Eric Flottmann

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

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.

Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.

NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.

Securian Financial Services, Inc. engages in the provision of securities and investment advisory services. The company was founded on March 27, 1984 and is headquartered in Roseville, MN.

Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.

Iplaymusic, Inc. operates as a music player. The private company is based in Menlo Park, CA. The company was founded by Stewart Putney.

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.

Boka Sciences, Inc provides biotechnology services. It develops human hydration assessment tests using biomarkers. The company was founded by Andrew Byars and is headquartered in Santa Barbara, CA.

Promentis Pharmaceuticals, Inc. engages in the develop of novel compounds for the treatment of schizophrenia and other central nervous system disorders. The firm's drug development efforts are focused on the neurotransmitter glutamate and its critical role in the pathophysiology of schizophrenia and other disesses. It discovers, develops and markets new drugs for the treatment of important human diseases, focusing initially on developing a new antipsychotic drug to treat schizophrenia. The company was founded by David A. Baker and John Mantsch in 2007 and is headquartered in Milwaukee, WI.

Penblade, Inc. designs, develops, and manufactures safety scalpels for use in surgical applications. The company was founded by Branden D. Rosenhan in 2013 and is headquartered in Salt Lake City, UT.

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.

Minnesota Life Insurance Co. engages in provision of health and life insurance services. It offers financial security for individuals and businesses in the form of insurance, pensions and investments. It also offers financial, retirement, group insurance and asset management services. The company is founded in 1880 and is headquartered in St. Paul, Minnesota.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland.

Carson Tahoe Hospital, Inc. provides healthcare services. It offers cardiovascular, behavioral health, imaging, medical imaging, laboratory, and surgery and wound care services. The company was founded in 1949 and is headquartered in Carson City, NV.

Blue Cross & Blue Shield of Kansas City provides health insurance products and related services. The company's services include individual & family plans, group health insurance plans, and prescription drug list. It offers its services in Kansas and Northwest Missouri. The company was founded in 1983 and is headquartered in Kansas City, MO.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Gradient Analytics LLC (Gradient) is an independent equity research firm headquartered in Phoenix, Arizona. It was founded by Carr Bettis and Donn Vickrey in 1996 and formerly known as Camelback Research Alliance. The firm is a wholly-owned subsidiary of Sabrient Systems LLC, which acquired the firm in August 2011. Gradient has particular expertise in financial analysis, forensic accounting and executive behavior. They publishes academically rigorous, unbiased, objective insights into the financial performance and equity valuation of liquid publicly traded companies globally for mutual fund managers, hedge fund managers, and other professional money managers.

Hoffman Instrumentation Supply, Inc. provides vacuum, process solutions, and orbital tooling technologies and services. It has three subdivisions namely HIS Vacuum Products, HIS Process Solutions and Fabrication, and HIS Orbital Tooling Technologies. The firm also serves as the distributor of Pacific Northwest for Haskel and BuTech high pressure products and systems. The company was founded in 1979 and is headquartered in Hillsboro, OR.

Keats, Connelly & Associates LLC provides immigration consultation and cross-border financial planning services. Its services encompass tax planning and preparation, investment management, estate planning, retirement planning, risk management, advice on immigration options, and custodial services. The company was founded by Robert F. Keats in 1990 and is headquartered in Phoenix, AZ.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.

Ironwood Financial LLC is a financial planning and advisory company. The private company is based in Tucson, AZ. The company has a team of Certified Financial Planners and Advisors who provide direction and clarity for their clients' future. Ironwood Financial was founded in 2009 by Rydan Durant Case, Cean Nicholas Kenefick-Rogers, Alexander David Marek.

The RAND Center for Middle East Public Policy (CMEPP) provides expertise on the Middle East. Their analysts focus on political, social, economic and technological developments in and around the region. Through research and analysis, CMEPP helps public and private decision makers solve problems, tackle challenges and identify ways to make society safer, smarter and more prosperous. The firm is located in Arlington, Virginia.

Salt River Community Property Development & Asset Management provides asset management and commercial development services. It currently manages land and property along the 101 Corridor from Chaparral to McDonald Drive. The company was founded in 2000 and is headquartered in Scottsdale, AZ.

ReddyPort, Inc. engages in the development and provision of oral care endoscopy adapter and components. Its products include CO2 capnometry, patient microphone kit, and oral care kit. The company was founded by Andrew Hansen, Joseph Orr, and Chak Reddy and is headquartered in Salt Lake City, UT.

MedMountain Ventures (MMV) is a venture capital firm founded in 2018 by Branden D. Rosenhan. The firm is headquartered in Holladay, Utah.

LVL3 LLC (LVL3) is a private equity firm founded in 2017 by Scott Rayden. The firm is headquartered in Portland, Oregon.

3Q Digital LLC provides digital marketing solutions. It is a digital marketing agency that offers display, social media, mobile and video advertising, as well as creative services and SEO. The company was founded by David Rodnitzky in 2008 and is headquartered in Chicago, IL.