Beacon Capital Management, Inc. is an Ohio S-Corporation established on July 1, 2000, and registered with the SEC. The firm offers investment advisory services, including Investment Advisory Services, Impersonal Advisory Services, Separately Managed Account Advisory Services, and more. Beacon provides four model portfolios with varying strategies, such as the Beacon Vantage 1.0, 2.0, and 3.0 Models. The minimum account size for these portfolios is typically $25,000. The firm utilizes technical analysis and a mechanical investment management approach to minimize market volatility. Beacon does not receive performance-based fees and does not accept compensation for the sale of securities. The firm participates in custodial programs with Schwab and First Clearing, LLC, receiving benefits such as research products and services. Beacon does not take custody of client funds and does not require prepayment of fees. The firm's employees are subject to a Code of Ethics, and client accounts are monitored regularly. Beacon does not vote on client securities and has not been subject to a bankruptcy petition in the past ten years.

Eubel Brady & Suttman Asset Management, Inc. is an SEC-registered investment adviser established in 1993, based in Dayton, Ohio. The firm offers investment supervisory services and individual portfolio management, providing continuous discretionary investment advice tailored to clients' needs. EBS employs a team approach to decision-making, with a Research Group managing client portfolios. The firm offers various investment styles, including All Cap Value, Large Cap Value, and Balanced styles, aiming for growth and income. EBS may use mutual funds, international funds, and money market funds in client portfolios. The firm may recommend External Managers for certain clients and offers retirement plan services, acting as a fiduciary under ERISA. EBS charges fees based on a percentage of managed assets, with negotiable fee schedules. The minimum asset requirement for new relationships is $1,000,000, which may be waived under certain circumstances. EBS does not engage in principal transactions and does not use soft dollars for research. The firm provides quarterly reports, access to a client portal, and engages in proxy voting and class action monitoring on behalf of clients. EBS has no reportable disciplinary events and does not require payment of fees in advance exceeding $1,200 per client. The firm has no financial conditions that may impair its ability to meet contractual obligations.

Anderson Financial Strategies, LLC is a financial advisory firm based in Dayton, Ohio. It currently has approximately $205,617,048 of assets under management and employs about 6 people. Anderson Financial Strategies, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Blake Schutter Theil Wealth Advisors, LLC is an investment advisory firm offering services such as portfolio management, financial planning, and family office services to high and ultra-high net worth families, individuals, businesses, and various entities. The firm typically serves clients with a minimum asset requirement of $500,000 for the Advisor Directed Program. Clients in this program grant the firm discretionary authority to manage their accounts based on investment objectives and risk tolerance. The Wrap Fee covers investment advisory services, execution of transactions, custody, and reporting. The firm may negotiate fees based on factors like account size and services provided. Investment strategies focus on long-term investments with low turnover, and clients receive quarterly performance reports. Blake Schutter Theil is a fiduciary and has a Code of Ethics to govern personal securities trading activities. The firm participates in programs with Charles Schwab, receiving economic benefits that do not depend on brokerage transactions directed to Charles Schwab. The firm's share class policy aims to identify the lowest available fee class for clients. Blake Schutter Theil strives to act in the best interests of clients and regularly reviews client accounts for adherence to suitability and goals.