White Oak Partners Investment Advisor, LLC, established in June 2011, specializes in providing discretionary investment advisory services to U.S. private investment funds focused on real estate and real estate-related investments. The firm, based in Ohio, is a subsidiary of White Oak Partners, LLC. With approximately $1.96 billion in discretionary assets under management as of December 31, 2024, WOPIA offers co-investment opportunities in real estate projects through joint venture arrangements. The firm's investment strategy emphasizes acquiring, rehabilitating, managing, financing, and disposing of equity interests in multi-family residential real estate. WOPIA tailors client portfolios based on individual investment objectives, risk tolerance, and other relevant guidelines. The firm's business continuity plan ensures uninterrupted advisory services during emergencies. Fee structures are negotiated per fund and typically include acquisition and asset management fees. Performance-based fees, such as carried interest, may apply. WOPIA does not participate in wrap fee programs and has no disciplinary history. The firm's Code of Ethics upholds ethical standards and compliance with securities laws. WOPIA exercises investment discretion within client-defined parameters and provides regular account reviews and financial statements to clients.

Wealthbridge Capital Management, LLC is a financial advisory firm based in Westerville, Ohio. It currently has approximately $467,791,332 of assets under management and employs about 4 people. Wealthbridge Capital Management, LLC uses a fee structure of and a percentage of assets under your management.

Yarger Wealth Strategies, LLC is a financial advisory firm based in Westerville, Ohio. It currently has approximately $260,831,768 of assets under management and employs about 4 people. Yarger Wealth Strategies, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Retirement Plans, Inc. is a registered investment adviser based in Westerville, Ohio, established in 2011. The firm specializes in providing investment management services to individuals and retirement plans, primarily utilizing various types of mutual funds, ETFs, target date funds, and money market funds. They offer tailored portfolio solutions based on clients' risk tolerance and investment objectives, with a minimum account size of $50,000. Retirement Plans, Inc. manages assets totaling $247,867,287 as of December 31, 2024, on a discretionary basis. Regarding fees, the firm charges annual fees ranging from 0.5% to 1.00% based on the market value of assets managed, with fees payable monthly or quarterly. Clients may impose restrictions on their accounts in writing. The firm does not offer a wrap fee program and does not accept performance-based fees. Retirement Plans, Inc. does not engage in side-by-side management. The firm's investment strategies primarily involve fundamental analysis and long-term purchases, with a focus on risk management and tax considerations. Clients receive regular account reviews and statements from their custodian. The firm does not vote on behalf of clients' securities and does not take custody of client funds. Retirement Plans, Inc. does not have any disciplinary history or material financial interests in public companies.

Shaffer Capital, founded in May 2009 by Matthew E. Shaffer and Patricia L. Shaffer, is a financial advisory firm based in Westerville, OH. The firm specializes in providing financial planning and consulting, investment management, and investment consulting services to both individual and business clients. Shaffer Capital offers various discretionary investment portfolios with different minimum initial investment requirements, ranging from $25,000 to $250,000. The firm's investment strategies include fundamental analysis, technical analysis, cyclical analysis, and charting analysis. They also offer services for businesses, focusing on fiduciary investment services, non-fiduciary services, and model portfolios for retirement plans. For financial planning services, fees start at $500 and increase based on the complexity of the financial plan. Investment management and consulting fees are based on a percentage of account assets, ranging from 0.05% to 1.00% annually for investment management and 0.10% to 0.70% annually for investment consulting. Shaffer Capital acts as a fiduciary, putting clients' interests first and does not participate in performance-based fees or side-by-side management. The firm does not have any disciplinary actions against it or its representatives. Clients have the option to choose their own brokers for implementing recommendations. Matthew E. Shaffer, the CEO and Chief Investment Officer, is a Certified Financial Planner™ with extensive experience in the financial industry.

