Corey A. Boucher

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Help Scout, Inc. designs and builds web applications. The company was founded by Nicholas Francis, Jared McDaniel and Swindle Denny in 2005 and is headquartered in Boston, MA.

Booker Software, Inc. provides software for management, booking and marketing services. It enables businesses to provide online services through website and a network of partner sites and apps. The company was founded by Joshua McCarter and Daniel Lizio-Katzen in 2010 and is headquartered in New York, NY.

G2.com, Inc. operates a business software review platform. It helps to compare the business software and services based on user ratings and social data. The company was founded by Tim Handorf, Godard K. Abel, Matt Gorniak, Michael Wheeler, and Mark Myers in 2012 and is headquartered in Chicago, IL.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Cision US, Inc. engages in the provision of media research services. The firm's products include communication cloud, media contact database, PR newswire, and media monitoring. It serves communications, social media, and content marketing professionals. The company was founded in 1932 and is headquartered in Chicago, IL.

Birchbrook is an independent registered investment advisor headquartered in Bangor, Maine. The firm was founded by Jean Deighan and Jenifer Butler in 1994 as Associates, Inc. and changed its name to Birchbrook in 2021. Birchbrook provides investment advisory and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and self-directed retirement plans.

Investcorp International, Inc. specializes in the following business lines: corporate investment and technology investment in North America and Western Europe, real estate investment in the U.S., and global asset management. It offers investment products to institutional and individual clients, primarily in the Arabian Gulf. The company is headquartered in New York, NY.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Maine Venture Fund is a venture capital firm founded in 1995. The firm is headquartered in Newport, Maine.

Citibank, NA (United Kingdom) (Citibank UK) is the Great Britain-based wealth management arm of Citibank NA (New York), which is ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Headquartered in London, Citibank UK was founded in 1920 and provides wealth management products such as investment funds, structured products, foreign exchange, insurance products, bonds and equities.

Burgess Advertising & Associates, Inc. provides advertising solutions. Its services include account management, strategic planning, branding, social media marketing, and media buying and planning. The company was founded by Meredith Strang Burgess in 1986 and is headquartered in Portland, ME.

O'Brien Wealth Partners LLC (O'Brien) is an independent investment advisory firm headquartered in Waltham, Massachusetts. The firm was founded by Arthur O'Brien in 1986 as O'Brien Management LLC. O'Brien offers advisory services to individuals, businesses and non-profits.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

JPMorgan Securities LLC (Investment Management) (JPMS-IM) is the investment management division of JPMorgan Securities LLC, a registered broker/dealer firm headquartered in New York City. The firm is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co. (NYSE: JPM). JPMS-IM offers investment advisory services which sponsors a variety of wrap fee programs and provides certain consulting services to defined contribution plan sponsors. Clients include individuals, trusts, retirement plans (such as IRAs and pension plans), estates, corporations and other business entities, foundations and endowments.

First National Corp. (Massachusetts) is an independent, SEC-registered investment advisor headquartered in Rockland, Massachusetts. The firm was founded in 1978 and provides personalized investment management, financial planning and consulting services to individuals, high net-worth individuals, trusts, estates pension and profit-sharing plans, charitable organizations, businesses and other investment advisors.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

HyperGrowth Partners (HyperGrowth Partners) is a private equity firm founded in 2020 by Guillaume Cabane, Martin Gontovnikas. The firm is headquartered in San Francisco, California.

Thryv, Inc. engages in the provision of technology, software and integrated tools for small business owners. Its offers solutions such as internet directories, real yellow pages, online display and social media, search engine optimization, search engine marketing, and online listings management. It operates through the following brands: Superpages.com, DexKnows.com, Yellowpages.com, Superpages mobile, and The Real Yellow Pages. The company is headquartered in Dallas, TX.

Collegiate Entrepreneurs, Inc. provides house painting and other maintenance services to homeowners. It offers powerwashing, scraping, and sanding services. The company was founded by Eric Crews in 1999 and is headquartered in Braintree, MA.

Nuveen (Private Equity) (Nuveen) subsidiary of TIAA founded in 1898 by John Nuveen. The firm is headquartered in Kansas City, Missouri.

Otter Creek Advisors LLC (Otter Creek) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded in 2014 by Roger Keith Long, Tyler C. Walling and Gordon T. Williams. Otter Creek manages a single strategy through a liquid alternative fund – the Otter Creek Long/Short Opportunity Fund (OTTRX/OTCRX).

Tetrem Capital Management (US) Corp. provides investment advisory services. The private company is based in Boston, MA.

Shamrock Sports & Entertainment is a sports and entertainment sales and marketing agency that specializes in strategic sponsorship and multi-media sales, naming rights, and other consulting services. In 2019, they launched a new division called Shamrock Signature, which focuses on live events and experiences, as well as original programming and production, including but not limited to PGA Live + Work in Open, Portland Pops, and Carnaval. Some of their clients include NASCAR, NBA, Invictus Games, Professional Bowlers Association, Rugged Maniac, SRX, East Conference, and Fanbeat. The American company was founded in January 2010 and is headquartered in an undisclosed location.