Peak Wealth Solutions is a registered investment advisory firm based in Pepper Pike, Ohio, established in 2003. The firm specializes in financial planning, investment management, insurance services, financial education, and retirement plan consulting. The team includes Gregory M. Gromek, David P. Kocsis, Bill Russo, Keith Witkowski, Jeffrey Mucciarone, Sarah Vale, and Daniel Vujanov. Peak Wealth Solutions acts as a fiduciary, meaning they are required to act in the best interests of their clients. They offer financial planning services with a modest initial fee and investment management services with fees ranging from 0.35% to 1.50% of assets under management. The firm provides investment discretion, allowing them to make decisions on behalf of clients without prior approval. Investment strategies are based on asset allocation, diversification, and risk management. Clients are primarily individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm's advisors hold various industry designations such as CFP®, ChFC®, CPFA®, and have clean disciplinary records. Clients have access to a team of experienced professionals dedicated to providing comprehensive financial services.

Elizabeth Park Capital Advisors, Ltd. was established in 2008 and is located in Pepper Pike, Ohio. The firm provides discretionary investment advisory services to clients, including pooled investment vehicles and separately managed accounts. Their investment focus is on public and private equity and preferred securities within the financial services industry. Elizabeth Park charges asset-based management fees ranging from 1.0% to 2.0% annually, depending on the investment strategy. The firm may also charge incentive fees of 20% annually based on net capital appreciation, subject to a high watermark. Clients may have restrictions on certain investments based on their existing programs. Elizabeth Park employs fundamental value analysis to identify mispriced securities and acquisition candidates. The firm may invest in companies involved in special situations like acquisitions, tender offers, or bankruptcies. Clients are not involved in decision-making and entrust full investment discretion to Elizabeth Park. The firm has no disciplinary events to disclose and does not require prepayment of fees. For more information, contact Ernest C. Pelaia at 216-292-5711 or [email protected].

Objective Capital Management, LLC is a registered investment adviser based in Cleveland, Ohio, providing personalized investment management and financial planning services since 2011. The firm offers discretionary and non-discretionary investment management services tailored to meet clients' needs and objectives. Clients can impose restrictions on investing in certain securities, and the firm does not participate in wrap fee programs. The firm charges fees based on a percentage of assets under management, with annual fees ranging from 0.85% to 1.50%. Objective Capital Management, LLC acts as a fiduciary, committed to acting in clients' best interests. The firm's investment strategies include charting analysis, fundamental analysis, technical analysis, and long-term and short-term purchases. Clients are advised on potential risks, such as market, interest-rate, inflation, and currency risks. The firm does not accept performance-based fees or engage in side-by-side management. Objective Capital Management, LLC reviews client accounts quarterly and does not vote proxies on behalf of clients. The firm does not have custody of client funds and securities, and clients receive account statements directly from the custodian. No disciplinary actions have been taken against the firm or its management in the past ten years.

Endeavor Wealth Advisors, LLC is a Registered Investment Adviser (RIA) founded in May 2019, located in Cleveland, Ohio. The firm offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, high net worth individuals, and trusts. Investment decisions are made based on each client's unique Investment Policy Statement. The firm primarily focuses on long-term investing strategies, using securities such as stocks, bonds, mutual funds, and ETFs traded on U.S. exchanges. EWA does not act as a custodian for client accounts and generally recommends Charles Schwab & Co., Inc. as the broker-dealer/custodian. The firm charges advisory fees based on a percentage of assets under management, with a minimum annual fee of $5,000. EWA does not participate in performance-based fees and has no disciplinary history to report. The firm requires a minimum account size of $500,000, which may be waived based on individual factors. EWA does not receive compensation for the sale of securities or other investment products and does not vote proxies on behalf of clients. The firm does not provide custodial services and does not have financial conditions that may impair its ability to meet client commitments.