Michael E. Kisber

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

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.

Courtroom Connect provides internet connection services. The firm is divided into two business lines-content services and litigation services. Its content Services business streams audio, video, evidentiary exhibits, and text from courtroom proceedings, including trials, hearings, and oral arguments and litigation Services business provides Internet access, video streaming, text streaming, and videoconferencing for law firms, court reporting firms, courts, and litigation support companies. The company was founded by Michael Breyer and Louis Goldberg in 2001 and is headquartered in Marietta, GA.

InspereX LLC is a broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by Thomas S. Rickets and Joe Rickard in 1999 as Incapital LLC. They are a subsidiary of InpereX Holdings LLC. InspereX provides market participants cloud-tech tools and market-linked product education to better execute their trading strategies and manage their portfolios.

ADP Brokerage Services Group provides financial and brokerage processing service. Its services include transaction processing systems, desktop productivity applications, and investor communication services. The company is located in New York, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen.

First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN.

Part of Leadership Foundations, The International Women's Forum is a women's forum membership organization. The company is based in Washington. The American company was founded in 1974 by Maureen A. Kindel, Elinor Guggenheimer. Stephanie Mathews O'Keefe has been the CEO of the company since 2016. The International Women's Forum was acquired by Leadership Foundations on January 01, 2021.

The Employee Benefit Research Institute develops a saving application. The private company is based in Washington.

Michael Coiro has been the CEO of the Puerto Rican company since 2020. The Convergence Group LLC is a private company that focuses on delivering exceptional results through the efforts of their exceptional people.

Baldwin Bell Green LLC operates as a management consulting firm focusing on strategy, operations and IT. The firm offers financial, health care and technology services. It serves insurance, automotive industry and managing IT sectors. The company was founded by Thomas D. Steiner and Steven Run in 2003 and is headquartered in New York, NY.

Part of Altamar CAM Partners SL, Altamar Capital Partners SL operates as a private equity firm. The company is based in Madrid, Spain and was founded in 2004.

Granite State Capital Management LP (Granite State Capital) is a private equity subsidiary of Granite State Capital Management LLC founded in 2016. The firm is headquartered in Greenwich, Connecticut with an additional office in New York.

Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY.