Mark Aguilar

Alliance United Insurance Co. (Investment Portfolio) (Alliance United-IP) is the investment portfolio division of Alliance United Insurance Co., an insurance company headquartered in Chatsworth, California. The firm is a subsidiary of Kemper Corp. (NYSE: KMPR). Alliance United-IP manages the client’s investment portfolio.

Republic Indemnity Co. of America (Investment Portfolio) (Republic Indemnity-IP) is the investment portfolio division of Republic Indemnity Co. of America, an insurance company headquartered in Calabasas, California. They are ultimately owned by American Financial Group, Inc. (NYSE: AFG). Republic Indemnity-IP was founded in 1972 and specializes in Workers' Compensation insurance throughout the western US.

Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families.

Equitec Specialists LLC is a securities brokerage firm headquartered in Chicago, Illinois. It is a subsidiary of Equitec Group LLC. The firm offers a full spectrum of broking services to retail and institutional clients.

Victor Securities LLC provides brokerage solutions to professional investors. It offers real-time risk management tools, customizable reporting, choice of trading platforms, and a capital introduction program that focuses on facilitating mutually beneficial relationships between managers and investors. The company was founded by Kevin Bakhler, John T.A. Pawluk, Craig S. Aronoff, and Scott Richard Franzini in September 2010 and is headquartered in Englewood, NJ.

Part of Gannett Fleming Affiliates, Inc., Griffin Engineering & Technical Services, Inc. provides professional engineering and technical services. The company is based in Morrisville, NC. Griffin Engineering & Technical Services was acquired by Gannett Fleming Affiliates, Inc. on January 18, 2013.

Customized Energy Solutions Ltd. provides energy management solutions. Its services include congestion risk management, demand response, data acquisition, fuel management, and retail energy services. The company founded by Stephen R. Fernands in 1998 and is headquartered in Philadelphia, PA.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

Vintage Fund Management LLC is a private equity firm founded in 2000 by Mark Sampson and Fred Sands. The firm is headquartered in Los Angeles.

Buttonwood Partners, Inc. is an independent asset management firm headquartered in Madison, Wisconsin. The firm was founded by M. Allen Jacobson and Christopher Bugg in 1990. Buttonwood Partners provides advisory services to individuals, pension and profit-sharing trusts, other trusts, charitable organizations, corporations, and other entities.

Wedbush Capital Partners (Wedbush Capital Partners) is a private equity a subsidiary of WEDBUSH, Inc founded in 1980. The firm is headquartered in Los Angeles, California.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

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.

Kabani & Co., Inc. provides accounting services. Its services include audits, assurance, tax compliance and advisory services. The company is headquartered in Los Angeles, CA.

China Shandong Industries, Inc. manufactures wicker furniture and other products. The firm offers wood furniture, straw, wicker products and wooden craft products. The company was founded on 15 August 2000 and is headquartered in Heze, China.