Jonathan Carothers

TrustCore Financial Services LLC (TFS) is a registered investment advisor headquartered in Brentwood, Tennessee. Founded in 1982 as TrustCore Financial Services, Inc., the firm was acquired in 2022 by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. TFS provides investment advisory services to individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations or other businesses, and foundations and endowments.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.