Bob Confessore

Susquehanna Investment Group LLC (SIG) is an investment advisory firm headquartered in Bala Cynwyd, Pennsylvania. The firm is a subsidiary of Susquehanna International Group LLP, ultimately owned by Philadelphia Trading, Inc. SIG provides investment advisory services to various clients.

Founded in 2006, Ally Securities LLC is a registered broker/dealer and government securities broker/dealer headquartered in New York City. The firm was formerly known as Residential Funding Securities LLC. They are a subsidiary of Ally Financial, Inc., which was formerly know as GMAC LLC and General Motors Acceptance Corp. Ally Securities focuses on residential mortgage-backed securities (RMBS)

Millington Securities, Inc. is an ETF adviser headquartered in Red Bank, New Jersey. The firm was founded by Charles G. Millington in 2008. They are a subsidiary of WBI Tech Holdings LLC, which is owned by WBI Holdco, Inc. Millington Securities provides advisory services to, among other clients, a series of exchange traded funds (ETFs) and a series of mutual funds for institutional money managers.

Silver Lane Advisors LLC operates as an investment bank. The firm advises financial institutions undergoing transformational events, including mergers, acquisitions, capital raises, recapitalizations, re-equitizations, and joint ventures. It also provides valuation advisory services and structure ownership succession plans. The company was founded by Elizabeth Bloomer Nesvold in 2007 and is headquartered in New York, NY.

Hanlon Investment Management, Inc. (Hanlon) is an independent, SEC-registered investment advisor headquartered in Egg Harbor Township, New Jersey. The firm was founded by Sean Hanlon in 1999. Hanlon provides investment advisory and investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Advizr, Inc. operates as a financial software company. Its platform enables financial advisors to aggregate accounts, calibrate plan, socialize, monitor, and data discovery. The company was founded by Hussain Zaidi, Mustapha Baassiri and Jorge Alvarez and is headquartered in New York, NY.

Absolute Shares Trust is an open-end investment company that consists of separate investment portfolios, which includes WBI AbsoluteCore Shares Global SMID Growth ETF, WBI AbsoluteCore Shares Global SMID Value ETF, WBI AbsoluteCore Shares Global SMID Yield ETF, WBI AbsoluteCore Shares Global SMID Select ETF, WBI AbsoluteCore Shares Global Large Growth ETF, WBI AbsoluteCore Shares Global Large Value ETF, WBI AbsoluteCore Shares Global Large Yield ETF, WBI AbsoluteCore Shares Global Large Select ETF, WBI AbsoluteCore Shares Tactical Bond ETF and WBI AbsoluteCore Shares Tactical High Income ETF. The company is headquartered in Little Silver, NJ.

Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

BASF Corp. manufactures commercial and industrial chemicals. The firm serves the aerospace, agriculture, automotive, clean energy, nutrition, textiles, and building, and construction sectors. The company was founded in 1986 and is headquartered Florham Park, NJ.

Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations.

Scientific Research Corp. provides engineering and research services. It business activities are focused on information, communications, intelligence, electronic warfare, simulation, training, and instrumentation systems. SRC laboratories and test facilities reflect state-of-the-art technology and mirror both commercial and defense operational environments. The company was founded by Charles Kenneth Watt in 1988 and is headquartered in Atlanta, GA.

Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL.

Metro Atlanta Chamber of Commerce is a non-profit organization, which engages in improving the quality of place and advancing economic growth. It focuses on growing the region's innovation economy by promoting and strengthening connections. The company was founded in 1860 and is headquartered in Atlanta, GA.

Silverman Construction Program Management, Inc. guides commercial construction programs. Its services include planning programs, monitoring budgets, negotiating contracts, and hiring architects. The company was founded by Arnold P. Silverman in 1995 and is headquartered in Atlanta, GA.

S.S. White Technologies, Inc. is a minority-owned business that designs and manufactures flexible shafts and related assemblies. The firm’s products include flex shaft, shaft with Fittings, and shaft with casing and fittings. Its products are used in aircrafts, surgical instruments, automobiles and industrial applications. The company was founded by Samuel Stockton in 1844 and is headquartered in Piscataway, NJ.

Serco, Inc. provides services and project management support services. It specializes in fleet management, transportation, information technology and business consulting, engineering, human resources, and logistics services. The firm also offers human capital management, systems integration, lifecycle management, and economic cost analysis solutions. The company was founded in 1988 and is headquartered in Reston, VA.

Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.

PEAK Financial Group is one of Canada's premiere independent financial groups. The company represents advisors who assist the investors. PEAK provides back-office and administrative assistance to financial planners. It manages the assets under administration and has an enviable life insurance portfolio. The company was founded in 1992 and is headquartered in Montreal, Canada.

Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD.

Hartshorne Group LLC brings innovative financial planning and investment solutions to clients by pairing human advice with advanced technology. The private company is based in Little Silver, NJ. The company uses a tool called Cy to determine clients' personal loss tolerance, calculate their return needs to achieve their goals, and create a custom portfolio to help them get there.

Traust Sollus Wealth Management LLC provides investment advice. The company was founded by Al Zdenek in 1982 and is headquartered in Princeton, NJ.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.

Waldron Private Wealth LLC is a boutique private wealth management firm that advises a select group of high net worth individuals, families, and family offices. The private company is based in Bridgeville, PA. The company's advisory team includes 19 CFPS, three CPAs, three CFAs, a certified trust and fiduciary advisory, a certified divorce financial analyst, a chartered advisory in philanthropy, a behavioral financial advisor, and a certificate holder from the Institute for Preparing Heirs. Waldron Private Wealth is a fiduciary wealth management firm that helps a select group of individuals and families to simplify the complexities of their wealth. The company was founded by John J. Waldron, who has been the CEO since incorporation.

BWC Terminals LLC provides liquid storage solutions and value-added services. It also provides specialty chemicals, caustic soda, vessel, barge, ISO container products. The firm offers carbon storage tanks, stainless steel storage tanks, filtration, import/export services. The company is headquartered in Houston, TX.

Part of WBI Investments, Inc., CyborgTech LLC is a fintech company that specializes in robo-advisory platforms for investing. The company is based in Red Bank, NJ. The company's platform combines human advice with machine optimized portfolios for loss and return. The enterprise grade platform can be white-labeled for broker-dealers, rias, asset managers, and other institutions. Matthew Earl Schreiber has been the CEO of the company since 2019.

Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.