Brandon Mark Petterson

Upfront Ventures Management LLC (Upfront Ventures) is a venture capital firm founded in 1996 by Steven J. Dietz and Yves B. Sisteron. The firm is headquartered in Santa Monica, Calirfornia.

Alta Capital Management LLC (Alta Capital) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 1981 and is principally owned by Guardian Capital LLC, ultimately owned by Guardian Capital Group Ltd. (TSE: GCG) in Canada. Alta Capital provides management services to institutional and private investors.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

Part of First Horizon Corp. (Tennessee), FTN Financial Capital Markets is an American company that provides investment services. The company is based in Memphis.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.

Stance, Inc. designs and manufactures socks for men, women, and kids. It offers performance, casual, artist, snow and santigold socks for men; tomboy, invisibles, boot socks and anklets for women; and everyday, artist and snow for kinds. The firm offers its products online, as well as through dealers in Brooklyn, Monrovia and San Clemente. The company was founded by Aaron Hennings, Ryan Kingman, Taylor Shupe, Richard P. Alden, Jeffrey Kearl and John Wilson in 2009 and is headquartered in San Clemente, CA.

Galaxy Digital Capital Management LP (Galaxy Ventures) is a venture capital of Galaxy Digital Holdings Ltd. founded in 2018 by Michael Edward Novogratz. The firm is headquartered in New York.

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.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Clearview Capital LLC (Clearview Capital) is a private equity firm founded in 1999 by James Andersen, Pete Doolittle and Calvin Neider. The firm is headquartered in Stamford, Connecticut.

Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California.

Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints.

Founded in 2005, Yellowstone Partners is a wealth management firm and registered investment advisor headquartered in Idaho Falls, Idaho. The firm provides investment management services to individuals, banking and thrift institutions, investment companies including mutual funds, pension and profit sharing plans and charitable organizations.

The Law Society of Upper Canada engages in the provision of legal services. The company was founded in 1797 and is headquartered in Toronto, Canada.

Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California.

Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah.

Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.

Leavitt Equity Partners LLC (Leavitt Equity Partners) is a health care focused, value-add investor founded in 2014. The firm is headquartered in Salt Lake City, Utah.

Kickstart Capital LLC (Kickstart Capital) is a venture capital firm founded in 2008 by Gavin Christensen. The firm is headquartered in Cottonwood Heights, Utah.

DCVC Management Co LLC (DCVC) is a venture capital firm founded in 2011 by Zachary Bogue and Matthew Ocko. The firm is headquartered in San Francisco, California.

Trive Capital LLC (Trive Capital) is a private equity firm founded in 2012 by Conner Searcy and Chris Zugaro. The firm is headquartered in Dallas, Texas.

Schola, Inc. is an educational software company. It offers Marketing for Schools, Enrollment Boosting, and School Matching for Parents. The company was founded by Jaime Martinez and is headquartered in Scottsdale, AZ.

Sepio Capital LP is a SEC-registered investment advisor and wealth management firm headquartered in Salt Lake City, Utah. The firm was founded in 2017 and is a wholly-owned subsidiary of Sepio Capital Holdings LLC. Sepio Capital offers investment advisory services to high net-worth individuals, families, trusts, estates, charitable organizations, businesses, institutional investors and pooled investment vehicles.

Montage Partners Inc (Montage Partners) is a private equity firm founded in 2004 by Jordan M. Tate. The firm is headquartered in Scottsdale, Arizona.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

The Insight Group, Inc. operates as an independent wealth management firm. It offers portfolios based on the capital markets. The firm provides retirement and financial planning services. The company was founded by Mark Matley and Paul Salisbury in 1993 and is headquartered in Salt Lake City, UT.

Peterson Ventures Partners LLC (Peterson Ventures) is a venture capital subsidiary of Peterson Partners, Inc founded in 2008 by Joel C. Peterson. The firm is headquartered in Salt Lake City, Utah.

GreenPark Sports, Inc. develops digital and mobile gaming services. The company was founded by Chad Meredith Hurley, Nick Swinmurn and Ken Martin in 2018 and is headquartered in Burlingame, CA.

1047 Games LLC offers computer gaming services. The company was founded by Ian Proulx & Nicholas L. Bagamian and is headquartered in Zephyr Cove, NV.

Anthos Management LP (Anthos Management ) is a private equity firm founded in 2007. The firm headquartered in Santa Monica, California.