Dan Greenshields

Capital One Advisors LLC (do-business-as ShareBuilder 401k) is an investment management firm headquartered in Seattle, Washington. The firm was founded in 2005 and is a subsidiary of Capital One Holdings LLC, ultimately held by Capital One Financial Corp. (NYSE: COF). ShareBuilder 401k offers 401(k) plan design consulting, employee education, digital setup, and investment management services to any size business and their employees.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

Salt Blockchain, Inc. provides asset-backed lending platform. Its platform allows holders of blockchain assets to leverage their holdings as collateral for cash loans. The firm provides investors with secure opportunity to lend against a high-growth asset class through a fully-collateralized debt vehicle. The company was founded by Shawn Owen in 2016 and is headquartered in Denever, CO.

Velox Securities, Inc. engages in investment banking services. The company was founded in 2015 and is headquartered in Sherman Oaks, CA.

Pension Financial Services, Inc. provides pension financial services. The private company is based in Duluth, GA.

Founded in 1989, Elish & Elish, Inc. is an SEC-registered broker/dealer located in Canonsburg, Pennsylvania

EpiVax, Inc. provides reengineering therapeutic proteins and design new vaccines. Its services include immunogenicity screening, immunogenicity testing, protein engineering and vaccine design and redesign. The company was founded by Anne S. De Groot in 1998 and is headquartered in Providence, RI.

Critical Insight, Inc. is a cybersecurity company. The company is based in Brementon, WA. The company was founded by Michael K. Hamilton. Garrett Willis Silver has been the CEO of the company since 2017.

Critical Informatics, Inc. provides managed detection and response services. The firm specializes in information security, managed security services, critical infrastructure protection and compliance. The company was founded by Michael K. Hamilton in 2011 and is headquartered in Bremerton, WA.

Hillcrest Finance LLC is an alternative investment manager based in New York, NY. Hillcrest Finance LLC specializes in commercial real estate credit, specifically in the origination and management of high-quality, middle-market, first mortgage and subordinate credit solutions. For more information, visit hillcrestfinancellc.com. Hillcrest Finance was founded in 2013 by Kathleen Corton, who has been the CEO since then.

Synctera, Inc. is a modern fintech platform that offers banking as a service (BaaS) to companies of all sizes. The company is based in Palo Alto, CA. Synctera provides an end-to-end platform that includes tech, compliance support, and bank partners to help companies create new revenue streams and enhance their value proposition by offering financial products such as bank accounts, debit cards, lending, and more. Synctera's platform is designed to simplify compliance processes using automated workflows and is pre-configured to meet the unique regulatory requirements of community banks. The company's flexible, proprietary ledger for building and managing financial product offerings is unconstrained by partner banks' core systems. Synctera offers competitive pricing that is simple, transparent, and usage-based. The company was founded in 2020 by Kris Hansen, Dominik Weisserth, and Peter Hazlehurst, who has been the CEO since incorporation.

Impart Digital Media, Inc. develops and operates a mobile application that helps people to grow wealth. The company is based in Los Angeles, CA. The company was founded by Yvette Sadler Butler. Yvette Sadler Butler has been the CEO since incorporation.

SVB Investment Services, Inc. (SVBIS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded in 2013 as SVB Wealth Advisory, Inc. and updated their name to SVB Investment Services, Inc. in 2022. They are a wholly owned subsidiary of Silicon Valley Bank, owned by SVB Financial Group (NASDAQ: SIVB). SVBIS provides discretionary and non-discretionary investment management services and wealth planning for their clients, who are visionaries and influencers in the innovation economy with investable assets and possibly illiquid assets.

Burkenroad Reports provides Research. The company was founded by Peter F. Ricchiuti in 1993 and is headquartered in New Orleans, LA.

Lighter Capital, Inc. provides investment services. It specializes in business lending, revenue based financing, growth capital, startup funding and financing. The company was founded by Andy Sack in 2012 and is headquartered in Seattle, WA.

Recruiting.com Inc. develops cloud software and tools for recruiting applications. It builds career sites with candidate experience, custom design, mobile recruiting, employment SEO, employment video, and social recruiting features to measure the success and control the content through content management, candidate management, ATS integration, traffic analytics, job posting performance and candidate analytics. The company was founded by Aaron Matos in 2000 and is headquartered in Scottsdale, AZ.

Washington State Investment Board (WSIB) is a state-owned pension fund manager headquartered in Olympia, Washington. Founded in 1981, WSIB manages investments for retirement plans which includes public employees, teachers, school employees, law enforcement officers, firefighters and judges. They also manage investments for several other important public funds that benefit Washington’s industrial insurance program, colleges and universities, and developmental disability programs.

Blue River Partners LLC provides back-office outsourcing services. It offers regulatory compliance, private equity fund administration, fund and advisory firm launch management, information technology and managed services, cybersecurity, tax compliance and advisory, hedge fund operations, middle office and trade support, customized services and projects, and business analytics. The company was founded by Mark Fordyce and Michael Minces in 2009 and is headquartered in Dallas, TX.