Kent Arthur Usell

Countrywide Financial Corp. provides mortgage banking services. It offers ancillary services such as home equity loans and homeowners insurance. The company was founded by Angelo R. Mozilo and David S. Loeb in 1969 and is headquartered in Simi Valley, CA.

Heartport, Inc. develops systems and procedures for heart surgery. The company's technologies allow surgeons to perform a wide range of less invasive open-chest and minimally invasive heart operations, including stopped heart and beating heart procedures. Heartport was founded in 1991 and is headquartered in Redwood City, CA.

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations.

LaunchPoint Technologies, Inc. provides engineering services. The firm engages in incubating startups, developing new technologies, and providing sophisticated engineering services. The company was founded by David Paden, Brad E. Paden, and Alvin R. Paden in 1992 and is headquartered in Goleta, CA.

TargetCo (Canada) ULC provides real estate services. The company was founded on August 10, 2016 and is headquartered in Calgary, Canada.

Atia Vision, Inc. provides medical device services. The company was founded in 2012 and is headquartered in Campbell, CA.

Lexington Biosciences Holdings Corp. engages in the development and commercialization of non-invasive cardiovascular health monitoring products to allow predictive diagnosis of future cardiovascular events. The company was founded by Bradley Hoeppner on April 12, 2016 and is headquartered in Vancouver, Canada.

InSite Medical Technologies, Inc. manufactures and sells medical devices that focus on the delivery of epidural anesthesia. Its services include facilities for the research, development and maintenance of new and upcoming devices in the field. InSite Medical Technologies was founded by Malchano Zach, Wu Ken and Eichmann Steve in 2007 and is headquartered in Campbell, CA.

Part of Tango Private Investments LLC, TPx Communications Co. is a telecommunications company. The company is based in Austin, TX.

Meridian Title Corp. provides insurance, escrow closings, and real estate services. Its products include residential purchase title order, TBD commitment, refinance and lender title order, home equity product or second mortgage, search report, search documents only, listing package, listing package documents only, specific document needed, commercial purchase title order, foreclosure guarantee, title report products, current owner search report, report of title, foreclosure report, and tax sale certificate and policy. The firm's services encompass title product, closing and settlement, new construction, commercial, national commercial, national account, RELO, REO, short sale and navigation, transaction related forms, and CCR requests. The company was founded in 1938 and is headquartered in South Bend, IN.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Castle Capital (Castle Capital) is a private equity firm founded in 2015. The firm is headquartered in Los Angeles, California.

HW Media LLC provides news, commentary and analysis solutions for mortgage banking and financial markets. It develops an online platform that operates as a source of news and information. The company was founded by Paul Jackson and Richard Bitner in November 2008 and is headquartered in Irving, TX.

Tire Disposal & Recycling LLC was founded in 1982. The company is based in Portland, OR. The company recycles and disposes of tires.

PEC Safety Operations LLC operates as a risk-management firm. It provides technology-enabled contractor management services for reporting and measuring contractor risk, safety, and compliance information to owner clients. The firm also develops and offers standardized safety training programs for workers high-risk industries. The company was founded by Charlie Carr in 1993 and is headquartered in Mandeville, LA.