Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Now serving more than 45,500 households, the company has over 75 offices nationwide and is expanding rapidly through organic growth and acquisition. Founded in 1997, Wealth Enhancement Group specializes in providing retail clients with the team-based knowledge and resources they need to simplify their financial life.

As developer, construction manager and owner, SKA Marin has built thousands of affordable units in the Metropolitan New York area, specializing in senior housing. SKA Marin is widely respected in the affordable housing industry for its innovative approaches to aging in place and ease in using creative finance. SKA Marin's project experience aggregates in excess of over one billion in total constructed value.