E. Cook

Intertrans Corp. Provides air and ocean freight forwarding, customs brokerage, logistics of moving, and warehousing freight throughout the world. The company was founded by Sam N. Wilson in 1978 and is headquartered in Irving, TX.

Lenox Wealth Management, Inc. engages in the provision of independent and objective financial planning, wealth management, and family office services. The company was founded by William Cooper Procter in 1887 and is headquartered in Cincinnati, OH.

Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

Livingston International, Inc. engages in provision of customs brokerage, transportation and integrated logistics services. Its services include customs brokerage, U.S. customs brokerage, Canadian customs brokerage, Mexican customs brokerage, freight and transportation, global trade management, trade consulting, trade technology, business process services, trade sphere and vehicle transportation services. The company was founded by Gerry Livingston in 1945 and is headquartered in Toronto, Canada.

Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA.

The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC.

Covington & Burling LLP provides legal services. It also provides support services in the following administrative departments including accounting, human resources, information research services, information technology services, library, operations, marketing, practice systems support, recruitment, attorney and alumni relations, and professional development. The company was founded by J. Harry Covington and Edward B. Burling on January 1, 1919 and is headquartered in Washington, DC.

Part of RELX Plc, Knowledge Communication, Inc. provides technology-based learning services through corporate intranets, the Internet, and CD-ROMs. The company is based in Wichita, KS. The company was founded by Clinton J. Everton. Knowledge Communication was acquired by Harcourt, Inc. on June 01, 1999.

ByAllAccounts, Inc. provides intelligent data aggregation for financial services companies. is a holding company. Its patented, intelligent data aggregation system implements a knowledge-based process that uses artificial intelligence to gather and transform financial account data and deliver it to portfolio management, reconciliation, compliance, trust accounting and performance systems. The cmpany was founded by James M. Carney, Ellen Dickau, and Martin Dickau in 1999 and is headquartered in Woburn, MA.

Part of Nokia Oyj, Tigon Corp is a voice message services concern. The American company was founded by Thomas F. Bijou. Tigon was acquired by Octel Communications Corp. from Ameritech Corp. on September 14, 1992.

The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York.

CCMP Capital Advisors LP (CCMP Capital Advisors) is a private equity firm, a subsidiary of CCMP Capital LP founded in 1984. The firm is headquartered in New York with additional offices in London.

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

Cardinal Couriers Ltd. provides courier services. It offers delivery services, ship or track services, dedicated skid services, dangerous goods handling services, and fleet replacement services. The firm provides its services through its fleet of tractor trailers, tailgated five-tons, Tailgated 3- tons, Cube and Cargo Vans. The company is headquartered in Mississauga, Canada.

Xtiva Financial Systems, Inc. provides enterprise wide business and technology solutions. Itdevelops state-of-the-art technologies that enable retail and institutional broker and dealers to streamline operations, from sales compensation and production reporting to supervision of advisor licensing and compliance issues. The company was founded by James Iacabucci and William Lieberman in 1995 and is headquartered in Rockville Centre, NY.

George J. Harris & Associates provides financial services. The company is headquartered in New Windsor, NY.

Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA.

J-W Energy Co. engages in leasing, selling, and servicing natural gas compression equipment. It specializes in natural gas compression, gathering, exploration & production, and well servicing. The company was founded by Thomas Jeffrey and Howard G. Westerman on November 10, 1960 and is headquartered in Addison, TX.

Sears Operadora Mexico SA de CV owns and operates a chain of departmental stores. Its product portfolio includes clothes and accessories for men and women, health and beauty products, toys, furniture, video games, mobile phones, and furniture. The company is headquartered in Mexico City.

Partner Jet, Inc. provides aircraft management and charter sales. The company was founded in 1995 and is headquartered in Mississauga, Canada.