Bob Scott

Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients.

H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

The Terminix Co. LLC engages in the business of manufacturing and selling lawn care, and termite and pest control products. The company was founded by Marion E. Wade in 1929 and is headquartered in Memphis, TN.

MedAssist, Inc. provides revenue management services. It delivers a series of services that help free healthcare organizations to focus on patient care. The company was founded by Michael A. Shea in 1989 and is headquartered in Louisville, KY.

Mintz Levin Financial Advisors LLC provides financial planning services. The company was founded by Robert J. Glovsky and Cary P. Geller and is headquartered in Boston, MA.

Chrysalis Ventures, Inc (Chrysalis Ventures) is a private equity firm founded by David Jones, Jr in 1993. The firm is headquartered in the Louisville, KY.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

MedAssist Holding, Inc. provides outsourced revenue cycle management services to the healthcare industries. The company was founded on April 1, 2003 and is headquartered in Louisville, KY.

MedData, Inc. provides medical billing, coding, and data management solutions. Its services include patient balance, eligibility and enrolment, third party liability, and account resolution and appeals. The company was founded in 1980 and is headquartered in Spring, TX.

Elevate Patient Financial Solutions LLC provides revenue cycle management solutions to hospitals and health systems. The company is based in Spring, TX and has subsidiaries in the United States. The CEO of the company is Michael A. Shea.

Elevate PFS Holdings, Inc. provides revenue cycle management services. The CEO of the American company is Michael A. Shea.

Faneuil Hall Associates, Inc. operates Faneuil Hall Marketplace and Quincy Market in Boston. The marketplace offers over 40 specialty push carts and name brand stores for shopping and gift buying. The American company also provides information on nearby hotels and tourism in the area.

Healthlink Europe BV specializes in customized logistics, temperature controlled storage, fulfillment and transport management. The firm's services include warehousing, logistics and fulfillment, value added services, reverse logistics, multilingual customer services, VAT processing and deferment, finance and administration. The company was founded by Rick Hughes in 1994 and is headquartered in ‘s-Hertogenbosch, the Netherlands.

Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities.

Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations.

Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY.

Billy Graham Evangelistic Association provides religious institutions services. The company was founded by Billy Graham in 1950 and is headquartered in Charlotte, NC.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations.

Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada.

UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.