Corey Dallas

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families.

Fulcrum Capital LLC is a wealth management company that provides custom plans and insights to create real impact for their clients. The private company is based in Seattle, WA and was founded in 2007 by Robert Carl Kuehn, Darcy Berube Johnson. The company aims to elevate the wealth management experience beyond the expected and deliver dynamic and meaningful solutions. Michelle Aimee Mathieu has been the CEO of the company since 2017.

Healthverity, Inc. engages in developing technologies and software tools. Its solutions include healthverity census, marketplace, cipher, and consent. The company was founded by Andrew Goldberg and Andrew Kress in 2014 and is headquartered in Philadelphia, PA.

Russell Investments Implementation Service LLC (RIIS) is a registered investment advisor headquartered in Seattle, Washington. The firm is a direct subsidiary of Russell Investments US Institutional Holdco, Inc., ultimately held by Russell Investments Group Ltd. RIIS provides investment advisory services to institutional clients including other financial services companies, corporations, employee benefit plans and not-for-profit organizations.

Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts.

Sandy Cove Advisors LLC is an independent wealth management firm and registered investment advisor headquartered in Hingham, Massachusetts. The firm was founded by Deirdre R. Prescott in 2010. Sandy Cove Advisors offers financial planning and family office solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and small businesses.

Viking Cruises Ltd. operates as a holding company. The company was founded by Torstein Hagen in 1997 and is headquartered in Woodland Hills, CA.

FirePower Capital /Private Equity/ is the private equity arm of FirePower Capital Corp, founded in 2012 by Ilan Jacobson. The firm is headquartered in Toronto, Canada.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.

Parcion Private Wealth LLC (PPW) is an independent registered investment adviser and wealth management firm founded in 2019. Headquartered in Bellevue, Washington, the firm provides investment advisory services to individuals, trusts, estates, corporations and business entities.

Part of Coldstream Capital Management, Inc., Rosenbaum Financial, Inc. provides investment management, retirement and estate planning, charitable giving, tax, and business valuation advice. The company is based in Portland, OR. The company was founded in 1956 by Fred Rosenbaum. The CEO is Mark Rosenbaum. Rosenbaum Financial was acquired by Coldstream Capital Management, Inc. on September 22, 2021.

Alcon Vision LLC is a company that specializes in innovative eye care solutions. The company is based in Fort Worth, TX and was founded in 1945 by William Conner and Robert Alexander. The company offers both surgical and vision care solutions to their customers. Alcon is dedicated to transforming eye care possibilities into realities through the discovery and development of their innovative eye care products and solutions.

Red Cell Partners LLC (Red Cell Partners) is a venture capital firm founded in 2020 by Grant Verstandig, Josh Lobel and John Tenet. The firm is headquartered in McLean, Virginia.

J2 Ventures Advisors LLC (J2 Ventures) is a venture capital firm founded in 2020. The firm is headquartered in Hingham, Massachusetts.

Concord Health Partners LLC (Concord Health Partners) is a venture capital firm founded in 2017 by Joseph Swedish and James Olsen. The firm headquartered in Summit, New Jersey.

Tegus, Inc. operates as a primary research platform for institutional investors. The firm provides conversations to users via platform with the ability to search, navigate, annotate and analyze. It offers unlimited expert calls at cost, quality recruitment, ease and convenience. The company was founded by Thomas Elnick and Michael Elnick and is headquartered in Chicago, IL.

Construction Loan Services LLC offers loan products for acquisition, development, construction, and bridge financing, including single-asset loans, portfolio loans, and revolving credit facilities. The company also provides material purchase discounts and access to project management, accounting, and BIM technology tools. Builders Capital, one of the largest private construction lenders in the US, has its headquarters in Puyallup, WA, with regional sales offices across the country, including Boise and other locations. The company was founded by Curt Altig and Christopher Patrick Blakeslee, and the CEO is Robert Trent.

Cascadia Capital LLC provides investment banking services. The firm?s services include mergers & acquisitions, corporate finance, strategic advisory services and private capital. The company was founded by Michael Butler, Kevin Cable and Kirk Van Alstyne in 1999 and is headquartered in Seattle, WA.

Founded in 2010, Perkins Coie Trust Co. LLC is a Washington state-chartered trust company located in Seattle, Washington. The firm is a subsidiary of Perkins Coie LLP. They deliver trust, estate settlement and investment advisory services to clients of Perkins Coie LLP. Perkins Coie Trust manages assets in trusts and estates and provides investment advice to clients requiring management of their personal investment portfolios, individual retirement accounts, private foundations or endowments.

Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY.

IOT World Labs, Inc. operates as an IOT platform firm that helps enterprises deploy IOT solutions. Its services include use case design, prototype and integration, support services and implementation and white-labelling. The company was founded by Ashish Khare and Jaideep Sen and is headquartered in Seattle, WA.

Pivotal Investments LLC (Pivotal Investments) is a venture capital firm founded in 2008 by John Miner and Bradley A. Zenger. The firm is headquartered in Portland, Oregon.