Andrew Braithwaite

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

ESL Investments, Inc. is a privately-owned hedge fund sponsor and registered investment adviser founded in 1988. Headquartered in Bay Harbor Islands, Florida, ESL manages assets on a discretionary basis in one master fund, ESL Partners LP. They also offer investments in ESL Partners through ESL Limited, a Bermuda-based “feeder fund”. Investors in the funds are generally comprised of ultra high-net worth individuals and family offices, but also include private and public pension plans, financial institutions, and other institutional investors.

Financeit Canada, Inc. engages in the provision of online money lending services. It also offers point-of-sale purchases for ticket items in retail, vehicle, home improvement and healthcare spaces. The company was founded by Michael Garrity, Casper Wong, and Colin Henderson in 2007 and is headquartered in Toronto, Canada.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Steward Partners Holdings LLC operates as a partnership and investment holdings company. The company was founded by Mike Maurer in 2013 and is headquartered in New York, NY.

The Pritzker Organization LLC (TPO) is a private equity subsidiary of PRITZKER FAMILY founded in 2002 by Tom Pritzker. The firm is headquartered in New York.

Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini.

Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.

Piston Holdings LP provides insurance services. The company was founded in 2016 and is headquartered in lake Forest, CA.

Greycastle Holdings Ltd. engages in the operations as an investment holding company. The company is headquartered in Hamilton, Bermuda.

Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York.

Part of Citigroup, Inc., Citi Global Wealth Management provides wealth management services. The company is based in New York, NY.

Bank Leumi USA engages in the provision of commercial and international banking services to large and midsized corporations. The company was founded in 1954 and is headquartered in New York, NY.

American Association for Clinical Chemistry, Inc. (AACC) is a scientific and medical professional organization that focuses on clinical laboratory science and its application to healthcare. The organization is based in Washington and was founded in 1948. AACC provides leadership in education, advocacy, and collaboration to help lab professionals adapt to change and provide vital insight and guidance for patient care. The organization offers accreditation programs, press releases, media advisories, and statements that spotlight scientific, clinical, and technological breakthroughs. AACC has a longstanding commitment to provide customers with the best possible experience every time they use the AACC website. Mark J. Golden has been the CEO of the American company since 2020.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

BrightPlan LLC provides portfolio management and investment advisory services. The firm specializes in financial advice, wealth management, investment management, financial planning and asset management. The company was founded by Marthin de Beer in 2015 and is headquartered in Los Gatos, CA.

Vutiliti, Inc. engages in the development of real-time utility monitoring and reporting mobile application that guides consumers to conserve water and energy by reducing their utility bills everyday. The company was founded by Stephen Ellis in 2015 and is headquartered in Sandy, UT.

Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.

Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust.

The Buckner Co., Inc. operates as an insurance brokerage company. The firm's services include business insurance, home and auto insurance, employee benefits, trucking and transportation insurance and surety bonding. The company was founded by Elmer Ray Buckner in 1936 and is headquartered in Salt Lake City, UT.