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Berkowitz Pollack Brant Advisors + CPAs

Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital to bring clients a comprehensive approach to income, estate, financial and business planning. Our main areas of focus include domestic and international tax, audit and assurance services, business advisory services, estate and corporate planning, forensic accounting, litigation support and business valuation. Our clients are entrepreneurs, executives, and privately held and publicly traded companies in the United States and Latin America. We have been recognized by both Accounting Today and INSIDE Public Accounting as one of the top 60 firms in the U.S. and INSIDE Public Accounting named us one of the "Best of the Best"​ CPA firms in America 19 times. For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com.

Amata Law Office Suites

Amata is an alternative legal services provider for solo practice and partner practice law firms. Amatas mission is to ease the business pain points for lawyers & professional service organizations so they can spend more time helping their clients, limit their stress, and improve the quality of life for all people. Services include live reception & new client in-take, on-demand legal support, featuring senior paralegals that specialize in different areas of legal practice, scalable law office space and remote work programs. On-demand legal support includes senior paralegals specializing in conducting factual and legal research, preparing documents for legal or financial transactions, preparing operating agreements, contracts, corporate bylaws, purchase and sale agreements, assisting in responding to discovery requests notices, drafting pleadings, and assisting with due diligence, real estate closings, and trials. Live receptionist & client in-take includes VoIP phones, efax service, video conferencing, new client in-take, scheduling, seamless new client information integrated into law firms practice management and CRM systems. Amata maintains multiple office locations for lawyers to utilize as their HQ, receive mail, meet clients and host meetings. For law firms that require private offices for their attorneys, Amata offers elegant offices, with touchless access, and modern day amenities to emulate the atmosphere of a traditional law firm. With over 700 attorneys utilizing Amata and a host of social events to bring attorneys together, daily conversations and business opportunities with other attorneys happen naturally.

TruStone Financial Credit Union

TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.

Harbinger

Harbinger is a commercial electric vehicle (EV) company on a mission to transform an industry starving for innovation. Harbingers best-in-class team of EV, battery, and drivetrain experts have pooled their deep experience to support the growing demand for medium-duty EVs. Leveraging a foundation of proprietary, in-house developed vehicle technologies designed specifically for commercial vehicles, Harbinger is bringing a first-of-its-kind EV platform to market, priced for zero acquisition premium. Harbinger: familiar form, revolutionary foundation.