Jeff Muhs

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

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.

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.

Certeza Fund Advisors LLC (Certeza) is a SEC-registered investment advisor headquartered in Providence, Utah. The firm was founded by Brett R. Nelson in 2020 and is owned by Certeza Asset Management LLC. Certeza manages investment portfolios for individuals, high net worth individuals, trusts, foundations, businesses and corporations.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

RETV Management LLC (RET Ventures) is a venture capital firm founded in 2017 by John Helm. The firm is headquartered in Park City, Utah.

Instructure, Inc. develops software technology for institutes. The firm specializes in learning management system, education platform, employee engagement and corporate learning. It develops, delivers, manages and tracks engaging academic and employee development programs. The company was founded by Devlin Daley and Brian C. Whitmer in September 2008 and is headquartered in Salt Lake City, UT.

DigiCert, Inc. provides enterprise-grade secure sockets layer, internet of things, and public key infrastructure (PKI) solutions for identity and encryption. It supports TLS and other digital certificates for PKI deployments at any scale through its certificate lifecycle management solution CertCentral. The company was founded by Ken Bretschneider and Chuck West in 2003 and is headquartered in Lehi, UT.

Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

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.

FinClusive Capital, Inc. develops block chain architected digital banking, routing and payments platform. The company is headquartered in Guilford, VT.

Adams Wealth Management LLC /Private Equity/ (Adams Wealth Management) is the operating division of Adams Wealth Management LLC for the management of AIM Ventura Capital Fund a growth equity fund founded in 2019 by Greg Cole and S. Craig Adams. The firm is headquartered in Logan, Utah.

Vision Ridge Partners LLC (Vision Ridge Partners) is a firm founded in 2008 by Reuben Aguilar Samuels Munger. The firm is headquartered in Colorado, United States.

Washington Analysis LLC is an institutional research firm headquartered in Washington, DC. The firm was founded in 1973 and is a subsidiary of Accounting Research & Analytics LLC, which is owned by MSCI, Inc. (NYSE: MSCI). Washington Analysis focuses on anticipating and analyzing changes in public policy that will impact the financial markets. Their expertise lies in assessing investment risks and opportunities arising from legislative, judicial and regulatory developments across the sectors most impacted by policy developments including financial services and housing, healthcare, energy (including utilities/FERC, oil & gas, pipelines and renewables), defense, tax, trade and TMT (tech, media and telecommunications).

Seven Canyons Advisors LLC (Seven Canyons) is an independent investment advisory firm headquartered in Salt Lake City, Utah. Formerly known as Ark Global Asset Management LLC, the firm was founded in 2017 and is owned and managed by Spencer Stewart and Eric Moessing who are both founders. Seven Canyons provides investment management services to investment companies, private funds, and separately managed accounts (SMA).

Mercato Management LLC (Mercato Partners) is a venture capital subsidiary of Mercato Partners Acquisition Corp. founded by Greg Warnock and Alan Hall in 2007. The firm is headquartered in Salt Lake City, Utah.

Banyan Ventures LLC (Banyan Ventures) is a venture capital firm founded in 2003 by Darin Gilson, Tyler Thatcher, and John Dunn. The firm is headquartered in Holladay, Utah.

Part of Accenture Plc, eLogic Group LLC is a company that provides IT consulting and SaaS services. The company is based in West Henrietta, NY. The company was founded by Michael Shields. Kris Shields has been the CEO of the company since 2012. eLogic Group was acquired by Avanade, Inc. on September 28, 2022.

Pure Healthcare, LLC provides home health care services. The company is headquartered in Salt Lake City, UT.

Solar Energy Partners LLC is a private company based in Turlock, CA that was founded in 2017 by Dave Madrid, Clint Williams, and Alex Williams. The company's mission is to bring clean energy, abundant savings, and peace of mind to every single homeowner. Solar Energy Partners LLC provides a service that allows homeowners to switch to clean energy and save money.

Vivint, Inc. provides smart home technology services. It offers security sensors, touch screen control panels, automatic door locks, non-emergency and severe weather alerts. The firm delivers services through a cloud-based platform that integrates wireless features and components to provide simple, affordable home security, energy management and home automation. The company was founded by Todd R. Pedersen, Alexander J. Dunn and Keith Nellesen in 1999 and is headquartered in Provo, UT .

ION Solar LLC provides solar energy equipment. It offers design, installation and inspection, and system maintenance services. The company was founded by Jimmy Slemboski in 2013 and is headquartered in Provo, UT.

Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah.

GotChosen, Inc. develops a native social network that brings communities together and gives away scholarships to students. It delivers online advertising landscape by bringing social to websites and apps. The company was founded by Osvaldo G. Silva in 2011 and is headquartered in Orlando, FL.

1Flourish Capital LLC (1Flourish Capital) is a venture capital firm founded in 2016 by David A. Lane, Reid Rutherford, Skip Vaccarello and Andrew Miller. The firm is headquartered in Mountain View, California.

BringChange Labs India Pvt Ltd operates as an AI-driven social-emotional learning platform.

KoreConX, Inc. is a software company. It is a secure and permissioned block chain infrastructure and ecosystem for fully compliant issuance, trading, clearing, settlement, management, reporting and corporate actions for digital securities worldwide. The company was founded by Oscar Jofre and Jason Futko and is headquartered in New York, NY.

Inveniam Capital Partners LLC engages in the provision and development of digital financial instruments. It offers a software as a service (SaaS) technology platform, which assists financial professionals to digitize securities utilizing the block chain technology to model securities as data, not code. The company was founded in 2015 and is headquartered in New York, NY.