J.J. Schenkelberg

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.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC.

Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)

LeaseTeam, Inc. provides software solutions and services. It offers origination management/pricing, credit adjudication, document management, booking preparation, portfolio management, portfolio servicing, compliance and risk management, reporting and analytic tools. Its services include business, technical, ASP solutions, request information and cloud solutions. The company was founded by Russell F. Hallberg and Randy Haug in 1989 and is headquartered in San Omaha, NE.

Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives.

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

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

Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities.

Scudder Law Firm PC LLO is a nationally recognized leader in the transportation industry and a premier corporate and business transactions advisor to clients across the country. The private company is based in Lincoln, NE, and Mark A. Scudder has been the CEO of the company since 1993. The firm focuses on providing strategic business advice and transactions for clients nationwide, with primary practice areas including mergers and acquisitions, public and private securities offerings, securities reporting and compliance, corporate finance, corporate governance, real estate, and commercial contracts. Scudder Law Firm is committed to delivering value to its clients every day through superior results at a reasonable cost.

Part of Russell Investment Management LLC, Russell Investments is a Seattle-based investment management partner that is devoted to improving people's financial security. The American company manages investments for large institutions, advisors, and individuals. Russell Investments offers overlay services to reduce risk and access opportunities through a derivative trading overlay. The company's specialists share insights on current challenges and ideas on solutions that could support portfolios for whatever lies ahead. The company's quarterly Economic & Market Review helps explain portfolio performance in light of recent market events.

Zoominfo LLC engages in the provision of marketing and sales intelligence platform. It offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA.

The Clayton Group, Inc. manages risk for loan related assets. The private company is based in Shelton, CT.

Cupertino Electric, Inc. provides electrical and data infrastructure services. The firm provides electrical contracting services to industries in the commercial and institutional construction market. The industry consists of commercial and institutional buildings which includes office buildings, schools, hospitals, stores, hotels, and public warehouses. The company was founded by Gene Ravizza and Pete Kraljev in 1954 and is headquartered in San Jose, CA.

Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO.

Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL.

American Access Care LLC provides management services including billing and collection services for healthcare practitioners. The company was founded by Raymond D. Figueroa in 2001 and is headquartered in Glen Rock, PA.

Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA.

Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA.