Bruce DeLaurentis

Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Ironwood Wealth Management, Inc. (Ironwood) is a SEC-registered investment advisor headquartered in Hurricane, West Virginia. The firm was founded by John Williams as Williams Financial Group, Inc. They are owned by W.H. Williams Family LP. Ironwoods offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

International Capital Management Corp. (ICMC) is an independent wealth management firm headquartered in Dallas, Texas. The firm was founded by Ralph Heffelman in 1974. ICMC provides investment management and financial advisory services to individuals and high-net worth individuals (including trusts, estates, retirement plans) private funds, and corporations.

GPB Capital Holdings LLC (GPB Capital) is a private equity firm founded in 2013 by David Gentile. The firm is headquartered in New York.

Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors.