Len Haussler

Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA.

Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI).

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN.

Carolinas Investment Consulting LLC provides investment advice, financial guidance, and retirement planning services to families, individuals, businesses, and institutions throughout the Southeast. The private company is based in Charlotte, NC. The company offers expert advice on financial and investment management, as well as retirement planning. The company has developed a Business Continuity Plan to address how they will respond to events that significantly disrupt their business. Carolinas Investment Consulting builds relationships with businesses and corporations to provide retirement plan consulting, investment management, and financial planning.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Bertram Capital Management LLC (Bertram Capital Mgmt) is a private equity firm founded in 2006 by Jeff Drazan. The firm is headquartered in Foster City, California.

Force Construction Co., Inc. provides commercial building and bridge construction services. The private company is based in Columbus, IN and has subsidiaries in the United States.

SecureMethods, Inc. designs, implements and deploys secure network applications for commercial and government clients. It provides computer security and technical expertise to clients through consulting services and security products. The company was founded in 1999 by Paul C. Clark and is headquartered in Bethesda, MD.

Carl Zeiss Vision, Inc. manufactures optical glasses. Its services include eyeglass lens coating, plating services, electro coating, dipping, wrapping, welding, brazing, and heat treatment services. The company is headquartered in Clackamas, OR.

Pinnacle Bank operates as a national chartered commercial bank. The company was founded in 2000 and is headquartered in Nashville, TN.

Spireon, Inc. provides GPS tracking solutions to the automotive finance industry. Its services include fleet management, enterprise fleet management, GPS fleet tracking, asset tracking, and fuel management. The firm provides fleetlocate, goldstar, goldstar connect, goldstar enterprise, and kahu products; and serves auto lender and credit unionds, franchise car dealer, rental car, trailer and transportation, enterprise fleets, and assets industries. The company was founded by Brian Boling in 2002 and is headquartered in Irvine, CA.

Jack C. Keir, Inc. provides training solutions for financial services professionals seeking to prepare for various financial and insurance certification exams. Its products prepare financial services professionals for the Certified Financial Planner (CFP), Financial Industry Regulatory Authority (FINRA), and several property and casualty examinations. The company was founded by Jack C. Keir in 1968 and is headquartered in Middletown, OH.

Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses.

MCF Advisors LLC (MCF) is an independent, SEC-registered investor advisor headquartered in Covington, Kentucky. The firm was founded by Robert B. Sathe in 2000 and do-business-as MCF Institutional. MCF provides portfolio management services to individuals, high net-worth individuals, trusts, pension and profit-sharing plans, charitable institutions (which include foundations), and corporations or other businesses.

John D. Dovich & Associates LLC engages in the provision of investment advisory services. It specializes in financial planning for high-net-worth people and families. The company was founded by John Dovich in 1987 and is headquartered in Cincinnati, OH.

Formidable Asset Management LLC provides investment advice. The private company is based in Cincinnati, OH and has subsidiaries in the United States. The company was founded in 2013 by William Bush Brown and Benjamin McBurney Blemker. William Bush Brown has been the CEO since 2013.

Trademark Global LLC operates as a virtual manufacturer, fulfillment service provider and wholesale distributor of branded and licensed products to mass-market online retailers. The firm develops and supplies housewares, artwork, cutlery, tools, toys and sporting goods. The company was founded by Daniel A. Sustar and James L. Sustar in 1999 and is headquartered in Lorain, OH.

Aptus Capital Advisors LLC (ACA) is a SEC-registered investment advisor headquartered in Fairhope, Alabama, with operations in Cayman Islands. The firm was founded in 2013 by John David Gardner and they are a subsidiary of Aptus Holdings LLC. ACA provides investment services to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment professionals.

Perennials & Sutherland LLC manufactures linen fabrics. It specializes in furniture, textiles, showrooms, wholesale, design, outdoor furniture and luxury products. The company was founded by David Sutherland and Ann Sutherland in 1978 and is headquartered in Dallas, TX.

Jack Riley Investments LLC sells clothing, shoes, and accessories for women from an online boutique. The company was founded by Tori Gerbig and Chris Gerbig in January 2014 and is headquartered in Bowling Green, KY.

TSR Concrete Coatings LLC provides floor coating services. The company is based in Lena, IL and has subsidiaries in the United States. The company was founded by Jeff Gear and he has been the CEO since incorporation.

The Vinyl Outlet, Inc. is a residential services installer of vinyl fences, decks, porches, and railings based in Buffalo, NY. The American company has been in business for over 30 years and has grown from a small family business to one of the most trusted providers of vinyl fences, decks, porches, and railings in the greater Buffalo area. The Vinyl Outlet takes pride in the quality of each finished project and specializes in a diverse range of applications. The CEO of the company is Scott D. Innes.

N.A.S. Capital LLC is an investment advisory company based in Portsmouth, NH. The private company provides investment advice only to persons in jurisdictions where it is authorized to do so, and no content on its website should be construed as an offer to provide investment advisory services in any location where such offer would be unlawful. N.A.S. Capital is registered as an investment adviser in the state of New Hampshire and may be required to register in other jurisdictions where it does business in the future. The company's published material is not intended to be investment advice and should not be considered a recommendation to take action with respect to any security or commodity interest. Investing involves risks and may result in the loss of some or all of the principal invested. Prospective clients should consider their investment objectives and the costs and risks associated with N.A.S. Capital's investment program before investing. The company was founded in 2018, and Nathanael Albert Stewart has been the CEO since then.