Ross Jordan

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.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

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.

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.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Advanced Cancer Therapeutics LLC develops cancer therapeutics. It focuses on the discovery and early development of novel cancer therapeutics as well as selection for partnership, commercialization and manufacture of the most promising discoveries. The company was founded by Dale J. Boden, William Lomicka, and Tyree G. Wilburn in January 2007 and is headquartered in Louisville, KY.

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.

Aptamera, Inc. develops drugs designed to attack cancer. The company is based in Louisville, KY. Aptamera was acquired by Sarossa Capital Ltd. on March 19, 2005 for $21.40 million. The company was founded by Donald Miller, John O. Trent, Paula J. Bates, Tyree G. Wilburn.

Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients.

Tala operates a mobile application that provides credit scoring and accounting tools. It leverages mobile technology and real time-data to advance individuals from the informal sector to the formal sector. The firm facilitates financial and social inclusion for businesses and low income individuals worldwide. The company was founded by Shivani Basant Siroya in April 2011 and is headquartered in Santa Monica, CA.

Newport Global Advisors LP (Newport Global Advisors) is a private equity subsidiary of NGA HoldCo LLC founded in 2005 by Timothy Thomas Janszen and Ryan Lee Langdon. The firm is headquartered in The Woodlands, Texas.

PlanRock Wealth Management LLC provides investment advice. The private company is based in Franklin, TN. The company was founded by Stephen Michael Hammers. Stephen Michael Hammers has been the CEO since incorporation.

American Money Management Corp. (AMMC) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1973 and they are a direct, wholly-owned subsidiary of American Financial Group, Inc. (AFG) (NYSE: AFG). AMMC provides investment management services to AFG, its subsidiaries and certain third-party pooled investment vehicles that are organized as private funds.

Winthrop Capital Management LLC (WCM) is an independent, SEC-registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Gregory J. Hahn in 2007. WCM specializes in the management of equity, high-grade and high yield fixed income portfolio management for both institutional and individual investors.

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Chicago Board of Trade provides trade derivative facilities. It allows speculators throughout the world to interpret economic data, news, and other information. The company was founded on April 3, 1848 and is headquartered in Chicago, IL.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Technicolor, Inc. provides film processing and distribution services to entertainment content developers. The company was founded in 1910 and is headquartered in Hollywood, CA.

HORAN Securities, Inc., dba Horan Wealth Management (HORAN), is an independent registered investment advisory firm headquartered in Cincinnati, Ohio. HORAN provides investment advisory services to ultra-high net worth to mass affluent individuals, as well as corporate and institutional clients.

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.

40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.

Correlation Management LLC (Correlation Ventures) is an independent Venture Capital firm founded in 2006 by David Edward Coats and Trevor Fredric Kienzle. The firm headquartered in san Francisco, California.

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.

Hengehold Capital Management LLC (dba HCM Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Michael "Mik” Hengehold in 1990. HCM Wealth Advisors provides comprehensive wealth management, tax, and accounting services to help successful professionals and business owners retire well.

Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY.

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.

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.

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.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA.

World Affairs Council of Jacksonville is a non-profit organization. It engages in the citizens of Northeast Florida in becoming informed participants in the global community. The company was founded in 1985 and is headquartered in Jacksonville Beach, FL.

John D. Dovich & Associates LLC engages in the provision of investment advisory services. It specializes in financial planning for high-net-worth people and families. The company was founded by John Dovich in 1987 and is headquartered in Cincinnati, OH.

Force Construction Co., Inc. provides commercial building and bridge construction services. The private company is based in Columbus, IN and has subsidiaries in the United States.

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.

1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.