Wayne Lassiter

Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.

Bon Secours Health System, Inc. operates as a non-profit organization, which engages in the operation of hospitals and health centers. It offers behavioral health, critical care, diagnostic, kidney disease, mammograms, and physical therapy. The company is headquartered in Marriottsville, MD.

Part of Southern Diversified Distributors, Inc., William M. Bird & Co., Inc. is a leading flooring distributor in the Southeastern USA. The company is based in Charleston, SC. The company provides the best flooring brands to floor retailers in various states. D. Maybank Hagood has been the CEO of the company since 1993.

Virginia Commonwealth University Health System operates hospitals and outpatient clinics. Its medical services cover areas such as organ transplantation, head and spinal cord trauma, burn healing, and cancer treatment. The company was founded in 1838 and is headquartered in Richmond, VA.

Part of Atlantic Union Bankshares Corp., Atlantic Union Bank provides banking services. The company is based in Bowling Green, VA. John C. Asbury has been the CEO of the company since 2016.

Wells Fargo Investment Institute, Inc. (WFII) is a SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. (NYSE: WFC). WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA).

Union Bank & Trust operates as a community bank. It offers personal and business banking, lending services, and mortgages. The firm’s services include checking, lending, online and mobile banking, treasury management, real estate construction loans, and VHDA loans. The company was founded in 1993 and is headquartered in Ruther Glen, VA.

Atlantic Union Bankshares Corp. (Wealth Management), dba Atlantic Union Bank Wealth Management (AUBWM), is the wealth management division of Atlantic Union Bankshares Corp. (NYSE: AUB), a bank holding company headquartered in Richmond, Virginia. Founded in 1993, AUBWM offers asset management, private banking, and trust and estate services to families, individuals and institutions.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

Route 460 Funding Corp. of Virginia operates R460, an online portal connecting moving companies and professional transportation drivers. The non-profit company is based in Richmond, VA. The platform also offers business tips for its users. Additionally, consumers can access a blog on the website for moving advice.

The National Institute of Public Finance provides professional development, research, strategic planning, and policy advocacy services for charity. The private company is based in Malibu.

CAV Angels /Venture Capital/ (CAV Angels) is a venture capital subsidiary of CAV Angels Investments LLC founded in 2015 by Jim Cheng, Rich Diemer, and Dick Crawford. The firm is headquartered in Charlottesville, Virginia.

CAV Angels provides investment services. It offers education on investment in private and early stage companies. The company was founded by Dick Crawford, Jim Cheng, Rob C. Masri, and Douglas Muir and is headquartered in Charlottesville, VA.

Dover Advisors Group, Inc. provides investment advice. The American company was founded by Jesse Thompson Ellington.