Moors & Cabot Inc

Osland Financial Group, based in Scottsdale, AZ, is an employee-owned company that has been providing comprehensive business and personal insurance solutions since 1988. Their diverse offerings include commercial insurance, health insurance, life insurance, and specialized products tailored to various industries such as construction, healthcare, and technology. The company is committed to social responsibility, actively engaging in philanthropic efforts through the Heffernan Foundation and fostering a culture dedicated to serving client needs. With a strong focus on protecting valuable assets and assisting clients in making informed decisions, Osland Financial Group continues to build a reputation for excellence in the insurance industry. Generated from the website

Founded in 1889, Northern Trust is one of the world s largest private banking, asset management and asset servicing firms. Its global client base consists of affluent families and individuals, as well as corporations and institutions that value exceptional client service. Northern Trust boasts $44 billion in banking assets, $2.6 trillion in assets under administration and $588 billion in assets under investment management. It has offices in 18 states and 11 international locations. From modest beginnings in Chicago s bustling loop, Northern Trust has grown to become a global institution facilitating business and managing wealth in every part of the world.

Versant Capital Management is a boutique investment firm in Phoenix, AZ, providing personalized wealth management, investment management, retirement planning, tax planning, estate planning, exit planning, and philanthropic strategies. We serve multigenerational families, business owners, executives, and women in transition-helping align your financial life with your goals. From portfolio strategy to family governance and lifestyle concierge services, our conflict-free, integrated approach empowers you to grow, preserve, and transfer wealth so you can live the life you imagine.