Mark Anthony Rogozinski

Asset Vantage Systems Pvt Ltd. provides automated portfolio management and accounting services. It offers data management, insightful analytics, integrated accounting and back-office backbone services. The company was founded by Sunil K. Dalal in 2011 and is headquartered in Mumbai, India.

The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments.

Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices.

WealthTrust LLC operates as a holding company with interest in providing wealth management services. The firm’s services include financial panning, portfolio management, estate planning and retirement planning and risk management. The company was founded by Rush M. Brenton in 1997 and is headquartered in Scottsdale, AZ.