Heather Houser

GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA.

Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association.

Founded in 2002, WoodTrust Asset Management, NA is a full service trust company and investment advisor located in Wisconsin Rapids, Wisconsin. The firm is a subsidiary of WoodTrust Financial Corp.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Bayshore Capital Advisors LLC (Bayshore) is an independent, SEC-registered investment advisor and multi-family office headquartered in Tampa, Florida. The firm was founded by Tready Smith in 2000. Bayshore creates and maintains investment portfolios for families, pooled vehicles and other clients.

Part of MediaTechnics Corp., San Francisco Funding, Inc. provides mortgage funding and services. The company is based in San Diego, CA. San Francisco Funding was acquired by MediaTechnics Corp. on November 17, 2003.

Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada.

Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

Raymond James Bank NA operates as a bank. It offers securities mortgage, lending, home equity lending, residential mortgages, state bond home loan programs, and deposit services. The company was founded in 1962 and is headquartered in St. Petersburg, FL.

Robert Charles & Lesser Co. operates as a real estate developers. The firm offers real estate economics, investment strategy, asset management, and management consulting services. The company was founded By Bob Lesser in 1967 and is headquartered in Bethesda, MD.

Penta Mezzanine Fund (Penta Mezzanine) is a private equity firm founded in 2007 by Grant Hill, Seth D. Ellis and Rebecca Irish. The firm is headquartered in Orlando, Florida.

Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC.

Professional Financial Management, Inc. (PFM) is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Vander Linden in 2010. PFM provides investment advice to a wide variety of clients, such as individuals, entities, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities.

Pinnacle Family Advisors LLC (PFA) is an independent registered investment adviser headquartered in Springfield, Missouri. The firm was founded by R. Sean McCurry in 2007. PFA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They are also the manager to two affiliated mutual funds.

Part of Raymond James Financial, Inc., Raymond James Insurance Group, Inc. is a company that provides insurance brokerage services. The company is based in St. Petersburg, FL.

Part of United Way Worldwide, United Way Suncoast, Inc. is a non-profit organization committed to the development and sustainability of St. Petersburg's Campbell Park neighborhood. The company is based in Tampa, FL. The company offers various services such as job searches, resume building, computer access, financial assistance, and programs for middle and high school students. The company also provides resources on budgeting, investing, taxes, and more. United Way Suncoast's resource centers, including Campbell Park and North Greenwood, aim to promote financial stability through workforce development and economic support.

1858 Capital Partners LLC is a boutique M&A advisory firm that specializes in mergers and acquisitions and principal investments. The private company is based in Winter Park, FL, and has subsidiaries in the United States. The company has a focus on the middle market and utilizes its network, internal resources, and the latest technology to attain successful transactions. Unlike traditional investment banks, 1858 was formed with a community banking model in mind. The 1858 team is very selective regarding engagements and looks to limit the number of engagements taken on at any one time so maximum client interfacing is achieved. The company was founded in 2022 by Jay Chaudhari, Michael Skat, Michael Ward, Michael A. Okaty.

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.

Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates.

Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021.

Edward Jones Investments operates as a financial advisory firm.

Part of The PNC Financial Services Group, Inc., National City Commercial Capital Corp. provides business financing. The company is based in Cincinnati, OH. The CEO of the company is Vincent D. Rinaldi.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

Humanscale Corp. specializes in office ergonomics. Its products include chairs, keyboard supports, monitor arms, task lighting, central processing unit holders, ergo tools, access rail, glare filters, foot machine, laptop holders, switch mouse, and copy holders. The company was founded by Robert King in 1982 and is headquartered in Greenwood Village, CO.

Beta Wealth Group, Inc. is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Jodi Vleck in 2009. Beta Wealth Group provides a wide array of investment advisory services to a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries.