Brandon W. Brooks

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions.

Trinity Capital Investment LLC ("Trinity") is an independent Venture Capital firm founded in 2008 by Steven L. Brown. The firm is headquartered in Phoenix, Arizona.

Sterling Investment Management LLC (Sterling) is an independent wealth management firm and registered investment advisor headquartered in Tucson, Arizona. The firm was founded by John H. Payne in 1995 as Sterling Investment Management LLC and became a limited liability company in 2022. Sterling provides sophisticated portfolio management services to high-net-worth individuals, endowments, foundations, and corporations located throughout the US.

NumberFire, Inc. operates as a sports analytics platform. It platform applies quantitative analysis and statistical reasoning to the world of fantasy football. The firm enables users to browse around for players, read the forums for advice and take the daily poll. The company was founded by Nik Bonaddio in September 2010 and is headquartered in New York, NY.

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.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Compass Lexecon LLC provides legal services. It offers legal services to corporations and government clients. The company is headquartered in Washington, DC.

SVN International Corp. engages in the provision of commercial real estate services. It offers brokerage, consultation, asset management, property management, leasing, accelerated marketing, and auction services. The company was founded by R. Rand Sperry and Mark E. Van Ness in 1987 and is headquartered in Boston, MA.

Pinnacle Wealth Management Group, Inc. (Pinnacle) is an independent registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by Daniel A. Cesta in 2005. Pinnacle provides discretionary portfolio management services to individuals, high net worth individuals, and corporations or other business entities.

Heron Bay Capital Management LLC (HBCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Bloomfield Hills, Michigan. The firm was founded in 2019 and is wholly owned by Seivest LLC. HBCM offers investment advisory services to individuals, high net-worth individuals, trusts, retirement plans, and estates.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Arrowroot Capital Management LLC (Arrowroot capital) is a private equity firm founded by Matthew j. Safaii in 2013. The firm is headquartered in Marina Del Rey, California.

Orion Mine Finance LLP (Orion Mine Finance) is a private equity firm founded in 2008 by Oskar Lewnowski. The firm is headquartered in New York.

Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ.

The Oregon Bioscience Association is a non-profit membership association that advocates for and promotes the growth and quality of the bioscience industry in the region. The association is based in Portland, OR. The non-profit company seeks to create opportunities for their members through advocacy, cultivation, education, and group purchasing discounts. The association is affiliated with several other organizations, including the Biotechnology Innovation Organization and the Medical Device Manufacturers Association. The bioscience industry in the region has experienced significant growth, with a bio footprint of $10.70 billion and 47,238 jobs created.

The General Hospital Corp. provides healthcare services. It offers diagnostic and therapeutic are in every specialty and subspecialty of medicine and surgery. The firm's care center provides cancer, digestive disorders, heart disease, transplantation and vascular medicine services. The company was founded in 1811 and is headquartered in Boston, MA.

Society of Surgical Oncology (SSO) is a community of cancer surgeons dedicated to delivering the highest quality surgical care for cancer patients. The private company is based in Arlington Heights, IL, and was founded by Monica Jain. SSO promotes research, quality standards, and knowledge exchange to improve cancer outcomes. The organization offers educational webinars, events, and resources to inspire members and spur growth. The Annals of Surgical Oncology, with over 25 years of publication excellence, is the leading resource for cancer surgeons worldwide.

SportsGrid, Inc. provides sports services. It offers audio and video sports wagering network. The company was founded by Jeremy Stein and Louis M. Maione and is headquartered in Brooklyn, NY.

Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC.