Wells Fargo Securities is the full-service investment banking arm of Wells Fargo & Co. It offers capital markets services, including originating and distributing public debt and equity, hedging interest rates and commodity and equity risks, advising on mergers and acquisitions, and originating structured lending facilities and municipal bonds.

Raymond James Bank is a banking company that operates in the financial services industry. The company's main services include offering various banking options such as mortgages, securities-based lending, and deposit accounts. It primarily serves the financial sector of the economy. It is based in Saint Petersburg, Pennsylvania.

Barclays is a financial services company operating in the banking industry. The company offers a range of services including online banking, personal and business accounts, wealth management, mortgages, loans, credit cards, savings and investment accounts, and various types of insurance. Barclays primarily serves individuals, businesses, and corporations. It is based in London, England.

Vanguard Group specializes in investment management services. The company offers a range of investment products such as mutual funds, exchange-traded funds (ETFs), retirement plans, and financial advice. Vanguard primarily serves individual investors, retirement plan participants, and institutional investors. It was founded in 1975 and is based in Malvern, Pennsylvania.

Cascadia Capital operates as an independent investment bank focusing on advisory services within multiple business sectors. The company provides strategic partnership and financial advisory services to both private and public growth companies across their life cycles. Its industry focus areas encompass business services, consumer & retail, energy & applied technology, food, beverage & agribusiness, healthcare, industrials, and technology. Cascadia Capital was formerly known as Cascadia Capital Securities. It was founded in 1999 and is based in Alpharetta, Georgia.

Wedbush Securities operates as a financial services company and specializes in wealth management, brokerage, and investment banking. The company offers various wealth management products and financial services such as financial planning, retirement planning, investment solutions, and a mobile app for client engagement. It also provides global clearing and execution services across all asset classes for various financial entities. The company was founded in 1955 and is based in Los Angeles, California.