Dave Moder

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.

Norris, Perne & French LLP (NPF) is a private wealth management firm and registered investment advisor headquartered in Grand Rapids, Michigan. The firm was founded in 1933 by Abbott Norris, Ford Perné & Charles French. NPF provides advisory services to individuals, banks, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, school districts and state or municipal governments.

The Mercatus Center at George Mason University offers various programs for doctoral and graduate students interested in political economy and public policy. The Mercatus Center is located in Arlington, VA. The center conducts research on various topics such as urban development, healthcare reforms, regulation, international trade, and government-granted privileges. The center also hosts a podcast that discusses macroeconomic issues.

Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities.

Information Tycoon LLC engages in the provision of software inspection and asset management solutions. It offers performance management module, preventive maintenance, and risk management. The company was founded in 2011 and is headquartered in Atlanta, GA.

SightPlan, Inc. provides software services. It specializes in mobile maintenance, property management software, mobile inspections, answering service and asset management. The company was founded by Joseph Westlake in 2013 and is headquartered in Orlando, FL.

GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois.

EquaTerra, Inc. provides advisory services in information technology (IT) and business process transformation. It offers advisory services in the areas of finance and accounting, human resources, information technology, real estate services and facilities management, supply chain, procurement, business processes and shared services. The company was founded in 2003 and is headquartered in Houston, TX.

NorthStar Clean Energy. provides gas transmission, energy marketing, and distribution services. The company was founded on February 26, 1987 and is headquartered in Jackson, MI.

Topdeq Corp. is an American company.

RDV Corp. operates as a private investment and financial management company. Its services include investment management, tax, personal services, estate planning, and foundation administration services. The company 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.

Ann Arbor Spark Business Accelerator (Ann Arbor Spark Business Accelerator) is the venture capital arm of Ann Arbor Spark founded in 2005 by Mike A. Finney. The firm is headquartered in Ann Arbor, Michigan.

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.

Atomic Object LLC designs and develops web, mobile, desktop and device related software. The firm serves automotive, healthcare, education, and financial services industries. The company was founded by Bill Bereza and Carl Erickson in 2001and is headquartered in Grand Rapids, MI.

Lake Trust Credit Union operates as a state chartered credit union. It offers personal and business banking, loans, and invest and insure. The company is headquartered in Brighton, MI.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.

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.

Lakewood Hughes Group LLC (Lakewood Hughes Group) is a private equity firm founded in 2020 by James V. Buzzitta and Gregory J. Corona. The firm is headquartered in Grand Rapids, Michigan.

Ascend Vietnam Ventures(Ascend Vietnam) is a venture capital firm founded in 2021 by Binh Tran and Eddie Thai. The firm is headquartered in Vietnam.

SoftWear Automation, Inc. develops robotic sewing technologies for the garment industry. It is the supplier of general case robotic sewing machines that are capable of automatically cutting and sewing garments both accurately and reliably. The company was founded by Wayne Book and Steve Dickerson in 2007 and is headquartered in Austell, GA.

Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers.