Jeff Montgomery

Part of HUB International Ltd., TCG Group Holdings LLP is a company that provides financial solutions. The company is based in Austin, TX. The company was founded in 2000 by John Joseph Pesce and Mike Cochran. John Joseph Pesce has been the CEO since 2000. TCG Group Holdings was acquired by HUB International Ltd. on July 07, 2021.

National Financial Partners Securities, Inc. provides financial advisory services. Its financial planning, investment advisory products and services comprise funds of hedge and mutual fund wrap accounts, financial planning, securities transaction execution, investment consulting, traditional broker, and dealer services. The company is headquartered in New York, NY

AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations.