Brian Stimpfl

S-Docs, Inc. is a privately held company that provides a 100% native document generation and e-signature solution on the Salesforce AppExchange. The company is based in New York, NY, and has offices in various locations. S-Docs allows users to securely generate and e-sign business documents like quotes, invoices, and contracts without ever sending customer data outside of Salesforce. The application is the first choice for major enterprise clients worldwide for their digital document needs. Companies of all sizes in every industry rely on S-Docs to eliminate manual work and simplify complex processes, resulting in increased productivity, enhanced customer experiences, and accelerated business success. The company was founded in 2010 by Dan Pejanovic, and Brian Stimpfl has been the CEO since 2022.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN.