Wells Fargo Advisors

Diamond Hill Capital Management provides investment management services to individuals and institutions seeking to build and preserve wealth. The company is a registered investment adviser based in Columbus, Ohio. It manages equity and fixed-income portfolios for individual and institutional investors and also manages the Diamond Hill Funds, a family of mutual funds offered to investors through financial intermediaries. Its mutual fund portfolios include a bank and financial fund, a focus fund, a small cap fund, a large cap fund and a strategic income fund. As of May 31, 2005, Diamond Hill s had approximately $738 million of assets under management.

Short North Wealth Management is a trusted, boutique financial services firm based in Columbus, Ohio. We specialize in personalized wealth management, retirement planning, investment strategies and estate planning tailored to meet the unique financial goals of individuals, families, and business owners. Our team is dedicated to providing expert guidance, innovative solutions, and a client-first approach to ensure financial success and peace of mind for each client. Whether youre planning for retirement, managing investments, or looking for comprehensive financial planning, were here to help you build and protect your wealth. Contact us today for a personalized consultation.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy