Brian Kostick

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton.

Cogo Labs, Inc. supports new companies to be profitable. It offers engineering, analytics, and design solutions. The company was founded by David Blundin and is headquartered in Cambridge, MA.

Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN.

S-Docs, Inc. is a privately held company that provides a 100% native document generation and e-signature solution on the Salesforce AppExchange. The company is based in New York, NY, and has offices in various locations. S-Docs allows users to securely generate and e-sign business documents like quotes, invoices, and contracts without ever sending customer data outside of Salesforce. The application is the first choice for major enterprise clients worldwide for their digital document needs. Companies of all sizes in every industry rely on S-Docs to eliminate manual work and simplify complex processes, resulting in increased productivity, enhanced customer experiences, and accelerated business success. The company was founded in 2010 by Dan Pejanovic, and Brian Stimpfl has been the CEO since 2022.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

Chalice Wealth Partners LLC operates as a technology-driven financial services company. It provides peer-to-peer networking and collaboration opportunities, creating a forum for sharing ideas, and practices to help members collectively. The company was founded by Keith E. Gregg and Anthony Nanula in 2016 and is headquartered in San Diego, CA.

Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA.

Part of LPL Financial Holdings, Inc., LPL Independent Advisor Services Group LLC provides brokerage services. The company is based in Newport Beach, CA. LPL Independent Advisor Services Group was acquired by LPL Financial Holdings, Inc. from Pacific Mutual Holding Co. on June 20, 2007.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD).

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.