Gery Joseph Sadzewicz

Fusion Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Mount Pleasant, Carolina. The firm was founded in 2010 and principally owned by Jason Mengel and Dan Webster. Fusion Capital offers a variety of financial services to individuals and high-net-worth individuals, trusts, retirement plans, pension and profit sharing plans, charitable organizations, corporations, partnerships, and other legal entities.

FORUM Solutions Group LLC, dba FORUM Private Client Group (FORUM), is a SEC-registered investment advisor headquartered in Fishers, Indiana. The firm is principally owned by Forum Credit Union. FORUM provides financial planning, consulting, and wealth management services to individuals, high net worth individuals, and trusts.

Founded in 2013, Virtue Capital Management LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is a subsidiary of Virtue Financial Holdings LLC. They offer a variety of financial services to individuals, high net-worth individuals, banks and thrift institutions, pension and profit sharing plans, trusts, estates, or charitable organizations, and other investment advisors.

Interocean Financial Group LLC is a company based in Chicago, IL.

Giuliani Capital Advisors LLC provided consulting services. The company was headquartered in New York, NY.