George Stapleton

RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.

Founded in 1986, HHG & Co. LLC is a wealth management firm and registered investment advisor located in Darien, Connecticut. The firm is a subsidiary of Wealth Enhancement Group LLC and their ultimate parent is WEG Holdings LLC. They were formerly known as Hynes, Himmelreich, Glennon & Co. LLC.