Keith E. Gregg

Fidelity National Information Solutions, Inc. provides real estate related data, solutions and services. It offers data and valuations, technology solutions, and services to lenders, real estate professionals, settlement companies and vendors. Its product and service offerings include technology solutions, electronic partner networks, loan origination systems, real estate tax, credit reporting, flood compliance and automated valuation & appraisal services. The company was founded in 1975 and is headquartered in Santa Barbara, CA.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD).

Dun & Bradstreet, Inc. engages in the provision of business data and analytical insights services. It offers products relating to finance, sales and marketing, master data, supplier management, and compliance. The company is headquartered in Short Hills, NJ.

Part of LPL Financial Holdings, Inc., LPL Independent Advisor Services Group LLC provides brokerage services. The company is based in Newport Beach, CA. LPL Independent Advisor Services Group was acquired by LPL Financial Holdings, Inc. from Pacific Mutual Holding Co. on June 20, 2007.

ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN.

California Creative Solutions, Inc. provides enterprise management solutions and services. Its services include business intelligence application development, data warehouse software, real time data warehousing, business analysis software, and web based application development. The firm was founded in 1997 and is headquartered in Poway, CA.

Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton.

1st Franklin Financial Corp. provides financial solutions. The firm offers personal, real estate and premier loans, debt consolidation, retail sales financing services. The company was founded by Ben F. Cheek, Jr. in 1941 and is headquartered in Toccoa, GA.

Community Brands HoldCo LLC engages in the provision of cloud-based software and payment solutions for associations, non-profits, schools, and faith-based organizations. It offers membership and learning management, career center software, event fundraising, donor management, online fundraising, fund accounting, student info management, enrollment management, and student billing tuition management solutions. The company was founded in 2017 and is headquartered in St. Petersburg, FL.

Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA.

c, LLC is an Independent Private Equity firm founded in the year 2017 by Gavin L. James and Don Plotsky. Uinta Investment Partners, LLC is headquartered in Scarsdale.

Altaclaro, Inc. provides immersive and experiential online practice skills training for practicing attorneys using mock transactions and live feedback. The company is based in New York, NY. The company explore the challenges of associate training and share how a proven legal solution addresses these issues to improve associate efficiency, utilization, and retention. The company was founded in 2015, and the CEO is Abdi Shayesteh.

Navigate360 LLC engages in the provision of safety training solutions for schools, workplaces, healthcare facilities, and other communities. Its services include interactive site mapping, risk assessment, safety and security assessments, security audit, and vulnerability assessment. The company is headquartered in Richfield, OH.

Bryce Catalyst (Bryce Catalyst) is a venture capital firm founded in 2020. The firm is headquartered in Houston, Texas.