Dan John Kopcak

Sequoia Financial Group LLC provides financial planning and wealth management services. It offers asset management, estate and retirement planning, fiduciary consulting, insurance, institutional, family wealth and corporate services. The company was founded by Thomas Arthur Haught in 1991 and is headquartered in Akron, OH.

Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts).

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

Flagship Pioneering (Flagship Pioneering) is a venture capital firm founded in 1982 by Ed M Kania and Noubar B Afeyan. The firm is headquartered in Cambridge, Massachusetts.

CETRA, Inc. provides professional translation services. Its services include translation, website globalization, software localization and language interpretation, interpreting equipment rental, sign language interpretation, voice overs, transcription, multilingual DTP, media and intelligence analysis, and deployable linguist personnel services. The company was founded in 1997 by Jiri Stejskal and is headquartered in Elkins Park, PA.

Third Federal Savings & Loan Association provides savings and mortgage products. It offers offers IRAs, annuities, mutual funds, and 401(k) accounts. The company was founded by Ben S. Stefanski and Gerome Stefanski on May 7, 1938 and is headquartered in Cleveland, OH.

McDonald Financial Group engages in the provision of financial consulting services. Its services include personal, federal and state income tax. individual and small business owner assistance,and pension buyout assistance. The company is headquartered in Trenton, MI.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

Maloney + Novotny LLC provides accounting services, financial consulting, tax and financial planning services. The firm provides audit and attest services and has a continuing professional services relationship with RSM McGladrey. The company is headquartered in Cleveland, OH.