James P. Ash

Cannon Express, Inc. is an irregular route, truckload carrier with headquarters in Springdale, Arkansas, transporting a wide range of general commodities in the United States pursuant to nationwide operating authorities granted by the department of transportation, and in Canada through operating authorities granted by the Canadian provinces. It was founded in 1981.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Cupertino Electric, Inc. provides electrical and data infrastructure services. The firm provides electrical contracting services to industries in the commercial and institutional construction market. The industry consists of commercial and institutional buildings which includes office buildings, schools, hospitals, stores, hotels, and public warehouses. The company was founded by Gene Ravizza and Pete Kraljev in 1954 and is headquartered in San Jose, CA.

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.

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.

TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA.

Alternative Strategies Fund is a closed-end management investment company, which engages in operating as an interval fund with a continuous offering of fund shares. The firm is also involved in seeking attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets, through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The company was founded on June 15, 2010 and is headquartered in Cincinnati, OH.

The Clayton Group, Inc. manages risk for loan related assets. The private company is based in Shelton, CT.

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 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.

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.

Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO.

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.

Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL.

Imperial Rubber Products, Inc. is a private company based in Chino, CA.

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.

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.

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.

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.

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.

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.

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.

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

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.

Russell Investments UK Midco Ltd. was founded in 2016 and is based in London, UK. The British company is dedicated to improving retirement outcomes for defined contribution plan participants by employing best practices in plan design, investments, and implementation. The private company offers investment solutions, including top-ranked model portfolios and mutual funds, which are designed to improve investors' financial security. Russell Investments manages investments for large institutions, advisors, and individuals, and is devoted to improving financial security for people.

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.

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

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

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