Derick Duchodni

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.

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Allstate Investment Management Co. (AIMCO) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Allstate Non-Insurance Holdings, Inc., which is owned by The Allstate Corp. (NYSE: ALL). AIMCO provides investment advice to pension/profit-sharing plans, charitable organizations, non-domestic insurance companies, corporations and/or other business entities. The firm acts as managing member and investment manager for the Allstate Short Term Pool and as a collateral manager for various collateralized debt obligation trusts.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

J.P. Morgan Growth Equity Partners Holdings, Inc. (J.P. Morgan Growth Equity Partners) is a private equity and venture capital firm founded in 2021. The firm is headquartered in New York.

HSBC México SA is a commercial bank operating company. It engages in operating in the fields of banking, insurance, financing bonds, investment funds, retirement benefits management and securities. The company was founded on July 22, 1941 and is headquartered in Mexico City, Mexico.

Battery Ventures is a private equity and venture capital firm is founded in 1983. The firm is headquartered in Boston, Massachusetts.

ETF.com LLC provides news, analysis and events for exchange-traded funds. It operates different publications in the field of ETFs and index-related investments. The firm which also provides conferences and events in the ETF space is majority-owned by its managing partners. The company was founded by James Wiandt in 2001 and is headquartered in San Francisco, CA.

Big Bang LLC offers software and hardware training consulting services. The firm offers both training and consulting for symantec ghost as well as the only true hardware independent windows PC imaging software, the universal imaging utility. It also offers universal imaging utility for all their PC cloning and deployment. The company was founded in 2001 and is headquartered in Franklin, WI.

Village Green Cos. provides property management and other related services for apartment owners. Its services include property management, commercial and retail, business development, client services, and VG preferred services. The company was founded in 1966 and is headquartered in Farmington Hills, MI.

DEW Wealth Strategies LLC (DEW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clayton, Missouri. Founded in 2002, DEW provides private wealth management and investment management advice to individuals, families, closely held businesses, trusts, and institutions.

Wisniewski Wealth Management LLC (Wisniewski) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was co-founded by Scott D. Wisniewski and Ramin R. Baranpourian in 2009 as Arianna Capital Management LLC. Wisniewski provides investment management services to individuals, high-net-worth individuals, trusts, estates, business entities, charitable organizations and pension and profit-sharing plans.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

Standing Partnership, Inc. provides consulting and marketing services provides consulting and marketing services. The firm specializes in strategy, corporate social responsibility, public affairs, internal communications, and issues and crisis management. The company was founded in 1991 by Cathy Dunkin and is headquartered in St. Louis, MO.

Founded in 2008, Parkside Financial Bank & Trust is a trust company and investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Parkside Financial, Inc.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

HireLevel provides staffing services. It offers direct hire services to help companies fill full-time positions; payroll services, includes traditional outsourced payroll, reporting, tax filings and workers compensation; and employment services, such as, timekeeping, employee self-serve and employee benefits. The company was founded by Teresa Katubig in 1995 and is headquartered in Marion, IL.

St. Louis Cardinals LLC operates as a baseball team in the central division of the National League of the Major League Baseball (MLB). The company was founded in 1882 and is headquartered in St. Louis, MO.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

Pagemill Partners serves the global technology market, with as many as 1/3 of their transactions in a given year occurring on a cross-border basis. The company's strategic relationships built through years of active dialog have resulted in more than 160 closed transactions since 2005. Pagemill Partners is among the most active investment banks in the market. Pagemill Partners is a premier investment bank located in the heart of Silicon Valley, with a solid track record of completing successful transactions for technology and media companies. Specializing in merger and acquisition advisory, they have closed more than 160 transactions since 2005. The Pagemill Partners team works in close partnership with its clients to consistently achieve extraordinary outcomes through a combination of transaction experience, domain expertise, and personal commitment to the success and objectives of their clients and their shareholders. The company's bankers are highly experienced in Enterprise, infrastructure and application software, Semiconductors, Internet and media, Communications, Storage, Security, Technology-enabled services And many other technology sub-segments. The Pagemill Partners team is composed of a distinguished set of individuals and deal makers who have demonstrated excellence and leadership throughout their professional careers. The number and quality of their completed transactions speaks volumes about our experience, excellence and expertise.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Scytl Secure Electronic Voting SA provides electronic and online voting, election management and election modernization solutions. It offers election training, online voter registration, candidate management, electronic ballot delivery and results consolidation. The company was founded by Jorba Andreu Riera and Carles Rovira in 2001 and is headquartered in Barcelona, Spain.

Cercano Management LLC /Private Equity/ (Cercano Management) is a venture capital subsidiary of Cercano Management LLC founded in 1986 by Paul Gardner Allen. The firm is headquartered in Bellevue, Washington.

Advantage Capital Partners (Advantage Capital) is a private equity firm founded in 1992 by Steven T. Stull and David W. Bergmann. The firm is headquartered in New Orleans, Louisiana.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL.

The Center for Entrepreneurship provides education services. The private company is based in Ann Arbor, MI. The company was founded by Jeffrey Richard Lamb.