Kory K. Swekla

Ascension Wealth Partners LLC provides investment advice. It also provides investors with the academic information, behavioral tools, individual support, and ongoing guidance and encouragement. The firm serves the individuals nearing or in retirement, individuals dealing with a major life changing event, individuals with a desire to delegate the day-to-day management of their portfolio, individuals who desire to be kept informed and educated on an ongoing basis and the individuals who prefer an academic approach to investing. The company was founded by Kory K. Swekla and Michael R. Sappington in January 2008 and is headquartered in Pleasant Hill, CA.

Equius Partners, Inc. is a SEC-registered investment advisor headquartered in Novato, California. The firm was created in 2007 as the result of a merger of Dynamic Funds Management (founded in 1983) with TAM Asset Management (founded in 1992). They were acquired by Wealth Enhancement Group LLC in 2023. Equius Partners offers investment advisory services to individuals, corporations, trusts, and pension and profit-sharing plans.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago.