Matthew S. Olver

Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.

Paragon Advisors, Inc. provides financial advisory services. Its services include net worth and cash flow analysis, tax planning, investment planning, estate planning, retirement planning, and insurance. The company was founded in 1996 and is headquartered in Shaker Heights, OH.

Novelis, Inc. engages in the production of aluminum rolled products. The firm also recycles aluminum. It supplies premium aluminum sheet and foil products to transportation, packaging, construction, industrial and consumer electronics markets throughout North America, Europe, Asia and South America. The company was founded on September 21, 2004 and is headquartered in Atlanta, GA.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

The Swagelok Co. develops and manufactures fluid system products. Its products include fittings, valves, hoses and flexible tubing, medium and high pressure products, regulators, measurement devices, tubing and tube accessories, filters, cylinders, miniature modular systems, pre-engineered sub-systems, welding systems, and leak detectors, lubricants and sealants. Its services include field engineering, custom solutions, purchasing and procurement, and plant maintenance. The company was founded by Fred A. Lennon in 1947 and is headquartered in Solon, OH.

Resilience Capital Partners LLC (Resilience Capital) is a private equity firm founded in 2001 by Bassem A. Mansour and Steven H. Rosen. The firm is headquartered in Cleveland, Ohio.

Cohen & Co. provides accounting services. The firm offers services in the areas of investment industry, private company, and management advisory. Its services include collective investment trust, enterprise tax solutions, ownership succession, management consulting, and business valuation. The company was founded by Ron Cohen in 1977 and is headquartered in Cleveland, OH.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Ulmer & Berne LLP provides legal services. It serves to individuals, sole proprietorships, public and privately held companies, multinational corporations, financial institutions, public bodies and non-profit organizations. The company was founded in 1908 and is headquartered in Cleveland, OH.

Collaborative Clinical Research, Inc. is a private company that provides compound medication research. The company is based in Mount Laurel, NJ.

Part of IQVIA Holdings, Inc., Concentrics Research LLC is an acquisition vehicle led by Bindley Capital Partners and management of the consumer health care research business of West Pharmaceuticals Services Inc. The company is based in Indianapolis, IN. The CEO of the company is Julie Aker.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

ABB, Inc. provides power and automation products, systems, solutions and services. It manufactures components such as motors, generators, circuit breakers and programmable logic controllers for the automated processes of industries such as oil and gas, pulp and paper, chemicals and pharmaceuticals. The company was founded in 1980 and is headquartered in Cary, NC.

Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans.

The Ohio Society of CPA's operates as an association for Certified Public Accountants.

Oklahoma Medical Research Foundation provides investment advice. The company was founded in 1946 and is headquartered in Oklahoma City, OK.

Part of Kinder Morgan, Inc., Coastal Gas Marketing Co. is an American company that distributes gas.

Part of Harley-Davidson, Inc., Harley-Davidson Motor Co., Inc. is a company that specializes in manufacturing motorcycles. The company is based in Milwaukee, WI. The company's official website provides information on their current motorcycle models, allows users to locate dealers, and offers a selection of motorcycle parts and apparel. The CEO of the company is Jochen Zeitz.

McDonald Hopkins LLC is a business advisory and advocacy law firm that was founded in 1930. McDonald Hopkins is based in Bloomfield Hills, MI. The firm has over 175 attorneys and 50 service and industry teams, with locations in Annapolis, and several other cities. McDonald Hopkins has a strong focus on building long-lasting relationships with businesses and individuals who share an entrepreneurial spirit. The firm is committed to providing exceptional client service and insight for the challenges at hand and on the horizon.

Founded in 1989, Lake/Geauga Educational Assistance Foundation is a foundation located in Concord, Ohio. They assist students in Lake and Geauga counties of Ohio, providing one-on-one college information, financial aid counseling and workshops, a resource center and scholarship directory, test preparation assistance, campus trips and scholarships.

The Carolina Panthers LLC owns and operates an American professional football team which is a part of the South Division of the National Football Conference (NFC) in the National Football League (NFL). The firm handles football operations, brand development and advertising. It is also engaged in the community through charities, donations, fundraising, outreach, charity events, game day programs, education, youth fitness, youth and prep football programs. The Company was founded by Jerry Richardson on October 26, 1993 and is headquartered in Charlotte, NC.

Inverness Advisors LLC provides capital raising and mergers and acquisitions advisory services to clients. The firm focus sectors are technology, media and healthcare. The company was founded by Derek Mattson, Tom Peters and David Stubbs in 2009 and is headquartered in San Francisco, CA.

Integrated Telehealth, Inc. engages in providing health care services. The company is headquartered in Hudson, OH.