Richard Rojeck

Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

Part of Macquarie Group Ltd., Ivy Distributor, Inc. is a company based in Overland Park, KS.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.

Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Wonderful Pistachios & Almonds LLC grows, processes and packages almonds and pistachios for food manufacturers. Its products include in-shell and shelled pistachios, natural and manufactured almonds. The company was founded in 1989 and is headquartered in Los Angeles, CA.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Wonderful Citrus LLC engages in production, packing, and distribution of fresh citrus. It offers grapefruits, mandarins, lemons, limes, and oranges. Its products are sold through brands including Wonderful Halos, Wonderful Sweet Scarletts, Paramount Citrus, Texas Grown Red Grapefruit, Ultimate, Kashu Gold Oranges, Gold Buckle Oranges, Satin Oranges, Blue Goose Minneolas, and Belt Oranges. The company was founded by Lou Ghiz in 1950 and is headquartered in Delano, CA.

Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA.

Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME.

Seneca Financial Advisors LLC is a multi-family office that offers investment management, tax planning and compliance, retirement planning, employee benefits planning, healthcare cost planning, insurance advice, legal matters, education planning, estate and gift planning, and banking matters. The private company is based in Rochester, NY. The company provides highly personalized financial planning and wealth management services that are custom designed based on individual needs and work toward reaching financial goals. Seneca Financial Advisors specializes in managing customized portfolios for affluent individuals, corporate executives, retirees, and families with multiple generations, providing a wide range of services for clients to select from in order to design a financial plan that is uniquely theirs through a fiduciary relationship. The CEO of the company is G. Joseph Votava.

ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD.

Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI.

American Mountain Guides Association supports the American mountain guiding and climbing instructor community. The company was founded in 1979 and is headquartered in Boulder, CO.

Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The company is based in Concord, CA.

Whittier Odyssey Fund LP operates as a pooled investment fund. The company is headquartered in South Pasadena, CA.

Tideline Advisors LLC is a specialist consultant for the impact investing industry. The private company is based in New York, NY. The company guides clients through each step of the impact management process. The company was founded in 2014 by Kimberly Wright-Violich, Christina Leijonhufvud. Christina Leijonhufvud has been the CEO since 2014.

BlueMark, PBC provides independent impact verification services for investors and companies. The company is based in San Francisco, CA. The CEO of the company is Christina Leijonhufvud.