Delphine Bariani

Kendall Capital Management, Inc. is a financial and investment advisory firm based in Rockville, MD. Kendall Capital focuses on serving "middle-class millionaires" and operates as a fee-only fiduciary firm. The private company provides personalized financial advice to hardworking and financially prudent individuals, equivalent to that offered to ultra-high-net-worth individuals. Kendall Capital offers fiduciary financial planning and wealth management to people with assets of more than $500,000 in the MD, DC, and VA area. Contact them today to schedule a meeting. The company was founded in 2005 by Clark Alan Kendall, who has been the CEO since then.

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

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

TowerBrook Capital Partners LP (TowerBrook Capital Partners) is a private equity firm founded in 1988 by Neal Moszkowski and Anthony O'Carroll. The firm is headquartered in New York.

EOS Accountants LLP is an accounting firm based in Hackensack, NJ.