Stephanie Shearer

Northern Lights Compliance Services LLC is a company that specializes in providing investment firms with institutional-level fund servicing. The company is based in Hauppauge, NY. The company offers a comprehensive list of services, including portfolio administration and accounting, modern investor servicing tools, compliance programs, tax, auditing, and distribution support.

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.

Sachs Capital Group LP (Sachs Capital Group) is a private equity firm founded in 2008 by Gregory H. Sachs. The firm is headquartered in Florida.

Silverfern Capital Management LLC is a Private Equity/Venture Capital firm, a subsidiary of The Silverfern Group, Inc. founded in 2005. Silverfern Capital Management LLC is headquartered in NAPERVILLE.

Sachs Capital Group LLC provides investment services. The company is headquartered in Chicago, IL.

SCG Digital LLC operates as an investment holding company. The company is headquartered in Naperville, IL.

Imperial Trust Co. is a private company based in Los Angeles, CA.

Ann & Robert H. Lurie Children's Hospital of Chicago provides healthcare services to children. It offers pediatric services like acute and specialty care. It also operates a pediatric home health care agency and Children's Memorial Institute for education and research. The company was founded in 1882 by Julia Foster Porter and is headquartered in Chicago, IL.

RMG Networks, Inc. provides away-from-home video, entertainment, news, and information. The firm e Company owns, operates, and powers out-of-home television and video networks, as well as offers design and consulting, content for digital signage network, technology, monetization, media and network operations, and deployment. The company was founded by David W. Liu in 2005 and is headquartered in Addison, TX.

Futures Industry Association operates an international swaps and derivatives association. The non-profit company is based in Washington and has subsidiaries in the United States. Walt Lukken has been the CEO of the American company since 2012.

The Shedd Aquarium Society is a leader in animal care, conservation education, and research. The non-profit company is based in Chicago, IL and is supported by the people of the state and the park district. The company is home to 32,000 aquatic animals from around the world, representing 1,500 species of fishes, reptiles, amphibians, invertebrates, birds, and mammals. The company is an accredited member of the Association of Zoos & Aquariums (AZA) and an affiliate of the Smithsonian Institute. The John G. Shedd Aquarium sparks compassion, curiosity, and conservation for the aquatic animal world.

Highlands & Islands Enterprise is an executive non-departmental public body, which engages in the provision of economic development services. It offers community strengthening, case studies, community assets, social enterprise, community energy, community crofting, account management, advice and guidance, and community empowerment act. It focuses on energy, life sciences, food and drinks, creative industries, tourism, business services, and universities sectors. The company was founded in 1991 and is headquartered in Inverness, the United Kingdom.

Sympoz, Inc. provides online educational services. The company was founded by John M. Levisay, Josh H. Scott, Todd J. Tobin, and Bret S. Hanna on April 21, 2010 and is headquartered in Denver, CO.

Altegris Private Markets Opportunities Fund is a closed-end fund company. The Fund intends to invest in Investment Funds that primarily invest in the debt of various companies, ventures, businesses and real estate, infrastructure and real assets. The company is headquartered in La Jolla, DE.

The American Accounting Association is a community of accountants in academia that was founded in 1916. The American Accounting Association is based in Sarasota, FL. The association shapes the future of accounting through teaching, research, and a powerful network, ensuring its position as thought leaders in accounting. The association offers various resources, including a digital library, journals, webinars, and conferences, to its members. The association also conducts research on topics such as diversity, equity, and inclusion in accounting.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Mariner Wealth Advisors-Omaha LLC, dba Mariner Wealth Advisors (MWA) is an asset management firm headquartered in Omaha, Nebraska. The firm is a subsidiary of Mariner LLC, ultimately held by Mariner Wealth Advisors LLC, a holding company. MWA was founded in 2000 by Gary Lanzen as Orizon Investment Counsel LLC. The firm provides personal financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities.

Fusioniq is a fintech company that offers an ecommerce platform for financial advisors and institutions to become digital wealth leaders. The company is based in Woburn, MA, and the CEO of the company is Mark C. Healy. The company's all-in-one platform, Fusioniq One, has four modules that make digital transformation easy. The company's pay-as-you-grow approach makes it easy for credit unions, banks, RIA's, independent broker-dealers, and asset managers to scale. Fusioniq's integrated multi-custodian platform is becoming the digital solution of choice for advisors and institutions. The platform uses risk assessment questions to match investors with customized portfolios and asset allocation models.

Leader Funds Trust is an open-end investment management company. The company is headquartered in Vancouver, WA.

Geovia engages in mining software solutions. Its products include Surpac, GEMS, Minex, Whittle, MineSched and PCBC. The firm services include Geology , engineering, and operations. The company was founded by Daniel Nofrietta Fernandez in 1985 and is headquartered in Vancouver, Canada.

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.