David P. Lau

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.

Viant Technology LLC provides advertising applications and digital media services. The firm offers its services to publishers and advertisers. Its cloud-based technology platform Viant Advertising Cloud provides marketers with transparency into their advertising investments and uniquely allows them to link digital ad exposures to transactions happening both online and in-store. The company was founded by Timothy C. Vanderhook, Russell T. Vanderhook, and Christopher J. Vanderhook in 1999 and is headquartered in Irvine, CA.

MarshBerry Capital LLC provides financial advisory and consulting services. The private company is based in Woodmere, OH and has subsidiaries in the UK. The company was founded in 1981. John M. Wepler has been the CEO of the company since 1991.

Lykes Bros., Inc. engages in the operation of agricultural businesses. Its diverse enterprise that includes cattle, citrus, farming, forestry, land and water resources, recreational hunting, and an insurance agency. The company was founded by Howell Tyson Lykes in 1900 and is headquartered in Tampa, FL.

Marsh, Berry & Co., Inc. provides financial consulting and investment banking services. Its services include management and growth consulting, merger and acquisition advisory, peer-to-peer exchange and information services. The firm also offers sales management, perpetuation planning, financial consulting, deal brokerage, acquisition and banking services. The company was founded in 1981 and is headquartered in Woodmere, OH.

E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA.

CustomInk LLC operates as online merchandise stores. The firm’s products include T-shirts, hoodies & sweatshirts, activewear, drinkware & koozies, jackets, hats, bags, promotional products, team jerseys, corporate apparel, tech accessories, stickers & magnets, workwear, pens, pants & shorts, outdoor & sports, embroidery, trade show & signage, health & wellness, accessories and food & candy. The company was founded by Marc H. Katz, Michael E. Driscoll, Andrew Moss and David Christensen in 1999 and is headquartered in Fairfax, VA.

Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation.

Interstate International, Inc. provides international freight forwarding and logistics services to individuals, companies, and the U.S. Government. The company was founded in 1943 and is headquartered in Springfield, VA.

Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA.

Interstate Group Holdings, Inc. provides logistics, relocation and warehousing services. The firm’s services include residential moving, logistics, relocation management, freight forwarding, warehousing and distribution. The company was founded by Arthur E. Morrissette, Sr. in 1943 and is headquartered in Springfield, VA.

Atlas Merchant Capital LLC (Atlas) is a private equity firm founded in 2013 by David Ira Schamis and Bob Diamond. The firm is headquartered in New York.

Somerset Re Ltd. provides risk management solutions to the life insurance and annuity sectors. It provides asset management, product risk and liability management, reinsurance market innovation and transaction design solutions. The company was founded by Stephen Gallant and Brian Holland and is headquartered in Pembroke, Bermuda.

Eldridge Industries LLC (Eldridge Industries) is a venture capital/private equity firm founded in 2015 by Duncan Bagshaw, Todd L. Boehly and Tony Minella. The firm is headquartered in Greenwich, Connecticut.

Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD.

Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA.

Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan.

Somerset Reinsurance Holdings Ltd. is a Bermudian company that provides customized risk management solutions to the life insurance and annuity sectors. The company is based in Pembroke, BM. and has subsidiaries in Switzerland, United States and Bermuda. The company was founded in 2021.