Steven Paul Capozza

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.

Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide.

D.E. Master Blenders 1753 BV engages in the manufacturing and marketing of coffee and tea products. The company was founded in 1753 and is headquartered in Amsterdam, the Netherlands.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

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

Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients.

Part of RSM US LLP, Wallace Sanders & Co. provides accounting services. The company is based in Dallas, TX. Wallace Sanders was acquired by RSM McGladrey, Inc. on September 07, 2000.

Prime Therapeutics LLC provides pharmacy benefits and services to insurance providers. The company manages pharmacy benefits for health plans, employers, and government programs including Medicare and Medicaid. It processes claims and delivers medicine to members, offering clinical services for people with complex medical conditions. The company was founded on August 28, 1998 and is headquartered in Eagan, MN.

Calamos Advisors LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles.

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

Blue Cross & Blue Shield Association provides healthcare insurance services. The firm operates several business initiatives in support of the Blue Cross and Blue Shield companies and represents the Blue System in national forums. It offers insurance products to all segments of the population, including large employer groups, small business and individuals. The company was founded in 1982 and is headquartered in Chicago, IL.

World Business Chicago provides economic data and statistical assistance services. The company was founded in 1999 and is headquartered in Chicago, IL.

Minnesota Business Partnership, Inc. engages in helping the Minnesota residents maintain a high quality of life ensuring that the state's economy remains strong and globally competitive. The firms works with elected officials, state agency staff, and others on a range of public policy issues relevant to all Minnesotans such as education, jobs, economy, and health. The company was founded in 1977 and is headquartered in Minneapolis, MN.

Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them.

Family Service League, Inc. provides social services. Its services include addiction services, children and youth programs, children with autism, early childhood, family mental health and counseling, family support, housing and homeless services, integrated health care, senior services, technology and employment, trauma and crisis counseling and veterans assistance. The company was founded in 1926 and is headquartered in Huntington, NY.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Crow Holdings Capital Partners LLC is an independent private equity firm founded in 1948. The firm is headquartered in Dallas.

Blue Cross & Blue Shield of Minnesota Foundation is a non-profit organization based in Minneapolis, MN. The foundation focuses on improving the health of communities in Minnesota by providing grants to organizations that work towards health equity and addressing social determinants of health. Dana Erickson has been the CEO of the non-profit company since 2022.

The Hellenic Initiative operates a fund-raising initiative to develop economic and business improvement programs. The American company was founded by Andrew N. Liveris.

Fieldpoint Private Holdings, Inc. operates as a bank holding company whose subsidiaries provide banking services. The company is based in Greenwich, CT and has subsidiaries in the United States. The CEO of the company is Russell H. Holland.

Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT.

The National Hellenic Museum is a cultural institution located in Chicago, IL. The museum offers group and school tours on Greek culture, history, art, and the immigrant experience. Visitors can explore Hellenism, or Greek heritage and ideals that are represented in the exhibitions, programs, and collections. The museum's library and resource center includes books, publications, and documents on Greek immigrant history and the artistic and literary work of Greek people and the Greek culture. The National Hellenic Museum preserves the history of Greek Americans by collecting the recorded or written interviews and memoirs of individuals or groups.

First Rate, Inc. develops software applications. Its reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. The company was founded by David A. Stone in 1991 and is headquartered in Arlington, TX.