Matt Bradley

Blue Cross of California provides health insurance services. Its offers insurance products and benefits, including senior plans, dental, pharmacy, life & disability, long term care, and behavioral health products. The firm provides pharmacy benefit management, utilization management, flexible spending accounts, and COBRA administration products. The company was founded in 1937 and is headquartered in Thousand Oaks, CA.

Roberts, Glore & Co., Inc. (RGCO) is an independent registered investment advisor and wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by William J. O. Roberts and James D. MacDonald in 1984. RGCO provides investment advice to individuals, high-net-worth individuals, trusts, family offices, corporate pensions or profit-sharing plans, and non-profit or charitable organizations.

Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.

Part of Skillsoft Corp., American Research Group is a company that provides technical training services. The company is based in Cary, NC. The company was founded by Steve Knier. American Research Group was acquired by Global Knowledge Training LLC on January 21, 1997 for $59.62 million.

Winthrop Capital Management LLC (WCM) is an independent, SEC-registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Gregory J. Hahn in 2007. WCM specializes in the management of equity, high-grade and high yield fixed income portfolio management for both institutional and individual investors.