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Sovereign Bank

Sovereign Bank is the largest tribally-owned bank in the United States, owned by the Citizen Potawatomi Nation. The bank focuses on community-driven banking, emphasizing relationships, trust, and financial empowerment for both Native and non-Native customers. It was rebranded in 2023 to honor its tribal heritage and continues to prioritize financial stability and self-sufficiency for families and businesses. With roots tracing back to the acquisition of First Oklahoma Bank in 1984, Sovereign Bank combines the capabilities of a large bank with a small-town, relationship-focused approach. The bank promotes personalized banking solutions tailored to individual needs and offers a Financial Learning Hub for education and empowerment. Sovereign Bank is dedicated to serving all communities and investing in people, fostering opportunity and stability for future generations.

Harvey Performance Company

Harvey Performance Company, established in 1985 and based in Rowley, Massachusetts, is a prominent designer and manufacturer of specialty carbide cutting tools for precision machining. The company operates under five brands: Harvey Tool, Helical Solutions, Micro 100, Titan USA, and CoreHog, with additional facilities in Gorham, Maine; Meridian, Idaho; and West Springfield, Massachusetts. With a workforce of around 350 employees, it is led by President and CEO Peter Jenkins. The company specializes in high-performance cutting tools, including micro-tools, end mills, and custom tooling solutions, tailored for industries such as aerospace, medical devices, electronics, telecommunications, and general machining. Harvey Performance is known for its fast service, comprehensive product support, and technical expertise, catering to manufacturers that require extreme precision and tight tolerances. The company also actively participates in community initiatives and workforce development, supporting local technical schools and charitable events.

Excellus BCBS

Excellus BlueCross BlueShield, a nonprofit independent licensee of the BlueCross BlueShield Association, is part of a family of companies that finances and delivers vital health care services to about 1.5 million people across upstate New York. Excellus BlueCross BlueShield provides access to high-quality, affordable health coverage, including valuable health-related resources that our members use every day, such as cost-saving prescription drug discounts and wellness tracking tools. To learn more, visit excellusbcbs.com.

Union Advisors

Strategic growth advisor to FinTech and Wealth Management organizations