Josh Pace

Apella Capital LLC (Apella) is an independent, employee-owned registered investment advisor headquartered in Glastonbury, Connecticut. The firm was founded in 2013 by two financial advisors, Patrick Sweeny and David Connelly. Apella provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, pension plans, endowments, 401k, 403b and similar account structures, among other types of clients.

Forest Investments, Inc. is a holding company, which engages in the investment and acquisition of businesses, securities and assets that has significant long-term value creation. It operates through the following segments: Durable Medical Equipment, Investment Management, Real Estate, and General Corporate. The company was founded on December 16, 1994 and is headquartered in Waltham, MA.

Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Fusion MPHC Group, Inc. provides integrated voice and data communication services. It offers broadband Internet access service for small and mid-sized businesses; business phone and Internet services; VPN and security services; email and web hosting services; and enterprise solutions. The firm also provides voice over IP, wireless and voice services on a managed national broadband network, wholesale and carrier services. The company is headquartered in DE.

Webroot, Inc. provides internet security software solutions. Its product include Endpoint Security, Secure Web Gateway, IP Rep for NGFW, IP Rep for SIEM, IoT Toolkit, web classification, web reputation, IP reputation, real-time anti-phishing, file reputation, tools and support. The company was founded by Steven Thomas and Kristen Talley in 1997 and is headquartered in Broomfield, CO.