Dawn Ellen Doebler

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

Bridgewater Wealth & Financial Management LLC provides investment advice. The company is based in Bethesda, MD. The company was founded in 1996 by Ronald Joseph Rubin.

Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses.

Ferguson Asset Management, Inc. provides investment advice. The private company is based in Potomac, MD.

Tripp Financial Consultants, Inc. provides financial planning and investment advisory services. It serves individuals, families, small businesses, and pension plan trustees. The company was founded by Frederick G. Tripp in 1983 and is headquartered in Rockville, MD.