Richard J. David

Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients.

Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT.

Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA

Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.

William Morris Endeavor Entertainment LLC engages in the operation of a talent and literary agency that provides entertainment services. It offers books, comedy, culinary, digital, endorsements, motion picture, music, sports, speakers, television, theater, and voiceover. The company was founded in 2009 and is headquartered in Beverly Hills, CA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA.

Raymond J. Lucia Cos., Inc. provides investment advice. The private company is based in San Diego, CA.

Lucia Securities LLC engages in the provision of financial advice to individuals, affluent families, and business owners. It offers a range of account types and investment options which include brokerage accounts, retirement accounts, stocks, bonds, mutual funds, annuities, and alternative investments. The company is headquartered in San Diego, CA.

The Wonderful Co. LLC operates as a holding company with interests in agriculture, consumer packaged goods, and floral services businesses. It grows, harvests, bottles, packages, and markets a range of products, including fruits, nuts, flowers, water, wines, and juices through its subsidiaries. The company was founded by Stewart A. Resnick and Lynda Rae Resnick in 1979 and is headquartered in Los Angeles, CA.

Corridor Capital LLC (Corridor Capital) is a private equity firm founded in 2005 by Craig Lawrence Enenstein. The firm is headquartered in Los Angeles, California.

The American Association of Inside Sales Professionals LLC is a membership organization that focuses on sales professionals.

ConnectAndSell, Inc. provides software-as-a-service based conversation automation solutions. The firm’s products include Lightning, OutboundOnDemand, and InstantReponse. It serves software, professional services, financial services, health care, computer services, and media and entertainment industries. The company was founded by Shawn McLaren, Andrei Stoica and Ilya Druzhnikov in 2007 and is headquartered in Los Gatos, CA.

Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses.

Built By Iowa LLC (Built By Iowa) is a venture capital firm founded in 2013 by Roby Miller, Ravi Patel and Adam Ingersoll. The firm is headquartered in Iowa City.

Part of Industrial & Commercial Bank of China Ltd., PT Bank ICBC Indonesia is a commercial bank that offers banking services. The company is based in Jakarta Pusat, Indonesia.

Part of Oversea-Chinese Banking Corp. Ltd., PT Bank Commonwealth is a commercial bank. The company is based in Jakarta, Indonesia. PT Bank Commonwealth was acquired by PT Bank OCBC NISP Tbk from Commonwealth Bank of Australia on May 01, 2024 for $0.01 million.

Part of Citigroup, Inc., Citibank NA (Jakarta Branch) is a company based in Jakarta, Indonesia. The CEO of the Indonesian company is Khondoker Rashed Maqsood.

Part of Sound Financial Bancorp, Inc., Sound Community Bank is a Seattle-based community bank that provides personal and business banking services in King, Pierce, Snohomish, Jefferson, and Clallam counties, as well as online. The company is based in Seattle, WA. The bank offers a range of banking, mortgage, consumer, and commercial products and services. Sound Community Bank has banking offices in several counties and reported total assets of $958.90 million as of March 31, 2022. Laura Lee Stewart has been the CEO of the company since 1989.

NexTag, Inc. engages in the development and distribution of online monetization and traffic acquisition technologies. The company was founded by Mark A. Bradley, Purnendu Ojha and Rafael Ortiz in May 1999 and is headquartered in Redwood City, CA.

OpenGate Capital Management LLC (OpenGate Capital) is a private equity firm founded in 2005 by Andrew Nikou. The firm is headquartered in Los Angeles, California with an additional office in Paris, France.