Russ Crosson

Wells Investment Securities, Inc. offers security brokerage services. The private company is based in Norcross, GA and has subsidiaries in the United States.

Spacelabs Healthcare, Inc. manufactures and distributes medical devices and services. It offers cardiology and remote monitoring, cybersecurity, and supplies and accessories. The company was founded by Ben L. Ettelson and James A. Reeves in 1958 and is headquartered in Snoqualmie, WA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Abbott Cardiovascular Systems, Inc. manufactures medical devices. It also makes cardiac and peripheral vascular repair surgical systems. The company was founded in 1978 and is headquartered in Santa Clara, CA.

Wells Real Estate Funds, Inc. provides real estate investment management services. Its services include acquisitions, asset management, property management, leasing, construction management, and dispositions. The company was founded in 1984 by Leo F. Wells III and is headquartered in Norcross, GA.

Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.

ARC Financial Services LLC provides financial related services. The company is headquartered in Pittsburgh, PA.

Voisard Asset Management Group is a fee-only, independent, and strategic financial planning firm and investment management practice. The private company is based in Grand Rapids, MI. The company is a fee-only fiduciary and provide financial planning services to guide clients through their financial planning process. Founded in 2002, the company aims to simplify complex financial decisions for its clients.

Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans.

Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives.

Terra Firma Financial LLC provides investment advice. The private company is based in Alpharetta, GA.

Part of Vident Investors' Oversight Trust, Vident Financial LLC is a company that provides asset management and sub-advisory services. The company is based in Roswell, GA. The company was founded by Vince Leonard Birley. Vince Leonard Birley has been the CEO since incorporation.

Part of MM VAM LLC, Vident Advisory LLC provides investment advice. The company is based in Alpharetta, GA. The company was founded in 2016. Vince Leonard Birley has been the CEO of the company since 2023.

Capital Associates is a private company that provides real estate services. The company is based in Raleigh, NC.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).