Reed Pettit Foster

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions.

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.

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.

Thurston Group LLC (Thurston Group) is a private equity firm founded in 1986 by Patrick J. Haynes III. The firm is headquartered in Chicago, Illinois.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

VizSense, Inc. operates as a global consumer intelligence company focused on micro-influencer marketing. It offers brand and consumer intelligence; brand integration and project management; influencer identification and content optimization; and measurement and evaluation. The company was founded by Jon A. Iadonisi and Timothy Newberry in 2015 and is headquartered in Dallas, TX.

57 Stars LLC (57 Stars) is a private equity and venture Capital firm founded in 2005 by Stephen H. O'Neill, Gene Vincent Pohren and Steve A. Cowan. The firm is headquartered in Washington, District of Columbia.

Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

Retrocausal, Inc. delivers intelligence augmentation solutions to manufacturing workers to help them avoid assembly mistakes, train better, and improve their processes. The company is based in Redmond, WA. Retrocausal is a trusted solution provider by the most prominent manufacturers and solution providers in North, Central, and South America. The company's Pathfinder platform uses AI to analyze the tasks performed on the manufacturer's assembly line in real-time, offering audible and visual alerts when mistakes happen to ensure operators complete builds correctly before the next step in the process. Additionally, Retrocausal's platform continuously performs time studies on assembly processes to help businesses accelerate kaizen events. The company was founded by Zeeshan Zia. Zeeshan Zia has been the CEO since incorporation.

RiverGlade Capital LLC (RiverGlade Capital) is a private equity firm founded in 2017 by Danny Rosenberg and Garrick Rice. The firm is headquartered in Chicago, Illinois.

National Dental Healthcare REIT, Inc. partners with dental care providers who own their real estate, providing them with an attractive, tax-efficient sale structure with dividend income and the opportunity for appreciation. The REIT is based in Chicago, IL and has grown to 125 properties under management in 18 states worth $160 million in 2½ years since its inception. The company removes the risk and hassle of property ownership. The company was founded by Patrick J. Haynes and is the first healthcare REIT focused exclusively on the dental industry.

South Georgia Dental Management LLC provides dental practice services. The company is based in Richmond Hill, GA and has subsidiaries in the United States. The company was founded in 2014 by Zachary L. Bentley and Dana Fender. The CEO is Patrick J. Haynes.

US Endodontics Partners Holding LLC, also known as Endo Partners, is a national network of clinicians focused on the field of endodontics. US Endodontics Partners Holding LLC is based in Irving, TX. The company works together to improve patient outcomes, support their partners and teams, and advance the endodontic specialty. Scotte C. Hudsmith has been the CEO of the company since 2022.

Element 78 Partners LLC delivers tailored accounting, finance, and technology solutions. The company was founded by John Signa and is headquartered in Oak Brook, IL.

Greylock Management Corp (Greylock Partners) is a venture capital firm founded in 1965 by Charlie P. Waite and Daniel S. Gregory. The firm is headquartered in Menlo Park, California.

The Deming Center Venture Fund(Venture Capital) (DCVF) is a venture capital firm founded in 2009. The firm is headquartered in Boulder, Colorado.

Altvia Solutions LLC provides flexible, Web-based software services for fund managers, institutional investors and impact investors, using a suite of software services. The company was founded by Kevin Kelly in 2006 and is headquartered in Broomfield, CO.

Massive Capital Partners LLC (Massive Capital) is a venture capital firm founded in 2015 by Ari Newman and David Mitchell. The firm is headquartered in Boulder, Colorado.

Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio.

Ecliptic Capital LLC (Ecliptic Capital) is a venture capital firm founded in 2018 by Adam Lipman and William W. Hurley. The firm is headquartered in Austin, Texas.

Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL.

AUA Private Equity Partners LLC (AUA Private Equity) is a private equity founded in 1998 by Andrew Unanue. The firm is headquartered in West Palm Beach, Florida.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Röckelein GmbH is a private company based in Nuremberg, Germany. Röckelein GmbH specializes in wholesaling equipment and accessories. The German company was founded in 1975 by Ernst Röckelein and is currently led by CEOs Harald Röckelein and Soner Aksoy.