Michael C. Coates

Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations.

Fund Evaluation Group LLC (FEG) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and is a subsidiary of Fund Evaluation Group 2017, Inc., which is owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG provides independent discretionary and non-discretionary investment advisory services, focusing predominately on institutional clients.

AlphaMark Advisors LLC is an independent, registered fee-only investment advisory and wealth management firm headquartered in Fort Wright, Kentucky. It was founded by Michael Simon in 1999. The firm provides investment advisory services to individually managed accounts and registered investment companies.

Allworth Financial Group LP engages in the provision of financial advisory services. It specializes in retirement planning, investment advising, tax planning & preparation, estate planning, and 401(k) management. The company was founded by Patrick Carl McClain and Scott Thomas Hanson in 1993 and is headquartered in Sacramento, CA.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Compass Group Management LLC (Compass Group Mgmt) is a private equity subsidiary of The Compass Group International LLC founded in 1998 by Alan B. Offenberg and Elias J. Sabo. The firm is headquartered in Westport, Connecticut with an additional office in Irvine, California.

River Cities Management Inc (RC Capital) is a private equity and venture capital firm founded in 1994 by J. Eric Lenning, Ted Robinson and R. Glen Mayfield. The firm is headquartered in Cincinnati, Ohio.

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.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

The Ohio State Bar Association is a professional association for those who have been admitted to the practice of law. The non-profit company is based in Columbus, OH and has subsidiaries in the United States. The association represents nearly 65 percent of law practitioners, including paralegals and student associate members.

Luis Palau Association develops church principles and Christian living style. It proclaims the gospel, mobilize the church and equip the next generation. The company was founded by Luis Palau and is headquartered in Beaverton, OR.

Part of Genworth Financial, Inc., Liberty Reverse Mortgage, Inc. provides reverse mortgage lending services. The company is based in Rancho Cordova, CA. The company was founded by Scott Thomas Hanson. Liberty Reverse Mortgage was acquired by Senior Financial Group, Inc. on November 01, 2007 for $50 million.

Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY.

Jack C. Keir, Inc. provides training solutions for financial services professionals seeking to prepare for various financial and insurance certification exams. Its products prepare financial services professionals for the Certified Financial Planner (CFP), Financial Industry Regulatory Authority (FINRA), and several property and casualty examinations. The company was founded by Jack C. Keir in 1968 and is headquartered in Middletown, OH.

Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

Luftman, Heck & Associates LLP offers legal representation services. Its services expands across a comprehensive range of practice areas including criminal defence, DUI and traffic defence, consumer law, family law, bankruptcy, and real-estate for individuals and families. The company was founded by Benjamin L. Luftman and Jeremiah E. Heck in December 2003 and is headquartered in Columbus, OH.

MCF Advisors LLC (MCF) is an independent, SEC-registered investor advisor headquartered in Covington, Kentucky. The firm was founded by Robert B. Sathe in 2000 and do-business-as MCF Institutional. MCF provides portfolio management services to individuals, high net-worth individuals, trusts, pension and profit-sharing plans, charitable institutions (which include foundations), and corporations or other businesses.

Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc.

Vemos operates a platform for mobile account plans. Its platform also provides consumption and control analysis. The company was founded by Marcio Dias Lima and Yuri Danilchenko in 2015 and is headquartered in São Paulo, Brazil.

CREtelligent, Inc. provides end-to-end property information, decision analytics, and due diligence solutions for the commercial real estate ecosystem. Its services include commercial evalulations and BPO, flash reports, enviroscreen RSRA environmental desktop report, environmental transaction screen, phase i environmental site assessment, phase ii limited subsurface investigation, property condition assessment, asbestos testing and portfolio monitoring. The company was founded by Clark Kraig and Andrew Battistessa and is headquartered in Gold River, CA.

Latitud (Latitud) is venture capital firm founded in 2020 by Brian Michael Requarth, Gina Gotthilf and Yuri Danilchenko. The firm headquartered in São Paulo, Brazil.