Andre Garnet

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

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.

Cove Street Capital LLC (CSC) is a registered independent investment advisor headquartered in El Segundo, California and was founded in 2011. CSC provides advisory services to charitable organization; high-net worth individuals; insurance companies; investment companies; pension and profit sharing plans; pooled investment vehicle; individuals; corporations or other businesses; and state or municipal government.

Bonfyre, Inc. engages in the design and development of an employee experience platform. The firm offers Bonfyre application. The company was founded by Mark Sawyier, Chris Dornfeld, and Raymond Gobberg in 2012 and is headquartered in St. Louis, MO.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

Enterprise Bank, Inc. provides banking services. The private company is based in Lianga, Philippines.

Verifi, Inc. provides global electronic payment and risk management solutions for card-not-present merchants. It provides global payment acceptance, processing, order screening and revenue recovery, maximization to fraud, risk management and enterprise payment security. The company was founded in 2005 by Matthew Katz and is headquartered in Los Angeles, CA.

Kinexus Co. provides wealth management services. The company is headquartered in New York, NY.

Paranet Solutions LLC provides information technology services. The firm offers Data Protection, IT Security Management and Consulting, Cloud Solutions, Managed IT services and Professional services. The company was founded in 1991 and is headquartered in Carrollton, TX.

Augury Capital Management LLC (Augury Capital) is a private equity firm founded in 2006 by David Truetzel. The firm is headquartered in St. Louis, Missouri.

The Arizona Community Foundation, Inc. operates as a non profit organization that provides services to the community. It offers charitable giving, philanthropy, donor advised funds, estate planning, charitable bequests, legacy giving, and scholarship services. The company was founded in 1978 and is headquartered in Phoenix, AZ.

Hela Capital partners LLC seeks investment opportunities in mid-size companies located in the United States. The fund targets companies operating in the field of financial services. It provides financing for LBO transactions.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations.

Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities.