John W. Gabriel

Part of E*TRADE Brokerage Holdings, Inc., E*TRADE Financial Advisory Services, Inc. provides investment advice. The company is based in New York, NY.

Bank of the West (Grapevine, Texas) provides banking services. It offers loans, debit card, merchant services, mobile banking and deposit, online banking, remote deposit capture, safe deposit boxes, and SBA preferred loans. The company was founded on April 01, 1986 and is headquartered in Grapevine, TX,

University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California.

Part of Focus Financial Partners, Inc., Cardinal Point Capital Management ULC is a Canadian company that provides investment advice. The company is based in Toronto, Canada. Cardinal Point Capital Management ULC was acquired by Focus Financial Partners, Inc. on November 01, 2021. The company was founded by Jeffrey Scott Sheldon and James Arthur Sheldon. Jeffrey Scott Sheldon has been the CEO since incorporation.