Sam Farmer

Professional Advisory Services, Inc. (PASI) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vero Beach, Florida. The firm was co-founded by Kenneth M. Ligon II and Ronald J. Jaffe in 1977. PASI’s clients are individuals with personal custodial accounts, trusts, and individual retirement accounts (IRAs). They also invest for a number of corporate clients who have pension, profit-sharing, and 401(k) plans. Additionally, the firm invests for charities and business entities.

1st Source Bank operates as a chartered commercial bank. It offers personal banking and electronic services. The company was founded in 1863 and is headquartered in South Bend, IN.

Eagle Global Advisors LLC (Eagle Global) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and is principally owned by Edward Allen and Steven Russo. Eagle Global provides investment advice to high-net-worth individuals, retirement plans for corporations and unions, financial institutions, trusts, endowments, foundations, and registered and unregistered investment companies.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Great Wolf Resorts Holdings, Inc. owns and operates indoor water parks and resorts. The firm offers arcade and game rooms, fitness rooms, themed restaurants, spas, supervised children's activities, and other amenities. The company was founded in 1997 and is headquartered in Chicago, IL.

Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.

Part of Franklin Covey Co., Covey Leadership Center, Inc. provides consulting services. The company is based in Provo, UT. The company was founded by Stephen R. Covey, Ron McMillan. Covey Leadership Center was acquired by Franklin Covey Co. on June 02, 1997 for $140 million.

Founded in 2000, EarlyBirdCapital, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a subsidiary of EBC Holdings, Inc. and their ultimate parent is Firebrand Financial Group, Inc. (NASDAQ: FFGI).

Advanced Information Systems Group, Inc. provides engineering support services. Its services includes commercial systems engineering, training, specialized staff augmentation and technology integration services. The company was founded by Kevin L. Jackson in 1991 and is headquartered in Orlando, FL.

Stratis Authority, Inc. provides security solutions for the public and private institutions. The company is headquartered in San Antonio, TX.

The Society of Women Engineers is an organization that advocates for women in engineering and technology. The non-profit company is based in Chicago, IL. The company provides data and research resources on gender equity in engineering and acknowledge the value of a diverse community that includes race/ethnicity, religion, and family. Karen Horting has been the CEO of the company since 2013.

Isabella Capital LLC (Isabella Capital) is a venture capital firm founded in 1999 by Margaret Wyant. The firm is headquartered in Cincinnati, Ohio.

The Institute of Industrial & Systems Engineers, Inc. provides educational services to industrial and systems engineers. It offers design, improvement and installation of integrated systems of people, materials, information, equipment and energy. The company was founded in 1948 and is headquartered in Norcross, GA.

The Learning House, Inc. designs and develops online education programs and courses. Its services include product development, market research, marketing and lead generation, admissions and enrollment management, student retention, curriculum development and management, faculty training, professional development, learning management systems and technical support. The company was founded by Denzil Edge and Sharon M. Edge in 2001 and is headquartered in Louisville, KY.

NPE LLC provides fitness-related business marketing tools and coaching programs. The firm advises fitness businesses on how to market themselves for growth and development. It offers software, coaching and marketing campaign tools. The company was founded by Sean R. Greeley and Eric Ruth in 2006 and is headquartered in Orlando, FL.

Inlight Wealth Management LLC is an independent advisory firm that focuses on preserving and growing wealth while simplifying their clients' financial lives. The private company is based in Atlanta, GA and was founded in 2017 by Jason S. Joffe, who has been the CEO since then. The company provides expertise, focus, and execution that enables their clients to delegate the work of managing their wealth. Inlight Wealth Management offers customized solutions and services that are as nuanced as their clients' needs. The company organizes their clients' financial pictures into comprehensive plans, provide reporting on all of their assets, and handle many of the administrative details involved in the implementation and maintenance of their plans.

Young Indian Pvt Ltd. provides investment services, The company is headquartered in Delhi, India.