Jeff Montgomery

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Capital Brands LLC develops, markets and distributes branded consumer products with distribution channels via retailers, catalogs, television (infomercials), web, and social media. Its primary products are marketed under the Magic Bullet, NutriBullet, Baby Bullet, Party Bullet, NutriBullet SuperFoods, and Back2Life brands. These specialty items create healthy vegetable drinks, baby food, nutritious smoothies, party beverages, and healthy dessert items. The company was founded in October 2003 and is headquartered in Los Angeles, CA.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

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.

Proskauer Rose LLP provides legal services. It offers legal services for corporate, health care, intellectual property, labor and employment, litigation, private client services, real estate, tax and, sector-related practices. The firm serves financial institutions, investment funds, not-for-profit institutions, governmental entities and other organizations across industries and borders. The company was founded by William R. Rose in 1875 and is headquartered in New York, NY.

Creo Capital Partners Management LLC (CREO Capital Partners) is a private equity subsidiary of CREO Group of Cos. founded in 2005 by Gregory Mark Bortz and Rob Holland. The firm is headquartered in Greenwood Village, Colorado.

Part of Ernst & Young Global Ltd., Arthur Andersen & Associates is a South African company.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

CenturyLink Communications LLC provides communications services and products. It offers local and long distance voice, data and Internet services. The company was founded in 1991 and is headquartered in Denver, CO.

Rubenstein Associates, Inc. is an independent strategic communications and reputation management firm founded by Howard J. Rubenstein in 1954. The firm is currently led by his son, Steven Rubenstein, who also serves as chairman of the Association for a Better New York and as a member of Governor Cuomo's Forward Reopening Advisory Board. With over 60 years of experience and deep media relationships, Rubenstein works across sectors to help clients build and protect their reputations. The American company's services range from crisis and media relations work to integrated marketing campaigns, social media strategy, and online reputation management. The firm has 180 employees and builds reputations for over 400 clients.

Obra Capital, Inc. operates as an asset management company. It specializes in the structuring, servicing, financing and management of life settlements, synthetic products, annuities, notes, and structured settlements. The company was founded by Jeffrey Robert Serra in 2009 and is headquartered in Austin, TX.

Part of Deloitte LLP (New York), Deloitte Services LP is a professional services network that provides audit & assurance, consulting, risk and financial advisory, risk management, and tax services to selected clients. The company is based in Washington and offers industry-leading services to many of the world's most admired brands, including 80 percent of the Fortune 500. As a member firm of Deloitte Touche Tohmatsu Limited, they are proud to be part of the largest professional services network, serving clients in the markets that are most important to them.

The Life Insurance Settlement Association, Inc. operates as life settlement market. Its membership consists of brokers, financing entities and service providers to the industry. The firm focuses on standards of practice and professional development for the industry. The company was founded in 1994 and is headquartered in Winter Park, FL.

Lion Street Advisors LLC (LSA) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 and they are a wholly-owned subsidiary of Lion Street, Inc. LSA provides investment advisory services including asset management, portfolio monitoring, and financial planning, to individuals, high net-worth individuals, pension and profit-sharing plans.

West Lane Capital Partners (West Lane Capital Partner) is a Private Equity firm founded in 2018. The firm is headquartered in Los Angeles, California.

Victory Capital Management, Inc. is an investment management firm, which engages in the provision of institutions, financial advisors and retirement platforms. The company is headquartered in Brooklyn, OH.

Care Solace, Inc. is a mental healthcare coordination service provider for high school and college students. The private company is based in Cardiff, CA. The organization's web-based system works alongside multi-tiered systems of support (MTSS) as a tool for school staff and families to connect with community-based mental healthcare resources and providers. The proprietary care navigation system taps into a vast database of mental healthcare resources to find carefully vetted local therapists and programs in minutes. Care Solace offers proprietary software to aggregate mental health care providers and substance use treatment options. The company was founded in 2015 by Chad Castruita. Chad Castruita has been the CEO since 2015.