Christopher Kozak

Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

Osaic Wealth, Inc. is a registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded in 1988 as Royal Alliance Associates, Inc. and changed their name to Osaic Wealth, Inc. in 2023. They are a subsidiary of Osaic, Inc. Osaic Wealth provides a full array of trading and execution services for various clients.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

First Allied Holdings, Inc. operates an independent retail broker/dealer. The company is headquartered in San Diego, CA.

Summit Investment Management Ltd. (Summit) is a SEC-registered investment advisor and wealth management firm headquartered in Greenfield, Wisconsin. The Edward J. Gaffney & Elizabeth A. Gaffney Revocable Trust, the Chandler Herrera Family Trust, and Thomas A. Carroll are the principal owners of the firm. Founded in 1987, Summit offers a wide range of investment portfolios for individuals, institutions and businesses.

Part of ING Groep NV, VESTAX Securitas Corp is a company that provides securities broker-dealer services. The company is based in Hudson, OH. VESTAX Securitas was acquired by ING North America on June 09, 1997.

Wafra Partners LLC (Wafra Partners) is a private equity firm founded in 1993 by Yousef Al-Humaidhi. The firm is headquartered in New York.

Dot Foods, Inc. wholesales, redistributes and delivers food and other non-food products. It buys food and food products from manufacturers and consolidates products in distribution centers across the country. The company was founded by Robert F. Tracy and Dorothy Tracy in 1960 and is headquartered in Mt. Sterling, IL.

Woodbury Financial Services, Inc. (WFS) is a SEC-registered investment advisor headquartered in Oakdale, Minnesota. The firm was founded in 1997 and is a subsidiary of Advisor Group, Inc., ultimately owned by Advisor Group Holdings, Inc. WFS provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations and other business entities.

Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Teach For America, Inc. provides teachers and educational services to communities. It operates as corps of recent college graduates and professionals of various academic majors and career interests. The company?s corps members commit to teach in urban and rural public schools. The firm also offers early childhood education, math and science, and teach for all initiatives to address needs in education. Teach For America was founded by Wendy Kopp in 1990 and is headquartered in New York, NY.

Juul Labs, Inc. engages in the development and manufacture of vaporizers that contain nicotine for smokers. It offers JUUL device and JUULpods. The company was founded by Adam Bowen and James Monsees in 2007 and is headquartered in San Francisco, CA.

ING Financial Services LLC engages in the retail and worksite financial services, mutual funds and reinsurance activities. It offers life, health and property & casualty insurance, fixed and variable annuities, guaranteed investment contracts and other institutional investment advisory services, retirement plans, employee benefits, and mutual funds. The company is headquartered in New York, NY.

Part of James Hardie Industries Plc, James Hardie Building Products, Inc. is a world leader in fiber cement siding and backerboard. The company, based in Mission Viejo, CA, invented fiber cement siding products in the early 1980s as a durable, low-maintenance alternative to wood and vinyl. James Hardie products are known for their innovation and versatility, offering a variety of design possibilities and specific performance attributes relative to the climate where the product is being used. With a favorable reputation within the industry, James Hardie has been specified in some of the country's most prestigious projects. In addition to its contribution to the building industry, the company has also been nationally recognized for its philanthropy and is the winner of the 2020 Crystal Vision Award, presented by World Vision.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

USA Rugby is the national governing body for the sport of rugby in the United States. Established in 1975, it is a full sport member of the Olympic and Paralympic Committee and World Rugby. USA Rugby oversees the development of the game on all levels and has over 120,000 active members across the youth, high school, college, and senior club level. The organization is headquartered in Lafayette, Colorado, and hosts more than 30 national playoff and championship events each year. USA Rugby also oversees four national teams, multiple collegiate and high school all-American sides, and an emerging Olympic development pathway for elite athletes. In 2018, the organization hosted the Rugby World Cup Sevens in San Francisco, which broke various American records and acted as a launching point for the game's future growth.

The Stage Fund LLC (Stage Fund) is a private equity firm founded in 2009 by Daniel J. Frydenlund. The firm is headquartered in Denver, Colorado.

Cetera Investment Advisers LLC (CIA) is a SEC-registered investment adviser headquartered in Schaumburg, Illinois. The firm was founded in 1983 and is a wholly-owned subsidiary of Cetera Financial Specialists Services LLC, ultimately held by Cetera Financial Group, Inc. CIA provides advisory services to individuals, high net worth individuals, banking institutions, pension plans, profit sharing plans, charitable organizations, and other corporations and businesses.

Part of Career Holdings, Inc., CareerBuilder, Inc. is a company that develops and markets Internet recruiting solutions. The company is based in Reston, VA.

Part of PT Toba Bara Sejahtra, T Perkebunan Kaltim Utama I operates as a palm oil grower and cultivator. The company is based in Jakarta Selatan, Indonesia.

Stony Lonesome Group LLC (Stony Lonesome Group) is a venture capital firm founded in 2011 by Sean Drake. The firm is headquartered in Tampa, Florida.

Denver Wealth Management, Inc. (DWM) is an independent registered investment advisor headquartered in Greenwood Village, Colorado. The firm was co-founded by Blair Braden and Zachary Bouck in 2012. DWM offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses and pension/retirement plans.

EL Holdings LLC is an American company that offers premium cannabis flower, pre-rolls, vapes, and more. The company is based in an undisclosed location and was founded in 2017. The company's products are made from high-quality genetics and are known for their sweet creaminess and smoothness. The CEO is Sam Ghods.

RS1 Innovation, Inc., doing business as Coops & Feathers, provides a range of high-quality chicken coops, accessories, natural essential oil hen solutions, hen treats, and more. The company is based in Huntington Beach, CA. The CEOs are Sherry Frydenlund and Victoria Coopman. The company was founded in 2012 by Victoria Coopman.

Haystack Mountain Goat Dairy, Inc. produces high-quality cheeses using pure, high-quality dairy milk from partner family farms and traditional cheesemaking techniques. The company was founded in 1989 by Jim Schott and is based in Longmont, CO. The cheeses have fresh, clean flavors and textures and are made with the highest quality microbial rennet. The CEOs are Chuck Hellmer, Tracy Clough Lauren.

PT Sulut Bola Prima is a private company based in Manado, Indonesia. The Indonesian company owns a football club.

Cartograph Ventures Management LLC (Cartograph Ventures) is a venture capital firm founded in 2022 by Alex Cantwell. The firm is headquartered in Austin, Texas.