Ian Jameson

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Legato Capital Management LLC (Legato) is a privately held, 100% employee-owned SEC-registered investment advisor and fund of funds manager headquartered in San Francisco, California. The firm was founded by Victor Hymes and Adam Lawlor in 2004. Legato provides its manager-of-managers advisory services to institutional clients, such as public and private pension plans and charitable organizations, through separate account or private investment fund structures.

ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Khosla Ventures LLC (Khosla Ventures) is a venture capital firm founded in 2004 by Vinod Khosla. The firm is headquartered in Menlo Park, California.

Discord, Inc. develops video games for tablets and smartphones. It provides card and console games and web services to its customers. The company was founded by Jason Citron in 2012 and is headquartered in San Francisco, CA.

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.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Rowbotham & Co. LLP provides domestic and international tax and audit compliance as well as advisory services. The firm offers assurance, tax, and consulting services. The company was founded by Brian Rowbotham in 1991 and is headquartered in San Francisco, CA.

Zenda Capital (Zenda Capital) is a venture capital firm founded in 2021 by Esteban Reyes. The firm is headquartered in Miami, Florida.

VSC Ventures (VSC Ventures) is a venture capital firm founded in 2021 by Vijay Chattha. The firm is headquartered in San Francisco, California.

Scale AI, Inc. develops software to help customers. The firm focuses on human microtasks such as image annotation, transcription, categorization, comparison, phone calls or data collection. Its products include image recognition, audio transcription, categorization, comparison, phone calls, and data collection. The company was founded by Alexander Wang and Lucy Guo in 2016 and is headquartered in San Francisco, CA.

trycourier.com, Inc. operates as a smart notification platform company. The company was founded by Troy Goode and in 2019 and is headquartered in San Francisco, CA.

Phantom Auto, Inc. operates as a teleoperation platform which remotely operates and monitors vehicles. The company was founded by Elliot Katz, Ohad Dvir and Shai Magzimof in 2017 and is headquartered in Mountain View, CA.

NewView Capital Management LLC (NewView Capital) is a venture capital firm founded in 2018. The firm is headquartered in Burlingame.

Greystar Real Estate Partners LLC is an Independent Private Equity/Venture Capital firm founded in 1993 by Bob Faith. Headquartered in Charleston.

Hospice of the Foothills was founded in 1979 by a group of volunteers with the goal of developing a program which would meet the unique needs of terminally ill patients and their families. The philosophy that guided the first board of directors was to develop a broad base of community involvement and support for the Hospice program. The original philosophy continues to guide its today and makes Hospice volunteers and donors an integral part of its organization. The Hospice program was based on three fundamental objectives help those with life limiting illness to live with dignity, serenity and comfort, support the patient and their families through the time of death, continue to support the bereaved family after the loss of a loved one.

Summit Wealth & Retirement Planning provides investment advice. The private company is based in Danville, CA. The company was founded in 1987. Robert Anthony Cucchiaro has been the CEO of the company since 2012.

Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Kimpton Hotel & Restaurant Group LLC owns and operates hotels and restaurants. It also offers meetings and weddings event services. The firm also leads the hospitality industry in eco-friendly practices that span all hotels and restaurants. The company was founded by Bill Kimpton in April 1981 and is headquartered in San Francisco, CA.