Derek Craig

Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations.

Jaffe Tilchin Investment Partners LLC (Jaffe Tilchin) is an independent registered investment advisor headquartered in Tampa, Florida. The firm was co-founded by Scott Jaffe and Louis Tilchin in 2007. Jaffe Tilchin offers professional asset management services to individuals, trusts, estates, charitable organizations, corporations and pension plans.

Hire Velocity LLC provides recruitment services. The firm offers screening, sourcing, candidate development, and diversity recruiting services. Its services include sourcing, recruiting, reporting, contract recruiting, federal contract support, delivery options, pricing, and case studies. The company was founded in 2004 and is headquartered in Atlanta, GA.

Part of LMS Capital Plc /Private Equity/, Lion Investments Ltd. functions as an investment holding British company. The company is based in London, UK.

Applied Theory Corp. is a private company based in Charlotte, NC and has subsidiaries in the United States. The company specializes in leasing and renting office furniture.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Part of TVC Telecom, Inc., Various Business Management, Inc. operates telephone call centers. The company is based in New York, NY. Various Business Management was acquired by TVC Telecom, Inc. on July 20, 2000 for $0.99 million.

Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree

Kendrick Pierce & Co., Inc. is an investment bank. The private company is based in Tampa, FL.

Flexible Corporate Plans, Inc. provides third party management health care benefits. The firm provides full cafeteria plans, flexible spending accounts, and COBRA administration services. The company was founded in 1986 and is headquartered in Birmingham, AL.

HealthEdge Investment Partners, LLC (HealthEdge Investment Partners) is a private equity firm founded in 2005 by Harold S. Blue and Phillip Dingle. The firm is headquartered in Tampa, Florida.

Alliance of Merger & Acquisition Advisors, Inc. provides merger and acquisition advisory services. It offers seller representation, buyer representation, due diligence, accounting, financing, business valuation, tax planning, legal, strategic advisory and other transaction services. The company was founded by Michael Nall in 1998 and is headquartered in Chicago, IL.

Suit-Kote Corp. is an asphalt products manufacturer that specializes in road construction, maintenance, and asphalt applications engineering. The private company is based in Cortland, NY. Suits. The company was founded in 1921 by Harry J. The CEO is Frank Suits.

Part of Bonita Marie International, Inc., BMI Merchandise, Inc. supplies merchandise for the amusement and redemption industry. The company is based in Lakewood, NJ.

Itrac LLC engages in the ownership, operations and investment of retail healthcare stores. The company was founded by Tyson Steele and Gjusta Steele in 1995 and is headquartered in Tampa, FL.

Westone Laboratories, Inc. engages in the provision of hearing health services. It provides custom-fit earpieces, hearing protection and audiology supply products. The company was founded by Ronald Morgan and Mickey Morgan in 1959 and is headquartered in Colorado Springs, CO.

Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

JPMorgan Worldwide Securities Services engages in the provision of security brokerage services. The company is headquartered in New York, NY.

Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries.

KLH Capital Partners LP (KLH Capital) is an independent private equity firm founded in 2005 by John F. Kirtley, Jeff Leck and Mark J. Hunter. The firm is headquartered in Tampa.

360 Wealth Management Group (360 Wealth) is an investment advisory firm headquartered in Tampa, Florida. The firm was founded by Greg Ghodsi in 2007 and they are a subsidiary of Raymond James & Associates, Inc., which is owned by Raymond James Financial, Inc. (NYSE: RJF). 360 Wealth provides investment advice to individual and institutional clients.

LTF Holdings, Inc. operates as a holding company which trough its subsidiary engages in operating fitness and recreational sports centers. The company is headquartered in Chanhassen, MN.

Williams Schifino Mangione & Steady PA is a legal services provider. The private company is based in Tampa, FL. Williams Schifino Mangione & Steady PA was acquired by Burr & Forman LLP on September 28, 2012.