Mike Genovese

Dignity Health engages in the provision of health care services. It offers ambulatory, home health and laboratory services for patient’s mental, physical and spiritual needs. The company was founded in 1986 and is headquartered in San Francisco, CA.

Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested.

The Roman Catholic Diocese of Sacramento owns and operates funeral homes. The private company is based in Sacramento, CA and has subsidiaries in the United States.

Jesuit High School of New Orleans operates as a preparatory school for boys in grades 8-12 that serves students of all religious faiths. The company was founded by Saint Ignatius in 1847 and is headquartered in New Orleans, LA.

Merchants Bank of Commerce provides commercial banking services. It offers business and personal banking services. The company was founded in 1982 and is headquartered in Redding, CA.

Clark Pacific Corp. is a leading manufacturer of prefabricated building systems. The private company is based in West Sacramento, CA and has subsidiaries in the United States. The company collaborates with construction owners and design-build teams to develop and deliver prefabricated building systems for commercial and institutional projects of any size and complexity. The CEOs are Bob Clark, Don Clark. The company was founded in 1963.

The Catholic Foundation engages as a non-profit organization. It provides philanthropic services that supports Catholic, faith-based ministries. The company was founded by Edward R. Maher, Thomas K. Gorman, and Thomas C. Unis in 1955 and is headquartered in Dallas, TX.

Cristo Rey Jesuit High School is a private, Catholic high school that provides a college preparatory education to students from low-income families. The school is based in Chicago, IL. The school is unique in that it operates under a Corporate Work Study Program, where students work one day a week at local businesses to help offset the cost of tuition.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Part of Edelman Financial Engines LLC, The Smart Investor is a company that provides financial planning and investment management services. The company is based in Roseville, CA. The company was founded by Allan Henriques. The Smart Investor was acquired by Edelman Financial Engines LLC on August 01, 2022.

Meristem, Inc. serves young adults on the autism spectrum by helping them develop practical life skills, increase social capacity, and transition to work and independence. It builds the foundation for a productive life by helping to optimize the potential of each individual. The company is headquartered in Fair Oaks, CA.

B Street Theatre operates as an entertainment and touring theatre company for children. It also offers playwriting workshops and playwriting contest for children in public and private schools, hospitals, and other locations throughout Northern California. The company was founded by Timothy Busfield in 1986 and is headquartered in Sacramento, CA.

Roebbelen Contracting, Inc. provides construction services. It offers general contracting, construction management, design-build, lease-leaseback, and value analysis services. The company was founded in1959 and is headquartered in El Dorado Hills. CA.

Capital Research & Management Co. (CR&M) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M is the investment adviser to the Capital Group exchange-traded funds (ETFs) and to the American Funds family of mutual funds.

Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

MercyFirst provides community services. Its services include case management and home visits, medical and dental care, recreation, mentoring and postal care services. The company was founded in 1894 and is headquartered in Syosset, NY.

Sisters of Mercy of the Americas (Nebraska) provides shelter to the homeless, teaching the uneducated, caring for the sick, and counseling services. The non-profit company is based in Omaha, NE.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

Auburn Host Lions Club, Inc. operates as a service club organization. The company is headquartered in Auburn, CA.

Sutter Auburn Faith Hospital Foundation provides medical care services. The company is headquartered in Auburn, CA.