CLOs on the Move

Advia Credit Union

Advia Credit Unions mission is to provide financial advantages. We look to proactively seek the quickest and easiest solutions available for members to maximize the financial value provided to them. Our name means something – we provide advice, we are member advocates, and we offer advantages. We do this via innovative financial solutions. Advia Credit Union became official on January 1, 2014, but our story began long before that. Advia Credit Union is the result of a powerful partnership between two very healthy and thriving credit unions - formerly First Community Federal Credit Union (originated in 1938) and E & A Credit Union (originated in 1935). Headquartered in Kalamazoo, Michigan, our 28 full-service branch locations and over 35,000 CO-OP and Alliance One fee-free ATM & Video Teller Machines keep growing. Advia offers easy-access financial solutions to to anyone who resides, works, worships, or attends school within the lower peninsula of Michigan as well as a growing number of counties in Wisconsin (Dane, Green, Jefferson, Kenosha, Milwaukee, Racine, Rock, Walworth, and Waukesha) and Illinois (Boone, Cook, DuPage, Kane, Lake, McHenry, and Winnebago). Our credit union is chartered by the state of Michigan. Living to Advia Credit Unions core values has helped to position us within the top 3% of credit unions nationally in terms of financial soundness and asset size. Now serving over 200,000 members with assets over $2 Billion, we are poised to bring even better advantages to our communities and members. Experience the advantage via innovative financial solutions. Advia is an Equal Opportunity Lender. Federally Insured by NCUA. Core Values: Act with Integrity - Drive Progress - Build & Strengthen Relationships - Keep People at the Core

Wayne Bank

Founded in 1871 in Honesdale, PA, Wayne Bank now has 26 community offices serving Wayne, Pike, Monroe, and Lackawanna Counties in Pennsylvania, along with Delaware and Sullivan Counties in New York State. Wayne Bank is a subsidiary of Norwood Financial Corp., Member FDIC. The stock trades on the NASDAQ Global Market under the symbol— NWFL.

Lighthouse CFO Group

We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.

Auxiant

Auxiant is a Third Party Administrator (TPA) of self-funded benefit plans. Our specialty is customization, technological tools for clients and individuals, and cost-control and health management. We provide administration for over 60,000 employees from our administrative offices in Madison Wisconsin and Cedar Rapids, Iowa. Our Sales offices are in Cedar Rapids, Iowa and Milwaukee, Wisconsin. TPAs are one of the best-kept secrets in the country. Many people do not know TPA firms exist-yet about 2/3 of all employee benefit plans in the U.S. use TPA services. As a TPA, we are dedicated to taking excellent care of the employer and the individuals covered under their employer-sponsored health plans. A health plan is a highly valued component of a companys employment package. With the rising costs of medical care, a health plan has also become a major employer expense. We know how important careful administration of an employer health plan is. We believe it is important to provide our plans with cost-management strategies, while providing plan participants with tools to help them deal with the complexities of health care purchasing. Auxiants Medical Management programs help plan sponsors achieve the lowest medical spend. Auxiant is member of the Society of Professional Benefit Administrators (SPBA) and Society of Self Insured Administrators (SIIA).

Adventum