Sherri Cooke

Part of CFG I, Inc., CNL Securities Corp. is a company that provides real estate investment solutions. The company is based in San Diego, CA.

Westmoreland Capital Corp. is a private company based in Getzville, NY.

WealthForge Holdings, Inc. provides a platform that connects entrepreneurs and investors online. The firm specializes on equity crowdfunding, private investing, real estate investing, and private placements. The company was founded by Mathew F. Dellorso and Frederick E. Bryant and is headquartered in Richmond, VA.

Strategic Energy Income Fund IV LP provides oil and gas. The company was founded in 2014 and is headquartered in Getzville, NY.

Genesis Drilling Program VIII LP explores in the fields of oil and gas. The company is headquartered in Getzville, NY.

Wellmark, Inc. provides health insurance products and related services. It pays health benefit claims. It also operates through it subsidiaries such as Wellmark Blue Cross and Blue Shield of Iowa. The company was founded in 1948 and is located in Des Moines, IA.

Life Care Services LLC engages in the provision of senior living management and home health care services. It offers programs for a fulfilling lifestyle, wellness programming for healthful living, social opportunities, and resident camaraderie. The firm manages communities such as residences for independent living, assisted living, memory care, skilled nursing care, and a combination of these living arrangements. The company is headquartered in Des Moines, IA.

Heart of Florida United Way, Inc. provides health and human services. It operates a community crisis and suicide hotline and information referral helpline; a Volunteer Resource Center; a Gifts In Kind Center; a Stewardship program that works with agencies to provide emergency assistance; and the Ryan White Part B program. The company was founded in 1939 and is headquartered in Orlando, FL.

DeWaay Investment Banking provides investment banking services. The private company is based in Johnston, IA.

U.S. Energy Development Corp. engages in the production and distribution of oil and gas. It specializes in direct/alternative investments, project management, drilling and acquisitions. The company was founded by Joseph Matthew Jayson in 1980 and is headquartered in Arlington, TX.

Capital Innovations LLC is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 2007 by Susan Dambekaln and Michael Underhill. Capital Innovations advises, creates, and manages specialized investment strategies focusing on real assets for institutional investors and family offices worldwide.

Founded in 1904, Legacy Bank (Altoona, Iowa) is a state-chartered commercial bank. The company is based in Altoona, IA. Part of VisionBankshares, Inc., Legacy Bank was acquired by VisionBank of Iowa from F. S. Bancor, Inc. on December 31, 2022.

Royalty Exchange Program I LLC operates in oil and gas industry. The company is headquartered in Getzville, NY.

Strategic Energy Income Fund V LP engages in the oil and gas industry. The company is headquartered in Getzville, NY.

USEDC 2017 A Drilling Fund LP provides environmental services. The company is headquartered in Buffalo, NY.

Ellevest, Inc. (Investment Management) (Ellevest-IM) is the investment management division of Ellevest, Inc., a holding company headquartered in New York City. The firm was founded by Sallie Krawcheck in 2014. Ellevest-IM provides investment advisory services to individuals, pension and profit-sharing plans and charitable organizations.

USEDC 2019 A Drilling Fund LP provides oil and gas exploration services. The company is headquartered in Arlington, TX.

USEDC 2019 B Drilling Fund LP engages in the oil and gas business. The company is headquartered in Arlington, TX.

Forum Real Estate Income Fund is a closed-end management investment fund, whose primary goal is to maximize current income, with a focus on capital preservation. The company is headquartered in Denver, CO.

Cantor Fitzgerald Sustainable Infrastructure Fund operates as a closed-end management investment company. It is operated as an interval fund. The company was founded on December 16, 2021 and is headquartered in New York, NY.

USEDC 2022 Drilling Fund LP operates oil and gas properties. The company is based in Arlington, TX.