Scott P. Dias

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Wagmo, Inc. operates as a pet wellness company. The firm offers monthly wellness plan that reimburses members for routine care services that keep pets healthy. It helps pet parents get the best care for dogs and cats by offering plans that cover the day-to-day essentials, including routine and preventative expenses such as annual exams, vaccines, and grooming. The company was founded by Christie Horvath and Ali Foxworth and is headquartered in Brooklyn, NY.

Climate Club Holdings PBC is a company that helps leading companies embed sustainability into their employee experience and drive net zero emissions across every department, team, and employee. The company is based in Scarsdale, NY. The company has a software platform that is purpose-built to reduce carbon emissions, save costs, increase revenue, and retain talent in alignment with net zero targets and strategic business goals. The company works with some of the most recognizable companies in the world to help them maximize the impact of sustainable actions across their business. The company was founded by Adam Braund, Philip Charm. Adam Braund has been the CEO since incorporation.

The FinTech Sandbox, Inc. is a non-profit organization that offers free access to important datasets and resources to help entrepreneurs build their early-stage fintech products through its data access residency program. The non-profit company is based in Boston, MA and was founded by David Jegen. The program has already helped over 310 startups, who in turn collaborate with current and past residents to share knowledge and advancements. Additionally, the company oversees initiatives such as Fintech Week and Mass Fintech Hub, which are aimed at making the Commonwealth a leader in fintech.

Jobble, Inc. operates online portal to post jobs and select workforces. It serves gig economy, food and beverage, delivery, retail, and light industrial. The company was founded by Zachary Smith and Corey Bober on September 19, 2014 and is headquartered in Boston, MA.

Dvx Ventures LLC (Dvx Ventures) is a venture capital firm founded in 2019 by Jon McNeil, Karim Bousta and Henry Vogel. The firm is headquartered in Boston, Massachusetts.

The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL.

Part of Raymond James Financial, Inc., Raymond James Financial International Ltd. is a brokerage services provider. The company is based in London, UK.

TowerIQ, Inc. engages in the design, manufacture, and sale of emergency communication systems. It enables agencies and brokers to facilitate compliant communications from application to binding. The firm's technology supports clients, agents, and carriers at each stage of the transaction to collect, process, and transfer data at scale. The company was founded by Adam Demos, Michail B. Medvinsky, Connor Crowley, and Dan Hurwitz in 2017 and is headquartered in Boston, MA.

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.

The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Pantera Advisors LLC (Pantera) is a SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded by Daniel W. Morehead in 2003 as Pantera Capital Management LP. Pantera serves as the investment adviser, with discretionary trading authority, to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis.

Pantera Capital Management (Pantera Capital) is a venture capital arms of Pantera Advisors LLC founded in 2003 by Daniel Wayne Morehead. The firm is headquartered in San Francisco, California.

Digital Assets Data, Inc. provides data, information and transparency to cryptoassets, including currencies, platforms, applications, side chains, security tokens, and initial coin offers (ICOs) through subscription services to hedge funds and other institutional investors. The company was founded by Michael Alfred, Jason Yatesin and Eddie Alfred and is headquartered in New York, NY.

ZenLedger, Inc. provides website featuring online non-downloadable software for crypto currency. The firm specializes in cryptocurrency tax management. The company was founded by Patrick Larsen, Bryan Starbuck, Drew Nordstrom, Saqib Rasool and Kumar T and is headquartered in Bellevue, WA.

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.

Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen.

Northern Trust Global Investments Ltd. (NTGIL) is an investment management firm headquartered in London, UK. The firm was founded in 2000 and is a subsidiary of Northern Trust Management Services Ltd., ultimately held by Northern Trust Corp. (NASDAQ: NTRS) in the US. NTGIL provides passive and active investment advisory services for cash, fixed income and passive investment advisory services for equity portfolios and funds to institutional clients.

Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Kingfield Corp. engages in the development of a client service platform. It provides solutions for the challenges facing custody banks and investment managers. The company was founded by Craig Welch and John Rodefeld and is headquartered Naples, FL.

Eze Software Group LLC provides software based investment technology solutions. It specializes on providing office solutions to buy-side and sell-side asset managers. The firm's services encompass implementation, product support, project management, managed services, and sell-side services. The company was founded in January 2013 and is headquartered in Boston, MA.