Collin Patrick Callahan

Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.

Palisades Hudson Asset Management LP (Palisades Hudson) is a SEC-registered investment advisor and wealth management firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1997 by Larry Elkin and principally owned by Larry M. Elkin Living Trust. Palisades Hudson provides investment advice to individuals, Limited Partnerships and Limited Liability Companies, pension and profit-sharing plans, trusts and estates, corporations or business entities, and private investment funds.

tastytrade, Inc. owns and operates an online financial network. It provides financial information, investment strategies, and entertainment related to options trading and the stock market. The company was founded by Tom Sosnoff in 2011 and is headquartered in Chicago, IL.

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.

Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY.

FirstMark Capital LLC (FirstMark Capital) is venture capital firm founded by Rick Heitzmann and Amish Jani in 1996. The firm is headquartered in New York.

Community Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor headquartered in Weston, Florida. Formerly known as Crafund Advisors, Inc., the firm was founded in 1998.CCM provides investment supervisory services to financial advisors, banks or thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities and individuals.

MorganFranklin Consulting LLC provides business advisory and consulting services. Its services include accounting and transaction, strategy finance and operations, risk and compliance, and information management and technology. The company was founded by Robert Morgan, Robert Franklin, and Ronald Morgan in 1998 and is headquartered in McLean, VA.

Cirrus Research LLC is an independent investment strategy research firm headquartered in New York City. The firm was founded by Satya Pradhuman in 2007. They provide small-to-mid cap equities research insights. Their clientele includes active portfolio managers, fundamental and quantitative managers, research analysts, strategists, asset allocators, and risk managers at some of the largest global institutions. The firm’s approach is idea driven, supported by quantitative discipline.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Sensible Financial Planning & Management LLC (Sensible Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Frederick "Rick" Miller in 2002. Sensible Financial provides both investment supervisory services and fee-only financial planning services for individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Lexyl Travel Technologies LLC operates as an online provider of group hotel booking and event management services. It offers rooms for conference, meeting planning, convention, exposition and event management services. The company was founded by John Prince and Timothy Hentschel in 2003 and is headquartered in West Palm Beach, FL.

Cortina Enterprises provides investment advice. The private company is based in La Jolla, CA. The company was founded by Dennis Lin.

Eagle Bay Advisors LLC (Eagle Bay) is an independent registered investment advisor and multi-family office headquartered in New York City. The firm was founded by Michael Nelson in 2015. Eagle Bay offers services to high net-worth individuals and families, trusts, estates, charitable organizations, corporations and business entities.

IBISWorld, Inc. provides expert industry market research to help businesses make better decisions faster. IBISWorld is based in Los Angeles, CA and has subsidiaries in the United Kingdom, Australia, and China. The American company offers industry market research reports, statistics, analysis, data, trends, and forecasts.

Wanderlust Wealth Management LLC is an American financial management company that offers a fiduciary approach to organizing finances and investing money. The private company is based in an undisclosed location. The company's services are easy to communicate, verifiable, and defensible. The company works with clients globally and aim to liberate them from their finances.

SOIL Funds LLC (Soil funds) is a private equity firm founded in 2015 by David Waserstein. The firm is headquartered in Newyork.

Third Bridge Group Ltd. (Research) is the investment research division of Third Bridge Group Ltd. in Great Britain. Headquartered in London, the firm was founded in 2007 and provides research reports to private equity funds, hedge funds, mutual funds and management consulting firms. Their insights-rich content covers various asset classes, sectors and regions, providing a narrative around the latest industry trends and talking points.