Linda M. Kerschner

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts.

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.

Keane Capital Management, Inc. provides investment advice. The company was founded by Peter Keane in 1999 and is headquartered in Charlotte, NC.

Colony Capital Management LLC (Colony) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Allen Hewett, Jr., in 2004 as Pointer Capital LLC. They are a subsidiary of Long Pine Investors LLC, ultimately owned by Norfolk Southern Corp. (NYSE: NSC). Colony provides portfolio management services to high-net worth individuals, trusts, estates, charitable institutions, foundations, endowments, corporate and municipal retirement plans, Taft Hartley plans, corporations, and other business entities.

New Republic Partners, Inc. provides financial services. The private company is based in Charlotte, NC. The CEO of the company is Thomas Karl Hoops.

Charlotte Angel Partners LLC (Charlotte Angel Partners) is a venture capital firm founded in 2000. The firm is headquartered in North Carolina, United States.

Five Points Capital, LLC.(Five Points Capital) is a private equity and subordinated debt investment firm founded in 1997. The firm headquartered in Winston-Salem, North Carolina. The firm is a subsidiary of BB&T Corp. (NYSE: BBT).

Part of Truist Financial Corp., Suntrust Robinson Humphrey Capital Markets is a security brokerage services company. The company is based in Nashville, TN.

Noro-Moseley Partners (NMP) is a venture capital firm founded in 1983 by Charlie D. Moseley. The firm is headquartered in Atlanta, Georgia.

Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022.

The YMCA of Greater Charlotte operates as a community service organization. It serves all people, regardless of their ability to pay, with programs that develop the spirit, mind, and body. It provides traditional daycare, an after school enrichment program, and day camp activities. It also offers programs designed to develop the spirit, mind and body through cardiovascular and muscular activity. The company was founded in November 1874 and is headquartered in Charlotte, NC.

Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

ArborGen, Inc. develops biotechnology tree seedling products. It also provides conventional and technology enhanced seedlings to the forestry industry. The firm's seedling products span the entire technology spectrum, from conventional seedlings to biotechnology seedlings. The company was founded on February 7, 2000 and is headquartered in Ridgeville, SC.