Gregory Douglas Suskind

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.

Investment Management of Virginia LLC (IMVA) is an investment management firm headquartered in Richmond, Virginia. The firm was founded in 1982 as Scott & Stringfellow Capital Management, Inc., in 1982. They were acquired by Pinnacle Associates Ltd. in 2023. IMVA provides professional money management services to high net-worth individuals, foundations, and institutions.

ACK Asset Management LLC (ACK) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Richard Meisenberg and John Reilly in 2005. ACK serves as the investment adviser to several private funds.

WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions.

SFM Global Strategies LP operates as a private equity fund. The company is headquartered in Norfolk, VA.

SFM Capital Markets LP operates as a investment fund. The company is headquartered in Norfolk, VA.

Silver Lane Advisors LLC operates as an investment bank. The firm advises financial institutions undergoing transformational events, including mergers, acquisitions, capital raises, recapitalizations, re-equitizations, and joint ventures. It also provides valuation advisory services and structure ownership succession plans. The company was founded by Elizabeth Bloomer Nesvold in 2007 and is headquartered in New York, NY.

Advizr, Inc. operates as a financial software company. Its platform enables financial advisors to aggregate accounts, calibrate plan, socialize, monitor, and data discovery. The company was founded by Hussain Zaidi, Mustapha Baassiri and Jorge Alvarez and is headquartered in New York, NY.

SFM Global Strategies QP operates as pooled investment firm. The company is headquartered in San Norfolk, VA.

Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund.

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC.

Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL.

The Chesapeake Bay Foundation, Inc. is an independent organization that focuses on restoring and protecting the Chesapeake Bay and its tributary rivers. It was founded in 1967 and is headquartered in Annapolis, MD.

Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.

PEAK Financial Group is one of Canada's premiere independent financial groups. The company represents advisors who assist the investors. PEAK provides back-office and administrative assistance to financial planners. It manages the assets under administration and has an enviable life insurance portfolio. The company was founded in 1992 and is headquartered in Montreal, Canada.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD.

Traust Sollus Wealth Management LLC provides investment advice. The company was founded by Al Zdenek in 1982 and is headquartered in Princeton, NJ.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.

Waldron Private Wealth LLC is a boutique private wealth management firm that advises a select group of high net worth individuals, families, and family offices. The private company is based in Bridgeville, PA. The company's advisory team includes 19 CFPS, three CPAs, three CFAs, a certified trust and fiduciary advisory, a certified divorce financial analyst, a chartered advisory in philanthropy, a behavioral financial advisor, and a certificate holder from the Institute for Preparing Heirs. Waldron Private Wealth is a fiduciary wealth management firm that helps a select group of individuals and families to simplify the complexities of their wealth. The company was founded by John J. Waldron, who has been the CEO since incorporation.