Andrew Rogers

Part of Consilio LLC, American Data Services, Inc. provides investment advisory services for mutual funds. The company is based in Hauppauge, NY. The company was founded by Michael Miola. American Data Services was acquired by Advanced Discovery LLC, a subsidiary of Consilio LLC from Orbitex Financial Services Group on May 04, 2010.

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.

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.

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.

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.

Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY.

Saratoga Capital Management LLC (SCM) is an independent, SEC-registered investment advisor headquartered in Avondale, Arizona. Founded in 1994, SCM provides its asset allocation and institutional money management services to investment firms located across the US. The firm delivers its services through the mutual fund family that it manages, the Saratoga Advantage Trust – a group of institutionally managed mutual funds.

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

Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA.

TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN.

Procare Software LLC provides management solutions for child care owners, administrators, educators, and parents. It offers software solutions for family and child data, family accounting, agency accounting, child care tuition collection, time and attendance, menus and meal counts, employee records, and time cards. The company was founded by Jeffrey R. Blum in 1992 and is headquartered in Medford, OR.

Evanston Capital Management LLC (ECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Evanston, Illinois. The firm was founded by David L. Wagner, Adam B. Blitz, Kenneth A. Meister, and Ryan D. Cahill in 2002. They are a subsidiary of Evanston Capital Management LP. ECM provides investment supervisory services to US and non-US commingled open-end and closed-end private funds of private funds, and to a customized single investor fund.

The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA.

ZoomInfo Holdings LLC operates as a holding company. The company through its subsidiaries designs and develops sells and marketing intelligence solutions. ZoomInfo Holdings was founded by Henry Schuck in 2007 and is headquartered in Vancouver, WA.

Leader Capital Corp. is a SEC-registered mutual fund manager headquartered in Portland, Oregon. The firm was founded by John Lekas in 1997. They are a wholly-owned subsidiary of Leader Holding Co. and offer fixed-income mutual funds to various investors.

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.

Predex is a closed-end management investment company. It engages in a continuous offering of shares and operates as an interval fund that offers to make quarterly repurchases of shares at net asset value. Its investment objective is to seek consistent current income while secondarily seeking long-term capital appreciation with moderate volatility. The company was founded on February 5, 2013 and is headquartered in Cincinnati, OH.

Dynamic Alternatives Fund engages in the investment in a range of portfolio fund strategies within the hedge, private equity, and private real estate investment fund asset classes. The company was founded on March 24, 2021 and is headquartered in Columbus, OH.

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.

Northern Lights Fund Trust IV is an open-end management investment company. The company was founded on June 2, 2015 and is headquartered in Omaha, NE.

LifeSync Corp. engages in the development, marketing, and sale clean disposable electrocardiogram technologies. Its products are lifesync wireless ECG system, and disposable leadwear a wireless electrocardiogram data communication system appropriate for use in hospital and outpatient. The company was founded in 2000 and is headquartered in Coral Springs, FL.

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.

Blu Giant LLC operates as a multidisciplinary creative firm that offers branding, social media, video, web, and regulated printing solutions. It also offers print and edgar services. The company was founded on November 28, 2012 and is headquartered in Hauppauge, NY.

The Ultimus Group LLC provides private investment services. The private company is based in Cincinnati, OH.

The Gemini Cos. provides fund investment management services. The firm specializes in mutual fund creation and administration, hedge fund creation and administration, managed account platform, dedicated managed accounts and public plans. The company was founded in 1983 and is headquartered in Hauppauge, NY.

Nexstar, Inc. operates as a business networking organization. It delivers comprehensive business training, systems, and coaching to independent home service plumbing, heating, air conditioning, and electrical professionals. The company was founded by Frank J. Blau Jr. in November 1992 and is headquartered in St. Paul, MN.

Laney's, Inc. provides plumbing, heating and cooling products and services. The firm offers sewer and drains, general plumbing, water heaters and treatment, air conditioning, heating, electrical fixture installation and replacement, and duct cleaning services. The company was founded in 1960 and is headquartered in Fargo, ND.

Part of Russell Investments Group Ltd., Emerald Acquisition Ltd. is a British company that specializes in advanced botox® training and dermal filler applications. The company is based in London, UK. The company offers specialized botox® training courses that provide enhanced training into advanced methods of facial rejuvenation. Additionally, they are 2021 business ambassadors for Operation Smile. The company also offers an advanced masterclass lip filler course to learn lip augmentation in an intensive environment from Acquisition Aesthetics expert surgical trainers.

Founded in 2016, Russell Investments UK Blocker Ltd. is a company that provides investment services. The company is based in London, UK and is part of Russell Investments Group Ltd.

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.