Sarah Mueller

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

JB Design, Inc. manufactures stainless steel exhausted system for vehicles, trucks and boats. The company is headquartered in Berea, OH.

Calphalon Corp wholesales and supplies cookware. It also offers bakeware, knives, and cutlery. The company was founded in 1963 and is headquartered in Atlanta, GA.

Broadview Financial Management LLC (Broadview) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wauwatosa, Wisconsin. The firm changed their name from SJA Financial Advisory LLC to Broadview Financial Management LLC in 2022. Broadview provides fee-only personal financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.