William P. Finkelstein

Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients.

RBO & Co. LLC (RBO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Saint Helena, California. The firm was founded in 1980 by Reginald B. Oliver. RBO provides investment advice to individuals, family offices, and institutions.

Mark Boyar & Co., Inc. is a private company based in New York, NY.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Drivn Mobile, Inc. develops mobile based administration applications. Its application Drivn Technology is a coaching platform which provides Travel schedules, meeting times, conditioning programs, message boards and player notifications for coaches and athletes. The company was founded by Christian J Heidelberger and Matthew Lombardi in 2015 and is headquartered in Natick, MA.

Part of Allworth Financial Group LP, Brennan Asset Management is a company headquartered in Redding, CA. The firm provides wealth management and advisory services. Allworth Financial LP acquired Brennan Asset Management on January 31, 2024.

Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City

Beam Organics, Inc. manufactures and retails cannabis oils. The company was founded by Matt Lombardi and Kevin Moran and is headquartered in Boston, MA.