Daniel Bryant

Sheridan Road Financial LLC is an an institutional investment consulting and private wealth firm. It engages in the provision of investment management, retirement plan, fiduciary, wealth management, financial and retirement services planning, and specialized executive benefit services. The company was founded by Daniel R. Bryant and is headquartered in Northbrook, IL.

Flores & Associates LLC provides administration of tax-advantaged consumer directed health plans and retiree billing services. Its plans including Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), Health Reimbursement Accounts (HRAs) and Commuter Benefit Accounts (CBAs). The company was founded by Mario J. Flores, Jr. in 1986 and is headquartered in Charlotte, NC.

Sheridan Road Advisors LLC provides investment advice services. Its services executive benefits, retirement plan consulting, participant worksite wellness, individual wealth management and multifamily office. The company was founded in 2005 and is headquartered in Northbrook, IL.

RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals.

Founded in 2008 by Keith Koeneman, Kingsman Capital LLC is a private equity firm located in Chicago.