| Name | Title | Contact Details |
|---|---|---|
Adam Carreno |
Chief Executive Officer and Technology Advisor | Profile |
Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital to bring clients a comprehensive approach to income, estate, financial and business planning. Our main areas of focus include domestic and international tax, audit and assurance services, business advisory services, estate and corporate planning, forensic accounting, litigation support and business valuation. Our clients are entrepreneurs, executives, and privately held and publicly traded companies in the United States and Latin America. We have been recognized by both Accounting Today and INSIDE Public Accounting as one of the top 60 firms in the U.S. and INSIDE Public Accounting named us one of the "Best of the Best" CPA firms in America 19 times. For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com.
Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.
American Guardian Warranty Services, Inc. (AGWS), part of the American Guardian Group of Companies, is one of the most trusted, service-focused vehicle service contract providers in the automotive, RV, powersports, marine, and commercial trucking markets. Headquartered just outside of Chicago, Illinois, AGWS is an innovative provider of administration services for Agents and Dealers offering vehicle protection products, limited warranties, and a variety of environmental and aftermarket products across the United States. Since its inception in 1998, the goals of AGWS are to offer superior claim processing, exceptional customer service, and unrivaled profitability options. Products are insured by "A" or "A-" (Excellent) rated carriers. AGWS is part of the American Guardian Group of Companies and enjoys an A+ rating with the Better Business Bureau.
Tru Consulting is dedicated to delivering exceptional Anaplan implementation and consulting services with a focus on delivery excellence. What sets us apart is our commitment to an agile, collaborative, and client-centric approach that empowers our clients to achieve their goals and drive measurable strategic impact. By leveraging our deep industry expertise in higher education and public sector, cutting-edge technology, and innovative methodologies, we are able to provide tailored solutions that address our clients most pressing challenges and opportunities. Our goal is not just to deliver projects on time and within budget, but to become a true partner to our clients, and support them as serve their communities, institution, and constituents. Why Tru Consulting? —We have over 350+ years of collective experience working in the higher education and public sector industries. — We bring proprietary modeling frameworks and tried and true approaches tailored to education and public sector connected planning. — We have a proven track record and are 100% referenceable across our 60+ clients. To learn more, visit tru.consulting
Western Veterinary Partners is a veterinary support organization based in Denver, Colorado. Founded in 2019, the company partners with veterinarians across the United States, focusing on enhancing their professional and personal lives while creating a supportive community for veterinary professionals. The organization acquires and affiliates with veterinary practices, primarily in the Western states, to provide non-clinical business support. This allows veterinarians to concentrate on patient care by outsourcing operational tasks. Western Veterinary Partners offers a range of services, including provider recruitment, finance and accounting, marketing, and staffing management. They also provide mentoring and continuing education programs to help expand veterinary knowledge and skills. With a commitment to core values such as integrity and collaboration, Western Veterinary Partners emphasizes respect for practice culture and autonomy. The company has approximately 49 employees and reported revenue of $5.7 million, demonstrating strong growth through strategic acquisitions.