Peter Schmidt

Lenox Wealth Management, Inc. engages in the provision of independent and objective financial planning, wealth management, and family office services. The company was founded by William Cooper Procter in 1887 and is headquartered in Cincinnati, OH.

Frazier Management LLC (Frazier Healthcare Partners) is a venture capital subsidiary of Frazier & Co Inc. founded in 1991. The firm is headquartered in Seattle, Washington.

Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

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.

Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations.

HydroCision, Inc. develops, manufactures and markets fluid-jet based surgical tools. Its products include spinejet system, spinejet XL, hydrodiscectomy system and allograft system. The company was founded by Kevin P. Staid and Timothy E. Moutafis in 1994 and is headquartered in North Billerica, MA.

PFM Health Sciences LP (PFM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Chris James in 2004 as Partner Fund Management LP. PFM serves as an investment advisor to private investment funds in which qualified investors invest directly.

The Scripps Research Institute is a private, non-profit research organizations that performs basic biomedical research in molecular & cellular biology, chemistry, immunology and neuroscience. They receive the majority of its funding from federal agencies such as the National Institutes of Health. The organization also partners with pharmaceutical companies and is affiliated with the Scripps hospital group. The organization was founded in 1955 and is headquartered in La Jolla, California.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

Fund Evaluation Group, Inc. provides investment consulting services. The private company is based in Cincinnati, OH. Fund Evaluation Group was acquired by Fund Evaluation Group /Management/ from Old National Bancorp on September 19, 2005.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

The Innovation Factory LLC (The Innovation Factory) is an incubator firm headquartered in Duluth, Georgia. The firm is founded by Thomas D. Weldon and Charles E. Larsen in 1999.

Founded in 1987, Pantheon Ventures (US) LP is a private equity firm headquartered in San Francisco. The firm is the U.S. investment arm of Pantheon Ventures (UK) LLP. Their ultimate parent is Affiliated Managers Group, Inc. (NYSE: AMG), which acquired the firm in June 2010. Pantheon Ventures manages regional primary investments, global secondary and infrastructure investments and customized separate account programs.

Laurion Capital Management LP (LCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2005 and is primarily owned by Ben Smith and Sheehan Maduraperuma. LCM provides investment advisory services to pooled investment vehicles that operate as private investment funds. Investors in the funds are financially sophisticated, individual and institutional investors that may include endowments, corporations, family offices, banks, pension and profit-sharing plans, government plans, trusts, estates, other business entities, and private investment funds.

American Association for Clinical Chemistry, Inc. (AACC) is a scientific and medical professional organization that focuses on clinical laboratory science and its application to healthcare. The organization is based in Washington and was founded in 1948. AACC provides leadership in education, advocacy, and collaboration to help lab professionals adapt to change and provide vital insight and guidance for patient care. The organization offers accreditation programs, press releases, media advisories, and statements that spotlight scientific, clinical, and technological breakthroughs. AACC has a longstanding commitment to provide customers with the best possible experience every time they use the AACC website. Mark J. Golden has been the CEO of the American company since 2020.

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.

Drake Center, Inc. provides medical and rehabilitative care services. The company is headquartered in Cincinnati, OH.

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.

Part of NSi Industries LLC, Total Cable Solutions, Inc. provides network connectivity cables. The company is based in Springboro, OH. The company was founded in 2009. The CEO is Charles W. Hoskins. Total Cable Solutions was acquired by Lynn Electronics Corp., part of NSi Industries LLC from June 20, 2022 on March 15, 2021.

Epidarex Capital Partners LLC (Epidarex Capital) is a venture capital firm founded in 2010 by Kyparissia Sirinakisvin. The firm is headquartered in Bethesda, Maryland.

Cintrifuse Fund Management LLC (Cintrifuse Fund) is a venture capital subsidiary of Cintrifuse founded in 2012. The firm is headquartered in Cincinnati, Ohio.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

Crashbay Com Inc provides online automotive repair services. The private company is based in Milton, Canada. The Canadian company was founded by Andrew Daniels.

JP Morgan & Co. provides financial services. The private company is based in Singapore, Singapore.

Empactful Capital LLC (Empactful Capital) is a private equity/venture capital firm founded in 2016 by Sal Detrane and Arnold Silverman. The firm is headquartered in Doylestown, Pennsylvania.

LISA Insurtech LLC is a company that utilizes cutting-edge technology to streamline the insurance industry's processes. The company is based in Lewes, DE. The company uses LISA Gateway, a technological enabler that creates a digital ecosystem for brokers, insurance companies, and bank assurance. The CEO of the company is Gino Bustamante.

Insurtech Ohio LLC operates as a business organization for the insurance sector. The private company is based in Columbus, OH. The company was founded by Andrew Daniels, who has been the CEO since incorporation.

Allostery Investments LP provides investment advice. The private company is based in Stamford, CT and has subsidiaries in Cayman Islands. The company was founded in 2022 by Christopher John Staral. Christopher John Staral has been the CEO since 2022.

BNY Mellon IHC LLC provides investment services. The company is headquartered in New York, NY.

Zwivel LLC is an all-encompassing plastic surgery platform. The company was founded by Gary Breslow and Craig Abramowitz in 2012 and is headquartered in Paramus, NJ.

Med-Compliance IQ, Inc. develops software solutions for healthcare industry. The company was founded by Gary Ross in November 2015 and is headquartered in Powell, OH.

Creatively Alive LLC develops a mass spectrometry data analysis software. The company was founded by Hall Johnson and Michael Freitas and is headquartered in Columbus, OH.

Huffman Prairie Holdings LLC (HPH) is an independent investment adviser headquartered in Miamisburg, Ohio. The firm was founded in 2018 by Shane Connor. HPH provides investment advisory services to institutional clients.