Jeremy Wang

Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA.

Xerox Corp. engages in the integration of paper and digital products. The firm offers home, office, office laser, multifunction and all in one printer, digital sheet-fed printing presses and scanner. The company was founded in 1906 and is headquartered in Norwalk, CT.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Guyasuta Investment Advisors, Inc. (Guyasuta) is a privately-held, SEC- registered investment advisor and wealth management firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Edwin Scheetz and Neil Van Horn in 1983 as Scheetz, Smith and Co. They changed their name to Guyasuta Investment Advisors, Inc. through a corporate restructuring in 1994. Guyasuta offers investment advisory services for individuals, families, trusts, pooled investment vehicles, endowment funds, retirement plans, governments, non-profits, corporations and foundations.

Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations.

Lante Corp. provides technology consulting services. It provides applications with increased functionality to aggregate and manage information from multiple sources (content management), format and distribute information to fit specific user profiles (portals), perform information analysis (business analytics dashboard), and encourage collaborative information sharing (business to business integration). The company was founded by Mark A. Tebbe in 1984 and is headquartered in Chicago, IL.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Pathway Capital Management LP (Pathway Capital) is a private equity/ venture capital firm founded in 1993. The firm is headquartered in Irvine, California.

Metalmark Capital LLC (Metalmark Capital) is a private equity firm founded by John J. Moon in 1986. The firm is headquartered in New York.

IMS Capital Management, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 1988 by Carl Marker and primarily provides investment advice, portfolio management and wealth management services to individuals, high net-worth individuals, insurance companies, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Fruit & Flower Day Nursery engages in the operations of child care centers. It offers classes for kindergarten and pre-kindergarten; preschool; transitional preschool; toddlers; and infants. The company was founded by Helen Burrel, Dorthea Eliot, Ellen Eliot, Anna Farrell, Ida Farrell, Antoinette Montgomery, Clara Teal, Frances Warren in 1906 and is headquartered in Portland, OR.

Credit Suisse (New York Securities Branch) is based in New York, NY. Part of UBS Group AG, Credit Suisse (New York Securities Branch) is a company that provides investment banking and asset management services.

Great Northern Asset Management, Inc. (dba Lyons Investment Management) is a SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded by Steven Rothmeier in 1993 and is principally owned by GNAM Acquisition Corp. Lyons Investment Management provides discretionary portfolio management services for separate individual and institutional accounts.

Arnerich Massena, Inc. is an employee-owned registered investment advisory firm headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They provide discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UN PRI).

Tenex Capital Management LLC (Tenex Capital Management) is a private equity firm founded in 2009 by Michael M. Green. The firm is headquartered in New York.

Pacific Ridge Capital Partners LLC (PRCP) is an independent, SEC-registered investment advisor headquartered in Lake Oswego, Oregon. PRCP was founded in 2010 and offers investment management services to predominantly institutional or high-net-worth individual clients.

Mengis Capital Management, Inc. (MCM) is an independent registered investment advisor headquartered in Portland, Oregon. The firm was founded by Jeff Mengis in 2001. MCM provides traditional, discretionary portfolio management for individuals, retirement funds, corporations, trusts and endowments. They may also serve as a sub-adviser to other advisory firms and assist them in managing their clients' assets.

SMART Reading offers literacy support to children. It helps kids become confident readers by providing individual volunteer attention and new, take-home books. The company was founded in 1992 and is headquartered in Portland, OR.

Morley Capital Management, Inc. (Morley) is an investment management firm headquartered in Portland, Oregon. Founded in 1982, the firm is a direct, wholly-owned subsidiary of Principal Global Investors Holding Company (US) LLC, an indirect subsidiary of Principal Financial Group, Inc. (NYSE: PFG). Morley provides investment management services to bank sponsored collective investment trusts, corporate pension and profit-sharing plans, Taft-Hartley plans, state or municipal government entities, insurance company separate accounts and/or other institutional clients.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Part of DXC Technology Co., CSC Consulting, Inc. is a company that provides information technology consulting services. The company is based in Waltham, MA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Providence Health & Services provides healthcare services. It offers assisted and independent living; express care; hospice and home health care; hospitals and medical centers; nursing homes and traditional care; PACE and adult day programs; providence medical group; and supportive housing. The company was founded in 1859 and is headquartered Renton, WA.

myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark.