John Allen Vann

Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals

Founded in 2004, WFG Investments, Inc. is a full service broker-dealer located in Dallas, Texas. The firm is a subsidiary of Williams Financial Group, Inc., a financial services firm founded in 1988 by Wilson Williams. WFG Investments is a member of the NASD and the SPIC. The firm provides support, investment products and a broad array of services to a select group of U.S. financial advisors and their clients.

Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.

Level Four Advisory Services LLC (LFAS) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2005 and do-business-as Level Four Wealth Management. They are wholly-owned by Level Four Group LLC and their ultimate parent is Carr, Riggs & Ingram LLC. LFAS provides investment advisory services to individuals, pension and profit-sharing plans, trusts and estates, and corporations and other business entities.