Sandy B. Carlson

Timucuan Asset Management, Inc., (Timucuan) is a privately-owned wealth management firm and SEC-registered investment advisor headquartered in Jacksonville, Florida. The firm was founded by Russell Newton III in 1988. Timucuan offers investment management services to high net-worth individuals, family offices and institutional investors.

Harris Ventures Inc (Harris Ventures) is a venture capital subsidiary of L3Harris Technologies founded in 2000 by Sam C. Harris and Sherri A. Harris. The firm is headquartered in Alpharetta, Georgia.

Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY.

Allen, Mooney & Barnes Investment Advisors LLC (AMB) is a SEC-registered wealth management firm headquartered in Thomasville, Georgia. The firm was founded in 2001 by Miron Allen and Richard Mooney, originally as Allen & Mooney Investments LLC. They are a wholly-owned subsidiary of FAIM Investments LLC. AMB provides investment advisory and management services to a wide range of individual and institutional clients.

MGT of America Consulting LLC provides management and research consulting services. The company was founded by Kenneth W. Boutwell in 1974 and is headquartered in Tampa, FL.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

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.

The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

iHealth Technologies, Inc. provides payment integrity solutions. It offers a pre-payment application of client specific clinical payment policy to assure the application of clinical coding in claims payment. . The company was founded by Douglas J. Williams and Richard Pozen in 2001 and is headquartered in Atlanta, GA.

Salient Corp. develops enterprise analytics systems. It offers healthcare, retail, consumer packaged goods, direct store delivery, education and sports solutions. The firm also offers alignment consulting, technical support, training and outcome support and user communities services. The company was founded by Guy Amisano, Sr. in 1986 and is headquartered in Horseheads, NY.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Orlando Magic Ltd. operates a professional basketball team. Its basketball team is part of the Southeast Division of the Eastern Conference in the National Basketball Association. The firm markets sports merchandise, match tickets and collectable game items. The company was founded by William duPont III, James Hewitt, Robert Hewitt & Pat Williams in 1989 and is headquartered in Orlando, FL.

The CNA Corp. operates as a nonprofit research and analysis organization. It provides solutions to complex problems of national importance. The firm’s research portfolio includes criminal justice, homeland security, energy security, water resources, education, enterprise systems and data analysis. . The company was founded in 1942 and is headquartered in Arlington, VA.

The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL.

Rotary Club of Fernandina Beach Charitable Fund, Inc. operates an international service organization. It states human rights for the purpose to bring together business and professional leaders in to provide humanitarian services, encourage ethical standards in all vocations. The company was founded on May 25, 1926 and is headquartered in Fernandina Beach, FL.

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. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

Davis Capital Management LLC (DCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jacksonville, Florida. The firm was founded by Troy Davis in 2008. DCM provides discretionary account management, financial advising, and financial planning services to individuals and institutions.

Camarda Financial Advisors LLC (CFA) is a registered investment advisor headquartered in Fleming Island, Florida and was founded in 1998. The firm is a subsidiary of Singularity LLC and their ultimate parent is Kimberly K. Camarda 2012 Irrevocable Trust. CFA provides investment management and retirement plan consulting services to individuals, business entities, trusts, estates, charitable organizations, pension and profit sharing plans, endowments, foundations, and etc.

Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients.

SecurityPoint Media LLC provides out-of-home advertising services. The company offers SecureTray System, an ad-sponsored solution that uses custom tables, patented carts, and bright-white bins/SecureTrays to provide efficiencies that shorten passenger wait times and create calm in high-volume security checkpoint areas. The company was founded by Joseph T. Ambrefe Jr. and Douglas J. Linehan in 2001 and is headquartered in St. Petersburg, FL.