Steven Spielman

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

United Surgical Partners International, Inc. owns and manages ambulatory surgical facilities. It operates short-stay surgical facilities which are licensed as ambulatory surgery centers, specialty hospitals, and hospitals. The company was founded by Donald Steen in February 1998 and is headquartered in Addison, TX.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

The Institute of Food Technologists (IFT) is a scientific community that has been in existence since 1939. The non-profit company is based in Chicago, IL. The organization aims to inspire and transform collective scientific knowledge into innovative solutions for the benefit of all people around the world. The science of food encompasses food science, food technologies, and their applications across the food industry. IFT envisions a world where diversity, equity, and inclusion (DEI) are universally valued as essential to advancing the science of food. The organization has member resource groups that provide supportive spaces for communities who have traditionally been underrepresented and under-supported. Christie A. Tarantino has been the CEO of the company since 2014.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.

PineBridge Private Equity Group (PineBridge Private Equity) is a private equity firm an operating division of PineBridge Investments LLC founded in 1996. The firm is headquartered in New York.

HealthMark Partners, Inc. develops, owns and operates surgical facilities. Its solutions include Management Services, Development and Acquisition, Financial Analysis, Operational Management, Governance, Capitalization and Financing. The company was founded in 1996 and is headquartered in Nashville, TN.

Gulf Takaful Insurance Co. KSCC provides insurance products and services to individuals and corporate clients. Its products and services include TAJ Healthcare plan, medical and life, motors insurance, property insurance, engineering insurance, general accidents, liabilities insurance, and marine and aviation. The company was founded in September 2004 and is headquartered in Kuwait.

Part of The Walt Disney Co., Disney Worldwide Services, Inc. engages in motion picture production. The company is based in Lake Buena Vista, FL.

Dermatology Solutions Group LLC provides dermatology services. The firm provides management services and growth resources, partnering with exceptional dermatologists. The company was founded in 2013 and is headquartered in Panama City, FL.

U.S. Anesthesia Partners, Inc. provides practice management services to anesthesiologists. The firm offers chronic pain management, monthly operating reports, billing and claims processing, human resources services, legal and regulatory compliance, credentialing, physician support, collaboration tools, and scheduling and resource planning. The company was founded in 2012 and is headquartered in Fort Lauderdale, FL.

The High Net Worth Advisory Group LLC is a financial advisory firm that offers personalized service and comprehensive wealth management solutions. The private company is based in Naples, FL. The company's services include financial planning, estate planning, college planning, and retirement planning.

Pettee Investors, Inc. is an independent registered investment advisor and wealth management firm headquartered in Rowayton, Connecticut. The firm was founded by Sheila Pettee in 1989. Pettee Investors provides investment management services to individuals, trusts, estates, 401k and IRA plans, foundations and institutional clients.