Shawn Luther Fishbaugh

9258 Wealth Management LLC (9258) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Formerly known as Lunsford Wealth Advisory Group LLC, 9258 provides comprehensive portfolio management services to individuals and high net-worth individuals, trusts, estates or charitable organizations, retirement plans, and corporations, limited liability companies and/or other business types.

Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.