David A. Whaley

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

The State Teachers Retirement System of Ohio (STRS Ohio) is a State-owned pension fund management firm headquartered in Columbus, Ohio. The firm was founded in 1919 and manages pension assets for active, inactive and retired Ohio public educators. STRS Ohio operates under the guidelines of Chapter 3307 of the Ohio Revised Code as enacted by the Ohio General Assembly. They are legally separated from and fiscally independent of state and local governments.

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.

James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

JB Design, Inc. manufactures stainless steel exhausted system for vehicles, trucks and boats. The company is headquartered in Berea, OH.

Olive Street Investment Advisers LLC (OSIA) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm is a subsidiary of The Jones Financial Cos. LLLP. OSIA provides investment advisory services to individuals and institutional investors.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Leo Burnett Co., Inc. provides advertising services. It offers planning, creation, and management of advertising campaigns. The firm provides promotions, direct marketing services, multimedia and interactive marketing development. The company was founded in 1935 and is headquartered in Chicago, IL.

Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.

Blackman Kallick LLP provides accounting firm services. The company was founded in 1962 and is headquartered in Chicago, IL.

Keating Muething & Klekamp PLL provides legal services. The company serves as legal business needs to client companies with specialized practices in such areas such as commercial finance, bankruptcy and real estate development. It was founded by John L. Muething and is headquartered in Cincinnati, OH.

Lightspeed Management Co. LLC (Lightspeed Venture Partners) is a venture capital firm founded in 1971. The firm is headquartered in Menlo Park, California. It was formerly known as Weiss, Peck & Greer Venture Partners.

Calphalon Corp wholesales and supplies cookware. It also offers bakeware, knives, and cutlery. The company was founded in 1963 and is headquartered in Atlanta, GA.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Rock Island Capital LLC (Rock Island Capital) is a private equity firm founded in 2005 by Alfred Mattaliano and Mike E Nugent. The firm is headquartered in Oak Brook, Illinois.

Mid Michigan Eye Care Center PC is an American company that provides eye care solutions to clients in various areas. The private company's team consists of ophthalmologists, optometrists, and eye doctors.

Part of Midwest Regional Bancorp, Inc., Midwest Regional Bank is a commercial bank based in Festus, MO. The bank offers a comprehensive line of commercial banking products and services, including business loans, checking accounts, and credit cards. The company's Free Mobile App allows customers to bank anytime, anywhere, and their Notifi Alerts keep customers informed of important account activity. Midwest Regional Bank is committed to helping businesses succeed by delivering personalized solutions that streamline operations, speed transaction times, and increase productivity. The company offers hands-on training and ongoing support to help businesses get the most out of their products and services.

GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois.

Innovia Wealth LLC provides investment advice. The private company is based in Grand Rapids, MI. The company was founded in 2007 by Michael Berkemeier.

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.

Higher Ground Labs Management LLC (Higher Ground Labs) is a venture capital firm founded in 2017 by Shomik Dutta and Andrew Mclaughlin. The firm is headquartered in Chicago, Illinois.

RVK, Inc. is a fully independent and employee-owned investment consulting firm that provides strategic investment advice to nearly 200 clients, including corporate and public retirement systems, taft-hartley funds, nonprofit organizations, operating funds, and high-net-worth individuals/families. The private company's mission is to provide unbiased investment advice and long-term solutions to institutional investors, based on their cornerstones of trust, client service, and professional expertise. RVK is headquartered in Portland, OR, and has regional offices in Boise, ID, and Chicago, IL. The company's team-centered approach to client service is provided by their experienced team of consulting professionals.

Brixey & Meyer Capital LLC (Brixey & Meyer Capital ) is a private equity firm founded in 2015 by David S.Brixey. The firm is headquartered in Cincinnati, Ohio.

Village Practice Management Co. LLC engages in the provision of primary health care. Its solutions include care management, clinical innovation, analytics, village home, and data platform. The company was founded by Tim Barry, Clive Fields, and Paul Martino in 2013 and is headquartered in Chicago, IL.

Starcom MediaVest Group, Inc. provides media marketing services. It offers marketing consulting services with specialization in digital display advertising, mobile prints, search engine optimization, radio advertising, and performance marketing. The company was founded in 1999 and is headquartered in Chicago, IL.

Tercera LLC (Tercera) is a venture capital firm founded in 2020 by Chris Barbin. The firm is headquartered in Chicago, Illinois.

Abundant Venture Partners LLC (Abundant Venture Partners) is a venture capital firm founded in 2011 by Andrew Swinand and Eric Langshur. The firm is headquartered in Chicago, Illinois.

NGP Vantage Energy LLC provides investment services. The private company is based in Irving, TX. The CEO of the company is Roger J. Biemans.