Jason A. Canzano

Breakwater Asset Management LLC provides investment advice. It offers investment management and financial planning software. The company was founded by Jason A. Canzano and is headquartered in Hampton, NH.

Seascape Capital Management LLC (Seascape) is a SEC-registered investment advisor and wealth management firm headquartered in Portsmouth, New Hampshire. The firm was founded by James McCarthy in 2003 and is owned by the James W. McCarthy Revocable Trust of 1993 and the Monica Ann McCarthy Trust of 2015. Seascape provides comprehensive wealth management services primarily to high net worth individuals and their families. Their clients include C-suite executives, business owners, physicians, attorneys, and family trusts.

Essex Private Wealth Management LLC (Essex Private) is a SEC-registered investment adviser and wealth management firm headquartered in Topsfield, Massachusetts. Formerly known as Phalanx Wealth Management LLC, the firm was founded by Brian A. Woodland in 2009 and is owned by Huntwicke Capital Group, Inc. Essex Private provides a comprehensive set of wealth management services to individuals, high net worth individuals, trusts, estates, retirement plans and charitable organizations.

MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach.

Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY.