Charlie Sloan

Oak Family Advisors LLC (OFA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was formerly known as Betterman Investment Group LLC and is principally owned by Oak Family Holdings LLC. OFA provides personalized confidential investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions.

Bufka & Rodgers LLC (BR) was founded in April 1987 in Schaumberg, Illinois. BR manages assets for clients including employee benefit plans, endowments, religious organizations and individual investors of substantial means.

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.

Founded in 1991, Holland Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm offers US Equity Large-Cap Growth and US Equity Mid-Cap Growth services on a discretionary basis to separate accounts directly and, through sub-advisory services, to funds registered under the 1940 Act and to accounts available through various wrap programs. Holland Capital also has an agreement to provide non-discretionary services as a third party model provider. Their clients consist of high net worth individuals, investment companies, pension and profit sharing plans, state, county and municipal government entities, unions, endowments, foundations and corporations.