Dave Parks

Mastrapasqua Asset Management, Inc. (dba M Capital Advisors) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded in 1993 by Frank Mastrapasqua. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. M Capital Advisors provides investment advisory services to individual and institutional clients.

Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients.

Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City

HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA.

International Swaps & Derivatives Association, Inc. is a global organization with over 1,000 member institutions from 79 countries. The private company is based in New York, NY and has subsidiaries in Hong Kong, Singapore, Canada, and United Kingdom. The members include a diverse range of derivatives market participants, such as corporations, investment managers, government and supranational entities, insurance companies, energy and commodities firms, and international and regional banks. The organization also includes key components of the derivatives market infrastructure, such as exchanges, intermediaries, clearing houses, and repositories, as well as law firms, accounting firms, and other service providers. The company was founded in 1985 by Patrick de Saint-Aignan, Thomas W. Jasper. Scott D. O'Malia has been the CEO of the company since 2014.

WestBridge Fund Managers Ltd. (WestBridge Fund Managers) is an independent private equity arm of WestBridge Capital LLP founded in 1994 by Guy Davies, James Wakefield and Valerie Kendall. The firm is headquartered in Mayfair, London with additional offices in Manchester and Cardiff.

National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013.

Financial Planning & Management, Inc. provides investment advice. The private company is based in Atlanta, GA.

2nd Vote Advisers LLC is an independent asset management firm headquartered in Franklin, Tennessee. The firm was founded in 2020 and is a wholly-owned subsidiary of 2nd Vote Value Investments, Inc. The firm provides investment advisory and portfolio management services to individuals and institutional clients.

AIG VALIC provides insurance services. The company provides group retirement, variable annuities, term life insurance and other retirement planning products to workers in education, healthcare and government agencies. It was founded in 1955 and is headquartered in Houston, TX

Mason Companies, Inc. engages in the operation of e-commerce website. It sells shoes, apparel, beddings, and electronics. The firm operates through the following brands: ShoeMall, Stoneberry, Masseys, Mason Easy-Pay, K.Jordan, Fifth & Glam Credit, Figi’s Gallery, Maryland Square, Auditions, and B.A. Mason. The company was founded by August Mason and Bert Mason in 1904 and is headquartered in Chippewa Falls, WI.

American Near East Refugee Aid, Inc. provides aid and development programs to Palestinian communities. It advances the well-being of Palestinians families, poor communities and refugees in Palestine and Lebanon. The firm responds to economic, health, and educational needs with sustainable solutions and also delivers humanitarian aid during emergencies. The company was founded on February 21, 1968 and is headquartered in Washington, DC.