Bret C. Schaefer

Founded by James D. Oberweis in 1978, Oberweis Securities, Inc. is a full-service, SEC-registered broker/dealer headquartered in Lisle, Illinois. The firm offers assistance with investment planning, portfolio analysis or asset allocation strategies including the following services: individual stock ideas, fixed-income, mutual fund allocation and managed account platform. They also offer trading and execution services with a special emphasis on rapidly growing companies. Oberweis is a member of FINRA, the NASD and the SIPC. They affiliated with Oberweis Asset Management, Inc. and serve as the distributor of the Oberweis family of mutual funds

Front Barnett Associates LLC (Front Barnett) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Marshall Front in 1994. In 2023, the firm was acquired by Mesirow Financial Holdings, Inc. from Tree Front Associates, Inc. Front Barnett provides discretionary asset management services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other legal entities.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Oberweis Asset Management, Inc. (Oberweis) is an independent, SEC-registered investment advisor headquartered in Lisle, Illinois. The firm was founded by James D. Oberweis in 1989 to seek market inefficiencies in equities globally. Oberweis offers their active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and their own proprietary mutual fund family.

Forefront TeleCare, Inc. provides behavioral health services through its HIPAA-compliant telehealth platform. The company was founded by Merritt Widen and Phil Knudsen in October 2010 and is headquartered in Novato, CA.

Continuity Engine, Inc. provides regulatory technology solutions that automate compliance management for financial institutions. The company offers regulatory expertise and cloud technology to reduce regulatory burden and mitigate compliance risk at a fraction of the cost. Its solutions are designed to automate all aspects of compliance management, from interpretation of regulatory issuances through intuitive task delegation, vendor management, and board reporting. The company was founded by Andrew Ivar Greenawalt, Michael R. Jennings, and Jim Kisch in 2008 and is headquartered in New Haven, CT.

Part of Kingsway Financial Services, Inc., Hamilton Investments, Inc. is a holding company that owns insurance companies. The company is based in Miami, FL. Hamilton Investments was acquired by Kingsway Financial Services, Inc. on January 08, 1999.