JMD Financial Partners, LLC

Established in 1939, The Segal Company is a privately-owned actuarial and consultating firm. It offers various multiemployer plans and public sector publications. The company published newsletters on various health-related issues. The Segal Company serves state and local governments, statewide retirement systems and health plans and federal government agencies. The company s multiemployer benefit plans serve national, regional and local funds. Its clients base also includes transportation, apparel, baking, chemicals, construction, electronics, entertainment, food, hotel and restaurant, iron and steel, lumber and machine tools industries. It offers a range of consultating services that include planning, implementation, operation and communication. The Segal Company s affiliate, Segal Advisors, offers a range of investment advisory services. It additionally provides human resource management services to colleges and universities. Headquartered in New York City, The Segal Company maintains a location in San Francisco.

Aspiriant LLC is a leading independent wealth management firm based in San Francisco, CA, designed to serve forward-thinking families with a focus on empowering clients to realize their dreams and create lasting legacies. The firm's approach combines rigorous investment strategies with comprehensive financial planning to provide a robust, personalized experience for its clients. With a team that includes talented professionals who are deeply invested in the firm's success, Aspiriant emphasizes a long-term, sustainable ownership model that fosters a collaborative and intellectually engaging environment. Their services cover a wide array of wealth management needs, including investment management, tax planning, estate planning, and philanthropic strategies, ensuring that every financial decision aligns with the client's overarching goals. Generated from the website

Osborne Partners Capital Management provides financial advice and manages portfolios with experience of more than 25 years. Based in San Francisco, Calif., the firm supplies an array of investment services, such as comprehensive global asset allocation, customized portfolio management, employee stock option and more as well as it offers endowment model investing services. The firm distributes online brochures and information facility. It caters to families and institutions. The firm manages the portfolios of domestic equities, foreign equities, fixed income, natural resources and more.