Susan John

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies.

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.

Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

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

American Speech-Language-Hearing Association, Inc. provides speech, language and hearing aids. The firm specializes in preventing and assessing hearing and balance disorders as well as providing audiologic treatment including hearing aids. The company was founded in 1925 and is headquartered in Rockville, MD.

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.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

Allegiance Financial Advisors, Inc. provides investment advice. The private company is based in Scottsdale, AZ.

Summit Place Financial Advisors LLC (SPFA) is an independent registered investment advisor and wealth management firm headquartered in Summit, New Jersey. SPFA provides discretionary investment advisory services on a fee-only basis for a select group of clients.

fi360, Inc. provides fiduciary education, practice management and other financial advisory services. The firm’s service categories include learning and technology, software and technology, and data and analytics. It serves advisors, institutions and asset managers. The company was founded in 1999 and is headquartered in Pittsburgh, PA.

Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.

Wealthsimple, Inc. is an independent asset management firm headquartered in Toronto, Canada. It was co-founded by Michael Katchen in 2014. The firm manages assets of various clients.

Wealthsimple Financial Corp. is based in Toronto, Canada. Part of Power Corp. of Canada, Wealthsimple Financial Corp. is a Canadian company that provides digital-based investment advisory services. The company was founded by Michael Katchen, who has been the CEO since incorporation.

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.