Lindsay Fixmer

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

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.

Bookshop, Inc. operates as an online bookstore with a mission to financially support local, and independent bookstores . The company is headquartered in Brooklyn, NY.

Part of Elis SA, RentX Industries, Inc. is a company that rents light construction equipment to homeowners. The company is based in Denver, CO. RentX Industries was acquired by HSS Hire Service Group Ltd., a SUB of Elis SA from Compagnie de Saint-Gobain SA on November 01, 2001 for $49.50 million.

Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO

M2P Capital LLC is a private equity firm founded in 2002 by Robert L. Manning and Dirk Tyler. The firm is headquartered in Denver, Colorado.

AssetMark Retirement Services, Inc. provides financial services. Its services include wealth, retirement, and trust. The company was founded in 1994 and is headquartered in State College, PA.

AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL.

SIH ACA Topco LP is a governance, risk, and compliance advisor in financial services. SIH ACA Topco is based in New York, NY and has subsidiaries in the United States. The company empowers clients to reimagine GRC and protect and grow their business by integrating advisory, managed services, and distribution solutions with their ComplianceAlpha® regulatory technology platform. The company has a team of former regulators and practitioners with a deep understanding of the regulatory landscape. The company was founded in 2002, and Patrick Michael Olson has been the CEO of the company since 2023.

Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME.

Wonderful Pistachios & Almonds LLC grows, processes and packages almonds and pistachios for food manufacturers. Its products include in-shell and shelled pistachios, natural and manufactured almonds. The company was founded in 1989 and is headquartered in Los Angeles, CA.

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Wonderful Citrus LLC engages in production, packing, and distribution of fresh citrus. It offers grapefruits, mandarins, lemons, limes, and oranges. Its products are sold through brands including Wonderful Halos, Wonderful Sweet Scarletts, Paramount Citrus, Texas Grown Red Grapefruit, Ultimate, Kashu Gold Oranges, Gold Buckle Oranges, Satin Oranges, Blue Goose Minneolas, and Belt Oranges. The company was founded by Lou Ghiz in 1950 and is headquartered in Delano, CA.

Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.

Part of Huatai International Investment Holdings Ltd., AssetMark Trust Co. provides investment advisory services. The company is based in Concord, CA.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

Electric Lit, Inc. is a nonprofit digital publisher that aims to make literature more exciting, relevant, and inclusive. Electric Lit is based in Brooklyn, NY and was founded in 2009 by Russell Andrew Hunter. The non-profit company is committed to publishing intelligent and unpretentious work, elevating new voices, and exploring how literature and storytelling can shed light on social justice issues and current events.