Christian M. Wagner

Penn Investment Advisors, Inc. (PIA) is an investment management firm headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2014 and formerly known as EagleView Advisors, Inc. and First Savings Financial Services, Inc. In 2022, they were acquired by Equitable Distribution Holding Corp., which is an indirect wholly owned subsidiary of Equitable Holdings, Inc. (NYSE: EQH). PIA provides investment advice to individuals, institutions, pension and profit-sharing plans, investment companies (which include mutual funds), charitable organizations, and corporations or other businesses.

Founded in 2005 by Christian Wagner and Sean Schmid, Longview Capital Management LLC is a registered investment advisor located in Wilmington, Delaware. The firm specializes in personal asset management for individuals, families, institutions and retirement plans.

Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA.

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania.