David L. Mead

Bufka & Rodgers LLC (BR) was founded in April 1987 in Schaumberg, Illinois. BR manages assets for clients including employee benefit plans, endowments, religious organizations and individual investors of substantial means.

BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.

Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions.

First Place Financial Corp. operates as a financial services holding company for First Place Bank and First Place Holdings, Inc. The company through it subsidiaries provides business and retail banking services to individuals and businesses. It offers various deposit accounts, including savings accounts, retail NOW accounts, business checking accounts, money market accounts, certificates of deposit and individual retirement accounts, jumbo certificates and other qualified plan accounts. First Place Financial was founded in 1922 and is headquartered in Warren, OH.

People's Bank NA operates as a commercial bank, which engages in the provision of commercial and retail banking, insurance, and brokerage and trust services. It provides various types of loans, including commercial and commercial real estate loans, residential real estate loans, home equity lines of credit, real estate construction loans, and consumer loans. The company was founded in 1902 and is headquartered in Marietta, OH.

Rush-Copley Medical Center, Inc. provides healthcare services. Its services include emergency services, cancer care center, family birth, neuroscience, heart and vascular, joint reconstruction and replacement, cardiac care, women's services, and diagnostic imaging. The company was founded in 1886 and is headquartered in Aurora, IL.

Part of Peoples Bancorp, Inc. (Ohio), Peoples Insurance Agency LLC is a company that provides personal and business insurance solutions. The company is based in Marietta, OH.