Charles H. Reams

Fierstein & Co. LLC engages in the provision of insurance services. The company was founded in 1966 and is headquartered in Englewood, NJ.

Kanawha Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Charles Fox in 1989 and is a subsidiary of WT Acquisition LLC, ultimately owned by HighTower Holding LLC. KCM provides investment advisory services to individual persons, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or similar business entities.

Part of First American Holdings, First American Securities, Inc. provides investment advice. The company is based in Minneapolis, MN.

Infobionics, Inc. develops data mining software. It offers Knowledge Server, a platform for developing powerful and flexible knowledge mining applications, including business intelligence, predictive analysis and bioinformatics, social networking, Web 2.0, supply chain management, and factory automation. The firm’s products offers supports structure query language instructions and extracts data from existing structured and unstructured databases. The company allows users to view the data model and metadata seamlessly, thereby focusing queries and improving query speed and results. Infobionics was founded in 2000 and is headquartered in Eagan, MN.

Part of CNB Financial Corp. (Pennsylvania), CNB Bank is a financial institution based in Clearfield, PA. CNB Bank offers a range of personal and business banking services, including checking and savings accounts, loans, credit cards, and convenience services such as online banking and mobile banking. The bank also provides investment and wealth management services through its subsidiary, 1865 Wealth Advisors. CNB Bank is committed to diversity, equity, and inclusion and is actively involved in the community through various initiatives. The company was founded in 1865, and Michael D. Peduzzi has been the CEO of the company since 2022.

Founded in 1988, Cutter & Company Brokerage, Inc. is a dually registered broker-dealer and investment advisor located in Ballwin, Missouri. The firm does business as Cutter & Co., Inc. The firm utilizes utilizing two clearing firms as custodian of their client assets: First Clearing Corp. LLC, a non-bank affiliate of Wells Fargo and BB & T Securities LLC.

Mercer Capital, Inc. provides execution and clearing services for exchange-traded derivatives. The company also provides brokerage services in the fixed income and foreign exchange markets. It also facilitates confirmation and settlement of derivative transactions for its customers. The company was founded in 1999 and is headquartered in Boca Raton, FL.

Part of Avianca Group International Ltd., ACES is a company located in Colombia.

Conemaugh Health System provides healthcare services. Its services include bariatric surgery, behavioral medicine, cancer care, cardiovascular services, corporate care, critical care, diabetes care, interventional radiology, maternity care, neonatology, neurology and neurosurgery. The company was founded in 1994 and is headquartered in Johnstown, PA.

Advocis is the largest voluntary professional membership association of financial advisors in Canada. The private company is based in Toronto, Canada. The Canadian company offers designations, continuing education opportunities, industry-leading publications, and membership in a chapter network with mentorship programs, study groups, and practice development resources. and has subsidiaries in Canada. The CEO of the company is Greg Pollock.

JDRF International is a leader in setting the agenda for diabetes research worldwide, and is the largest charitable funder of and advocate for type 1 diabetes research. JDRF find a cure for diabetes and its complications through the support of research. Type 1 diabetes is an autoimmune disease that strikes children and adults suddenly, and can be fatal. Until a cure is found, people with type 1 diabetes have to test their blood sugar and give themselves insulin injections multiple times or use a pump each day, every day of their lives. And even with that intensive care, insulin is not a cure for diabetes, nor does it prevent its potential complications, which may include kidney failure, blindness, heart disease, stroke, and amputation. It was founded in 1970 and is headquartered in New York, NY.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Part of Erie Insurance Exchange, Erie Insurance Co., Inc. offers a range of insurance products including long-term care riders, life insurance policies, and Medicare supplement insurance plans. Erie Insurance is based in Waldorf, MD, and Timothy G. NeCastro has been the CEO of the company since 2016. The company is committed to providing excellent service and has been in business since 1925. Erie Insurance also offers workers' compensation policies to protect businesses in case of employee injuries.

DirectPointe, Inc. is a Utah-based Managed IT Service Provider offering a full suite of managed IT services to both businesses and now individuals. DirectPointe commenced operations in March of 2000 and has consistently grown its client base. The comprehensive managed IT service solutions provide one payment and one point of contact for customer's complete computing needs. By providing a more holistic approach the company improves reliability and in many cases lowers overall costs. The company's phone and web-based managed IT support consistently offers service levels that surpass large vendors and internal IT service departments. The managed IT services are provided centrally from a multi-million dollar facility that houses a secure data center, providing hosting and co-location services. DirectPointe Financial Services (DPFS), a wholly owned subsidiary of DirectPointe, provides financial services to DirectPointe customers. DirectPointe has received numerous awards for performance and has received editorial recognition in local and national trade publications.

The Bank of Canada provides banking and financial services. Its services include mortgage and payment processing, loan application, credit card application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1934 and is headquartered in Ottawa, Canada.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

Cutter & Co. Brokerage, Inc. (Investment Management) (C&C-IM) is the investment management division of Cutter & Co. Brokerage, Inc., a registered broker-dealer headquartered in Ballwin, Missouri. The firm was founded by Deborah Castiglioni and William L. Meyer in 1988 and they do-business-as Cutter & Co., Inc. C&C-IM provides advisory services to individuals, pension or profit-sharing plans, trusts, estates, corporations and other business entities.

Juvenile Diabetes Research Foundation Canada focuses on type 1 diabetes (T1D) research. The company was founded in 1974 and is headquartered in Toronto, Canada.

Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA.

Family Enterprise XChange Foundation is a non-profit organization, which engages in the provision of resources to entrepreneurial family. The company is headquartered in Oakville, ON.