Lee Spangler

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Beese Fulmer Investment Management, Inc. (BFIM) is an independent, SEC-registered investment advisor headquartered in Canton, Ohio. The firm was founded by William Beese and Dennis Fulmer in 1980 and do-business-as Beese Fulmer Private Wealth Management. BFIM provides personalized confidential investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations on a discretionary and nondiscretionary basis.

Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans).

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Hunter Associates Investment Management LLC (dba Hunter Associates) is a registered investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by David Hunter in 1992 and is a subsidiary of Hunter Associates Holdings LLC. Hunter Associates provides investment advisory and management services.

Bob Ross Buick, Inc. provides car dealership services. It offers new and pre-owned vehicles. It also provides financing, service & repair and collision repair services. The company was founded by Norma J. Ross & Robert Paul Ross, Sr. in 1979 and is headquartered in Centerville, OH.

Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial.

The American International Automobile Dealers Association (AIADA) is a national trade association representing over 9,500 international nameplate automobile franchises in the United States. The non-profit company is based in Alexandria, VA. Established in 1970, AIADA communicates the value of international nameplate dealers to the public and the industry through regular publications, statements, and strategies. The association provides a voice to dealers on the issues they care about by connecting them with legislators and policy makers. AIADA advocates on behalf of international nameplate dealers, educating and informing policy makers, legislators, and the public of the industry’s value.

Aksia LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Jim Vos in 2006. Aksia provides portfolio advisory services on alternative investment strategies for institutional investors.

Mutual Capital Partners (Mutual Capital Partners) is a venture capital firm founded in 2004 by William S Trainor, Wayne H Wallace and Rick Sapio. The firm is headquartered in Westlake, Ohio.

Dayton Chamber of Commerce operates as a trade association of businesses, professionals and individuals. The company was founded by John H. Patterson in 1907 and is headquartered in Dayton, OH.

Maranon Capital LP (Maranon Capital) is a private equity firm founded in 2007 by Tom Gregory and Ian Larkin. The firm is headquartered in Chicago, Illinois.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses.

The University of Dayton Research Institute is a private company that engages in research, development, application, and transition of technology. The company is based in Dayton, OH. The company's focus areas include materials, structures, energy, propulsion, manufacturing, sensors, and intelligence.

The Dayton Performing Arts Alliance operates as a group of performing artists. The private company is based in Dayton, OH.

Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans.

Red Cedar Investment Management LLC (RCIM) is a registered investment adviser headquartered in Grand Rapids, Michigan and was founded by Michael S. Gilmore. The firm is a direct subsidiary of 4100 Group, Inc., which is ultimately held by Renaissance Health Service Corp. RCIM provides discretionary investment management services to institutional clients including pension and retirement plans, registered investment companies, corporations, and foundations.

Edgewater Research Co. LLC is an independent equity research and market intelligence company founded in 2018. The private company is based in Cleveland, OH and has subsidiaries in the United States. Edgewater Research produces timely, proprietary, and content-rich fundamental research from an established network of contacts across key industries and supply chains. The company prides itself on honest and unbiased work, free from conflicts of interest. The company's extensive network of contacts and ability to accurately interpret information provide an edge over the competition, empowering clients to make more confident, informed decisions.

Jessup Wealth Management, Inc. provides investment advice. The private company is based in Dayton, OH. The company was founded in 2009. The CEO is Matthew C. Jessup.

Redi.Health, Inc. is a healthcare company based in Columbus, OH. The company provides simplified tools to patients and create novel pathways of connectivity to support and resources that patients wouldn't otherwise have access to. Redi.Health empowers patients with chronic conditions to understand, manage, and track their total health through digital support. The company combine health management technology and pharmaceutical manufacturer support into one tool, providing a mobile platform that allows patients to manage everything from multiple medications and symptoms to diet and exercise. The company was founded with the goal of empowering patients to take control of their health journey. The CEO of the company is Luke Buchanan.

Bob Ross Auto Group, Inc. provides car dealership and repair services. The private company is based in Dayton.

Part of First Trust Capital Solutions LP, First Trust Capital Management LP offers a range of alternative investments including private equity, venture capital, hedge funds, real estate, and private credit. The company is based in Chicago, IL. The company provides these solutions in various structures to financial advisors, family offices, and institutions. The company was founded in 2012. Michael Dillon Peck has been the CEO of the company since 2021.