Daniel J. Flanagan

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

Choate, Hall & Stewart LLP provides legal services. It offers services in the areas of private equity, technology, intellectual property, mergers & acquisitions, commercial litigation, and insurance & reinsurance litigation. The company was founded in 1899 and is headquartered in Boston, MA.

CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.

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.

Holland & Knight LLP provides legal services. The firm offers four practice sections: litigation, government, business and real estate. It also provides corporate transactions, litigation and dispute resolution, regulator and government affairs and private wealth services. The company was founded in 1968 and is headquartered in Miami, FL.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.

The National Association of Certified Valuators & Analysts (NACVA) is a professional association that provides training from leading experts in consulting fields such as business valuation, financial litigation forensics, business fraud, and mergers and acquisitions. The non-profit company is based in Salt Lake City, UT. NACVA's recognized CVA designation is the most widely recognized business valuation credential and the only business valuation credential accredited by the National Commission for Certifying Agencies (NCCA). The certification process consists of a five-hour proctored exam and a case study. NACVA offers a range of support services, reference materials, software, and customized databases to enhance the professional capabilities and capacities of its members. The CEO of the company is Parnell Black.

Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter.

Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA.

Wingate Wealth Advisors, Inc. provides financial planning and investment management services. The firm serves the individuals, families, retirement plans, and organizations. The company was founded by Jeffrey Hayden White, Peter Laurie Frailey, and Arthur Felix von der Linden Jr. in 1986 and is headquartered in Lexington, MA.

Radius Bancorp, Inc. engages in provision of banking services to individuals, commercial, middle market and small businesses, union organizations, pension funds, municipalities, and non-for-profit organization. It offers checking accounts, saving accounts, personal loans, and mortgages. The company was founded in 1987 and is headquartered in Boston, MA.

LendingClub Bank, NA provides online banking services. The firm offers checking accounts, loans and insurance, credit cards, accounts, , lending, cash management, escrow services and deposit services for personal, business and institutions. The company was founded in 1987 and is headquartered in Boston, MA.

Glycosyn LLC is a biotechnology-based company that develops efficient and cost-effective technologies for synthesizing and producing human milk oligosaccharides (HMOs). The private company is based in Medford, MA. HMOs are major health-giving components of human milk, and Glycosyn owns exclusive rights for methods of manufacturing HMOs as well as for their use in treating inflammatory bowel disease and irritable bowel syndrome, and as prebiotics. Glycosyn Health Initiatives (GHI) is a non-profit dedicated to bringing the benefits of HMOs to those who need them most in the developing world. The CEOs of the company are Howard Newburg, John R. Garrett.

American Society of Appraisers provides education, accreditation and publication for appraisers. It offers international organization of professional appraisers representing all appraisal disciplines: appraisal review and management, business valuation, gems and jewelry, machinery and technical specialties, personal property and real property. The company was founded in 1952 and is headquartered in Reston, VA.

Greater Lexington Chamber of Commerce, Inc. is a business organization located in Lexington, KY. Commerce Lexington Inc. and its predecessor, the Greater Lexington Chamber of Commerce, have been supporting the community since the mid-1990s. The non-profit company serves as a hub for healthcare, retail, and culture in Central Kentucky. The company provides resources for job seekers and entrepreneurs looking to start a business. The company works with partners to develop emerging leaders and expand their capacity to perform in leadership roles. The chamber of commerce has a long history in Lexington, dating back to 1797 when the Society for the first convened.

Entrepreneurs' Organization enables entrepreneurs to learn and grow from each other leading to business success and personal life. The company was founded by Verne Harnish in 1987 and is headquartered in Alexandria, VA.