Jake Weinreb

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

Boomer Esiason Foundation is a Non-Profit Organization, which engages in the support of cystic fibrosis community. Its programs includes organ donation, cystic fibrosis scholarship, lung transplant grant, Jerry Cahill cystic fibrosis podcast and Club CF. The company was founded by Cheryl Esiason in 1993 and is headquartered in New York, NY.

Nestor, Inc. through its wholly owned subsidiary, Nestor Traffic Systems, Inc. provides innovative video based traffic safety and enforcement systems to state and local governments. The company's principal product, CrossingGuard incorporates patented image processing technology into an intelligent turnkey solution that predicts and records the occurrence of a red light violation and manages the entire process of issuing and processing a citation. It was founded in 1975 and is headquartered in Providence, RI.

Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses.

ETFidea LLC is an independent, SEC-registered investment advisor headquartered in Syracuse, New York. The firm was founded in 2002 and provides a variety of advisory services to individuals, businesses, trusts and retirement plans.

Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010.

Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976.

Tripp Financial Consultants, Inc. provides financial planning and investment advisory services. It serves individuals, families, small businesses, and pension plan trustees. The company was founded by Frederick G. Tripp in 1983 and is headquartered in Rockville, MD.

Ferguson Asset Management, Inc. provides investment advice. The private company is based in Potomac, MD.

Montgomery Hospice, Inc. operates as a a nonprofit hospice serving residents of Montgomery County. It provides end-of-life care, hospice at home, grief and loss, and care for children who have a life-limiting illness. The company was founded in 1981 and is headquartered in Rockville, MD.

Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD.