Christopher Abel

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

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.

Operadora de Bolsa SA de CV provides banking services. The private company is based in Mexico City, Mexico. The Mexican company was founded by Gastón Luken Aguilar.

KFA Private Wealth Group LLC (KFA) is an independent, SEC-registered investment advisor headquartered in Tysons, Virginia. The firm was co-founded by Gregg S. Konopaske and John Fennig in 2015. KFA provides individuals and other types of clients with financial advice and investment management services.

Concord Wealth Partners LLC (CWP) is a SEC-registered investment advisor and wealth management firm headquartered in Abingdon, Virginia. The firm was founded by J. Wade Lopez in 2002 as Lopez Wealth Management LLC. They are owned by Concord Wealth Holdings LLC. CWP provides investment advisory services to individuals, high net-worth individuals, corporations, trusts, estates and charitable organizations.

DeWaay Financial Network LLC engages in the provision of brokerage services. The company is headquartered in Johnston, IA.

Onyx Bridge Wealth Group LLC (Onyx Bridge) is an independent asset management firm headquartered in Tarrytown, New York. The firm was founded by Jared Cohen in 2019. Onyx Bridge provides investment management services to individual and institutional clients.

Englewood Hospital & Medical Center, Inc. provides healthcare services. It offers allergy, anesthesiology, bloodless medicine and surgery, cardiology, dermatology, diabetes, emergency medicine, endocrinology, hyperbaric medicine, infectious disease, joint replacement center, and laboratory and pathology services. The company was founded in 1988 and is headquartered in Englewood, NJ.

Cadence Wealth Management LLC (Cadence) is an independent registered investment advisor headquartered in Westborough, Massachusetts. The firm was founded by Thomas Shiffer in 2010. Cadence offers investment advisory services to individuals, high net-worth individuals, families, and trusts.

Ameriprime Financial Services, Inc. provides broker, dealer and investment advisory services like administrative, regulatory, compliance, and start up support services to investment advisors, banks and other money managers. The company is headquartered in Southlake, TX.

Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT.

Evergy Metro, Inc. engages in the generation, transmission, distribution and sale of electricity. It generates electricity from wind, solar, nuclear, biogas and hydro energy. The company was founded in 1882 and is headquartered in Jefferson City, MO.

Evergy Missouri West, Inc.is engaged in providing integrated electric and gas operation services. The company was founded on March 27, 1987 and is headquartered in Kansas City, MO.

ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles.

R. W. Pressprich & Co. (RWP) is an employee-owned institutional broker-dealer headquartered in New York City. Founded in 1909, RWP’s principal focus is to provide fixed-income relative value and market timing research for clients.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

IWP Capital LLC is a research firm that specializes in Catholic values investing. The private company is based in Arlington, TX. The company screen client assets worth over $2.80 billion annually and provide proxy voting services for over $2.30 billion in client assets. The company's screening research can be accessed online via their flagship desktop portal and mobile app called Sanctify, or through a data feed directly. The company has over 160 Catholic institutions that use their products and services annually. The company was founded in 2011 by Samuel Joseph Saladino, who has been the CEO since 2011.

Founded in 1972 by Candace King, C.L. King & Associates, Inc. is a self-clearing, service-oriented broker/dealer and investment bank located in Albany, New York with additional offices in Boston and New York City. The firm delivers investment research, equity and fixed-income sales and trading, prime brokerage, investment advisor and clearing services to institutional and high net-worth clients and to other broker/dealers. For corporations, they underwrite securities and provide strategic advice in connection with mergers, acquisitions, strategic alternatives and valuation. C.L. King & Associates is a member of FINRA and the SIPC. C.L. King & Associates follows 120 names in 9 sectors. They seek to discover uncovered investment opportunities by seeking out companies that may be ignored by other Wall Street research providers and by identifying value and growth that may be unrecognized by institutional equity investors. The firm provides comprehensive trading services including capital commitment, market making and listed block positioning for their institutional equity clients. C.L. King & Associates' fixed-income group focuses on trading fixed-income securities, primarily in the secondary market. They offer a broad cross section of agencies, convertibles, investment-grade corporates, mortgage-backed securities, municipals, CDs and preferred stock to other broker/Dealers and institutional investors. The firm's investment banking group provides strategic M&A advice and capital raising services to emerging and mid-cap companies, both public and private. In addition, they act as a WBE underwriter in stock and bond offerings by large corporate issuers. C.L. King & Associates' corporate services group offers specialized services to assist corporate clients and their executives in handling delicate stock holding matters. Their services include guiding clients through restricted stock/rule 144 transactions, developing customized rule 10b5-1 trading plans and managing corporate share repurchase programs. The firm's equity research is based on a fundamental, value-oriented approach that focuses on small- and mid-cap companies. The firm offers research on the following sectors: special situations, building materials companies, specialty retail/apparel/footwear, industrials/cyclicals, restaurants/franchising, business services/staffing companies, telecommunications equipment and medical technology/devices/supplies.

Ipsen Advisor Group LLC is an independent, SEC-registered investment advisor headquartered in Little Rock, Arkansas. Founded in 2021, the firm develops customized financial solutions to address individuals, families and businesses' unique financial goals.