Mike McConnell

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

American Medical Association engages in promoting the art and science of medicine and the betterment of public health. It offers services to physicians, residents, medical students, and patients. The company was founded by Nathan Smith Davis in 1847 and is headquartered in Chicago, IL.

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.

The Palm Desert Chamber of Commerce is a business organization that serves as a platform for local businesses to connect and collaborate. The Chamber of Commerce is based in Palm Desert, CA.

National Council of Jewish Women, Inc. engages in promoting social justice for women, children, and families. It involves in combatting sex trafficking and promoting equal pay for women, voting rights, advocating for a fair and independent judiciary, immigrant rights and protecting reproductive health, and rights and justice. The company was founded by Hannah G. Solomon in 1893 and is headquartered in New York, NY.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Desert AIDS Project, Inc. provides medical care and support services to people living with HIV/AIDS. It provides high quality primary and HIV-specialty care with access to their HIV Health Center, Riverside County's first HIV-specialty dental clinic, and case management system. They also provide assistance meeting basic needs such as food and housing, mental health and substance abuse programs, and a full-service community center offering a computer lab, wellness programs, health education, and other social support services. The company was founded in 1984 and is headquartered in Palm Springs, CA.

Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals.

Keystone Wealth Services LLC, dba Cypress Private Wealth (Cypress), is an independent registered investment advisor and wealth management firm headquartered in Palm Desert, California. The firm was founded in 2019 and is owned by Mark W. Thatcher and Shattuck (Shad) F. Lamm. Cypress offers investment advisory services to high net worth individuals, families, trusts, estates, and businesses.

Temple Sinai operates as a dynamic Jewish community. It offers Friday night erev shabbat services, shabbat morning minyan, family services, tot shabbat, healing services, and festivals. The company was founded by Rabbi Raymond Zwerin in 1967 and is headquartered in Denver, CO.