Heath Harold Hamrick

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.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities.

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.

A member of the NASD and the SIPC, Smith, Moore & Co. is a broker/dealer headquartered in Clayton, Missouri. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Smith, Moore was founded in 1913 by Jay Herndon Smith and Charles W. Moore.

Briaud Financial Planning, Inc. (Briaud) is an independent registered investment advisor and wealth management firm headquartered in College Station, Texas. The firm was founded by Janet Briaud in 1986. Briaud offers comprehensive advisory and investment services to high net worth families and individuals across the US.

NorthStar Anesthesia PA operates as an anesthesia management company. It serves large and small hospitals, surgery centers, hospital administrators, surgeons, anesthesia providers and patients. The firm offers software for tracking data called Star Scribe, powered by Shareable ink, that transports information to their online dashboard system. The company was founded by Philip W. Eichenholz and Neil Dwayne Neal in 2004 and is headquartered in Irving, TX.

Part of Truist Financial Corp., Truist Investment Services, Inc. provides brokerage services. The company is based in Atlanta, GA. The company was founded in 1985. Joseph Marberry Thompson has been the CEO of the company since 2014.

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.

Dealerweb, Inc. develops platform that provides voice trading brokerage services. The company was founded on December 12, 1975 and si headquartered in New York, NY.

Founded in 2001, Cabrera Capital Markets LLC is a broker/dealer headquartered in Chicago. The firm is a subsidiary of RCF-Cabrera Holdings, Inc. They provide a full array of trading and execution services for their clients. Cabrera Capital Markets does not provide any internal research. They firm executes transactions in both listed and OTC stocks on behalf of their institutional clients. Their global execution team covers a wide range of investment products around the world. Cabrera Capital Markets is a member of the NASD, MSRB, CHX and SIPC.

BKD LLP engages in the provision of financial accounting, auditing, and advisory services. Its services include audit and assurance, tax, business transition services and wealth management. The company was founded by William Baird, Wade Kurtz and Claire Dobson in January 1923 and is headquartered in Springfield, MO.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Stuart Weitzman Holdings LLC manufactures and distributes footwear and bags for women. The firm offers boots, booties, pumps, wedges, flats, and sandals, and bridal and baby shoes; and care and cleaning products. It also provides bags, including totes and satchels, shoulder bags, cross-body bags, clutches, and wallets. The company was founded by Stuart A. Weitzman and is headquartered in New York, NY.

HealthCap Partners LLC (HealthCap Partners) is a private equity firm founded in 1996 by Kip Weatherwax and Jason K. Dodd. The firm is headquartered in Dallas, Texas.

General Motors Asset Management Corp. provides investment management services. The company is headquartered in New York, NY.

Oaktree Capital Management (Private Equity) (Oaktree Capital Management) is a private equity subsidiary of OCM Principal Investment Group founded in 1995 by Howard Marks and Bruce Karsh. The firm is headquartered in Los Angeles, California.

Aliment Capital LLC (Aliment Capital) is a venture capital subsidiary of Pontifax Management Co. Ltd. founded in 2014 by Philip Robert Erlanger and Ben Belldegrun. The firm is headquartered in California, United States.

Cultivation Capital LLC (Cultivation Capital) is a venture capital firm founded in 2012 by Brian Matthews, Cliff Holekamp, Jim McKelvey, Kyle Welborn, and Peter Esparrago. The firm is headquartered in St. Louis, Missouri.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Oak Hill Advisors LP is a private equity firm headquarter located in New York. The firm founded in 1986.

Main Street Capital Partners LLC(Main Street Capital Partners) is a private equity firm founded in 1990 by Vincent Foster. The firm is headquartered at Houston, Texas.