Munish Sood

Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.

Cross Point Capital LLC operates as broker-dealer. It specializes in Corporate Bonds, Auction Rate Securities, Interdealer Broker and Third Party Marketing. The company is headquartered in Mountainside, NJ.

United Network Service, Inc. provides internet and private networking solutions. It designs monitors and manages networks for business and information technology requirements, such as voice, data, video, firewall and managed router security, and backhaul and transport. The firm's solutions utilize the cloud to host bundled solutions, such as managed Voice over Internet Protocol (VoIP), managed virtual private network, managed firewall and router security services, and IP video monitoring. It also provides network transport options and hosted VoIP solutions. The company was founded in 2001 by Stephen John and is headquartered in Carrollton, TX.

Founded in 1987 by Thomas Grzymala, Alexandria Financial Associates is a registered investment advisory and wealth management firm located in Alexandria, Virginia

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Founded in 2002, Princeton Advisory Group, Inc. is a hedge fund manager located in Princeton, New Jersey. The firm primarily provides investment advisory and investment management services to both funds and special purpose vehicles. They also provide investment advice directly (through separately managed account arrangements) to larger investors including entities, foundations and high net-worth individuals.

Part of Deutsche Bank AG, Bankers Trust & Co. is a private company that provides trust services. The company is based in New York, NY.

First Choice Bank provides banking services. The company was founded in 2007 and is headquartered in Mercerville, NJ.

Global Wealth Management LLC (GWM) is an independent financial planning and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Ram Kolluri in 2010 as Global Investment Management LLC and changed their name to Global Wealth Management LLC in 2015. GWM provides advisory services to high net-worth individuals, private family offices, pension plans, trusts and foundations.