Brad Engle

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

Teachers Insurance & Annuity Association of America-College provides financial products and services. It offers retirement plans, mutual funds, annuities, life insurance, brokerage and trading services, managed accounts and education savings. The company was founded by Andrew Carnegie in 1918 and is headquartered in New York, NY.

Verizon Wireless Capital LLC operates special purpose finance subsidiary. The firm provides wireless voice and date networking financing. The company was founded in 2001 and is headquartered in Basking Ridge, NJ.

Part of The PNC Financial Services Group, Inc., BBVA Compass Investment Solutions, Inc. is a company based in Birmingham, AL.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients.

GHP International Reform & Development Fund LP operates as a pooled investment fund company that provides hedge fund services. The company is headquartered in Denver, CO.

TSheets.com LLC provides time tracking software for payroll. Its online technology enables employees and employers, as well as their accountants and payroll managers to track, manage, and report time using a computer, mobile phone, GPS-enabled apps, text and dial. The company was founded by Matt Rissell and Brandon Zehm in 2006 and is headquartered in Eagle, ID.

E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors.

George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments.

Hébert Advisory Services, Inc., dba Hebert Investments (Hebert), is an independent asset management firm headquartered in Littleton, Colorado. The firm was co-founded by Howard Hébert and Suzanne Hébert in 1992. Hebert specializes in the portfolio management of individual and institutional investment accounts. In addition, the firm also produces a proprietary technical stock market research publication known by the name of Institech. This publication is provided to other money managers and institutions within the financial services industry.

The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

American Association of Individual Investors provides the education and guidance to build and manage investment wealth. The company was founded by James B. Cloonan in 1978 and is headquartered in Chicago, IL.

CRI Advantage, Inc. provides information technology services. The Company offers program management, financial and business process transformation, software development, managed, and cyber security services. The company was founded in 1988 and is headquartered in Boise, ID.

American Mensa Ltd. operates as non profit organization. It is an organization open to anyone who scores in the top 2 percent on an accepted, standardized intelligence test. The firm’s primary activity include identifying and fostering human intelligence for the benefit of humanity, encourage research into the nature, characteristics, and uses of intelligence and provide a stimulating intellectual and social environment for its members. The company was founded in 1960 and is headquartered in Arlington, TX.

Part of Stifel Financial Corp., Hanifen, Imhoff, Inc. is a brokerage services provider. The company is based in Denver, CO.

Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.

Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families.

Idaho Technology Council is a non-profit organization that focuses on technology. The non-profit company is based in Boise, ID. The company offers various initiatives such as computing alliance, capital connect, and tech 2 market. The company also has a podcast called Innovation Matters and an awards program called Idavation Awards.

Part of Carolina Wholesale Group, Inc., Cartridge World - Ballwin is a company that distributes ink and toner cartridges. The company is based in Ballwin, MO.

Coderpad, Inc. develops software tools to write programs. The company is headquartered in San Francisco, CA.