Jay Dee Lake

Twenty Twenty Investment Advisors LLC (2020ia) is an independent investment advisor headquartered in Spokane, Washington. The firm was founded by Jay Lake in 2003 as Jay Lake Investment Management. 2020ia provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust programs.

Nelson Securities, Inc. is a financial services company that was founded in 1983 and is headquartered in the Pacific Northwest, with a branch office in CA. The private company is based in Spokane, WA, and has been serving clients across the country for more than three decades. The company is committed to helping clients improve their long-term financial success by creating tailored strategies based on their needs and goals. The experienced team of professionals at Nelson Securities explains the "whys" behind the planning process and helps clients gain clarity and confidence to pursue their long-term goals.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.