Tracy McCarthey

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions.

Skye International, Inc. designs, develops and markets consumer lifestyle appliances, including, initially a full suite of electric tankless water heaters. It focuses on commercializing Paradigm line of point-of-use water heaters and Heatwave line of commercial point-of-use water heaters for small lavatory and bathroom applications. The company was founded in 1993 and is headquartered in Scottsdale, AZ.

CRC Crystal Research Corp. develops technologies and products for homeland security and energy exploration applications. Its focus is on the inorganic, green and renewable green energy technologies for production of NuCarbide, NuPowerGas, NuPower, and on technologies that provide for manufacturing or growing of various types of crystals utilized in a large number of military, medical and industrial applications. The company was founded by Kiril A. Pandelisev on March 22, 1993 and is headquartered in Phoenix, AZ.

Apriem Advisors is an independent registered investment advisor headquartered in Irvine, California. The firm was co-founded by Mark Iwamoto and Harmon Kong in 1998 as Iwamoto Kong & Co., Inc. Apriem Advisors provides investment advisory services to high-net-worth clients, which includes individuals and families, trusts and estates, and individual participants of retirement plans. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses.

Portrait Software Ltd. develops and sells a suite of software products for Customer Interaction Optimisation. Its software is used by large organisations to deliver great customer service and to dramatically improve customer revenues, profitability and loyalty by applying insight and intelligent decisioning at the point of customer interaction. The firm engages with each of their customers as individuals, resulting in improved customer profitability, increased retention, reduced risk, and outstanding customer experiences. The company is headquartered in Henley-on-Thames, the United Kingdom.

Part of The Michaels Cos., Inc., Aaron Brothers Holdings, Inc. is a retail artists supplies company. The company is based in Los Angeles, CA. Aaron Brothers Holdings was acquired by Michaels Stores, Inc. on March 08, 1995 for $5.30 million.

Del Webb Corp. builds homes and provides recreational facilities. It designs, develops and provides general contracting, remodeling and renovation services for residential buildings, including Single-family and multi-family houses, townhomes, apartments, and modular housing. The company was founded by Del E. Webb in 1928 and is located in Bloomfield Hills, MI.

Autus Asset Management LLC (Autus) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Mark Fiedler in 2001 and was acquired by Parallel Advisors LLC in 2023. Autus provides customized portfolio management solutions to individuals, pension and profit-sharing plans, other investment advisers, trusts, estates, charitable organizations, corporations and business entities.

American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX.

The Institute of Electrical & Electronics Engineers, Inc. is a non-profit organization that owns and operates technical professional association. It provides membership and services, societies and communities support, publication services, and conferences and events. The company was founded in 1884 and is headquartered in New York, NY.

Dinan & Co LLC provides investment banking services. It specializes in merger and acquisition, valuation and fairness opinions, and merchant banking advisory services. The company was founded by Michael A. Dinan in 1988 and is headquartered in Phoenix, AZ.

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.

Beazer Homes LLC provides home construction services. It designs, builds, and sells single-family homes throughout the United States. The company is located in Nashville, TN.

BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL.

LawLogix Group, Inc. provides web based compliance and case management software solutions. It offers EDGE, an immigration forms, e-filing, billing and case management system for law firms and non-profit and community based organizations and globe trotter, an immigration forms and case management system for enterprise, healthcare organizations and universities. The company was founded by Francis D. Siciliano II, Brian D. Taylor and James Trammell in 2000 and is headquartered in Phoenix, AZ.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Anderson Security Agency Ltd. provides professional security services. Its services include sky watch and mobile command unit. The company was founded by Kimberly Anderson-Matich in 1994 and is headquartered in Phoenix, AZ.

Part of Cable One, Inc., Cable America Missouri LLC is a company that offers internet, digital cable, and digital phone services. The company is based in Scottsdale, AZ. The company also provides tools for companies to grow and be successful. Cable America Missouri was acquired by Cable One, Inc. on December 30, 2021 for $113.10 million.

Science Foundation Arizona is a 501(c)(3) non-profit foundation located in Phoenix, Arizona. They were formed in 2006 through the collaboration of three statewide CEO business organizations: Flagstaff 40, Greater Phoenix Leadership and the Southern Arizona Leadership Council. Science Foundation Arizona seeks to diversify Arizona's economy through strategic research and development investments.