William Elliot Driscoll

Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP.