Christina Kluttz

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.

Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers.

ControlScan, Inc. engages in the provision of compliance and security solutions. It offers managed security, security testing, PCI compliance, PCI validation, and HIPAA compliance. The company was founded by Richard Stanton in 2005 and is headquartered in Alpharetta, GA.

The Ithaka Group LLC (Ithaka) is a SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 and is a subsidiary of Odysseus Management LLC. Ithaka provides investment advisory services to individuals, SEC registered investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.

TPG Capital LLC is a Private Equity firm, a subsidiary of TPG Capital Advisors LLC founded in 1992 by William S. Price and James George Coulter. The firm is headquartered in Fort Worth with additional offices in London and São Paulo.

Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO.

The American Marketing Association operates professional associations for marketers. The company offers services to marketing professionals including best practices and research studies, job resources, publications and directories. Its publications include flagship semi-monthly magazine Marketing News, as well as journal of marketing, journal of public policy and marketing and a variety of newsletters. The company was founded in 1931 and is headquartered in Chicago, IL.

Part of SCM Group SpA, SCM Group USA, Inc. supplies solid wood, moulders, sanders, related equipment, and related wood processing services. The company is based in Duluth, GA.

Technology Association of Georgia operates as a personal, professional, and business association. The company was founded in 1999 and is headquartered in Atlanta, GA.

Alabama Shakespeare Festival, Inc. is a non-profit organization which organizes and products theatrical performances and educational and outreach programs. It offers theatre in the Mind Lecture series, ASF venue rentals, summer camps, acting academy, schoolfest, and travel packages. The organization was founded by Martin Platt in 1972 and is headquartered in Montgomery, AL.

Decker Wealth Management LLC (DWM) is an independent SEC-registered asset management firm headquartered in Nashville, Tennessee. The firm was founded by William S. (Bill) Decker in 2009. DWM provides financial planning, consulting, and investment management services to individuals, trusts, estates, and investment companies.

UPC Capital Ventures LLC (UPC Capital Ventures) is a venture capital firm, a subsidiary of UPC Energy Group founded in 2014 by Brian Eugene Caffyn and John Wallington. The firm is headquartered in Boulder, Colorado.

Synthio, Inc. provides business to business social sourced data solution. It offers a contact database sourced from social media, along with data cleansing, e-mail validation, and lead generation. The company was founded by Aaron Biddar and Richard Stanton in 2011 and is headquartered in Atlanta, GA.

Argent Mill, Inc. operates in the retailing industry. The company was founded by Sali Christeson and Eleanor Turner and is headquartered in San Francisco, CA.

Battle Investment Group LLC (Battle Investment Group) is a private equity firm founded in 2015 by David Battle. The firm is headquartered in Atlanta, GA.

Gain Life, Inc. develops digital health coaching platform. Its platform specializes in behavior design. The company was founded by Jonathan Baker, Sean Eldridge, and John Peters and is headquartered in Boston, MA.

Shadow Ventures LLC (Shadow Ventures) is a venture capital firm founded in 2017 by K.P. Reddy. The firm is headquartered in Atlanta, Georgia.

Paybright, Inc. engages in development of a lending and payments platform. It provides consumers with pay-later solutions at retailers, both online and in-store. The company was founded in 2009 and is headquartered in Toronto, Canada.

Patient Square Capital is an Independent Private Equity/Venture Capital firm founded by Jim Momtazee and Maria Walker. Patient Square Capital is headquartered in Menlo Park.

Phood, Inc. is a company founded in 2018 that provides universities with a solution to enhance their dining services and generate profit. The company is based in Boulder, CO. Phood allows students to use their dining dollars to order food from delivery services like DoorDash at no extra cost to the university. The company also offers an ambassador program for students and a submit form for campuses to request Phood's services.

Equal Opportunity Ventures LLC (EO Ventures) is a venture capital firm founded in 2019 by Ronald Fryer and William Helman. The firm is headquartered in Boston, Massachusetts.

Tilled, Inc. is a software company that provides a platform for monitoring and monetizing merchant payments to maximize revenue potential. The company is based in Boulder, CO. The company's services include documentation and quickstarts for building webhooks and understanding payment intents. The company was founded by Caleb Avery and he has been the CEO since incorporation.

Verity Venture Partners LLC (Verity Venture Partners) is an venture capital firm founded by Tina S. Bou-Saba and Matt S. Levin in 2021. Verity Venture Partners LLC is headquartered in San Francisco, California.

UPC Merchant Processing LLC is a company that aims to provide solutions, savings, and smiles to its customers. The company is based in Boulder, CO and was founded by Caleb Avery. The company offers fair rates that do not increase over time, and they do not require any commitments from their clients.

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).