Bruce J. Bartells

Banta Asset Management LP (Banta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was co-founded by Mark, Michael, and Stephen Banta in 2004 along with their father, David Banta. Banta offers discretionary investment advisory and financial planning services to individuals, high net-worth individuals, and trusts and estates. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA.

Environmental Systems Research Institute, Inc. engages in development of a geographic information systems software solutions. Its products include ArcGIS apps, geographic information system (GIS) and mapping, and other GEO-enabled products. It also offers technical support, training, managed cloud services, advantage program, and consulting services. The company was founded by Jack Dangermond and Laura Dangermond in 1969 and is headquartered in Redlands, CA.

The Davis Cos., Inc. operates as a staffing agency. It provides contract staffing, direct hire, payroll, managed staffing, and contract-to-hire services. The company was founded by Robert Davis in 1985 and is headquartered in Marlborough, MA.

Stronghold Engineering, Inc. provides vertical, civil, and in house electrical services. It offers projects in design build, electrical, renewable energy, civil, new construction, and renovation fields services. The company was founded by Beverly A. Bailey and Scott Allan Bailey in October 1991 and is headquartered in Perris, CA.

BearingPoint GmbH engages in the provision of management and technology consulting services. It offers business advisory to accelerate the business transformation of its clients as well as tools for digital transformation and advanced analytics. The company is headquartered in Frankfurt, Germany.

Rail Delivery Services, Inc. provides trucking services. It is a California-based intermodal trucking company moving freight, trailers and containers between railroads, ports, consignees and shippers, reliably and efficiently throughout California and adjacent states. The company was founded in 1981 and is headquartered in Fontana, CA.

First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations.

Founded in 1979, Halbert Hargrove Global Advisors LLC is a registered investment advisor located in Long Beach, California. The firm provides services to individuals, pension and profit sharing plans, Voluntary Employees? Beneficiary Association Plans (?VEBAs?), trusts, estates, charitable organizations, corporations and business entities.

California Hospital Medical Center Foundation provides healthcare services. It specializes in philanthropic support for building projects, equipment, and patient care services. The company was founded in 1985 and is headquartered in Los Angeles, CA.

Long Beach Memorial Medical Center (LBMMC) provides health services. Its services include emergency, surgical, diagnostic, therapeutic, cardiovascular, imaging and rehabilitative care. The medical centre provides treatment of cancer, wounds, diabetes, and trauma. LBMMC is located in Long Beach, CA.

Memorial Health Services, Inc. engages in the ownership and operation of hospitals. It offers heart and vascular, cancer, women, joint replacement, breast, stroke, pediatric, primary, urgent, spinal, digestive and surgical care, weight-loss surgery, blood donation, and imaging and rediology. The company was founded in 1907 and is headquartered in Fountain Valley, CA.

Part of University of California, The UC Irvine Medical Center operates a research hospital. The company is based in Orange, CA.

St. Joseph Hospital of Orange, Inc. provides health care services. The firm's services include bariatric surgery, cancer, heart and vascular center, kidney transplant center and maternity center. The company was founded in 1929 and is headquartered in Orange, CA.

Samaritan Partners LLC (Samaritan Partners) is a venture capital firm founded in 2023 by Christopher Maher. It is headquartered in New York.

Miller Children's Hospital is a free-standing children's hospital located in Long Beach. The hospital is committed to bringing fun and normalcy back to the lives of pediatric patients through their Child Life Program. The American company is a regional pediatric destination and a major referral center for children, making them a perfect place to gain expertise in pediatric specialty care. The hospital has partnered with various medical schools, including the University of California, Irvine, University of California, Los Angeles, and the University of Southern California, to offer top-notch pediatric residency training programs. MemorialCare, the leading integrated health system in Orange and LA counties, operates the hospital. Blair Kent has been the CEO of the non-profit company since 2023.

Verity Health System of California, Inc. is a non-profit organization, which engages in the ownership and operation of hospitals. It offers patient care services including behavioral health, bioethics program, children's counseling center, emergency and trauma services, health and workplace safety, heart care, imaging services, industrial and occupational medicine, intensive care unit (ICU), and maternity care. The company was founded in 2002 and is headquartered in El Segundo, CA.

Helio Genomics, Inc. is a leading healthcare company based in Irvine, CA, that focuses on early cancer detection through cutting-edge research and development. The private company's mission is to simplify cancer screening and enhance patient outcomes across diverse populations. Helio Genomics has pioneered breakthrough innovations in genomics, providing a strong foundation for its sister company, Lamh. Helio Genomics is an AI-driven healthcare company that commercializes early cancer detection tests from a simple blood draw. The company's development program is focused on liver, colon, breast, and lung cancer. The company has R&D, GMP, and CLIA facilities in Irvine, CA, and West Lafayette, IN. The CEO of the company is Justin Chen Li.

WNBA Enterprises LLC owns, operates, and manages basketball teams. The company was founded on April 24, 1996 and is headquartered in Secaucus, NJ.

The Advertising Council, Inc. promotes public service campaigns. It carries out pro bono ad campaigns on behalf of both government and private organizations. The company campaigns on children's issues, health, community, environment and family matters. The council relies on volunteer efforts from advertising firms. The Advertising Council was founded in 1942 and is headquartered in New York, NY.

The Naismith Memorial Basketball Hall of Fame, Inc. promotes and preserves the game of basketball. The firm offers sports museum and gallery. The company was founded on February 17, 1968 and is headquartered in Springfield, MA.