E. Nicholson

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Citizens Business Bank operates as a state commercial bank. It provides banking solutions across government and nonprofit organizations, as well as title and escrow, dairy and livestock, medical, property management and real estate industries. The company was founded in 1974 and is headquartered in Ontario, CA.

Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP.

Mellon 1st Business Bank provides financial services. It provides institutional asset management, mutual funds, private wealth management, operating & equipment loans, asset-based financing, credit cards, financial advisory, trust and investment services. The company is a subsidiary of Mellon Financial Corp. Mellon 1st Business Bank was founded by Joseph P. Sanford in 1981 and is headquartered in Los Angeles, CA

1st Enterprise Bank is a full-service commercial bank, serving the banking needs of businesses and their owners throughout Southern California. The company offers a full range of credit and depository services, with special emphasis on personalized customer service, cash management services and direct access to bank decision makers. Its services include commercial, real estate and consumer loans, business and personal checking accounts, money market accounts, savings accounts and certificates of deposit, trade finance, business and personal Internet banking, and remote business deposit. The company serves Southern California entrepreneurial businesses, professional firms and nonprofit organizations, along with their owners and key managers. 1st Enterprise Bank was founded in 2006 and is headquartered in Los Angeles, CA.

Pacific Premier Bank is a state-chartered commercial bank headquartered in Costa Mesa, California. They serve businesses from six locations throughout Southern California including six depository branches in Costa Mesa, Huntington Beach, Los Alamitos, Newport Beach, San Bernardino, and Seal Beach as well as an SBA loan production office in Costa Mesa. Through their branches and their web site they offer a full complement of deposit and loan products and services for commercial businesses, non-profit organizations, and consumers. They offer their customers an alternative to the impersonal service experienced at the large regional and national banks.