Paul Springmann

Capital Investment Services of America, Inc. (Capital) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1981, Capital provides independent investment counsel to high-net-worth individuals, trusts, businesses, and charitable organizations throughout the US.

1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions.

Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

Part of Uzma Bhd., MMSVS Group Holding Co. Ltd. is a Thai company that provides repair and maintenance services of exploratory and production wells. The company is based in Bangkok, Thailand. on July 23, 2014. Nazahatuhisamudin bin Che Haron has been the CEO of the company since 2021. MMSVS Group Holding Co. was acquired by Uzma Bhd.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015.

The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers.

Double-Take Software, Inc. provides software solutions for accessible data protection with Microsoft Windows applications. Its Double-Take product offers data replication, enabling customers to protect business-critical data that resides throughout enterprise. The company was founded in 1991 is headquartered in Irvine, CA.

Neverfail Group Ltd. engages in the development and distribution of business continuity software solutions. The company was founded in 1993 and is headquartered in Manchester, the United Kingdom.

Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN.

Minera Los Pelambres SCM is a mining company. It is engaged in the exploration, development and exploitation of copper and molybdenum. The company was founded on June 4, 1996 and is headquartered in Santiago, Chile.

Weber-Stephen Products LLC engages in the provision of grilling products and accessories. It offers gas grills, wood pellet grills, charcoal grills, electric grills, and portable grills. The company was founded by George Stephen Sr. in 1952 and is headquartered Palatine, IL.

Part of NatWest Group Plc, Royal Bank of Scotland (New York Branch) is a commercial banking services provider. The company is based in New York, NY.

Wells Fargo Strategic Capital, Inc. (Wells Fargo Strategic Capital) is a private equity firm subsidiary of Wells Fargo & Co founded in 1996. The firm is headquartered in San Francisco, California with additional offices in Texas New York, Charlotte, Chicago, and Houston.

Antofagasta Minerals SA explores and mines copper. It has operations in Chile, Peru, Ecuador, Colombia, and Pakistan. The company is headquartered in Santiago, Chile.

The New School provides education services. It offers art, design, liberal arts, environment, global issues, media and technology, and social science courses. The firm also offers undergraduate, graduate and adult programs. The company was founded in 1919 and is headquartered in New York, NY.

StrategIQ Financial Group LLC (StrategIQ) is a SEC-registered investment advisor headquartered in Merrillville, Indiana. The firm was founded in 1996 and formerly known as Strategic Financial Group LLC. In 2024, they were acquired by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. StrategIQ offers investment management, financial planning, and consulting services to individual and institutional clients.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ.

Lowenstein Sandler LLP provides legal services. It offers services in the fields of bankruptcy, financial reorganization, creditors’ rights, corporate law, employment and labor, employee benefits, executive compensation, investment management, hedge funds, litigation, real estate, and more. The company was founded by Alan V. Lowenstein in 1961 and is headquartered in Roseland, NJ.

Neverfail, Inc. provides data center solutions and services. Its solutions include vCenter high availability, backup, recovery and archive, cloud migration, continuous application availability, disaster recovery-as-a-service, and cloud backup. The firm offers business continuity, application delivery, and migration related products. The company was founded by Brian Hierholzer in 1993 and is headquartered in Austin, TX.