Brian J. Wheeler

Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals.

Leidos, Inc. provides scientific, engineering, systems integration and technical services and solutions. It offers solutions and services that leverage the power of data analytics, systems integration, and cyber security across national security, health, and engineering markets. The company was founded by John Robert Beyster in June 1969 and is headquartered in Reston, VA.

The Sheraton Corp. owns and operates hotels and resort. The company was founded in 1937 and is headquartered in White Plains, NY.

Redstone American Grill, Inc. owns and operates restaurant. It offers a wood burning grill, rotisserie and an open exhibition kitchen where its signature steaks, chops, chicken and the seafood available are prepared. The company was founded in 1999 by Dean Vlahos and is headquartered in Eden Prairie, MN.

Part of Ryman Hospitality Properties, Inc., RHP Hotels LLC owns and operates a chain of hotels and resorts. The company is based in Nashville, TN. RHP Hotels was acquired by Marriott International National Association Board from Ryman Hospitality Properties, Inc. on October 01, 2012 for $210 million.

AquaFiber Technologies Corp. develops and provides water remediation solutions. It provides clean water, renewable energy, and human health services. The company was founded by G. Thomas Bland Jr. in March 2000 and is headquartered in Vero Beach, FL.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Rosen Hotels & Resorts, Inc. owns and operates hotels and resorts. Its portfolio includes the Rosen Centre Hotel, Rosen Plaza Hotel and Rosen Shingle Creek Resort & Golf Club as well as four properties that operate under the Quality Inn, Comfort Inn and Rodeway Inn banners. The company was founded by Harris Rosen in 1974 and is headquartered in Orlando, FL.

Tijuana Flats Burrito Co. LLC owns, operates, and franchises eating places and restaurants. It offers hand-rolled burritos, enchiladas, tacos, salads, nachos, and beverages. The company was founded by Brian J. Wheeler in 1995 and is headquartered in Winter Park, FL.

Columbus Nova Partners LLC is a Private Equity firm a subsidiary of Sparrow Capital Holdings LLC founded in 2000.The firm is headquartered in New York.

Healogics LLC provides wound healing services to hospitals in the United States. It specializes in chronic wound treatment, operates wound care centers, collaborates with hospital and home care providers, and serves as a resource for wound care research. The firm offers treatment for various chronic and non-healing wounds, including venous ulcers, pressure ulcers, arterial ulcers, osteoradionecrosis, necrotizing infections, surgical wounds and burns, soft-tissue radionecrosis, diabetic lower extremity ulcers, and chronic refractory osteomyelitis. It manages wound care centers through a connected network of centers, partner hospitals, academic medical centers, patients, and families. The company was founded on June 10, 1996 and is headquartered in Jacksonville, FL.

Towne Park LLC provides staffing and managed parking services to the hospitality industry. It offers parking, shuttle, internal transport, patient transport, and employee concierge services. The firm serves healthcare, hotels, commercial, airport, restaurant and residential markets. The company was founded by Jerry B. South in 1988 and is headquartered in Conshohocken, PA.

Lavoi Corp. manufactures and supplies bakery products. Its products include hoagies, table breads, baguettes, buns and rolls, sliced loaves, and specialty sandwiches. The company was founded in 1985 and is headquartered in Atlanta, GA.

Lesesne Capital Management, Inc., do-business-as Oakbridge Partners, Ltd. (Oakbridge), is an investment management firm headquartered in Atlanta, Georgia. The firm was founded by Brannon B. Lesesne, Jr. in 1974 and was acquired by Homrich Berg, Inc. in 2022. Oakbridge provides investment management and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, endowments and charitable organizations.

Ingenuity Engineers, Inc. provides engineering services. It offers mechanical engineering services including building management systems, humidity controlling, pumping & water distribution, electrical services including emergency power distribution, information technology and lighting design. It offers plumbing services in various facets including acid waste & vent systems, domestic, water booster pump, fuel-gas piping, grease waste & vent, medical gas, sanitary, storm drainage and water purification systems. The company was founded by David F. Green Jr. and Brian S. Hessinger in 2003 and is headquartered in Orlando, FL.

A.B. Closing Corp. provides project management, software development and intelligence analysis services. The company was founded by Diane Symes Mahony and Mark S. Moore in July 2010 and is headquartered in Orlando, FL.

The RepTrak Co. provides global platform for data-driven insights on reputation, brand and ESG. It offers Reptrak Pulse workshop, stake holder mapping, corporate social responsibility alignment, brand alignment, reputation risk management and landscape. The company was founded by Charles Fombrun, Kasper Ulf Nielsen, Nicolas Georges Trad and Cees van Riel in 1997 and is headquartered in Boston, MA.

StackFrame LLC provides information technology solutions and services. It offers services in the areas of digital security and software development and these services include web hosting, technical support, backup, and security solutions. The company was founded by Gene McCulley in 2004 and is headquartered in Sanford, FL.

HelloPrivacy LLC provides online reputation management services. It offers software and services to help businesses and individuals out-rank negative search results with own content and websites. The company was founded by Evan McGowan-Watson, Pete Kistler, Trace A. Cohen and Patrick Ambron in 2009 and is headquartered in New York, NY.

AUA Private Equity Partners LLC (AUA Private Equity) is a private equity founded in 1998 by Andrew Unanue. The firm is headquartered in West Palm Beach, Florida.

UCF Foundation, Inc. is a non-profit organization affiliated with the University of Central Florida. The non-profit company is based in Orlando, FL. The company's mission is to support the university's research and innovation initiatives. The CEO of the company is Robert J. Holmes.

Associated Foods Holdings LLC supplies grocery products to branded independent retail supermarkets. The firm also engages in grocery distribution, financing, marketing and promotional services. The company was founded by Ira Gober and Harry Laufer and is headquartered in Hewlett, NY.

Crayon, Inc. provides technology services. It owns and operates an online gift store which allows its customer to buy and send gifts. The company was founded by Jonah Lopin and John Osborne in 2012 and is headquartered in Boston, MA.

Kavaliro Logistics LLC provides staffing services. It provides information technology, engineering, administrative, finance and accounting staffing services. The firm offers employers with solutions by providing the most qualified and professional employees, who can staff both project and permanent positions in order to ensure the ongoing success of all types of businesses. The company was founded in 2001 and is headquartered in Orlando, FL.

Raymundos Food Group LLC provides chocolates and jelly food products. Its products include gelatin, fruit n gel, sugar free, crème parfait and pudding. The company is headquartered in Bedford Park, IL.

Indulge Desserts Holdings LLC manufactures gourmet desserts. It offers cakes, cheesecakes, mini desserts, mousses and international-inspired desserts, and Kosher, gluten-free and sugar-free items. It suppliers its products to national restaurant chains, food service distributors, groceries, and stores. The company is headquartered in New York, NY.

Gourmet Culinary Holdings LLC engages in the provision of food product manufacturing that focuses on culinary solutions for foodservice and retail sectors. The company is headquartered in Atlanta, GA.

Companyon Ventures Management LLC (Companyon Ventures) is a venture capital firm founded in 2016 by Thomas John Lazay and Parthib Srivasthsan. The firm is headquartered in Boston, Massachusetts.