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B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

BBVA USA (Investment Management) (BBVA USA-IM) is the investment management division of BBVA USA, a bank headquartered in Birmingham, Alabama. The firm became part of The PNC Financial Services Group, Inc. (NYSE: PNC) when it acquired BBVA USA Bancshares, Inc. in 2021. BBVA USA-IM provides investment solution for institutional investors and corporate clients.

Casey Research LLC conducts financial research and publishes newsletters for investors. It offers investment research and services. The company was founded by Douglas Casey in 2003 and is headquartered in Delray Beach, FL.

Riskmetrics Group LLC provides financial risk management services. The firm provides financial analytics and wealth management solutions to different financial institutions, corporations and central banks. It consists of three primary business units–risk management, governance services and financial research. The company was founded by Ethan M. Berman in 1994 and is headquartered in New York, NY.

Berman & Co. PA is an American company.