Brent Herndon

Part of Lumen Technologies, Inc. (Louisiana), Phoenix Network, Inc. provides long distance telecommunications management services. The company is based in Golden, CO. Phoenix Network was acquired by Qwest Communications International, Inc., part of Lumen Technologies, Inc. (Louisiana) from April 01, 2011 on March 31, 1998 for $31.16 million. The company was founded by Mark E. Hawn.

CoreCare Systems, Inc. operates psychiatric treatment centers. It offers various services, including behavioral health services, leasing office space at the Kirkbride center to third parties, food services and clinical trial services for central nervous system disorders. The company is headquartered in Philadelphia, PA.

San Francisco Sentry Investment Group, Inc. (San Francisco Sentry) is an independent wealth management firm headquartered in San Francisco, California. The firm was founded by Merrill Magowan and Richard Dirickson Jr. in 1993. San Francisco Sentry provides investment advisory and management services to individuals, high net worth-individuals, trusts, businesses, pension plans and charitable organizations.

European Investment Bank is a long term lending bank representing the interest of the European Union members. It raises substantial volumes of funds on the capital markets and provides finance and expertise for investment projects towards the integration, balanced development and economic and social cohesion among members. Its services include lending, blending and advising. The Lending service offers loans, guarantees, microfinance as well as equity investment. The Blending service includes unlock financing from other sources and blended together to form full financing package. The Advising service covers administrative and project management assistance with facilities investment implementation. The company was founded in 1958 and is headquartered in Luxembourg.

Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients.

Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment.

Tuohy Brothers Investment Research, Inc. provides equity research, sales and trading services to a variety of institutional investors, and also offers investment banking services to sector companies. They focus on energy industry trends, commodity markets and individual company developments. Within the energy sector, the firm focuses on the U.S. natural gas industry. Within the commodities markets, Tuohy Brothers focuses on analysis of variables affecting natural gas supply and demand with the objective of forecasting prices. They offer opinions on crude oil prices related to global capacity, interaction with the U.S. dollar, asset class impact and other variables. The firm also provides analysis of coal prices as revealed in ongoing contracts and spot transactions. In addition, they analyze developments affecting a broad range of energy companies. They consider active communications related to company-specific events and information on companies found in periodic publications. The company was founded in 2004 and is located in New York City.

Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies.

Glass Wealth Management Co. LLC (GWM) is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. Originally founded by Edward M. Glass in 1988 as Glass Management Co., Inc., the firm changed their name to Glass Wealth Management Co., Inc. in 2014 and later reorganized into a Texas limited liability company in 2021. GWM provides investment services primarily for high-net-worth individuals, families, and related accounts.

Part of Intellectual Capital Markets, Inc., Declaration Holdings, Inc. provides investment banking services. The company is based in Conshohocken, PA. Declaration Holdings was acquired by Intellectual Capital Markets, Inc. on December 05, 2001.

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.

Mentor Capital Partners Ltd. (Mentor Capital Partners) is a private equity firm founded in1994 by Edward F Sager. The firm headquartered in Yardley, Pennsylvania.

Newground Social Investment SPC (Newground) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Bruce Herbert in 1994. Newground offers comprehensive, values-aligned wealth management, tax planning, financial planning, and philanthropic consultation for individuals and institutions nationwide.

Founded in 2000, EarlyBirdCapital, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a subsidiary of EBC Holdings, Inc. and their ultimate parent is Firebrand Financial Group, Inc. (NASDAQ: FFGI).

Rotan Mosle, Inc. provides investment banking and securities brokerage services.

National Association of Petroleum Investment Analysts is a Non-Profit organization, which engages in education of its members in their knowledge of the petroleum industry. The company was founded in 1974 and is headquartered in Concord, MA.

United Way of Greater Mercer County provides leadership services and related programs. It offers neutral table around which groups can partner and collaborate to produce results in local human care issues in the Mercer County area. The company was founded in 1994 and is headquartered in Lawrenceville, NJ.

The Bank of Princeton engages in the provision of personal, business lending, and deposit services. It offers traditional retail banking solutions, one-to four-family residential mortgage loans, multi-family and commercial mortgage loans, construction loans, commercial business loans, and consumer loans including home equity loans and lines of credit. The company was founded by Stephen Distler and Ross Wishnick on March 5, 2007 and is headquartered in Princeton, NJ.

Princeton Family YMCA is a not-for-profit community organization that operates for charitable purposes. The non-profit company is based in Princeton, NJ. Princeton Family YMCA was acquired by Greater Somerset County YMCA on March 01, 2022.

Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families.

Montgomery Township Education Foundation provides support for strategic programs aimed at improving the education of public school children. The private company is based in Skillman.

Greyscale AI, Inc. is a company that specializes in transforming inspections through their technology. The company is based in Fremont, CA. The company's cloud-based data analytics, x-ray imaging, and AI algorithms ensure safer and more efficient inspection processes. The company is able to capture all food safety, quality, and production data in real-time at machine speed. The company was founded in 2020 by Paul S. Kirincich, Rich Cisek, and Don Fotsch. Rich Cisek has been the CEO since 2020.