Jim McGrath

Cassady Schiller Wealth Management LLC (Cassady Schiller) is an independent registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1999 as CSA Financial Advisors Ltd. and changed its name to Cassady Schiller Wealth Management LLC in 2017. Cassady Schillert provides portfolio management services to individuals, high net worth individuals, corporations, trusts, corporate pension and profit-sharing plans, charitable institutions and foundations.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.