Steve Shepich

Sally Gries founded Gries Financial LLC in 1978 with the objective of providing investment management services that offered superior growth of clients' assets with a moderate level of risk. Located in Cleveland, Ohio, the firm manages assets for individuals and institutional clients, including pension and profit sharing plans, foundations, endowments and corporations.

Smartvue Corp. provides cloud video surveillance solutions. It offers servers, cameras, and cloud services. The company serves the airports, banking, city surveillance, commercial, healthcare, industrial, public transportation, restaurant, retail, schools and campuses, and shipping and ports. The company was founded by Martin Alan Renkis in 1996 and is headquartered in Nashville, TN.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.

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.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

Forest City Trading Group LLC markets forest products. Its products include lumber, panel and steel products. The firm offers logistics services. The company was founded in 1964 and is headquartered in Portland, OR.

Symetra Life Insurance Co. engages in the provision of products and services that serve the retirement, employment-based benefits and life insurance markets. It operates through the following business segments: Benefits, Retirement, Individual Life, and Other. The Benefits segment is a multi-line carrier offering medical stop-loss; group life and DI insurance; and group fixed-payment medical, accident, and critical illness insurance products ad services to employers. The Retirement segment comprises of deferred annuities and income annuities. The Individual Life segment offers individuals life insurance products, primarily UL, including IUL, and term insurance. The Other segment represents the investment results related to surplus invested assets; unallocated corporate expenses; and inter-segment elimination entries. The company was founded on 1957 and is headquartered in Bellevue, WA.

Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ.

Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ.

United Way of King County is a non-profit organization, which provides rental assistance, educational solutions, and financial support. Its programs include Jobs Connect, Streets to Home, Home Base, ParentChild+, Reconnecting Youth, Bridge to Finish, and Free Tax. The company was founded in 1952 and is headquartered in Seattle, WA.

BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

BioAccel provides funding and business expertise services to early stage life sciences companies. The non-profit company is based in Phoenix, AZ and has subsidiaries in the United States.

BelHealth Investment Partners LLC (BelHealth Investment) is a private equity firm founded in 2011 by Harold S. Blue, Bert E. Brodsky and Dennis G. Drislane. The firm is headquartered in Fort Lauderdale, Florida.

Tennessee Community Ventures LLC (Tennessee Community Ventures) is a venture capital firm founded in 2009 by Eric Satz. The firm is headquartered in Nashville, Tennessee.

Veolia Environnement Co. provides environmental consulting services.

Part of ButcherJoseph Financial Holdings LLC, ButcherJoseph Asset Management LLC provides investment advisory services. The company is based in Charlotte, NC.

The Herbst Group LLC is an independent registered investment advisor headquartered in Westport, Connecticut. The firm was founded in 2020 and is owned and operated by Brian G. Herbst, Donald G. Capelin, and Susan F. Calzone. The Herbst Group offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).