Everett B. Coulter

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

MFS Fund Distributors, Inc. engages in security brokers, dealers, and flotation companies. The company is headquartered in Boston, MA.

Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them.

CA Indosuez SA provides commercial banking and financial management services. It offers credit solutions, loans, savings account, money transfer, and currency exchange. The company is headquartered in Paris, France.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Alpaca VC Investment Management LLC (Alpaca VC ) is a venture capital arm of Corigin Holdings LLC founded in 2010 by Ryan Freedman. The firm is headquartered in New York.

Birchbrook is an independent registered investment advisor headquartered in Bangor, Maine. The firm was founded by Jean Deighan and Jenifer Butler in 1994 as Associates, Inc. and changed its name to Birchbrook in 2021. Birchbrook provides investment advisory and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and self-directed retirement plans.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Eze Software Group LLC provides software based investment technology solutions. It specializes on providing office solutions to buy-side and sell-side asset managers. The firm's services encompass implementation, product support, project management, managed services, and sell-side services. The company was founded in January 2013 and is headquartered in Boston, MA.