Michael Friedman

MediaBridge Technologies, Inc. develops relationship management software for businesses. The company is headquartered in Andover, MA.

Metatomix, Inc. provides computer programming and software development services. It solutions include integrate data and processes to create a common, contextual understanding across multiple enterprise systems. The company was founded by Colin Britton, Timothy Cunningham, Robert F. Angelo in 2000 and is headquartered in Austin, TX.

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.

Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers.

Danforth Advisors LLC provides advisory services. It offers finance support and stratigic consultation services for life science firm. The company was founded by Gregg Beloff and Daniel Geffken and is headquartered in Southborough, MA.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.

DialogTech, Inc. provides voice-based marketing automation solutions. It offers a suite of applications that enable businesses to connect, measure, and optimize sales and service calls to marketers, salespeople, and support professionals to automate voice interactions, and generate and track leads. The firm offers solutions for call tracking, hosted interactive voice response, call routing, call management, voice broadcasting, real-time reporting, toll-free numbers, SMS notifications, dynamic phone numbers, phone number cleansing, developer APIs, integration, keyword spotting, store locator, virtual receptionist, call recording, call forwarding, and click to call. The company was founded by Irvin M. Shapiro in 2007 and is headquartered in Chicago, IL.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Calibra Medical LLC develops and markets medical devices and technologies in the diabetes sector. Its products include finesse and insulin delivery devices. The company was founded by Daniel Hawkins and Clifton A. Alferness in 2004 and is headquartered in Wayne, PA.

Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology.

pH Pharma Co. Ltd. engages in the developing and manufacturing of bio-pharmaceuticals. Its products include php-303, php-201, ab-101, nuvesse, alpine and torpedo products. The company was founded by Ho Young Huh on September 22, 2015 and is headquartered in Seoul, South Korea.

Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN.

Miami Country Day School, Inc. is a non-profit organization, which engages in the provision of education services. It offers services relating to academics, lower school, middle school, upper school, learning resources, and college counseling. The company was founded in 1938 and is headquartered in Miami, FL.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.