| Name | Title | Contact Details |
|---|
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Stifel Nicolaus is a Nashville, TN-based company in the Financial Services sector.
National Equipment Services is a Grove City, OH-based company in the Financial Services sector.
Achieva is one of the leading providers in Financial Services. It is based in Charleston, SC. To find more information about Achieva, please visit www.achieva.info
Great Elm Group, Incorporated is a publicly-traded, alternative asset manager focused on growing a scalable and diversified portfolio of long-duration and permanent capital vehicles across credit, real estate, specialty finance and other alternative strategies. Great Elm Group, Inc. and its subsidiaries currently manage Great Elm Capital Corp., a publicly-traded business development company, and Monomoy Properties REIT, LLC, an industrial-focused real estate investment trust, in addition to other investments.