Rod Thompson

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.

GoNoodle, Inc. provides online resource of health education tools. The firm's research-based products are designed to get kids moving and to develop healthy behaviors that last a lifetime. Its interactive products are used by teachers, parents, and kids to address important youth health issues, including physical activity, nutrition, and social and emotional well-being. The company was founded by John Marchica and John Herbold in 1999 and is headquartered Nashville, TN.

Apixio, Inc. operates as a data science company for healthcare. Its patented cognitive computing platform extracts and analyzes clinical data in electronic and PDF health records, generating deep insights into patient health. The firm feeds these insights into applications such as HCC Profiler which enables HCC coding review. The company was founded by Shahin Hedayat, Shawn Dastmalchi, Imran Chaudhri and Bob Rogers in 2009 and is headquartered in San Mateo, CA.

ProviderTrust, Inc. provides software for the healthcare risk mitigation and technology services. It offers credentialing and information management solutions for healthcare facilities, individual providers, and staffing agencies. The company was founded by A. Michael Rosen and Christopher Redhage on July 2, 2010 and is headquartered in Nashville, TN.

Deciens Capital LLC (Deciens Capital) is a venture capital firm founded in 2012 by Kimerling Daniel. The firm is headquartered in San Francisco, California.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

SSM Partners (SSM Partners) is a venture capital firm founded in 1973. The firm is headquartered in Memphis, Tennessee.

Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee.

Language Access Network LLC provides video medical interpretation services to hospitals and medical facilities. It offers interpreters available via its centralized video language centers. The company is headquartered in Columbus, OH.

Ridgemont Partners Management LLC (Ridgemont Partners Management) is a private equity firm founded in 1993 by Travis Hain, George E. Morgan, and Walker L. Poole. The firm is headquartered in Charlotte, North Carolina.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

PetroCap LLC (PetroCap) is a private equity firm founded in 1992 by Doug Evans. The firm is headquartered in Dallas, Texas.

Accolade Capital Management LLC (Accolade Capital Management) is a venture capital and private equity firm founded in 2000 by Joelle Kayden. The firm is headquartered in Washington, District of Columbia.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

Part of Regions Financial Corp., Regions Securities LLC is a company that offers various financial services to businesses. The company is based in Atlanta, GA. The company provides assistance in protecting businesses from fraud and cybercrime, as well as offering loan options to help businesses grow. Regions Securities also offers business checking, credit cards, cash management, and payment services to make business banking easier. The CEOs are Tom Dierdorff, Robert Scot Heffes. The company was founded in 2011.

Novu LLC develops health technology platform. It offers solutions in the areas of health programming, community management, gamification mechanics, consumer-centered communication, rewards management, technology and data integration, health screening management, daily program management, and reporting and analytics. The company was founded by James C. Wicka, Thomas C. Wicka, and John D. Wicka in 2010 and is headquartered in Minneapolis, MN.

Kukui Holdings, Inc. provides marketing software solutions for the automotive repair industry. The firm’s flagship product includes all-in-one success platform that helps in customized online marketing, conversion rate optimization, customer relationship management, revenue tracking, search engine marketing, email marketing and retention and dedicated marketing director. The company was founded by Ryan Wilmot in 1996 and is headquartered in San Jose, CA.

Juniper Capital Management LLC (Juniper Capital) is a private equity firm founded in 2014 by Bryan L. Grabowsky and Louis J. Grabowsky. The firm is headquartered in Dallas, Texas.

Equiscript LLC manages pharmaceutical delivery programs. It offers pharmacy claims management, home delivery pharmacy, patient care and mail order pharmacy services. The company was founded in 2009 and is headquartered in North Charleston, SC.

KEEPS Corp. provides retail automotive service department analytics, repair order analysis, and service management support services for automotive retail service operations in the United States and Canada. It offers solutions in the areas of training and coaching, and dealer management system. The firm also provides insights in the areas of perfect pricing, and pay plan development and management. The company was founded by Vernon Branch in 1994 and is headquartered in Raleigh, NC.

Cibolo Energy Partners LLC (Cibolo Energy Partners) is a private equity firm founded in 2016. The firm is headquartered in Houston, Texas.

Global Accelerator Network operates as a network of accelerators. The firm provides industry data and accelerator best practices, unparalleled networking opportunities, training, special perks, and ongoing support for its members and their entrepreneurs. The company was founded by Bradley A. Feld and David G. Cohen in 2010 and is headquartered in Boulder, CO.

Hi-Line Capital Management LLC (HLCM) is an independent investment adviser headquartered in Watertown, South Dakota. The firm provides investment management and advisory services to individuals, high net worth individuals, trusts, estates and charitable organizations.

Razorhorse Capital, Inc. operates as an investment firm. It offers financial advisory services. The company was founded by Austin Scee in 2012 and is headquartered in Atlanta, GA.

Diversified Trust(Private Equity) is a Private Equity subsidiary of Diversified Trust Co founded in 1994. The firm is headquartered in Memphis, Tennessee.

SmashFly Technologies, Inc. provides software services. It offers marketing automation software. The company is headquartered in Concord, MA.

One Mnet Health provides revenue cycle management and technology solutions to the surgical industry. The company is based in Aliso Viejo, CA and has subsidiaries in the United States. The company partners with over 900 surgical facilities nationwide and is the preferred vendor to leading ASC management companies. The company's brand, PaySuite, is a white-labeled payment technology platform that helps surgical facilities and their providers grow their business by improving the patient-pay experience. One Mnet Health unites the clinical and financial patient experience, enabling better patient care and financial outcomes. The company was founded by David Hamilton and has CEOs Derek Smith and Derek D. Smith.

Bedrock Fund Management LLC (Bedrock Capital) is a venture capital firm founded in 2017 by Geoffrey Lewis Tabachnick and Eric G. Stromberg. The firm is headquartered in Plainview, New York.

Wolf River Angels LLC (Wolf River Angels) is a venture capital subsidiary of Start Co. The firm is headquartered in Memphis, Tennessee.

CodeCrew is a non-profit tech organization based in Memphis that provides practical, hands-on computer science education and training to youth and adults from underrepresented communities in tech. The American company's goal is to empower these individuals to become tech innovators and producers. Additionally, CodeCrew is an email marketing agency that prioritizes people, client growth, and social responsibility.

McKinsey & Co. Canada is a consulting firm that provides consulting services to companies and organizations. The private company is based in Halifax, Canada and was founded in 2003.

Crete Mechanical Group, Inc. is a nationwide multi-service solutions provider that offers commercial HVAC, electrical, plumbing, building automation, and controls services through a network of local partners. Crete Mechanical Group has subsidiaries throughout the United States and is based in Tampa, FL. The company focuses on building strong relationships with its customers and combines the resources of a large organization with the freedom to continue operating local businesses. The company was founded by Frank Zhang and Jake Sloane, and Michael L. Cox has been the CEO since 2022.

Equiscript Holdings, Inc. provides health care services. The company is based in North Charleston, SC. The CEO of the company is Michael Burkhold.

Creative Startups is a global startup accelerator. The firm invests in creative entrepreneurs and startups. The company was founded by Alice Loy, Tom Aageson in 2007 and is headquartered in Albuquerque, NM.

Parting Stone, Inc. engages in the provision of cremation services. Its service returns the full amount of cremation remains as a clean collection of stones. The company is headquartered in Santa Fe, NM.