For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Established 2015 by a team of experts with vast experience in systems for managing and monitoring manufacturing process. Majority of our expertise is coming from being members of a large brand-name power and automation corporation, implementing projects for major players in the Metals industry. However, the range of our experience is from small to large projects and spawning across Metals, Pulp & Paper, Power Plants and Food & Beverage industries. We have integrated many complex plants, implementing software solutions in-between automation / SCADA / PLC system (Level 1) and ERP / planning systems (Level 4). This kind of software solutions are known by many names in the industry world, but most common ones are – Level 2, MES (Manufacturing Execution System) and Level 3, with the last two names coming from ANSI/ISA-95 standard which describes Manufacturing Operations Management.

- Update portfolio company information each quarter. - Worked with Bloomberg to research business and financial market news.

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

California Financial Advisors, CFA, is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA values a long-term investment approach while catering to the unique needs of all its clients. Since the inception of the firm in 1998, CFA has been able to grow to over $1.6B in assets under management as of 12/2021. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data. While providing an enjoyable client experience, CFA has honorably been ranked on CNBC Financial Advisor (FA) 100 in 2022, 2021 & 2020 & 2019.

Summit is a comprehensive financial planning and wealth management firm providing insight and solutions that assist people with their financial independence. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions in order to educate them so they understand their financial picture. We then recommended action steps to implement solutions that match their priorities and resources. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Certain individuals associated with Summit Financial Group, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Summit Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Northgate Capital, founded in 2000, manages $5bn in venture capital and private equity. We distinguish ourselves through our partnership approach to supporting the rapid growth of smart, daring and resilient companies looking to build global platforms. We work closely with strategic partners committed to growth, staying ahead and scaling the potential of disruptive innovations.

The Common Interest Development Specialists. The Helsing Group represents as agent, and provides services to residential, commercial, and mixed use associations. We only manage clients who embrace or are willing to adopt the highest standard of management care and practice. Our business is built around clients who challenge themselves to a higher level of performance and thinking. We define our success by the success of our clients. That success has been directly responsible for our success and growth over the past decades. Learn More... The Helsing Group, Inc. was founded in 1991 and quickly became recognized as a leading provider of consulting services to the Common Interest Development industry. In the mid 1990’s, we noted significant shortcomings throughout the industry with respect to the management services community associations were receiving. At the request of many clients, our company moved to fill that void, and now offers management for community associations of all varieties: suburban condominiums, large master planned communities, high-rise developments, and mixed use (commercial/residential) of all construction types. Our expertise spans the development process at every stage, and our focus is on managing the thriving community over the long term. The Helsing Group is proud to be designated as an Accredited Community Management Firm (ACMF) by the California Association of Community Managers. Only 18 Companies in the state have earned this distinction.

Scharf Investments partners with individuals, family offices, corporations, endowments and foundations to add measurable value to client accounts over the course of a market cycle. At Scharf, we invest alongside our clients and maintain a strict focus on valuation, margin of safety, investment flexibility and long-term perspective. With a dual focus on prudent guidance and capital protection, we work to help secure our clients’ financial future. Our time-tested investment strategy reduces volatility and better preserves and grows capital over the long term. We have found over our nearly 40-year history that reducing volatility not only adds to investment returns, but also keeps clients strategically invested. We employ our proprietary Multi-factor Analytical Performance (MAP) screen to help identify securities that we believe have significantly more appreciation potential than downside risk over the long term. Our analysts do further investigating, and only companies with the best quantitative and qualitative characteristics are chosen for client portfolios. Our rigorous methodology judges a multitude of complexities, but the end result is very simple: Your success is our success. Visit our website to learn more about how our customized wealth and asset management solutions can work to improve your investment outcomes.

Senju Comtek Corp is a Higher Education company located in 1171 N 4th St, San Jose, California, United States.

SILICON VALLEY CAPITAL PARTNERS, LP is an investment banking company based out of 1731 TECHNOLOGY DR, San Jose, California, United States.

Sequoia Wealth Advisors a financial services company based out of three locations: Silicon Valley - 99 Almaden Boulevard Suite 925, San Jose, CA 95113 Aptos Office - 23 Seascape Village, Aptos, CA 95003 Nevada Office- 1625 NV-88, Minden, NV 89423