Gregory Horn

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

Standard Insurance Co. provides insurance and investment products. The company provides group disability, life insurance, dental insurance, retirement plans, investment advice, individual disability insurance, and annuities. The company offers a variety of insurance plans for retired people, and small business. The company was founded in 1906 and is headquartered in Portland, OR.

PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA.

Persimmon Growth Partners Investor Fund is a closed-end investment fund and investment trust. The company is headquartered in Blue Bell, PA.

Olympus America, Inc. manufactures microscopes and other optical instruments. The company also sells cameras, recording equipment, and camera accessories. It also designs and delivers solutions in healthcare and consumer electronics. The firm operates in the United States, Canada, Mexico, the Caribbean, and Central & South America. The company was founded in 1919 and is headquartered in Melville, NY.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Part of The PNC Financial Services Group, Inc., Massachusetts Co. is an American company that aims to develop and communicate dynamic ideas to advance prosperity and a vibrant civic life. The company is located in the US. The company's vision of success is a state and nation where people can prosper and society can thrive through world-class options in education, healthcare, transportation, and economic opportunity. The company values an educated citizenry that tests beliefs based on facts and the free exchange of ideas, and is committed to liberty, personal responsibility, and free enterprise. Massachusetts was acquired by PNC Bank Corp. from Travelers Corp. on September 20, 1993 for $53 million.

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.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania.

The National Association of Certified Valuators & Analysts (NACVA) is a professional association that provides training from leading experts in consulting fields such as business valuation, financial litigation forensics, business fraud, and mergers and acquisitions. The non-profit company is based in Salt Lake City, UT. NACVA's recognized CVA designation is the most widely recognized business valuation credential and the only business valuation credential accredited by the National Commission for Certifying Agencies (NCCA). The certification process consists of a five-hour proctored exam and a case study. NACVA offers a range of support services, reference materials, software, and customized databases to enhance the professional capabilities and capacities of its members. The CEO of the company is Parnell Black.

MPower Ventures (MPower Ventures) is a venture capital firm founded in 2006 by Bertrand Sosa and Roy Sosa. The firm is headquartered in Austin, Texas.

Dreamit Ventures LLC (Dreamit Ventures) is a venture capital and accelerator firm founded in 2008 by David Bookspan, Michael Levinson and Steve D. Welch. The firm is headquartered in Philadelphia, PA with an office in New York, NY.

Valley Forge Financial Group, Inc. provides advisory and administrative services. The private company is based in King of Prussia, PA and has subsidiaries in the United States.

Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania.

BioConversion Solutions LLC engages in the conversion of biomass to renewable energy and byproducts such as fertilizer and clean water using biotechnology processes. It develops proprietary process technology platforms including fluidized co-digestion and co-generation anaerobic and fluidized composting aerobic process. The company was founded by Alan F. Rozich in 2003 and is headquartered in Wood Dale, IL.

Institute of Certified Management Accountants, Inc. is a non profit organization which engages in the encouragement, dissemination and promotion of the management accounting specialisation in organizations in Australia. It offers membership and education programs for management accountants. The organization was founded by William Dix and John Miller in 1996 and is headquartered in Clayton North, Australia.

Fesnak & Associates LLP provides accounting and management consulting services. It offers assurance and accounting, financial management solutions, tax services, transaction advisory, valuation and litigation support, and bankruptcy and restructuring services. The company was founded on December 9, 2004 and is headquartered in Blue Bell, PA.

Greater Philadelphia Alliance for Capital & Technologies provides business acceleration and support services. The company is headquartered in Philadelphia, PA.

Morningstar Corporation is a leading supplier of solar controllers and inverters, with over 4 million products installed and sold since 1993. The private company is employee-owned and headquartered in Newtown, PA, with an engineering research and development center in Jessup, MD, and a network of dedicated distribution and manufacturing partners. Morningstar has deployed over 4,000 off-grid solar products annually since 1993. The company was founded in 1993 by Lee Gordon and Ken Gerken, with Lee Gordon serving as CEO since then.

Valley Forge Investment Consultants, Inc. (VFIC) is an independent, SEC-registered investment advisor headquartered in Audubon, Pennsylvania. VFIC provides discretionary and non-discretionary investment advice to individuals, high net worth individuals and institutional investors such as trusts, estates, charitable organizations, corporations, or other business entities.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Dakota Wealth Management LLC provides investment management and advisory services. The company was founded by Peter John Raimondi III and is headquartered in Palm Beach Gardens, FL.

IndeVets engages in provision of veterinary services. It offers clinical assessments, background checks, drug tests, reference checks, face-to-face interviews, and license verification. The company was founded by Andrew Heller and Michael Raphael in 2017 and is headquartered in Philadelphia, PA.

Breacher Capital Advisors LLC is a financial management company that aims to compound investor's capital at superior risk-adjusted returns. The private company is based in Stamford, CT. The company offers flexible investment options and focus on risk management to limit drawdowns in today's complex and turbulent markets. The company was founded in 2020 by Arthur Joseph Holly.