Chadwick Schlett

Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

Aptus Capital Advisors LLC (ACA) is a SEC-registered investment advisor headquartered in Fairhope, Alabama, with operations in Cayman Islands. The firm was founded in 2013 by John David Gardner and they are a subsidiary of Aptus Holdings LLC. ACA provides investment services to individuals, small businesses, trusts, estates, registered investment companies, and other registered investment professionals.

Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI).

Wasson Enterprise LLC (Wasson Enterprise) is a venture capital firm founded in 2016 by Gregory D. Wasson and Kim Wasson. The firm is headquartered in Chicago, Illinois.

Holly & Tanager LLC sells wallets, belt bags, totes and backpacks for women. The company was founded by Lindsay Lingle and Kathryn Rogers in March 2017 and is headquartered in Chicago, IL.

Kao USA Inc. manufactures and markets personal care products for men and women. The firm's brands includes Jergens, John Frieda, GUHL, Cur?l, Soft Sense, Bior? and Ban. The company was founded by Tomiro Nagase in 1882 and is headquartered in Cincinnati, OH.

Jack C. Keir, Inc. provides training solutions for financial services professionals seeking to prepare for various financial and insurance certification exams. Its products prepare financial services professionals for the Certified Financial Planner (CFP), Financial Industry Regulatory Authority (FINRA), and several property and casualty examinations. The company was founded by Jack C. Keir in 1968 and is headquartered in Middletown, OH.

MCF Advisors LLC (MCF) is an independent, SEC-registered investor advisor headquartered in Covington, Kentucky. The firm was founded by Robert B. Sathe in 2000 and do-business-as MCF Institutional. MCF provides portfolio management services to individuals, high net-worth individuals, trusts, pension and profit-sharing plans, charitable institutions (which include foundations), and corporations or other businesses.

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.

Hengehold Capital Management LLC (dba HCM Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Michael "Mik” Hengehold in 1990. HCM Wealth Advisors provides comprehensive wealth management, tax, and accounting services to help successful professionals and business owners retire well.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

The Deming Center Venture Fund(Venture Capital) (DCVF) is a venture capital firm founded in 2009. The firm is headquartered in Boulder, Colorado.

Correlation Management LLC (Correlation Ventures) is an independent Venture Capital firm founded in 2006 by David Edward Coats and Trevor Fredric Kienzle. The firm headquartered in san Francisco, California.

Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients.

Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.

Newport Global Advisors LP (Newport Global Advisors) is a private equity subsidiary of NGA HoldCo LLC founded in 2005 by Timothy Thomas Janszen and Ryan Lee Langdon. The firm is headquartered in The Woodlands, Texas.

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Winthrop Capital Management LLC (WCM) is an independent, SEC-registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Gregory J. Hahn in 2007. WCM specializes in the management of equity, high-grade and high yield fixed income portfolio management for both institutional and individual investors.

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Atento Capital LLC (Atento Capital) is a venture capital firm founded in 2020 by Michael Basch and William Gray. The firm is headquartered in Tulsa, Oklahoma.

World Affairs Council of Jacksonville is a non-profit organization. It engages in the citizens of Northeast Florida in becoming informed participants in the global community. The company was founded in 1985 and is headquartered in Jacksonville Beach, FL.

Phillips Edison Grocery Center REIT III, Inc. seeks to acquire and manage grocery-anchored neighborhood and community shopping centers with mix of national, regional, and local tenants selling necessity-based goods and services, and are anchored by a grocery provider in the region, with the specific grocery store demonstrating solid sales performance. The company was founded on April 15, 2016 and is headquartered in Cincinnati, OH.

Rim Semiconductor Co. develops and markets transmission technology products that enable data to be transmitted across copper telephone wire. Its technology products allow telephone companies and enterprise network operators to provide video, data, and voice services over the existing copper telecommunications infrastructure. The company was founded on December 5, 1985 and is headquartered in La Jolla, CA.

Planes Moving & Storage, Inc. engages in the provision of trucking, logistics, and storage services. It offers local moving, long distance moving, packing services, storage, and global moving. The company was founded in 1921 and is headquartered in West Chester, OH.

AT&T Broadband & Internet Services provides cable television, high speed cable Internet and digital telephone services. The company is headquartered in new York, NY.

Moseley & Reece, Inc. supplies and wholesales groceries. The company is headquartered in Mount Airy, NC

Chicago Child Care Society provides innovative, community-based education and social service programs that address the current and emerging needs of vulnerable children and their families. Chicago Child Care Society has been serving children and families since 1849, Located in Hyde Park, CCCS is the oldest existing child welfare agency in the state of Illinois.