Adam Croll

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Vestmark Advisory Solutions, Inc. (VAS) is a SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by David Littleton and Alexander Morris in 2014. They are wholly owned by Vestmark, Inc. VAS provides investment advisory services to institutional clients, inclusive of financial institutions, broker-dealers, registered investment advisors and others who manage their own investors’ accounts or portfolios.

Wealth Advisory Solutions LLC (WAS) is an independent, SEC-registered investment advisor headquartered in Indianapolis, Indiana. Founded in 2017, WAS provides financial planning, investment advice and portfolio investment supervisory services primarily to individuals and small business clients.

F/m Investments LLC is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and is principally owned by F/m Acceleration LLC, ultimately owned by 1251 Capital Group, Inc. F/m Investments provides investment management services to mutual funds and provides investment advisory services through separately managed accounts to institutional and individual investors.

Oakhurst Capital Management LLC (OCA) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and jointly owned by Lido Advisors LLC and Rowhouse Capital Partners LLC. OCA provides investment management services to mutual funds and through separately managed accounts.

Platform Technology Partners LLC (PTP) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2019 and is wholly owned by United Atlantic Capital LLC. PTP provides investment supervisory and investment advisory services and provides financial planning and consultation services for clients which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organization, corporations and business entities.

Key Bridge Compliance LLC is a boutique consulting firm that offers tailored compliance services to registered investment advisers. The private company is based in Covington, KY. The company is committed to guiding their clients confidently through compliance risks and empowering advisory practices. Key Bridge Compliance blends industry experience with a proactive approach, backed by seasoned compliance professionals. The company offers compliance solutions that leverage cutting-edge technology and industry expertise to help their clients meet regulatory requirements and enhance their services. The CEO of the company is Matthew Ashley Swendiman.