Swisher Financial Concepts, Inc. is a registered investment adviser established in May 2019, previously registered in Ohio since January 1, 2000. The firm, led by President Daniel Edward Wolford, offers individualized financial planning and investment management services on both discretionary and non-discretionary bases. Services include financial planning, investment management, and pension consulting. The firm manages over $154 million on a discretionary basis and $102 million on a non-discretionary basis as of December 31, 2024. Swisher Financial Concepts, Inc. does not act as a sponsor of any wrap program and does not have a minimum account size requirement. The firm charges fees based on a tiered structure for investment management services, with annual advisory fees ranging from 1.00% to 0.40% based on the account value. Clients may impose reasonable restrictions on investing, and the firm primarily uses fundamental and technical analysis in its investment strategies. Swisher Financial Concepts, Inc. operates as an insurance agency and provides tax preparation services for an additional fee. The firm maintains a fiduciary duty to act in the best interest of clients and does not receive any economic benefits from third parties for advice rendered to clients. Clients are responsible for voting proxies and acting on corporate actions related to their investment assets. The firm does not vote client securities proxies.

Buckeye Wealth Management LLC is a financial advisory firm based in Westerville, Ohio. Established in December 2007 through a merger of three advisory firms, the current principal owners are Jeffrey G. Best and Donald J. DePalma. The firm specializes in providing individual account management services tailored to clients' financial objectives, needs, and risk tolerance. Clients have the option to impose restrictions on investing in certain securities. The firm offers investment management services based on various asset allocation strategies, including the Efficient Frontier Approach and Core-Satellite Strategy. The minimum account size for their services is generally $100,000, with exceptions made in special circumstances. Buckeye Wealth Management operates under a discretionary account management model, allowing the firm to make trades on behalf of clients without specific authorization for each trade. The firm does not engage in performance-based fees and does not maintain custody of client assets. Clients are responsible for any custodial fees or charges. The firm charges fees based on a percentage of the market value of client assets, with a declining tiered schedule based on the account size. Buckeye Wealth Management does not engage in performance-based fees and does not receive compensation from custodians or mutual fund companies. The firm primarily serves individuals, pension or profit-sharing platforms, and trusts. The investment strategies employed by the firm are based on clients' risk tolerance, time horizon, and financial goals. The firm's investment philosophy emphasizes global diversification, investment manager specialization, and third-party research. Buckeye Wealth Management has not been involved in any disciplinary actions as of the most recent filing date.

Eastwind Capital Wealth Management, operated by Graham David Guthrie, offers personalized financial advisory services. Graham holds a Juris Doctor from Capital University Law School and a B.S. in Finance from The Ohio State University. With a background in law and finance, he has been an Investment Adviser Representative at Eastwind Capital since 2018. Graham also owns Guthrie Law Office, providing legal services separately from advisory services. As a licensed insurance agent, he may earn commissions from insurance transactions, presenting a potential conflict of interest. Additionally, Graham offers non-fiduciary retirement plan services to select clients, meeting with them semi-annually. Supervised by P. Michael Valley, II, Graham's work is closely monitored through office interactions and a client relationship management system. Notably, Graham has a clean disciplinary record, with no reportable claims or proceedings against him. Clients' accounts are held at Vanguard, administered by Ascensus, and managed by Mesirow Financial. For further details, refer to the SEC's website or contact Eastwind Capital Wealth Management directly.

Centricity Wealth Management, LLC, established in 2012, specializes in Comprehensive Portfolio Management and Financial Planning & Consulting services. The firm offers discretionary and non-discretionary investment advisory services on a fee-only basis. Clients are required to enter into a Comprehensive Portfolio Management Agreement outlining the terms, conditions, and fees. The firm conducts regular meetings with clients to understand their financial situation, goals, and risk tolerance. Investment portfolios may include ETFs, mutual funds, individual stocks, or bonds. Financial Planning & Consulting services cover various areas such as Investment Planning, Retirement Planning, Estate Planning, and Tax Planning. Centricity Wealth Management charges fees based on a percentage of assets under management or an annual flat fee, with a tiered fee structure based on the market value of billable assets. The firm reviews accounts quarterly, with additional reviews triggered by major events or client requests. Clients receive account statements directly from the custodian at least quarterly. The firm does not vote client proxies and does not receive compensation for client referrals. Clients have the option to impose restrictions on the firm's discretionary authority. The firm does not provide financial information in the brochure. Clients can request a full copy of the Brochure and supplements from the Chief Compliance Officer. For more information, clients can contact Christopher Ciehanski at 614-392-5155 or [email protected].