J. Tom Antonelli

Part of BOK Financial Corp., Financial Designs Ltd provides insurance and financial advice, as well as employee benefits consulting services. The company is based in Denver, CO. Financial Designs was acquired by CoBiz Financial, Inc. on April 14, 2003 for $5.29 million.

Flippin, Bruce & Porter, Inc. (FBP) is a registered investment advisory firm headquartered in Lynchburg, Virginia. The firm was founded in 1985 by John Flippin, John Bruce and Greg Porter. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. FBP manages assets for institutions, endowments, foundations, mutual funds, and individuals.

Coldwell Banker Corp. provides fee-based services, including travel, real estate, and membership-based consumer services. The company is headquartered in Parsippany, NJ.

The Capital Management Corp. (CMC) is an independent registered investment advisory and wealth management firm headquartered in Glen Allen, Virginia. The firm was founded in 1964 as a partnership and took its present name in December of 1976. CMC provides investment management services to institutions, foundations, and high net worth individuals.