Jeff Fischer

Motley Fool Wealth Management LLC (MFWM) is a wealth management firm and registered investment advisor headquartered in Alexandria, Virginia. The firm was founded in 2013 as Motley Fool Financial Planning LLC. They are a wholly-owned subsidiary of Motley Fool Investment Management LLC, which is wholly-owned by The Motley Fool Holdings, Inc. MFWM provides nondiscretionary advice and discretionary account management services to individual investors, trusts, business entities (such as limited partnerships, limited liability companies and corporations), pension and profit-sharing plans, plan participants, charitable organizations and other entities.

Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients.

The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA.

Bulwark Capital Management LLC is a private company based in Boston, MA that provides investment management services. The company's contact information is listed as 95 Park Drive #21, Boston, MA 02215-5266, with a phone number of 617-670-0215 and a fax number of 815-572-8658. The company's website provides access to investor resources and profiles of selected companies such as Starbucks, Western Union, and Moody's.

General Electric Co. /GE Commercial Financial Services/ provides financial services. Its services include capital solutions, corporate financial, healthcare financial, and real estate services. The company is headquartered in Fairfield, CT

Rolls-Royce Corp. manufactures automobile. It designs, engineers, and manufactures aircraft, industrial and marine engines. The company was Incorporated on October 12, 1993 and is headquartered in Indianapolis, IN.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

Part of Trican Well Service Ltd., Vanguard Corp. is an American financial company that offers a range of investment products and services, including Vanguard funds, IRAs, 401 (k) rollovers, and advice. The company provides its customers with insights on market volatility and how to deal with it. The CEO of the company is William Gershen.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Part of Franklin Resources, Inc., Templeton International, Inc. provides investment advisory services. The company is based in Fort Lauderdale, FL. The CEO of the company is Gregory Eugene Johnson.

Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as the principal asset manager for the Open Society Foundations (Open Society) – a private funder of independent groups that works for justice, democratic governance, and human rights.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.