David A. Stevens

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Federal Home Loan Bank of Pittsburgh engages in the provision of financial products and services. Its products include credit, mortgage, and banking products. The firm also offers advances and letters of credit, and various bank services like depository; electronic funds transfer; safekeeping; and settlement. Its community products include community lending program, banking on business, and blueprint communities. The company was founded in 1932 and is headquartered in Pittsburgh, PA.

UDA Holdings Bhd. The company is based in Kuala Lumpur, Malaysia. invests, develops, and manages real estate properties. The Malaysian company is ultimately controlled by the Government of Malaysia. The company was founded in 1971. Mohd Salem Kailany has been the CEO of the company since 2019.

The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998.

Quality Safety Edge, Inc. provides safety and performance management systems. It offer assessments, visible safety leadership, values based safety, BBS essentials and data management services. The company was founded by Terry E. McSween and Judith E. Stowe in 1990 and is headquartered in Montgomery, TX.

Part of TowneBank, Towne Financial Services Group LLC provides vacation property management services. The company is based in Virginia Beach, VA. William T. Morrison has been the CEO of the company since 2022.

United Way of the Virginia Peninsula is a non-profit organization that works towards improving the health, education, and financial stability of every individual in the community. The non-profit company is based in Newport News, VA, and has subsidiaries in the United States. The company collaborates with local businesses, non-profits, and social service agencies to address the most pressing needs of the peninsula. During the fall, the organization works with loaned executives to raise their visibility and reach their fundraising goals. By pledging or donating $150 or more, individuals can receive the Smartcard.

Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Jenan Real Estate Co. provides real estate and construction services. It offers residential and commercial services. The company is headquartered in Dammam, Saudi Arabia.

The Sheltering Arms provides early childhood education programs. It offers early care and education, family support, professional development, and community outreach. The company was founded in 1888 and is headquartered in Atlanta, GA.

Founded in 1990 by Mark Peterson, Bridgeway Capital, Inc. is a private equity firm located in Pittsburgh, Pennsylvania.

Atlanta Symphony Orchestra provides entertainment services through orchestra. The company was founded on February 9, 1939 and is headquartered in Atlanta, GA.

Jacksonville Symphony Association, Inc. is an orchestra based in Northeast Florida. It hosts events such as family concerts, field trip, and community programs. The company was founded in 1949 and is headquartered in Jacksonville, FL.

Maxex LLC operates as a residential mortgage loan trading platform and exchange company. The firm has developed a multi-seller to multi-buyer residential mortgage exchange for the secondary mortgage market. The company was founded by Daniel S. Baldwin, Thomas D. Casey, Thomas M. Pearce Jr., William M. Decker, Stephen C. Wilhoit and Craig C. Hess in 2009 and is headquartered in Atlanta, GA.

Western National Group, Inc. provides real estate services. The company was founded in 1981 and is headquartered in Irvine, CA.

Arcus Capital Partners LLC (Arcus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2008 by W. Ross Singletary, Steven “Steve” Edwards and Stephen “Steve” Sloan. Arcus provides investment advisory services to wealthy individuals, foundations, endowments and retirement plans.

Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities.

The Risk Management Association was founded in 1990 and promotes an enterprise approach to risk management, with a focus on credit risk, market risk, and operational risk. The non-profit company is based in Philadelphia, PA and has subsidiaries in the United States. RMA has 1,700 institutional members, including banks of all sizes and nonbank financial institutions, represented by 18,500 individuals located throughout the country and the Pacific. The company offers the largest offering of risk-focused resources for the financial services industry and maintains a strong community of risk professionals through events and courses that advance the understanding of risk management in financial services.

The Defense Commissary Agency operates a worldwide chain of commissaries that provides groceries to military personnel, retirees, and their families. The company was founded May 5, 1990 and is headquartered in Fort Lee, VA.

Rail Delivery Services, Inc. provides trucking services. It is a California-based intermodal trucking company moving freight, trailers and containers between railroads, ports, consignees and shippers, reliably and efficiently throughout California and adjacent states. The company was founded in 1981 and is headquartered in Fontana, CA.