Josh Berthold

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.

Founded in 1983, Keating Investment Counselors, Inc. is a registered investment advisor that manages assets for individuals and pension and profit sharing plans. The firm is located in Delray Beach, Florida.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Maxar Technologies ULC engages in the provision of operational solutions to commercial and government organizations. Its products include SecureWatch, Crow’s Nest, WeatherDesk, SeaStar Information Service, GeoHIVE, analytic reports, spatial on demand, global enhanced GEOINT delivery, and eeospatial services. The firm serves the consumer mapping, environmental, mining, mobility & logistics, satellite communications, telecommunications, U.S. defense, U.S. intelligence, international civil Government, and international defense & intelligence sectors. The company was founded by John S. MacDonald and Werner Dettwiler on February 3, 1969 and is headquartered in Westminster, CO.

Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment.

Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

CBIZ MHM LLC provides accounting and tax services. It specializes in return preparation, valuation, internal audit, mergers & acquisitions, financial advisory and consulting, focused industry services, risk and advisory, corporate recovery services, and transactional advisory services. The company is headquartered in Fairborn, OH.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Emerging Vision, Inc. engages as a retail optical store. It offers care products and services. The company is headquartered in New York, NY.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Loop Capital Asset Management -TCH LLC (LCAM) is an SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 1985 and formerly known as Taplin, Canida & Habacht LLC. In 2022, Loop Capital Asset Management LLC acquired the firm from BMO Asset Management Corp. They are ultimately owned by Loop Capital Holdings LLC. LCAM offers customized fixed income portfolio management services primarily to institutions, such as retirement and pension accounts, government entities, trusts, estates, endowments and foundations.

Carrier Ventures, Inc (Carrier Ventures) is a venture capital subsidiary of Carrier Global Corp founded in 2022. The firm is headquartered in Florida.

VAS Aero Services LLC provides aftermarket services in the aviation industry. Its services include asset management, distribution, program, re-distribution, and repair management services. The company was founded in 1979 and is headquartered in Boca Raton, FL.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Tyco International (US), Inc. engages in the provision of security, fire protection, and detection products and services. The company is headquartered in Exeter, NH.

Boyne Capital Partners LLC (Boyne Capital Partners) is a private equity firm founded in 2006 by Jim R. Malone and Derek A. McDowell. The firm is headquartered in Miami, Florida.

KPS Capital Partners LP (KPS Capital Partners) is a private equity firm founded in 1997 by Eugene Keilin, Michael Psaros and David Shapiro. The firm is headquartered in New York.

Guidepoint Global LLC provides research services to investors. Its services include phone consultations, events, surveys and data insights. The company was founded by Albert Sebag in 2003 and is headquartered in New York, NY.

Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York.

Palm Beach Capital Partners LLC (Palm Beach Capital) is a private equity firm founded in 2001 by Shaun McGruder and Nathan Ward. The firm is headquartered in West Palm Beach, Florida.

FundStrat Global Advisors is an independent research boutique that provides fundamental, technical, and quantitative research to a broad array of clients, including institutional investors, wealth advisors, pension funds, and high net worth individuals. The private company is based in New York, NY, and focuses on delivering analysis, not opinions, to aid in clients' investment process. The firm also has a retail-facing service for smaller investors called FSInsight. FundStrat's data-intensive approach seeks to exploit anomalies and identify sectors and stocks with a high likelihood of outperforming the market. Founded in 2014 by Thomas J. Lee and John Sungho Bai, the company is well-known for custom-tailoring research to clients' unique needs and interests.

Johnson Controls Fire Protection LP provides life safety and property protection solutions. Its solutions include fire alarm, fire sprinkler, fire suppression, integrated security, communications and nurse call systems. The company was founded in 2001 and is headquartered in Westminster, MA.

Founded in 1995, Sabal Trust Co. is an independent wealth management firm offering investment management, trust and IRA services and estate settlement services. The firm is headquartered in St. Petersburg, Florida.