Luke S. Helms

Sonata Capital Group, Inc. (Sonata) is an independent registered investment adviser headquartered in Seattle, Washington. The firm was founded by Timothy Cummins in 2000. Sonata provides investment advisory services on a discretionary basis to individuals, high net worth individuals, trusts, charitable institutions, foundations, and endowments.

LifeLock, Inc. engages in the provision of identity theft protection services for consumers and fraud and risk solutions for enterprises. The company was founded by Richard Todd Davis, Neal Duncan, and Robert J. Maynard, Jr. in April 2005 and is headquartered in Tempe, AZ.

Point Inside, Inc. develops cloud-based technology solutions which brings brick-and-mortar stores into the digital world. Its solutions include mapping as a service, storemode, day of travel, and indoordata.io. The firm serves the retail, airports, travel apps, hospital industries. The company was founded by Joshua Marti and Jonathan Croy in 2009 and is headquartered in Bellevue, WA.

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

Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC.