Landon Pitt

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Red Oak Partners LLC (Red Oak) is an independent registered investment advisor and hedge fund manager headquartered in Boca Raton, Florida. The firm was founded by David Sandberg in 2014. Red Oak serves as the investment adviser to private investment funds. The Red Oak Partners Family of Funds includes the Red Oak Fund, the Red Oak Long Fund, the Red Oak Long Offshore Fund and various special purpose entities.

Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS.

Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and is owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds.

Archford Capital Strategies LLC (Archford) is an independent registered investment advisor and wealth management firm headquartered in Swansea, Illinois. The firm was founded by James “Jim” Maher in 2013. Archford offers investment advisory services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and businesses.

Wind Point Advisors LLC (Wind Point Advisors) is a private equity firm founded in 1984 by Rich Kracum and Bob Cummings. The firm is headquartered in Chicago, Illinois.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Rinker Boat Co. designs, manufactures and retails recreational powerboats. It also engages in building pleasure boats, cabin cruisers, cuddy cabins, runabouts and ski boats. The company was founded in 1945 and is headquartered in Syracuse, IN.

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

Safety National Casualty Corp. provides insurance services. Its services include self-insurance, insurance solutions, safety insurance re and applications. The company was founded in 1942 and is headquartered in St. Louis, MO.

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.

The Executives Club of Chicago operates as a premier membership organization and business forum. The non-profit company is based in Chicago, IL.

The Pritzker Organization LLC (TPO) is a private equity subsidiary of PRITZKER FAMILY founded in 2002 by Tom Pritzker. The firm is headquartered in New York.

Five Elms Capital Management LLC (Five Elms Capital) is a private equity firm founded by Fred Coulson in 2007. The firm is headquartered in Kansas.

QCC LLC manufactures and assembles precision-machined components. It services include dukes directional control valves and electro-hydraulic valves. The company was founded in 1951 and is headquartered in Harwood Heights, IL.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Gen 1 Capital Management LLC (Gen 1 Capital) is a venture capital firm founded in 2020 by Julian Cheng. The firm is headquartered in Northbrook, Illinois.

The Cary Co. distributes and markets raw materials, packaging, absorbents, and filtration products. It offers specialty chemicals, containers, industrial filtration, spill control and containment, home brew, and additional products and supplies. The company was founded by George B. Cary in 1895 and is headquartered in Addison, IL.

Allos Venture Management Co Ltd (Allos Ventures) is a venture capital founded in 2009 by Don N. Aquilano and John C. McIlwraith. The firm headquartered in Indianapolis, Indiana.

Envera Systems LLC engages in the provision of security services. It offers surveillance, access control, keyless entry, virtual gate guard, virtual doorman, burglar alarm and visitor verification for gated communities, clubhouses, pools and other amenities. The company was founded by Thomas Edward Swain and Addi J. Aloya in 1996 and is headquartered in Coconut Creek, FL.

Omega Fund Management Ltd. (OFM) is the wholly-owned private equity firm founded by Dr. Otello Stampacchia in 2004. The firm is headquartered in the US.

Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans.

KeHE Distributors LLC provides natural and organic, specialty and gourmet, international and multicultural and fresh products. It offers product management, broad assortment and effective distribution services. The firm also offers vitamins and personal care, e-Fulfillment, gourmet nich retail, national specialty retail and export solutions. The company was founded by Art Kehe in 1952 and is headquartered in Naperville, IL.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri.

Tercera LLC (Tercera) is a venture capital firm founded in 2020 by Chris Barbin. The firm is headquartered in Chicago, Illinois.

Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA.

MarketDesk Indices LLC is an investment research company founded in 2022. The private company is based in Cape Girardeau, MO. The company offers a range of research services including portfolio strategy, equity, credit, macro, and economic research. The company provides financial advisors with institutional tools to scale their business, save time, and enhance their client offerings. The company's platform is designed to serve as a seamless extension of the team, expanding portfolio management and client communication capabilities virtually overnight. MarketDesk Indices is trusted by over 125 wealth management firms and committed to being a long-term partner in helping businesses grow.