James Paul Pacholek

Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA.

BMC Fund, Inc. is a closed-end, diversified investment company. The company is headquartered in Lenoir, NC.

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.

Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans.

Part of Morgan Stanley, Morgan Stanley Private Equity Asia III LLC is a private equity fund. The company is based in New York, NY.

Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY.

Eastdil Secured LLC provides real estate investment banking services. It offers wholesale and mortgage banking, investment banking, insurance agency, mortgage-backed securities & brokerage services. It has offices in Los Angeles, San Francisco, Washington, Boston, San Diego and Silicon Valley. The company was founded in 1967 and is headquartered in New York, NY.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Part of Avis Budget Group, Inc., Coldwell Banker & Co. provides commercial real estate brokerage services.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Regatta Capital Group LLC (Regatta Capital Group) is a venture capital firm founded in 2007 by Russell R. Mohberg and Spencer Southard Kelly. The firm is headquartered in El Segundo, California.

Cordatus Wealth Management LLC (Cordatus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Yardley, Pennsylvania. Founded in 2016, Cordatus provides wealth planning and management services as well as corporate services to high-net-worth individuals and corporate executives.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Milestone Advisory Partners LLC (MAP) is a wealth management firm headquartered in Southern Pines, North Carolina. The firm was founded by John M. Kober and Winfred "Chip” Hasty in 2015. They are a subsidiary of NewEdge Advisors LLC, ultimately owned by EdgeCo Investor Holdings LP. MAP provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

Well Done LLC, doing business as CapTrust Financial Advisors (CapTrust), is an independent, SEC-registered investment adviser headquartered in Holland, Michigan. The firm was founded by Bruce H. Johnson in 2004. CapTrust provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices.

Dyn, Inc. provides web based application services. It offers products for various categories in the areas of Internet intelligence, traffic management, domain service, and message management aspects. It provides solutions for business executives, infrastructures and operations, and home users. The company offers support, training, and professional services. It serves retail and Ecommerce, software and Software-as-a-Service, advertising technology, media and entertainment, consumer Internet, and travel and hospitality customers. The company was founded by Jeremy Hitchcock in 2001 and is headquartered in Manchester, NH.

Maxa AI, Inc. provides services to customers through standard terms of service, which can be amended from time to time. The company is based in Verdun, Canada. Customers can execute a separate master services agreement (MSA) or other agreement directly with Maxa. The Canadian company was founded in 2019 by Alexis Steinman and Raphael Steinman, with Raphael Steinman serving as the CEO since 2019.

ShoreHaven Wealth Partners LLC (ShoreHaven) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded by Lawrence Durso, Michael Durso and Michael Lombardi in 2020. ShoreHaven offers a variety of wealth management services to a select group of affluent multigenerational families and high net worth individuals.

Seeking Alpha, Inc. is an investing community. It provides daily summaries of market and stock related stories, conference call transcripts, new initial public offer filings, and housing market information through blogs, money managers, and newsletters. The company was founded by David Jackson in 2004 and is headquartered in New York, NY.

Defendify, Inc. provides cyber security services. The company was founded by Rob Simopoulos and Andrew Rinaldi in 2017 and is headquartered in Portland, ME.