Katherine Rose Licau

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Backcountry Capital LLC (Backcountry Capital) is a private equity firm founded in 2011 by Brandon Giles. The firm is headquartered in Denver, Colorado.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

AIP LLC (American Industrial Partners) is a private equity firm founded in 1989. The firm is headquartered in New York City, New York.

Mark Andy, Inc. manufactures narrow and mid web printing and converting equipments. Its products include digital series, versa max, performance series p3, performance series p5, performance series p7, 2200, proled uv led curing, pm100 plate mounter, vpm400 plate mounter, mobile roll lift and supplemental equipment and accessories. The company was founded by Mark Andrews Sr. in 1946 and is headquartered in Chesterfield, MO.

Facilitator Capital Funds (FCF) is a private equity firm founded in 1997 by Gustavus F. Taylor and Robert L. Zobel. The firm is headquartered in Milwaukee, Wisconsin.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Federal Home Loan Bank of Chicago provides banking and financial services. Its services include asset liability management, cash management, community investment and housing programs, letter of credit, liquidity and funding, and safekeeping. The firm also provides liquidity for home mortgage loans to members approved as participating financial institutions through the Mortgage Partnership Finance program. The company was founded in 1932 and is headquartered in Chicago, IL.

VanZandt Controls LLC specializes in the packaging, distribution and servicing of automated valves. The firm offers its products under the categories of upstream, downstream and midstream. The company was founded by Lance VanZandt in January 2015 and is headquartered in Odessa, TX.

Shape Technologies Group, Inc. develops and supplies waterjet technology and ultrahigh-pressure manufacturing process solutions. It specializes in automatic assembly, material handling, process control, robotic motion systems, waterjet technology, and aftermarket parts. The company was founded in 2013 and is headquartered in Kent, WA.

Scada Products LLC engages in the provision of automation and measurement solutions. It offers artificial lift, environmental compliance, data visualization and hosting, wellpaid solutions, truck Wi-Fi, supply chain solutions, and services such as portable gas analysis, electrical and instrumental services, gas measurement, board repair, and coriolis cleaning. The company was founded in 2000 and is headquartered in Denver, CO.

Independence Wealth Advisors, Inc. (IWA) is an independent asset management firm headquartered in McLean, Virginia. The firm was founded in 2006 by Kathleen Elizabeth Duffy. IWA provides investment advisory and portfolio management services to individuals and institutional clients.

PT Samator Gas Industri operates gas filling stations. The private company is based in Surabaya, Indonesia. The Indonesian company was founded in 1992. Rachmat Harsono has been the CEO of the company since 2008.

PT Samator produces industrial gases. The company is based in Surabaya, Indonesia.

Listen Ventures LLC (Listen Ventures) is a venture capital firm founded in 2010 by Jeff Cantalupo. The firm headquartered in Chicago, Illinois.

Aon Investments USA, Inc. (AIUSA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1981 and is wholly owned by Aon Consulting, Inc., an indirect subsidiary of its ultimate parent Aon Plc (NYSE: AON) in Ireland. AIUSA provides professional investment advisory and consulting services to institutional clients.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

Factor75 LLC engages in the provision of personal chef service. The firm offers paleo diet, keto diet, gluten-free diet, and nutrition coaching. The company was founded by Nick Wernimont, Mike Apostal, and Ryan Rouse in 2013 and is headquartered in Batavia, IL.