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The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

Candide Group LLC is an Independent Private Equity/Venture Capital firm founded in 2017 by Aner Ben-Ami and Morgan Simon. The firm is headquartered in Oakland, California.

Triloma Financial Group LLC engages in the provision of investment services primarily for real estate investments. It focuses on providing solutions for individual investors. The company was founded by Nathaniel P. Headrick, Larry goff, Barry L. Goff, Nickolai S. Dolya, Michael I. Wood, and Deryck A. Harmer and is headquartered in Winter Park, FL.

Newport Group, Inc. engages in the provision of retirement, insurance, and consulting services. It offers retirement plan, deferred compensation and executive benefit plans, institutional trustee service, and independent fiduciary services. The firm also offers Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI), Insurance Company-Owned Life Insurance (ICOLI), and after-tax plans. The company was founded by Peter Cahall in 1984 and is headquartered in Walnut Creek, CA.

Part of RIA Holding Co., LLC, International Assets Advisory LLC is a company that strives to provide financial professionals with access to a world-class financial services platform. The company is based in Orlando, FL. The company offers a suite of products and services to help serve clients.

Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services.