Michael Wade

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.

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

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.

Jenson Services, Inc. is a development stage company. The private company is based in Salt Lake City, UT.

Insignis, Inc. provides financial data aggregation services. The firm offers portfolio intelligence, which provides information to optimize daily investment management activities and overall fund management. Its services encompass neutral application, performance measurement, compliance, and accounting. The firm serves pension plan sponsors, global custodians, investment advisors, portfolio managers, pension consultants, and brokerage firms. The company was founded in 1985 and is headquartered in Chicago, IL.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Spur Capital Partners LLC (Spur Capital Partners) is a venture capital firm founded in 2001 by Paul Fetsch, Paul Gompers, Joan Conniff Heidorn, and Brad Kelly. The firm is headquartered in Bartlesville, Oklahoma.

ACI Electronics LLC distributes electronic components to the military and aerospace industries. It offers a line of military/hi-rel, space level/rad-hard and commercial components such as discrete semiconductors, integrated circuits, passives, displays and magnetics. The company was founded by Bernard Kobb in 1969 and is headquartered in Denver, CO.

Paragon Capital Management, Inc., dba Paragon Wealth Management (PWM), is an independent, SEC-registered investment advisor headquartered in Provo, Utah. The firm was founded in 1986 by David "Dave” Young. PWM provides advisory services to individuals, pension and profit-sharing plans and other ERISA accounts, trusts, estates, and business entities.

Adams Street Partners LLC (Adams Street Partners) is a private equity firm founded in 1972 by George H Spencer and Shahab Rashid. The firm is headquartered in Chicago, IL, with offices in Austin, Beijing, Boston, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney and Tokyo.

D. A. Davidson Cos. provides investment banking services. Its services include integrated brokerage, capital markets and money, and trust and wealth management services. The company operates through D.A. Davidson and Co., Investment Advisors, Trust Co., Fixed Income Management, and Davidson Travel. D. A. Davidson was founded in 1935 and is headquartered in Great Falls, MT.

Pittsburgh Steelers Sports, Inc. owns and operates a professional American football franchise. It also markets sports merchandise, match tickets and collectable game items. The company was founded by Arthur Joseph Rooney on August 19, 2009 and is headquartered in Pittsburgh, PA.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Part of Zions Bancorporation, NA, Zions Bank Capital Markets is a company based in Salt Lake City, UT.

PNC Mezzanine Capital (PNC Mezzanine Capital) is a private equity subsidiary of PNC Holding LLC founded in 1989 by David J Blair. The firm is headquartered in Pittsburgh, Pennsylvania.

Cross Creek Advisors LLC (Cross Creek Capital) is a venture capital subsidiary of Wasatch Advisors, Inc. founded in 2006 by Karey D. Barker. The firm is headquartered in Salt Lake City, Utah.

Part of Mr. Cooper Group, Inc., WaMu Investments is a company based in Bellevue, WA. WaMu Investments was founded by Rebecca C. Schmitt.

Risk & Insurance Management Society, Inc. (RIMS) was engaged to advancing the practice of risk management. The company focused to bring networking, professional development, certification, and education opportunities to the risk management professionals. RIMS was founded on 1950 and headquartered in New York, USA.

Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.

Fresh Consulting LLC engages in the provision of design and development services for websites and mobile applications. It offers technology, marketing, business strategy, graphic design, mobile, web systems, word press development, video, social, online and content marketing services. The company was founded by Jeffrey Dance and Steve Hulet in 2007 and is headquartered in Bellevue, WA.

Vutiliti, Inc. engages in the development of real-time utility monitoring and reporting mobile application that guides consumers to conserve water and energy by reducing their utility bills everyday. The company was founded by Stephen Ellis in 2015 and is headquartered in Sandy, UT.

W.S.S. Holding A/S is an investment holding Danish company. The private company is based in Nørresundby, DK. and has a global presence of subsidiaries in several regions.

Citi Global Wealth Management SAM (Citi GWM) is a Monaco-based wealth management subsidiary of Citigroup Global Markets Ltd., ultimately held by Citigroup, Inc. (NYSE: C), a multinational investment bank and financial services corporation headquartered in New York City. Founded in 2007, Citi GWM offers a full range of global investment products and tailored financial solutions to family offices and the ultra high net worth individuals resident in Monaco.

Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.

VWS Holdco, Inc. operates as a holding company. It provides waste disposal and landfill services. The company is headquartered in Fort Worth, TX.