Drew J. Bottaro

Part of Deloitte LLP (New York), Deloitte Corporate Finance LLC provides financial advisory services. The company is based in New York, NY. The CEOs of the company are Hector Calzada, Paul Warley, Thomas Sloop.

Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families

Pillar Financial Advisors LLC is a financial planning and investment management firm based in Louisville, KY. The private company offers retirement planning services, including maximizing social security, managing taxes, and creating a retirement paycheck. The company's team of fiduciary financial planners and advisors guides clients through a process to help them make critical retirement choices and leverage investment and tax strategies to set the stage for a great retirement. The company's team includes a certified public accountant (CPA), a certified financial planner (CFP®), and two chartered financial analysts (CFAs).

Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients.