Mark Joseph Hovanic

DNB First, NA operates as a nationally chartered commercial bank. The firm provides business banking, personal banking and wealth management services to individuals, families, businesses, and non-profit organizations. It also provides a broad array of consumer and business banking products, offers brokerage and insurance services and investment management services. The company was founded by James C. Hellauer on September 3, 1860 and is headquartered in Downing Town, PA.

Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY.