Dave Mattern

Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA.

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.

BMC Fund, Inc. is a closed-end, diversified investment company. The company is headquartered in Lenoir, NC.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

Eastdil Secured LLC provides real estate investment banking services. It offers wholesale and mortgage banking, investment banking, insurance agency, mortgage-backed securities & brokerage services. It has offices in Los Angeles, San Francisco, Washington, Boston, San Diego and Silicon Valley. The company was founded in 1967 and is headquartered in New York, NY.

Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee.

Part of Avis Budget Group, Inc., Coldwell Banker & Co. provides commercial real estate brokerage services.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Adams Chetwood Wealth Management LLC (ACWM) is a wealth management firm headquartered in Durham, North Carolina. The firm was founded in 2015 and is principally owned by Allworth Financial LP, which is owned by Allworth Financial Group LP. ACWM offers wealth management services to pre-retirees and retirees with $2 million to $15 million.

Econ Financial Services Corp. provides investment advice. The private company is based in Harrisburg, PA. The company was founded in 2015. Steven Richard Economopoulos has been the CEO of the company since 2015.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients.

Forensic Alpha Ltd. operates an investment research platform that allows users to connect and collaborate with analysts. It caters to institutional asset managers, fund managers, hedge funds and institutions. The company was founded by Thomas Edward Beevers, Sandeep Bathina and Thomas Emil Johann Balk in June 2014 and is headquartered in London, the United Kingdom.

Seeking Alpha, Inc. is an investing community. It provides daily summaries of market and stock related stories, conference call transcripts, new initial public offer filings, and housing market information through blogs, money managers, and newsletters. The company was founded by David Jackson in 2004 and is headquartered in New York, NY.

Regatta Capital Group LLC (Regatta Capital Group) is a venture capital firm founded in 2007 by Russell R. Mohberg and Spencer Southard Kelly. The firm is headquartered in El Segundo, California.

Sachem Acquisition Corp. is a blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 23, 2021 and is headquartered in Branford, CT.