life.

Coterie Insurance operates in all 50 states and D.C. where it enables independent agents and brokers to write instant small business insurance. Powered by data-backed underwriting, Coterie delivers accurate pricing and a submission-to-bind experience in less than one minute. Combining best-in-class technology with a partnership-based approach, Coterie makes the buying and selling of small business insurance effortless.

Cincinnati Asset Management, Inc. has specialized in the management of fixed income securities for individuals, financial professionals, and institutions for over 30 years. We concentrate our efforts exclusively in the U.S. taxable corporate bond market, managing a wide range of strategies from short to intermediate duration, investment grade to high yield, as well as ESG focused. In all cases, fundamental credit research is a primary element of our security selection process. Investment Philosophy: We believe that managing corporate bonds allows us to capitalize on the structural inefficiencies of the corporate bond market and to maximize favorable risk/reward scenarios that exist within domestic fixed income markets. CAM follows a conservative “bottom-up value” investment discipline that stresses downside protection in seeking out companies that are currently out of favor with investors, but poised to improve. The primary focus is preservation of capital with a secondary, but extremely important, emphasis on total return. Our portfolios are not managed to a benchmark from a portfolio construction perspective, but do look to outperform respective benchmarks over a full market cycle with less volatility. We do not utilize interest rate anticipation nor top-down sector rotation tactics. We look to minimize the impact of macro-economic factors, such as interest rate risk, from the investment process by employing defensive maturity structure within the portfolio. Separately Managed Accounts (SMAs): • Investment Grade • Broad Market • High Yield • Short Duration • Short Duration – Investment Grade Only • ESG Contact us at [email protected] for more information. See https://www.cambonds.com/disclosure-statements/ for additional disclosures on the material risks and potential benefits of investing in corporate bonds.

Sit on the company Securities Selection Committee. Supervise and/or perform the day-to-day management of accounts including: transaction download, account reconciliation and review, cash balances, money movement trading and the implementation policy changes. Continuing communication with clients and business associates in reference to money movement, account information and maintenance. Creating and directing trades in reference to the above activities, as well as placing trades when necessary.

Rapid Mortgage is relationship-based mortgage lender. For us, mortgage lending is about building and maintaining life-long relationships with our clients and partners. Rapid Mortgage offers experienced loan officers the support, technology, and marketing solutions they need to overcome their current challenges and achieve success. By joining Rapid Mortgage, loan officers can work in a supportive environment with direct access to leadership, efficient and integrated technology systems, and comprehensive marketing support. This will enable them to grow their business, build their brand, and close loans on time, every time. o No Middle Management: We’ve eliminated the barriers of middle management. You have direct access to our experienced owners and leadership team whenever you need guidance or support. Your success is our priority. o Blueprint for Success: Whether you want to grow your personal production or build a branch, our career pathing system provides a clear, structured plan for your growth. We’re committed to helping you achieve your career goals. o Efficient and Integrated Systems: Our state-of-the-art technology systems are designed to streamline your processes and eliminate inefficiencies. o “Done for You” Philosophy: Our dedicated marketing team handles everything, allowing you to focus on closing loans. We take care of your marketing needs, so you don't have to. Our goal is to help you close more loans and grow your business. Rapid Mortgage NMLS 126841 | www.nmlsconsumeraccess.org | Equal Housing Opportunity

Schneider, Male & Strakowski Co., E.A. dba SMS Retirement is a consulting firm located in Cincinnati, Ohio, that has been providing retirement plan services since 1985. We work in partnership with you, your accountant, your attorney and your investment advisor to design and administer a retirement plan that will provide tax sheltered strategies as well as a substantial retirement income. We currently provide administration and actuarial services for more than 600 retirement plans. Our clientele includes professional corporations as well as self-employed individuals. We provide qualified retirement plans for corporate directors, professors, physicians, dentists, attorneys, CPA's and many other business owners in a wide variety of occupations. We administer plans ranging in size from a single individual to several hundred participants. Our firm consists of two Enrolled Actuaries, five ASPPA credentialed members, and other staff averaging more than 20 years of experience in the retirement planning industry. We are experts in Defined Benefit and Defined Contribution plans, including newer "DB/DC Combo"​ plan designs. We can often help design a retirement program that significantly leverages the benefit provided to you, the owner, while still providing the desired benefit to your employees. Our independent service approach means you can count on us for objective advice focused on your best interests. We work with your investment providers and advisors, concentrating on plan design and administration, so your financial team can focus on asset performance. If our services and "personal touch"​ are what you have been seeking, please contact us. We will be happy to talk to you. Schneider, Male & Strakowski Co., E.A. dba SMS Retirement 4520 Cooper Road - Suite 203 Cincinnati, Ohio 45242 (513) 984-6100

Our goal is to provide a level of investment advisory intellect and service that will help you achieve your short-term and long-term goals, such as retirement planning and thoughtful wealth creation.

Grasshopper Investments LLC is a renewables & environment company based out of 10988 Deerfield Rd, Cincinnati, Ohio, United States.