Don Williams

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Part of BlackRock, Inc., BlackRock Corporation US, Inc. provides investment and risk management services. The company is based in San Francisco, CA.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

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.

Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Omicron Development LLC provides information technology consulting services. It offers add-in products and consulting services for Microsoft SharePoint, Office 365 and OSISoft PI System environments. The company was founded in 1987 and is headquartered in Cherry Hill, NJ.

RTD Financial Advisors, Inc. (RTD Financial) is an independent registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Roy T. Diliberto in 1983. RTD Financial provides financial planning and/or asset management services to individuals, pension plans, profit sharing plans, charitable organizations, endowments, foundations, trusts and estates, corporations and other business entities.

Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ.