Stephen D. Ferrone

Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund.

Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD).

Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities.

Lotlinx, Inc. develops digital retailing technologies. Its products include shopper retargeting, lotlinx automotive network and deeplinking. The company was founded by Leonard V. Short and Jason Knight in 2012 and is headquartered in Chicago, IL.

SameSky Health, Inc. develops digital healthcare solution that helps Spanish speakers navigate America's healthcare system. It offers an integrated service including multi-channel messaging, care navigation, data analytics, and 24/7 access to native-Spanish speaking medical navigators. The company was founded by Abner Mason and is headquartered in San Francisco, CA.

Full Bottle Group, Inc. operates liquor stores. The private company is based in San Francisco.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.

Viking Asset Management LLC is an independent hedge fund manager headquartered in Burlingame, California. The firm was founded by Peter Benz and Stephen Rudolph in 2001. They provide investment advice to high net-worth clients.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen.

Part of Leadership Foundations, The International Women's Forum is a women's forum membership organization. The company is based in Washington. The American company was founded in 1974 by Maureen A. Kindel, Elinor Guggenheimer. Stephanie Mathews O'Keefe has been the CEO of the company since 2016. The International Women's Forum was acquired by Leadership Foundations on January 01, 2021.

The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers.

The Chicago Bar Association is a voluntary membership organization consisting largely of lawyers and judges from Cook County and the state of Illinois. The private company is based in Chicago, IL and has subsidiaries in the United States. The association works to establish and maintain the honor and dignity of the profession of law, promote the welfare of its members, and improve the effectiveness and efficiency of the administration of justice. Founded in 1874, it is one of the oldest and most active metropolitan bar associations in the United States.

Part of LPL Financial Holdings, Inc., LPL Independent Advisor Services Group LLC provides brokerage services. The company is based in Newport Beach, CA. LPL Independent Advisor Services Group was acquired by LPL Financial Holdings, Inc. from Pacific Mutual Holding Co. on June 20, 2007.

National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means.

Part of Fresh Juice Global, Videro, Inc. provides content management online software solutions. The company is based in El Segundo, CA. Videro was acquired by Fresh Juice Global on January 10, 2013.

Part of The Charles Schwab Corp., Schwab Private Client Investment Advisory, Inc. is a financial services company that offers digital account monitoring, investment management, and trading services through Schwab.com and the Schwab mobile app. Schwab Private Client Investment Advisory is based in San Francisco, CA. The company also provides retirement account advice through their Roth vs. Traditional IRA Calculator and promotes the benefits of including fixed income in investment portfolios.

Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA.

Calaborate, Inc. provides information technology solutions. The company is based in Santa Monica, CA.

Videro LLC provides real estate services. The private company is based in San Francisco.

The Employee Benefit Research Institute develops a saving application. The private company is based in Washington.