Wealthquest

Wealthquest Corporation ("WQC") is a corporation formed on July 13, 2006 in the State of Ohio. WQC became registered as an Investment Adviser Firm on August 17, 2006. WQC is principally owned by Wade K. Daniel and James M. Lenhoff, WQC's CEO and President, respectively. As discussed below, WQC offers to its clients (individuals, high net worth individuals, ERISA plans, charitable organizations, business entities, trusts and estates, etc.) combined investment advisory, financial planning, estate planning, and tax preparation services as described below.