Mike Walsh

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.

The Glowacki Group LLC provides investment advisory services. It offers portfolio design and wealth management, financial analysis, estate planning and family office services. The company was founded by Michael V. Glowacki and is headquartered in Los Angeles, CA.

Explorer.Ai Inc. provides mapping platform. The company was founded by Akshay Goel, Tushar Dadlani and Nagasrikanth Kallakuri in 2017 and is headquartered in San Francisco, CA.

Explorer Equity Group LLC (Explorer Equity Group) is a private equity firm founded in 2016 by Cody Shirk. The firm is headquartered in Juno Beach, Florida.

Fundingo, Inc. is a loan management software platform that provides complete transparency from origination through underwriting to renewals and loan services resulting in fast growth, high profits with low risks. The private company is based in Sherman Oaks, CA. Fundingo's mission is to provide instant and accurate insights at every stage of the lending process. The company's software offers risk management services through an efficient single platform for streamlined loan services and management. Fundingo is a trusted Salesforce integrator and has fundamentally changed loan servicing by transforming hours of loan servicing into minutes. Contact them for a demo of their advanced loan management software that allows alternative lending companies to streamline the entire process of originating, underwriting, and servicing loans. The company was founded in 2012 by Henry Abenaim, who has been the CEO since 2012.

RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses.

Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs).

Sempra Energy Foundation is a non-profit organization, which develops energy infrastructure, operates utilities, and provide related products and services. The company was founded in 2007 and is headquartered in San Diego, CA.

Part of Zurich Insurance Group AG, Farmers Insurance Co., Inc. is a company that provides insurance agency services. The company is based in Olathe, KS and was founded in 1955.

Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Part of Bank of America Corp., Countrywide Capital Markets LLC is a company based in Calabasas, CA.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Part of VF Corp., Workrite Uniform Co., Inc. is a company that specializes in providing trusted names in PPE such as Workrite Fire Service and CP. The company is based in Oxnard, CA. Co., part of VF Corp. from October 02, 2017 on January 22, 1999. Workrite Uniform Co. was acquired by Williamson-Dickie Mfg.

Countrywide Home Loans, Inc. provides home loan and mortgage services. It generates loans through referrals from real estate agents, homebuilders and corporate relocation specialists through phone and internet. The company also provides ancillary services such as title, escrow and appraisal. Countrywide Home Loans was founded in 1969 and is headquartered in Calabasas, CA.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

Countrywide Financial Corp. provides mortgage banking services. It offers ancillary services such as home equity loans and homeowners insurance. The company was founded by Angelo R. Mozilo and David S. Loeb in 1969 and is headquartered in Simi Valley, CA.