Michael Marsiglia

The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations.

VNN, Inc. develops online sports information systems. It offers sportshub and pressbox products. The firm allows athletes to upload videos, pictures, stories, and scores from their desktops, tablets and phones. Its services include team management application, media score reporting, and digital game tickets. The company was founded by Richard DeVos, Mathew Anderson and Ryan H. Vaughn in 2010 and is headquartered in Grand Rapids, MI.

BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Meijer, Inc. owns and operates supermarkets and pharmacies. It offers various products in the areas of baby and toddler, clothing and accessories, crafts and art supplies, electronics and computers, furniture and home products, garden and outdoor, gift cards, groceries, health and beauty, home utility and care, jewelry and watches, kitchen and dining, pet supplies, sporting goods, toys, games and bikes, and video games, as well as fresh produce and meat, pharmaceutical products, and apparel. The company was founded by Frederik Gerhard Hendrik Meijerand in 1934 and is headquartered in Grand Rapids, MI.

Chardan Capital Markets LLC is a registered broker-dealer headquartered in New York City. The firm was founded by Kerry Propper and Steve Urbach in 2003. The firm offers a range of services which include capital raising, merger and acquisition advisory, strategic advisory, equity research, corporate access and institutional trading to institutional clients.

The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH.

Gerald R. Ford Presidential Foundation operates as a non-profit organization which supports the exhibitions and programs of library and museum which includes noted speakers, educational activities, and community events. The company is headquartered in Grand Rapids, MI.

Mercantile Bank of Michigan provides financial products and services. The firm offers checking, savings, and student accounts. Its lending portfolio includes mortgage loan products; consumer loans, such as home equity, automobile, recreational vehicle, personal, and overdraft protection loans; and business loans comprising small business administration financing options. The company was founded in 1997 and is headquartered in Grand Rapids, MI.

Lake Michigan Credit Union operates as a credit union. Its services include personal and commercial banking, mortgage, personal and business insurance and investments. The company was founded by Lloyd F. Hutt in October 1933 and is headquartered in Grand Rapids, MI.

Grand Rapids Community Foundation promotes arts, community development, education, environment, health, and human services. It was founded in 1922 and is headquartered in Grand Rapids, MI.

The Right Place, Inc. is a business assistance service provider located in Grand Rapids, MI. The non-profit company is located in Greater Grand Rapids, which is known for its fast-growing tech industry and strong talent pipeline of STEM graduates. The region offers affordable and easy access to major markets and has a robust infrastructure, making it an attractive location for companies of all sizes. The company has been helping West Michigan companies since 1985 to invest over $5.10 billion and create 47,000 new jobs in the region.

Advisory Alpha LLC is an independent, SEC-registered investment advisor headquartered in Holland, Michigan. The firm was founded in 2011 by Steve Osterink, Jr. They provide investment advice and/or management supervisory services to individuals, high-net-worth individuals, other registered investment advisers, defined contribution and defined benefit retirement plans, corporate and institutional investors.

Red Cedar Investment Management LLC (RCIM) is a registered investment adviser headquartered in Grand Rapids, Michigan and was founded by Michael S. Gilmore. The firm is a direct subsidiary of 4100 Group, Inc., which is ultimately held by Renaissance Health Service Corp. RCIM provides discretionary investment management services to institutional clients including pension and retirement plans, registered investment companies, corporations, and foundations.

Ovarian Cancer Research Fund, Inc. offers funds to find a method of early detection and ultimately a cure for ovarian cancer. It provides education and support to families living through an ovarian cancer diagnosis, OCRF funds the research and programs needed to ensure hope for a future without ovarian cancer. The company was founded by Ann Schreiber in 1994 and is headquartered in New York, NY.

Pedago LLC provides revolutionizes online education services. The company was founded by Tom Adams and is headquartered in Washington, DC.

Local First develops sustainable lifestyles that engage and enhance their physical environment. The company was founded in 2003 and is headquartered in Grand Rapids, MI.

Independent Bank (Grand Rapids, Michigan) is based in Grand Rapids, MI. Part of Independent Bank Corp. (Michigan), Independent Bank (Grand Rapids, Michigan) is a bank that offers loans, mortgages, personal and business banking services. William Bradford Kessel has been the CEO of the company since January 01, 1993.

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.