Wayne F. Holly

Intervest Mortgage Corp. provides mortgage loan services. Its services include real estate mortgage loans, first, junior and wraparound mortgage loans. The company is headquartered in New York, NY.

Intervest Bancshares Corp. is a bank holding company. The company, through its subsidiary, Intervest National Bank, provides banking and real estate lending services. It offers various deposit products, including certificates of deposit, individual retirement accounts, checking and other demand deposit accounts, negotiable order of withdrawal accounts, savings accounts, and money market accounts. Its loan portfolio comprises first mortgage loans secured by commercial and multifamily real estate properties, commercial real estate loans, multifamily loans, land loans, one to four family loans, commercial business loans, and consumer loans. The company also provides Internet banking services, automated teller machine services, wire transfers, automated clearing house transfers, direct deposit of payroll and social security checks, automated drafts for various accounts, and safe deposit boxes. Intervest Bancshares was founded in 1993 by Lowell S. Dansker and is headquartered in New York, NY.

Sage, Rutty & Co., Inc. is a family-owned financial services company based in Rochester, NY. The private company has been serving the community for over 100 years, offering wealth management, retirement planning, investment management, and financial planning services. The company is committed to creating and preserving wealth for generations and is now in its fourth generation of family leadership.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.