Benjamin Joseph Peress

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Part of Southern Diversified Distributors, Inc., William M. Bird & Co., Inc. is a leading flooring distributor in the Southeastern USA. The company is based in Charleston, SC. The company provides the best flooring brands to floor retailers in various states. D. Maybank Hagood has been the CEO of the company since 1993.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Wells Fargo Investment Institute, Inc. (WFII) is a SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. (NYSE: WFC). WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA).

Richmond Retirement System administers pension plans and other benefits. The company is headquartered in Richmond, VA.

Atlantic Union Bankshares Corp. (Wealth Management), dba Atlantic Union Bank Wealth Management (AUBWM), is the wealth management division of Atlantic Union Bankshares Corp. (NYSE: AUB), a bank holding company headquartered in Richmond, Virginia. Founded in 1993, AUBWM offers asset management, private banking, and trust and estate services to families, individuals and institutions.

Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors.

Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses.

AdvisorGuide LLC provides investment research. The private company is based in Virginia Beach, VA. The company was founded in 1999 by David Hudson Morton.

CAV Angels /Venture Capital/ (CAV Angels) is a venture capital subsidiary of CAV Angels Investments LLC founded in 2015 by Jim Cheng, Rich Diemer, and Dick Crawford. The firm is headquartered in Charlottesville, Virginia.

CAV Angels provides investment services. It offers education on investment in private and early stage companies. The company was founded by Dick Crawford, Jim Cheng, Rob C. Masri, and Douglas Muir and is headquartered in Charlottesville, VA.

Dover Advisors Group, Inc. provides investment advice. The American company was founded by Jesse Thompson Ellington.