River Road Asset Management, LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $7,802,138,241 of assets under management and employs about 50 people. River Road Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Todd Asset Management LLC, established in 1998 as Veredus Asset Management LLC, is a registered investment adviser specializing in portfolio management services based on client-established investment objectives. The firm offers various investment strategies, including the Intrinsic Value Opportunity 15 strategy, managed by individuals using the intrinsic value process founded under Todd Investment Advisors, Inc. The firm manages over $5 billion in assets on a discretionary basis as of December 31, 2024. Clients may impose reasonable restrictions on investments, and tax considerations are integrated into the management process. TAM serves as a Sub-Advisor for other Investment Advisors and provides discretionary investment management services through Separately Managed Account Programs and non-discretionary services through Model portfolios. The firm's fee structure is based on a percentage of assets under management, with fees ranging from 0.35% to 0.80% depending on the investment strategy. TAM does not offer performance-based fees and acts as a fiduciary, putting clients' interests first. The firm's investment philosophy focuses on the Price to Intrinsic Value calculation to determine the true worth of a stock, aiming to provide competitive investment returns. TAM's investment strategies include Large Cap Intrinsic Value, International Intrinsic Value, Intrinsic Value Opportunity, and Global Intrinsic Value Equity Income, among others. The firm's investment analysis methods include fundamental, multi-factor, quantitative, qualitative, technical, and cyclical analyses. TAM's Code of Ethics ensures ethical conduct in personal securities transactions and prohibits the use of material non-public information. The firm reviews client accounts regularly and provides proxy voting services in clients' best interests. TAM has no reportable disciplinary events and maintains financial stability to meet contractual obligations. For more information, visit www.toddasset.com.

Pnc Real Estate is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $2,877,572,823 of assets under management and employs about 176 people. Pnc Real Estate uses a fee structure of and based on the amount of time and resources devoted to each fund..

Renaissance Investment Management is a financial advisory firm based in Covington, Kentucky. It currently has approximately $2,154,710,841 of assets under management and employs about 17 people. Renaissance Investment Management uses a fee structure of and a percentage of assets under your management.

Cullinan Associates, Inc. is an investment advisory firm based in Louisville, Kentucky, established in January 1990. The firm specializes in strategies utilizing large-cap common stocks combined with covered call option writing. They manage client accounts individually, with all accounts incorporating covered call option writing. The firm participates in wrap fee programs and manages assets on a fully discretionary basis. As of December 31, 2022, the firm had approximately $1,857,130,925 in discretionary assets under management. For DividendWriting and OverWriting accounts, fees are not more than 0.65% and 0.50% of market value, respectively. IndexPlus accounts have fees not exceeding 0.40% of market value, with negotiable fees for account values above $5,000,000. The firm does not use performance-based fees or side-by-side management. Cullinan serves various clients, including individuals, high net worth investors, pension plans, trusts, and corporations. Minimum account sizes generally range from $100,000 to $500,000 depending on the account type. The firm's investment strategies involve covered call option writing on portfolios of large-cap common stocks or an S&P 500 exchange-traded fund, aiming to reduce risk. Cullinan does not have any disciplinary actions against the firm or its employees. They do not compensate for client referrals and have custody of client assets due to fee deductions. Clients grant the firm investment discretion, and Cullinan generally does not vote client securities.

Meridian Wealth Management, LLC is a boutique investment advisory firm founded in 2009 by Gregory W. Couch. The firm offers comprehensive wealth management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and businesses. Meridian provides discretionary and non-discretionary portfolio management services, tailored to meet clients' needs and investment objectives. The firm mainly uses equity securities, exchange-traded funds, mutual funds, and other securities in its portfolio management programs. Meridian also offers financial planning and consulting services, including retirement planning and management services. The firm charges an annual fee based on a percentage of assets under management, negotiable between 0.0% and 2.0%. Hourly charges or flat fees for financial planning services range from $250-$500 per month or quarter. Meridian does not accept performance-based fees, and clients can expect periodic portfolio reviews and financial planning meetings. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Meridian has not been the subject of a bankruptcy proceeding and has no financial commitment impairing its ability to meet client commitments.

MCF Advisors, LLC, operating as MCF, is a registered investment adviser established in December 2003 in Kentucky. The firm specializes in wealth management, offering financial planning, portfolio management, and advisory services to individuals, small businesses, and institutional clients. MCF employs a tactical asset allocation approach to investing and may engage independent investment managers for client portfolios. The firm also provides tax preparation, accounting, and CFO services for additional fees. MCF operates under various d/b/a names, including MCF Institutional and MCF Private Investments. The firm does not have any disciplinary history and acts as a fiduciary, putting clients' interests first. Clients of MCF have the option to engage in private investment funds, subject to potential risks such as loss of principal and liquidity constraints. MCF discloses its fee structure, which includes fixed fees for financial planning services and asset-based fees for portfolio management. The firm may charge performance-based fees for certain private fund investments. MCF does not vote proxies on behalf of clients and does not have custody of client assets, which are held at qualified custodians like Charles Schwab or Fidelity. MCF may receive client referrals from Schwab and pays fees for these referrals. Clients have the discretion to choose whether to engage MCF's recommended services and professionals. MCF's Chief Compliance Officer, Timothy Gavin, is available to address any questions regarding the firm's practices.

Kpp Advisory Services LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $1,432,162,005 of assets under management and employs about 31 people. Kpp Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

E.S. Barr & Company is a SEC-registered investment adviser established in 1992 by Edward S. Barr in Lexington, Kentucky. The firm offers investment management services on a discretionary basis, focusing on delivering superior risk-adjusted investment returns while emphasizing capital preservation. Client accounts are managed separately, allowing for customized asset allocation based on individual needs and risk tolerance. As of December 31, 2024, the firm managed $1,971,942,913 of client assets on a discretionary basis. Fees are charged based on the value of assets under management, with annualized rates ranging from 0.50% to 1.25%. The firm does not charge performance-based fees. Edward S. Barr also engages in an investment advisory role for Sandfly Partners, Ltd., which may earn performance-based fees. The firm's investment philosophy centers on a patient, disciplined fundamental value approach, focusing on publicly traded securities as if buying into a private business. They primarily invest in individual equities and may utilize government, corporate, and municipal debt obligations. Clients include individuals, high-net-worth individuals, trusts, and corporations, with a minimum account size of $1 million. The firm does not vote client securities and does not have custody of client assets. Clients receive quarterly account statements from the custodian. The firm operates under the leadership of Edward S. Barr, with a team of experienced professionals dedicated to client service and compliance.