Rebecca Rogge

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Saturna Capital Corp. is an independent, SEC-registered investment advisor headquartered in Bellingham, Washington. The firm was founded by Nicholas “Nick” Kaiser in 1989. Saturna Capital advises a variety of accounts divided between (1) investment management accounts for individuals, families, trusts, estates, corporations, and retirement plans and (2) pooled investment funds (mutual funds and private partnerships).

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Consilio LLC provides eDiscovery software solutions and services. It offers document review services, discovery consulting, forensic consulting services, and law department management. The company was founded in 2002 and is headquartered in Washington, DC.

Cambria Investment Management LP (Cambria) is an independent, SEC-registered investment advisor headquartered in Manhattan Beach, California. Originally founded by Eric W. Richardson and Mebane T. Faber in 2006 as Cambria Investment Management, Inc., the firm underwent a structural change in 2012 and has since been known as Cambria Investment Management LP. Cambria provides investment advice to the Cambria Trust Funds and Cambria Digital Advisor Accounts.

K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California.

Billeter Wealth Management, Inc. provides investment advisory services. It offers transparency and avoid conflicts of interest in providing unbiased investment management strategies to each client. The company was founded by Bruce W. Billeter in 2007 and is headquartered in Mead, WA.

Part of The PNC Financial Services Group, Inc., PNC Business Credit, Inc. provides business credit services.

NFX Capital Management LLC (NFX Capital) is a venture capital firm founded in 2015. The firm is headquartered in San Francisco, California.