Matthew P. Iak

Part of CFG I, Inc., CNL Securities Corp. is a company that provides real estate investment solutions. The company is based in San Diego, CA.

WealthForge Holdings, Inc. provides a platform that connects entrepreneurs and investors online. The firm specializes on equity crowdfunding, private investing, real estate investing, and private placements. The company was founded by Mathew F. Dellorso and Frederick E. Bryant and is headquartered in Richmond, VA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Wellmark, Inc. provides health insurance products and related services. It pays health benefit claims. It also operates through it subsidiaries such as Wellmark Blue Cross and Blue Shield of Iowa. The company was founded in 1948 and is located in Des Moines, IA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Shook, Hardy & Bacon LLP engages in the provision of legal services. It offers product liability, intellectual property, business litigation, public policy, and employment litigation and policy. The firm serves pharmaceutical and medical device, food, beverages and agribusiness, insurance and reinsurance, energy, and sports industries. The company was founded by Frank P. Sebree in 1889 and is headquartered in Kansas City, MO.

Life Care Services LLC engages in the provision of senior living management and home health care services. It offers programs for a fulfilling lifestyle, wellness programming for healthful living, social opportunities, and resident camaraderie. The firm manages communities such as residences for independent living, assisted living, memory care, skilled nursing care, and a combination of these living arrangements. The company is headquartered in Des Moines, IA.

Sirius Solutions LLLP provides business consulting services. The company specializes in compliance, financial reporting, technology solutions, energy consulting areas. The firm serves the agriculture, banking, biotechnology, capital markets, chemicals, commodity trading, construction, consumer services, and entertainment industries. The company was founded in 2002 and is headquartered in Houston, TX.

National Association of Corporate Directors provides online and print information services to directors of public companies. It offers in-boardroom education, evaluation, governance reviews, board composition and succession planning, board recruitment, ongoing advisory, insights, and analytics services. The company was founded in 1977 and is headquartered in Arlington, VA.

The Society of Exploration Geophysicists operates as an association of exploration geophysicists. The non-profit company is based in Tulsa, OK and has subsidiaries in the United States.

Northstar Financial Services Ltd. provides financial advices. Its services include fixed-rate investment, variable investment and index-linked investment plans. The company was founded by Daniel L. Gray in 1998 and is headquartered in Hamilton, Bermuda.

Heart of Florida United Way, Inc. provides health and human services. It operates a community crisis and suicide hotline and information referral helpline; a Volunteer Resource Center; a Gifts In Kind Center; a Stewardship program that works with agencies to provide emergency assistance; and the Ryan White Part B program. The company was founded in 1939 and is headquartered in Orlando, FL.

Opportune LLP provides energy consulting services. The firm provides services to chemical engineering, corporate finance, outsourcing, restructuring, tax, dispute resolution, complex financial reporting markets. The company was founded by David C. Baggett in 2005 and is headquartered in Houston, TX.

Ellevest, Inc. (Investment Management) (Ellevest-IM) is the investment management division of Ellevest, Inc., a holding company headquartered in New York City. The firm was founded by Sallie Krawcheck in 2014. Ellevest-IM provides investment advisory services to individuals, pension and profit-sharing plans and charitable organizations.

Part of Third Coast Midstream LLC, JP Energy GP II LLC operates as a holding American company.

Part of Opportune LLP, Opportune Consulting Ltd. is a British company that provides business support services. The company is based in London, UK and was founded in 2010.

Capital Innovations LLC is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 2007 by Susan Dambekaln and Michael Underhill. Capital Innovations advises, creates, and manages specialized investment strategies focusing on real assets for institutional investors and family offices worldwide.

Cantor Fitzgerald Sustainable Infrastructure Fund operates as a closed-end management investment company. It is operated as an interval fund. The company was founded on December 16, 2021 and is headquartered in New York, NY.

DeWaay Investment Banking provides investment banking services. The private company is based in Johnston, IA.

Founded in 1904, Legacy Bank (Altoona, Iowa) is a state-chartered commercial bank. The company is based in Altoona, IA. Part of VisionBankshares, Inc., Legacy Bank was acquired by VisionBank of Iowa from F. S. Bancor, Inc. on December 31, 2022.

Part of Institutional Capital Network, Inc., AI Insight, Inc. provides investment services. The company is based in Worthington, OH. The company was founded in 2005. The CEO is Sherri Cooke. AI Insight was acquired by Institutional Capital Network, Inc. from RELX Plc on January 21, 2021.

Rocky Mountain School of Art, Inc. provides postsecondary education services. The firm offers various bachelor of fine arts programs on-campus including, art education, fine arts, game art, graphic design and interactive media, illustration and interior design. The company was founded by Philip J. Steele in 1963 and is headquartered in Denver, CO.

CNL Strategic Capital LLC engages in the provision of long-term growth and current income to individuals by acquiring controlling equity stakes in combination with loan positions in the middle-market businesses. The company is headquartered in Orlando, FL.