Michael Barry Rowan

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY.

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

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.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Allstate Investment Management Co. (AIMCO) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Allstate Non-Insurance Holdings, Inc., which is owned by The Allstate Corp. (NYSE: ALL). AIMCO provides investment advice to pension/profit-sharing plans, charitable organizations, non-domestic insurance companies, corporations and/or other business entities. The firm acts as managing member and investment manager for the Allstate Short Term Pool and as a collateral manager for various collateralized debt obligation trusts.

Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

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.

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.

Founded in 1977, Huntleigh Securities Corp. is a broker/dealer headquartered in St. Louis, Missouri. The firm offers a full array of investment services. They are a member of the Chicago Stock Exchange, FINRA and the SIPC.

Marlin Management Co LLC (Marlin Equity Partners) is a private equity firm founded in 2005 by David McGovern. The firm is headquartered in Hermosa Beach, California.

Crédit Agricole Corporate & Investment Bank SA (Crédit Agricole CIB) is the brokerage subsidiary of Crédit Agricole SA (XP: ACA), ultimately held by Rue de la Boetie SAS in France. Formerly known as Calyon Corporate & Investment Bank SA, created in 2004 by the transfer of Crédit Lyonnais' Corporate and Investment Banking division to Crédit Agricole Indosuez, Crédit Agricole CIB is based in Courbevoie and provides large corporate and institutional clients with a range of products and services through their Coverage and Investment Banking, Equity Brokerage and Derivatives, Fixed Income Markets and Structured Finance divisions.

Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.

ProcessUnity, Inc. provides on-demand risk management software solutions to small, medium, and large enterprises in various industries. The firm solutions include Service Delivery Risk Management that captures and standardizes product catalogs, and optimizes client service delivery; financial close process management and policy and procedure management, a cloud-based solution for administering policy lifecycles, certifying communications, assessing performance, and managing exceptions and issues. The company was founded in 2003 and is headquartered in Waltham, MA.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

Business Training Library, Inc. provides online employee training and eLearning solutions. It offers learning management including classroom and virtual classroom, custom content management, reporting and analytics; and social learning includes user generates content, collaboration, knowledge management and peer recognition technology. The company provides implementation support, technical support and professional services. Business Training Library was founded by Dean Pichee in 1996 and is headquartered in Chesterfield, MO.

NextGen Information Services, Inc. is engaged in the provision of information technology staffing services and managed solutions. It specializes in administration, clerical, accounting, finance, human resources, legal, marketing, and sales positions. Its clients include the telecommunications, automobile, aerospace, beverage, oil and gas, banking, and finance industries. The company was founded by Maria Del Carmen Jacob and Michael A. Barton on September 5, 1997 and is headquartered in St. Louis, MO.

St. Louis Cardinals LLC operates as a baseball team in the central division of the National League of the Major League Baseball (MLB). The company was founded in 1882 and is headquartered in St. Louis, MO.

HireLevel provides staffing services. It offers direct hire services to help companies fill full-time positions; payroll services, includes traditional outsourced payroll, reporting, tax filings and workers compensation; and employment services, such as, timekeeping, employee self-serve and employee benefits. The company was founded by Teresa Katubig in 1995 and is headquartered in Marion, IL.

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

ETF.com LLC provides news, analysis and events for exchange-traded funds. It operates different publications in the field of ETFs and index-related investments. The firm which also provides conferences and events in the ETF space is majority-owned by its managing partners. The company was founded by James Wiandt in 2001 and is headquartered in San Francisco, CA.

Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts.

Part of Principal Financial Group, Inc., HSBC Afore SA de CV is a Mexican company that offers a wide range of products and services to individuals. The company is based in Juarez, Mexico. The company provides credits, mortgages, savings accounts, investments, and credit cards. HSBC Afore SA de was acquired by Principal Financial Group SA de CV from HSBC Holdings Plc on August 08, 2011 for $214.82 million.

JPMorgan Asset Management Private Equity (JPMorgan Asset Mgmt) is a private equity subsidiary of JPMorgan Investment Management, Inc founded in 1900. The firm is headquartered in New York.

Sidewalk Labs LLC researches and develops technologies for urban improvement. It imagines, designs, tests and builds urban innovations to help cities meet their biggest challenges. The company was founded in January 2014 and is headquartered in New York, NY.

Sidewalk Infrastructure Partners LLC (Sidewalk Infrastructure Partners) is a venture capital firm co-founded by Brian D. Barlow and Jonathan Winer in 2019. The firm is headquartered in Brooklyn, New York.

Part of Focus Financial Partners, Inc., Mosaic Family Wealth Partners LLC is a company that provides investment advice. The company is based in St. Louis, MO. Duncan Scott Highmark has been the CEO of the company since 2022.

Visionary Wealth Advisors LLC (VWA) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Brett Gilliland in 2014 and they are owned by Gilliland Hammett Capital Management LLC. VWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations and business entities.