Dan Coble

Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans.

Waterford Bancorp, Inc. operates as a holding company. It provides investment and financial services to small and mid-sized companies. The company is headquartered in Toledo, OH.

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.

Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008.

Pinnacle Wealth Management Group, Inc. (Pinnacle) is an independent registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by Daniel A. Cesta in 2005. Pinnacle provides discretionary portfolio management services to individuals, high net worth individuals, and corporations or other business entities.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

RMH Investment Management LLC provides investment advisory services. The firm provides investment performance monitoring and investment manager selection services. The company is headquartered in Tucson, AZ.

Wabash College is an independent, liberal arts college for men. It offers qualified young men a superior education, fostering, in particular, independent intellectual inquiry, critical thought, and clear written and oral expression. The College educates its students broadly in the traditional curriculum of the liberal arts, while also requiring them to pursue concentrated study in one or more disciplines

Provident Investment Management, Inc. (Provident) is a registered independent wealth management firm headquartered in Novi, Michigan. The firm was founded by Maury Elvekrog in 1981 as Seger-Elvekrog, Inc. Provident provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, partnerships, corporations, business entities, and affiliated private investment funds.

Heron Bay Capital Management LLC (HBCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Bloomfield Hills, Michigan. The firm was founded in 2019 and is wholly owned by Seivest LLC. HBCM offers investment advisory services to individuals, high net-worth individuals, trusts, retirement plans, and estates.