David Henkin

Infowave Software, Inc. engages in the provision of wireless enterprise mobile applications. It develops and markets solutions which integrates business operations by empowering the mobile worker. It provides licensing, maintenance and integration services into the telecom, energy, healthcare, utility and service industries. The company was founded in1984 and is headquartered in Burnaby, Canada.

Epic Financial Corp. provides marketing services for financial and business opportunities. The company has three divisions. Financial Software, Marketing and Promotion, Insurance Services and Consulting. Epic's financial wellness software provides consumers with a financial solution allowing them to accelerate and eliminate their financial liabilities by incorporating liability management, and wealth building strategies using state of the art software that contains 24 algorithms. The company was founded by Rodney R. Ray and John E. Ryan on February 14, 2000 and is headquartered in Chicago, IL.

Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela.

Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates.

BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program.

Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations.

Terminal City Capital, Inc. is a capital pool company, which engages in identification and evaluation of assets or a business. It negotiates an acquisition or participation in a business once identified or evaluated. The company was founded on September 17, 2007 and is headquartered in Vancouver, Canada.

Financeware Holdings LLC provides financial services. The company is headquartered in Radnor, PA.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

AC Lordi Corp. provides accounting, risk management and search services. It offers internal audit, IT audit, sarbanes-oxley compliance, antifraud & forensic accounting, business risk assessment, due diligence, transaction support, SEC reporting, technical accounting, business analytics, finance transformation and valuations. The company was founded in 2001 by Frank Lordi and is headquartered in Malvern, PA.

Opertech Bio, Inc. provides taste testing solutions for food, beverage, flavor ingredients, pet food, and pharmaceutical industries. Its technology can be used to discover new flavor ingredients, measure palatability, and optimize flavor formulations. The firm has developed taste evaluation technology called Microtiter Operant Gustometer, or MOG, an automated high throughput system for rapid characterization of taste sensory properties. The company was founded by Scott M. Horvitz and R. Kyle Palmer and is headquartered in Philadelphia, PA.

Vista Maria provides residential care services. Its services include specialized treatment programs, community based programs, foster care, journey to success, shepherd hall transitional living program and human trafficking. The company was founded in 1883 and is headquartered in Dearborn Heights, MI.

Trestle Ventures LLC (Trestle Ventures) is a venture capital firm founded in 2007 by Frank Lordi, Vince Menichelli, and Jeff White. The firm is headquartered in Exton, Pennsylvania.

Core Solutions, Inc. provides practice management and billing solutions designed for behavioral health and human services organizations. It offers Core Cx360 Technology, Core Cx360 Integrated Behavioral Health EHR Platform, Core Cx360 Integrated Health and Human Services Technology, and Core Implementation Services. The company was founded by Ravichandar Ganesan on December 9, 1998 and is headquartered in King of Prussia, PA.

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.

Kluwer Wolters Tax & Accounting provides tax, accounting, audit, risk and compliance software solutions. It offers Commerce Clearing House (CCH) software solutions. The firm's products include CCH Axcess, CCH Tagetik, CCH AnswerConnect, CCH iFirm, and CCH Integrator. The company is headquartered in Alphen aan den Rijn, the Netherlands.

The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Wealthcare Advisory Partners LLC (WCAP) is a SEC-registered investment advisor and wealth management firm headquartered in West Chester, Pennsylvania. The firm was founded in 2014 and is a wholly-owned subsidiary of Wealthcare Parent Holdings LLC, which is ultimately owned by Wealthcare Capital Management LLC. WCAP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, retirement plans, charitable organizations and other businesses.

Elastic Path Software, Inc. provides ecommerce software services. Its products include elastic path commerce, extended commerce, experience driven commerce and proven performance. The company was founded by Harry Chemko and Mark Williams in 2000 and is headquartered in Vancouver, Canada.

National Financial Cos. provides financial and management services. The private company is based in Boca Raton, FL and has subsidiaries in the United States.