Caroline Norgeot

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York.

Bankers Insurance LLC provides personal, health, casualty, and property insurance services. The firm offers property, professional, and general liability coverage services. The company was founded in 1999 and is headquartered in Glen Allen, VA.

Part of Zurich Insurance Group AG, Zurich Capital Markets (ZMZ) provides multi-line insurance services. The company is based in New York, NY.

Aaxis Technologies, Inc. provides eletronic data discovery services. The company was founded in 2001 and is headquartered in Washington, DC.

Nashville Hockey Club LP operates a professional hockey franchise. It markets sports merchandise, tickets, and collectable hockey game items. The company was founded on June 20, 1997 and is headquartered in Racine WI.

National Society of Professional Engineers operates as a national organization committed to addressing the professional concerns of licensed PEs across all disciplines. The company was founded in 1934 and is headquartered in Alexandria, VA.

The First National Bank operates as a nationally chartered commercial bank. It offers personal and business banking, loans and mortgages and investment services. The company is headquartered in Altavista, VA.

Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA.

American Public Works Association is an organization that supports professionals in public works and infrastructure through advocacy, education, and member engagement. The non-profit company is based in Kansas City, MO and has subsidiaries in the United States. The company's mission is to advance the quality of life for all. The company provides a platform for public works stories and news from thousands of sources.

Founded in 2004, XE Capital Advisers LLC is an investment advisor located in New York City. The firm is a subsidiary of XE Capital Management LLC, a structured finance and investment management firm also located in New York City.

Virginia Bankers Association is an organization which helps provide solutions to aid in resolving differences, unifying efforts, and accomplishing objectives. The company was founded in 1893 and is headquartered in Glen Allen, VA.

Wiley & Wilson, Inc. provides engineering and architectural services. It offers arc flash hazard analysis, building information modeling and 3D design, commissioning, design-build, energy audit, energy management and infrastructure, funding and financial assistance, power systems engineering, security engineering and design, storm water management, sustainability and leadership in energy and environmental design, and water supply management services, as well as wastewater treatment, conveyance, reuse, and biosolids management services. The firm serves industrial, commercial and governmental clients in the United States. The company was founded by Edgar C. Wiley in 1901 and is headquartered in Lynchburg, VA.

The Lynchburg Regional Chamber of Commerce is a chamber of commerce based in Lynchburg, VA and has subsidiaries in the United States.

Raymond James & Associates, Inc. (Invt Mgmt) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients.

Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates.

Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021.