Nathan Sonnenberg

Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD.

Just Invest Systems, Inc. engages in the provision of investment solutions to investment advisers. Its solutions include Panorama and Kaleidosope. The company was founded by Alan Cummings, Jonathan Hudacko, and Vijay Rao in 2016 and is headquartered in Oakland, CA.

Vanguard Personalized Indexing Management LLC (VPIM) is a registered investment advisor headquartered in Oakland, California. The firm was founded by Jonathan Hudacko, Vijay Rao and Alan Cummings in 2016 as Just Invest LLC and became Vanguard Personalized Indexing Management LLC in 2022. It is a subsidiary of Just Invest Systems, Inc., ultimately held by The Vanguard Group, Inc. VPIM provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, families, family offices and small endowments and foundations.

OpenAdvisor Technologies, Inc. is the creator of Vanilla, an estate planning and wealth management software designed for financial advisors. The company is based in Los Angeles, CA. Vanilla enables advisors to provide more value to their clients and attract new prospects without requiring any specialized expertise. The company was founded in 2019 by Steven David Lockshin and David Hauser. Gene M. Farrell has been the CEO of the company since 2022.

Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE.