- Silverhawk Capital - Chris and Tiffany Nei
- BCJ Capital - David Carroll
- Surevest Capital Management - Brandon Nachman
- Verus Capital - Marty Block
- Mutual of Omaha Bank - Mike Weigel
- Providus Advisors - Mike McGinley, Jim Dwyer
- William Blair - Roger Hill
- Fidelity Institutional - Tim Lewis
Other office visits in Scottdale:
- Alpha Fiduciary
- Miller Russell
