David P. DiSanto

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

The Association of International Certified Professional Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The joint venture company is based in Durham, NC and has subsidiaries in the United Kingdom and United States. The organization is a leading authority in the field of accounting and finance, advocating for the profession, public interest, and business sustainability.

Briggs Advisory Group, Inc. (Briggs) is an investment management firm headquartered in Lincoln, Rhode Island. The firm was founded in 2018 by Harold “Skip” Briggs Jr. They were acquired in 2023 by Buckingham Strategic Wealth LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Briggs offers comprehensive financial planning services to individuals and families, which includes investment management, retirement planning and insurance planning.