Jason Geisler

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Alpha Transform Holdings LLC is a private company that aims to bring about a new era of financial and technological innovation through the use of decentralization, blockchain technology, and web 3 infrastructure. The company is based in Sheridan, WY and has subsidiaries in the United States. The company provides strategic advisory, acceleration, and capital to its portfolio companies to drive innovation and success. The company was founded by Enzo Villani, Michael Terpin, and Michael G. Onghai, with Enzo Villani serving as the CEO since incorporation.

Transform Group LLC operates as a blockchain public relations, advisory, events and social media company. It is an open, thriving community of skilled blockchain professionals, companies, developers, and others, with local events in key cities to create growth and connectivity in the blockchain space and with online communication and collaboration. The firm creates communication, connection and collaboration between members globally via web platform, email communications and chat applications, so members can share insights, opportunities, skills and deal flow from different markets. The company was founded by Michael Terpin and David A. Johnston in 2013 and is headquartered in Henderson, NV.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)

Prospect Capital Management LLC(Prospect Capital) is a private equity firm founded in 1988. The firm is headquartered in New York.

GSC Group, Inc. provides financial, insurance and real estate services. The company is based in Houston, TX.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Founded in 2003, FIG Partners LLC is a broker/dealer specializing in mid- and small-cap bank and thrift stocks. They strive to generate superior returns for institutions and high net-worth individuals through integrated trading, sales and research. They are employee-owned. FIG Partners is a member of the NASD and the SIPC. They are located in Atlanta, Georgia.

Part of Zurich Insurance Group AG, the company is an insurance concern. The company is based in Schaumburg, IL.

Engineering Solutions, Inc. provides information technology and engineering services. Its services system development, systems management, program management, and information assurance. The company was founded by Raymond Dalpee and Michael Dalpee in 1998 and is headquartered in Hanover, MD.

Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

PA Capital LLC (PA Capital) is a private equity subsidiary of New York Life Investments Alternatives LLC founded in 1997 by Louis William Moelchert. The firm is headquartered in Richmond, Virginia.

Johnson Lambert LLP provides accounting services. Its services include financial statement audit, tax services, regulatory services, risk assurance services, advisory services, and IT consulting. The company was founded in 1986 by Deborah Lambert and Larry H. Johnson and is headquartered in Vienna, VA.

Curi Holdings, Inc. provides medical insurance services. The firm markets and sells professional liability insurance, employee benefits, and commercial insurance to medical practices. The company was founded in January 2014 and is headquartered in Raleigh, NC.