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 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.

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.

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.

CHLEBINA CAPITAL, LLC is a company based out of 843 N. CLEVELAND-MASSILLON ROAD, AKRON, Ohio, United States.

Kaulig Capital, LLC has been created to ensure that the financial assets and other business interests of Matt Kaulig and his family are managed by professional oversight and experience.  Understanding the complexities and the risks of wealth management, direct real estate investments, accounting/tax issues, law and private equity investments,  Mr. Kaulig started the Firm with along with Mr. Tim Clepper, a seasoned wealth management professional.   Now, Mr. Kaulig and Mr. Clepper, President of Kaulig Capital, LLC as well as several other professionals with legal and tax backgrounds manage the Firm.  Mr. Kaulig and Mr. Clepper are successful entrepreneurs and are leading Kaulig Capital, LLC to be innovators and investors in businesses nationwide.  Kaulig Capital, LLC has over twenty years of professional relationships and partnerships that are critical in investment opportunity generation.  These relationships are also paramount with the assistance of various stages of the due diligence process.   Kaulig Capital, LLC prides itself on having a long-term approach to capital management and utilizes a very specific process in identifying and ultimately investing its assets.   Kaulig Capital, LLC also offers, “Multi-Family Office Services” through its Merchant Bank to those who have relationships with Mr. Kaulig or Mr. Clepper.  Because of a growing number of financially successful entrepreneurs, athletes and entertainers that come into significant resources, as a result of a sale of a business or other transaction, Kaulig Capital, LLC provides it’s infrastructure to those who are invited to become partners.     “We are very proud of the business of, Kaulig Capital, LLC and wish to share it’s vast resources to those who share our same ideals”  - Mr. Matt Kaulig.     We invite you to look further into our company, Kaulig Capital, LLC and approach us at any time. Visit us at www.kauligcapital.com or our Facebook page.

Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Investment Partners LTD is a Registered Investment Adviser. Additional advisory services offered by Investment Partners LTD are separate and unrelated to Commonwealth.

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