Don Calcagni

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

CWH Capital Management, Inc., dba Hart Capital Management, Inc. (HCM), is a SEC-registered investment advisor headquartered in Spokane, Washington. The firm was founded by Craig W. Hart in 1995. They are a subsidiary of Mercer Advisors, Inc. HCM provides portfolio management services to individuals, 401(k) plans, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs and other US institutions.

Refinitiv US TradeWeb LLC engages in the provision of an online tracking network for fixed-income securities. It also offers derivatives, commercial papers, and other fixed-income in Europe and the US. The company was founded in 1998 and is headquartered in Jersey City, NJ.

University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California.

Seiler LLP is a professional services firm that has been providing advisory, tax, and accounting services for 65 years. The private company is based in Silicon Valley and is an independent member of HLB, the advisory and accounting network. Seiler delivers sophisticated solutions, innovative thinking, capabilities, and highly personalized service to its clients. The American company was founded in 1957, and the CEO is George D. Marinos.

Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.

Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request.

Founded by Kathryn I. Thompson in 2009, Thompson Research Group LLC (TRG) is an equity research firm located in Nashville, Tennessee. The firm offers original, fundamental research and analysis in the industrial and construction materials sectors. Specific industries in their coverage universe include, but aren't limited to building materials, building products, construction equipment, engineering & construction, household goods & services, industrial distribution, diversified industrials and recreation vehicles. TRG provides services to institutional investor and private equity clients. The firm does not provide equity trading or investment banking services.

YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL.