Karen Sterling

Kingswood Capital Partners LLC, part of the Kingswood Group, is a network of wealth management firms that includes an SEC-registered RIA and a FINRA-licensed broker-dealer. The private company is based in San Diego, CA. The company offers comprehensive wealth management and business-building services specifically designed for independent financial advisors. The company helps financial advisors surpass their business and personal goals and reach their entrepreneurial dreams.

Founded in 1986, Atlantis Investment Co., Inc. is a research firm located in Parsippany, New Jersey. The firm counsels mutual funds, banks, insurance companies, portfolio managers, and individual clients.

Founded in 2008, Fridson Investment Advisors LLC is a hedge fund manager located in New York City with an additional office in Los Angeles. They are a subsidiary of BNP Paribas Asset Management, Inc

WestPark Capital, Inc. (Securities) (WPC-Broker) is the securities brokerage division of WestPark Capital, Inc., a full-service investment banking firm headquartered in Los Angeles, California. The firm was founded in 1999 and is principally owned by Westpark Capital Group LLC. WPC-Broker provides a full array of trading and execution services to serve the needs of both private and public companies worldwide, as well as individual and institutional investors.

Avalon Group Ltd. provides investment banking, corporate finance and strategic financial advisory services to both public and private companies. It offers services to the manufacturing, retail, distribution, healthcare, media and financial industries. The company was founded in 1992 and headquartered in New York, NY.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.