Workiva

Workiva Inc. (NYSE: WK) is the world's leading cloud platform for simplifying regulatory, financial & operational reporting. Our fit-for-purpose technology solutions streamline processes, connect data and teams, and ensure consistency — all within a controlled, secure, audit-ready cloud platform. We founded Workiva to transform the way people manage and report data. Today, people all over the world use our platform to seamlessly enable collaboration and deep integration into existing workstreams to simplify financial and non-financial reporting for companies across the globe.

BECU

As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers. We display this in our working culture, in our day-to-day choices to ensure both members’ and employees’ needs are met. Imagine what this type of commitment could do for your work satisfaction.

Commonwealth Financial Group

Since our inception in 2000, our concern for our clients has been the driving force behind everything we do. We believe in living a life of significance and helping our clients achieve alignment between their financial goals and what's really important. The value we provide our clients is our independent advice and a team-oriented approach to providing a personalized financial strategy. We believe important decisions with our clients help them to define what true wealth means and this enables them to have a positive impact now and for generations to come. Commonwealth is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Commonwealth Financial Group ("CFG") are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with CFG are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Ivy Asset Group, LLC

Founded in 2009, Ivy Asset Group, LLC (“Ivy”) is an alternative credit manager that seeks to provide financing solutions across the credit spectrum to lower-middle markets businesses. Through Ivy’s family of Private Credit funds, it lends to companies with EBITDA up to $35 million. Ivy primarily invests through asset based and cash flow lending transactions in portfolio companies with highly proven track records. Our executive team has extensive management experience in leveraged lending, investment banking, operations, financing, and consulting. Since inception in 2009, the firm has successfully deployed over $1.2 billion of debt capital into transactions up to $75 million. Ivy is headquartered in Charleston, South Carolina.

Sequence Financial Specialists LLC

FINRA Broker Dealer working with small to middle market companies to gain access to capital for growth, restructuring debt., M&A, and planned exit strategies. We assist our client's pursuit of their financial goals by building trusting relationships and utilizing our expertise in the transactional process while providing individually tailored services and solutions.

Beemok Capital

Single Family Office