Gregg L. Kudisch

GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Innovative Systems Design, Inc. provides software, hardware and information technology services. Its customers come from industries including financial services, health care and manufacturing. The company has offices in Colorado, Florida, Illinois and New Jersey. Innovative Systems Design was founded in 1999 and is located in Edison, NJ.

Ladenburg Thalmann Asset Management, Inc. (LTAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1982 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc. LTAM provides consulting and fund management services to individuals, high net-worth individuals, small business owners, pension and profit-sharing plans, plan participants, trusts, estates and charitable organizations, corporations or other business entities, investment companies, pooled investment vehicles and other investment advisers.

Ladenburg Thalmann & Co., Inc. provides investment baking and brokerage services. The firm also provides asset and wealth management, underwriting, alternative investments and advisory services. It serves emerging growth companies and high net worth individuals. The company was founded in 1876 and is headquartered in New York, NY.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL.

OceanFirst Bank, NA operates as a nationally chartered commercial bank. It offers personal, business, loan center, and wealth management. The company was founded in 1902 and is headquartered in Toms RIver, NJ.

DJNG, Inc. engages in the provision of waxing services for men and women. The company was founded on February 12, 2002 and is headquartered in Plano, TX.

Dunkin' Brands, Inc. engages in the provision of franchise services. It is a a premier franchisor of quick service restaurants under the Dunkin' Donuts and Baskin-Robbins brands. The company was founded in 1999 and is headquartered in Canton, MA.

Dunkin' Donuts LLC serves varieties of doughnuts, along with hot and cold coffee drinks, bagels and breakfast sandwiches. The company was founded by William Rosenberg in 1950 and is headquartered in Canton, MA.

Buff City Soap Supply LLC is a company that specializes in plant-based soap products that are handmade daily and free of harsh chemicals. The company is based in Dallas, TX and was founded in 2013 by Jennifer Ziemianin and Brad Kellum. The company's product line includes a variety of delightfully scented soaps, bath bombs, laundry soap, and more. Dorvin D. Lively has been the CEO of the company since 2023.

BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY.

Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983.