Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a ...
R. Andrew Watts; Chief Financial Officer, Executive Vice President, Treasurer; Brown & Brown Inc Gregory Peters; Analyst; Raymond James & Associates, Inc. Robert Cox; Analyst; Goldman Sachs Group, Inc ...