Rappaport Reiches Capital Management, LLC is an independent investment adviser founded in 2005 by David Rappaport and Shari Greco Reiches. Based in Skokie, Illinois, the firm offers financial planning and investment management services to individuals, families, and non-profit organizations. Their investment strategy focuses on constructing diversified portfolios using passive and index-related institutional funds, aiming for long-term performance, broad diversification, consistency, low cost, and tax efficiency. The firm's team includes experienced professionals such as Shari Greco Reiches, David Rappaport, and Stephen Reiches. Services provided include financial planning, discretionary investment management, and advice on insurance and retirement plans. The firm manages approximately $1,130,000,000 of clients' assets on a discretionary basis for around 425 clients. Fees are based on a tiered structure, starting at 1.25% for the first $500,000 and decreasing for higher asset levels. Clients have investment discretion, allowing the firm to make decisions on their behalf. Rappaport Reiches Capital Management does not charge performance-based fees, and they provide services to individuals, families, and not-for-profit organizations. The firm's investment strategy emphasizes asset allocation, passive investing, and the use of mutual funds and ETFs from Dimensional Fund Advisors LP and The Vanguard Group, Inc. Clients maintain exclusive responsibility for voting on proxies and other shareholder communications. For more information, contact Stephen Reiches at 847-832-0050 or [email protected].

ShankerValleau Wealth Advisors, Inc. is a SEC-registered investment adviser established in January 1993, located in Skokie, Illinois. The firm specializes in providing continuous Wrap Advisory Services, individual portfolio management, and financial planning services to clients. As a fiduciary, the firm acts in the best interests of clients, offering personalized investment strategies based on risk tolerance and financial goals. The firm primarily uses structured strategies by Dimensional Fund Advisors for investing in securities, focusing on capturing identified risks with reliable rewards at minimal costs. For Investment Supervisory Services, ShankerValleau charges an annual fee based on a percentage of assets under management, with a minimum account size requirement of $1,000,000. The firm sponsors a wrap fee program, managing assets for various client types, including individuals, high net worth individuals, and charitable organizations. ShankerValleau does not charge performance-based fees and maintains a transparent fee structure. The firm does not have any disciplinary events to disclose and provides detailed information on its brokerage practices, investment discretion, and proxy voting policies. As of 12/31/2024, ShankerValleau managed $550 million in client assets on a discretionary and non-discretionary basis.

Uhlmann Investment Management, L.L.C. is a registered investment advisor based in Chicago, IL. Larry Doody, a key professional at the firm, holds a BS in Finance from Arizona State University and has been with Uhlmann Investment Management since September 2013, serving as a Senior Vice President at Uhlmann Price Securities, LLC. Prior to this, he held positions at Kingsbury Capital, LLC, and Renovate America. Larry Doody has a clean disciplinary record and engages in outside business activities as a FINRA registered representative with Uhlmann Price Securities and as a licensed insurance producer with One Resource Group. He is also a licensed real estate agent with Madrake Real Estate. Mr. Doody is supervised by designated principals at Uhlmann Investment Management, who oversee compliance, client reports, trading activities, and personal securities transactions. Mr. Doody has not been involved in any arbitration claims or civil proceedings related to investment activities, fraud, theft, or unethical practices. He has not been the subject of a bankruptcy petition. For further details, individuals are encouraged to refer to the SEC's website.