Rick Buoncore

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Part of KeyCorp, Spears, Benzak, Salomon & Farrell, Inc. is an investment management firm. The company is based in White Plains, NY. The company was founded by Vince D. Farrell. Spears, Benzak, Salomon & Farrell was acquired by KeyCorp on April 13, 1995.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY.

United Community Financial Corp. operates as a financial holding company, which provides retail and business banking products and services. The firm specializes in wealth management, mortgages, lending, commercial loans, and investment activities. Its products include deposits such as checking, debit, savings; credit and loans such as auto, personal, visas; online services such as bill pay, mobile banking, text banking; credit cards, and other. The company was founded in February 1998 and is headquartered in Youngstown, OH.

MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms.

Home Savings Bank (Youngstown, Ohio) federally chartered savings bank. It offers personal and business banking services including checking, debit and ATM cards, mortgage, home equity, personal, business loans, deposit, financing, employee benefit plans, treasury management, xpress deposit, and estate planning and wealth management services. The company was founded in 1889 and is headquartered in Youngstown, OH.

BC Investment Partners LLC provides investment advises and offers alternative wealth management services. The company was founded by Richard James Buoncore in 2005 and is headquartered in Cleveland, OH.

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.