Sean Dillon

T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities.

WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations.

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.

TEKsystems, Inc. provides applications, infrastructure and communications staffing services. It offers enterprise analytics and reporting, network architecture and engineering, quality assurance and software testing, and systems integration and optimization. The firm caters communications, energy, financial services, government, healthcare and IT services sectors. The company was founded in 1994 and is headquartered in Hanover, MD.

Lennar Mortgage LLC provides mortgage banking services. It provides conventional, FHA-insured and VA-guaranteed home loans primarily to buyers of homes built by its parent, Lennar Corporation. The company also offers loans for existing homes as well as home equity lines of credit. It sells all the loans that it issues along with their servicing rights into the secondary market. The company is headquartered in Clearwater, FL.

American Academy of Pediatrics operates as a professional association of pediatricians to the optimal physical, mental, and social health and well-being for all infants, children, adolescents, and young adults. The company was founded on June 23, 1930 and is headquartered in Elk Grove Village, IL.

Galecki Financial Management, Inc. provides investment advice. The private company is based in Fort Wayne, IN.

XY Planning Network LLC provides financial advisors services. The firm’s compliance services include initial registration and paid services and compliance coaching services. The company was founded by Michael Ernest Kitces and Robert Alan Moore in 2014 and is headquartered in Bozeman, MT.

AdvicePay, Inc. operates a payment processing platform built specifically for financial advisors. Its features include subscription billing, one-time payments, accept ach and credit cards, comply with custody regulations, and advisory and client portal. The company was founded by Robert Alan Moore and Michael Ernest Kitces in 2016 and is headquartered in Bozeman, MT.