David B. Clarken

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Part of United Services Automobile Association, USAA Financial Advisors, Inc. is a company based in San Antonio, TX.

Emerson Equity LLC provides investment advice. The American company was founded by Dominic Julio Baldini.

Allstate Financial Services LLC provides financial services. The company provides services to individuals and small & medium sized business. It is headquartered in Lincoln, NE

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Life Partners, Inc. provides viatical settlement services. The company was founded in 1991 and is headquartered in Dallas, TX.

Checks In The Mail, Inc. engages in the market and supply of bank checks and related supplies. The company is headquartered in San Antonio, TX.

Bloom Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded by Richard and Kenneth Bloom in 1995 as Bloom Asset Management, Inc. Bloom Advisors provides professional money management services for individual investors and businesses on a discretionary, no-commission, fee-only basis.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

Advances In Kidney Disease & Health provides awareness on kidney and urinary tract diseases. The organization helps to increase the availability of all organs for transplantation. The company was founded in 1950 and is headquartered in New York, NY.

Cuddy & Feder LLP is a law firm that provides specialized legal solutions to complex problems. The private company is based in White Plains, NY. The company has a deep understanding of the industry and has law offices in multiple locations, including New York and Connecticut.

Thompson Thrift Construction, Inc. provides real estate construction and development solutions. Its services include site design, acquisition, due diligence, entitlement, permitting, legal, financial, leasing, tenant representation, construction management, and property management. The company was founded by John G. Thompson and Paul M. Thrift in 1986 and is headquartered in Terre Haute, IN.

Part of Lake Shore MHC, Lake Shore Savings Bank is a local bank that has been serving western New York for over 125 years. The company is based in Dunkirk, NY. The company offers a range of personal and business banking services. Kim C. Liddell has been the CEO of the company since 2023.

BCWM LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Richard Boyer and Mindy Corporon in 2007 as Boyer & Corporon Wealth Management LLC. BCWM provides investment management and advisory services to high net-worth individuals and families, endowments and foundations, profit sharing plans, trusts, estates, charitable organizations and corporations.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

Guardian Wealth Management provides investment advice.

Narus Financial Partners LLC (Narus) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was co-founded by Jared Stubbs, Curtis Lamb, Trent Bowers, and Mike Robinson in 2014 as ClearStone Capital Management LLC. Narus generally provides investment advice to individual and institutional clients.

Inspirion Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Libertyville, Illinois. The firm was founded by Richard H. Kolb, Jr. and Noah Seidenberg in 2012. They are a subsidiary of Inspirion Holdings LLC, which is owned by Inspirion Legacy Partners LLC. Inspirion Wealth Advisors provides a wide array of investment advisory services to individuals and high-net worth clients.