Rich Balestra

ABX Air, Inc. engages in providing air cargo transportation services. It provides airlift capacity, sort facility staffing, flight support and charter, components, package handling and maintenance & training services. The company was founded in 1980 and is headquartered in Wilmington, OH.

Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH.

Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors.

The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies.

Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Part of Cincinnati Financial Corp., The Cincinnati Insurance Co., Inc. is a provider of insurance solutions for businesses and individuals through local independent agents. The company is based in Fairfield, OH. The company offers a wide range of products and services to meet various insurance needs.

Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others.

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.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers.

Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

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.

Nielsen BuzzMetrics, Inc. provides online marketing research services. It offers marketing and media information, online intelligence, trade shows and business publications. The company was founded by Jonathan Carson in 1999 and is headquartered in New York, NY.

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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

CFC Investment Co. provides commercial financing services to independent insurance agents, commercial clients and other businesses. The company was founded in 1970 and is headquartered in Fairfield, OH.

Planes Moving & Storage, Inc. engages in the provision of trucking, logistics, and storage services. It offers local moving, long distance moving, packing services, storage, and global moving. The company was founded in 1921 and is headquartered in West Chester, OH.

American Healthcare Holdings, Inc. provides healthcare technology services. The firm specializes in family practice, urology, ob/gyn, emergency medicine, cardiology, ophthalmology, gastroenterology, plastic surgery, radiology, internal medicine, operative reports, ambulatory surgical center, pulmonology and pediatric fields. The company was founded by Jason M. Patchen in 2005 and is headquartered in Tampa, FL.

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 private clients.

Cintrifuse Fund Management LLC (Cintrifuse Fund) is a venture capital subsidiary of Cintrifuse founded in 2012. The firm is headquartered in Cincinnati, Ohio.

Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses.