Lisa Pennix

Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions.

RSA Security LLC designs and develops support security products. The firm offers threat detection and response, identity and access management, fraud prevention, and cyber security framework. The company was founded in 1984 and is headquartered in Bedford, MA.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Qstream, Inc. provides mobile enterprise application for managing the human side of sales acceleration. Its solutions include life sciences, technology, healthcare and financial services. The company was founded by Duncan Lennox and Barry Paul on September 1, 2008 and is headquartered in Burlington, MA.

Wellframe, Inc. develops clinical system platform. The firm offers mobile platform, clinical programs, advance analytics and proven partner solutions. Its intelligent care management platform enables organizations to manage clinical and financial risk, while amplifying the impact of their existing care resources. The company was founded by Jacob Sattelmair, Trishan Panch, Vinayak Ramesh and Archit Bhise in 2011 and is headquartered in Boston, MA.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Winstead PC provides legal services. Its services include appellate, banking and credit transactions, biotechnology, intellectual property, commercial litigation, construction, insurance, telecommunications, and transportation. The firm has offices in Austin, Dallas, Fort Worth, Houston, and San Antonio. The company was founded in 1973 and is headquartered in Dallas, TX.

SIL International is a non-profit organization, which engages in the provision of language development services through research, translation and literacy. It offers lexicography, language assessment, media development, orthography translation, and sign languages. The company was founded by William Cameron Townsend in 1934 and is headquartered in Dallas, TX.

The Association of Legal Administrators offers networking and management resources to law office executives and legal staff to improve their firms' results. The non-profit company is based in Lincolnshire, IL. Adding a Manager (CLM) credential to one's career development is valuable regardless of the stage in their career.

Char Software, Inc. provides mobile usage data and analytics for the mobile market. It offers companies the insights and tools they need to improve their mobile app acquisition, engagement, and retention efforts. The company was founded by Brian Suthoff, Andrew Rollins, Rajeev Aggarwal, and Henry Cipolla in 2008 and is headquartered in Boston, MA.

The RepTrak Co. provides global platform for data-driven insights on reputation, brand and ESG. It offers Reptrak Pulse workshop, stake holder mapping, corporate social responsibility alignment, brand alignment, reputation risk management and landscape. The company was founded by Charles Fombrun, Kasper Ulf Nielsen, Nicolas Georges Trad and Cees van Riel in 1997 and is headquartered in Boston, MA.

HelloPrivacy LLC provides online reputation management services. It offers software and services to help businesses and individuals out-rank negative search results with own content and websites. The company was founded by Evan McGowan-Watson, Pete Kistler, Trace A. Cohen and Patrick Ambron in 2009 and is headquartered in New York, NY.

Andrew Hill Investment Advisors, Inc. (AHIA) is an independent registered investment advisor headquartered in Naples, Florida. The firm was co-founded by Andrew D. Hill and Jennifer R. Figurelli in 2010. AHIA offers investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, foreign entities and individuals, and other business entities. Additionally, they offer asset management and broad based financial planning services to captive insurance companies and the individual owners.

Founded in 2008, Hedgeye Risk Management LLC is an independent investment research firm located in new Haven, Connecticut. The firm caters to individual and institutional investors. They employ bottom-up research that focuses on the strategy, macro, gaming, lodging, leisure, restaurants, food, beverage, retail, healthcare, financials and energy sectors. Hedgeye provides fundamental and industry specific research. The firm offers customized research, macro morning calls, company or industry specific real time intraday updates, conference calls, corporate access, field trips and virtual portfolio to its clients. They also offer quantitative and macro analysis. Hedgeye also offers media and risk management services. The firm caters to individual and institutional investors.

Crayon, Inc. provides technology services. It owns and operates an online gift store which allows its customer to buy and send gifts. The company was founded by Jonah Lopin and John Osborne in 2012 and is headquartered in Boston, MA.

Companyon Ventures Management LLC (Companyon Ventures) is a venture capital firm founded in 2016 by Thomas John Lazay and Parthib Srivasthsan. The firm is headquartered in Boston, Massachusetts.

Superna, Inc. provides data security and cyber storage solutions. The company is based in Vancouver, Canada and has subsidiaries in the United States. Alex Hesterberg has been the CEO of the Canadian company since 2022.

Performable, Inc. provides internet marketing services. The firm’s marketing software is ideal for professional marketers who need to measure activity across all channels, take action based on real behavior, and optimize for the entire customer lifecycle. The company was founded in October 2009 and is headquartered in Cambridge, MA.