Owen Hayes Malcolm

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Microtek Medical specializes in the design, manufacture and marketing of a range of infection and fluid control products. It offers a range of product lines for different medical specialty from interventional radiology, cardiology and angiography to orthopedics, neurology, OB/GYN, urology and other clinical environments. The company was founded in 1987 and is headquartered in St. Paul, MN.

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.

Perspective Financial Group Ltd. engages in the provision of financial advisory and fund management firm services. It offers retirement planning, investment, inheritance tax planning, and personal wealth or corporate planning services. The company was founded in April 2008 and is headquartered in Chorley, the United Kingdom.

Locker Financial Services LLC provides investment advice. Its services include fee-only financial planning, asset management and investment advisory services and speaking availability. The company was founded by Lauren Locker in 1992 and is headquartered in Little Falls, NJ.

National Association of Tax Professionals, Inc. provides support, education, products, and research services to U.S. tax professionals. The company is headquartered in Appleton, WI.

Toms River-Ocean County Chamber of Commerce is a non-profit company that provides information and resources related to finance and entrepreneurship. The company is based in Toms River, NJ. The company also offers information on various financing options for households, including online consumer credit. Additionally, they provide news and information on the finance industry, including the stock market and trading concepts.

Amherst Financial Services, Inc. provides investment advice. The private company is based in Toms River, NJ.

Piedmont Investment Advisory LLLP (dba PIA) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded by William "Bill” Brookshire, Jr. in 1989. PIA provides advisory services to high-net-worth individuals, pension and profit-sharing plans, hedge fund and pooled investment vehicles. The firm is also the advisor to the Piedmont Partners LP Fund.

Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.

Skipton Building Society engages in the provision of mortgages, retirement planning, personal savings, and insurance services. The company was founded in 1853 and is headquartered in Skipton, the United Kingdom.

Atlanta Committee for Progress operates as a nonprofit corporation. The company is headquartered in Georgia, USA. Founded in 2003 by Mayor Shirley Franklin. The organization’s key focus areas have been public sector fiscal accountability; economic development; infrastructure and transportation; K-12 public education; technology and innovation; and culture/quality of life.

Part of The Vistria Group LP, Cedar Financial Advisors LLC is a company that provides investment advisory services. The company is based in Beaverton, OR. The company was founded in 2007 by Tim Kober. Cedar Financial Advisors was acquired by The Mather Group LLC on October 03, 2022.

Barnett Financial, Inc. firm provides investment services. The company was founded in 1999 and is headquartered in Austin, TX.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

KeatsConnelly ULC engages in the provision of cross-border financial planning services. The firm offers investment management, behavioral finance, cross-border investment services. The company was founded by Robert F. Keats in 2012 and is headquartered in Calgary, Canada.

National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013.

Keats, Connelly & Associates LLC provides immigration consultation and cross-border financial planning services. Its services encompass tax planning and preparation, investment management, estate planning, retirement planning, risk management, advice on immigration options, and custodial services. The company was founded by Robert F. Keats in 1990 and is headquartered in Phoenix, AZ.

Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals.

The Woodruff Arts Center offers discount parking, plus the added bonus of free or discounted tickets for most Center events for employees. The company was founded in 1968 and is headquartered in Atlanta, GA.

Georgia Cities Foundation is a non-profit organization that offers various programs and services to promote economic development and placemaking in downtown areas. The company is based in Atlanta, GA. The foundation has helped establish new businesses, create jobs, and attract private investments in several cities across Georgia. The foundation is ultimately controlled by the Georgia Municipal Association (Georgia).

Alliance Theatre is a national theater that aims to expand hearts and minds on stage and off. The private company was founded in 1968 and is based in Atlanta, GA. The company deeply engages with their local community and model radical inclusion and catalytic experiences on their stages, in their classrooms, and throughout their organization. The company believes that acknowledging and embracing differences in identity is essential to a dynamic cultural conversation, which is why they are committed to equity, diversity, and inclusion in all areas of their organization and programming.

Engage Ventures LLC is an Independent Venture Capital firm founded in 2017. Engage Ventures LLC is headquartered in Atlanta.