Laura Howell

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

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.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

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.

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.

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.

Chi-Rho Financial LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded in 2000 by Joseph “Joe” Hurley, IV. Chi-Rho Financial offers hedge fund solutions, comprehensive portfolio management, and additional advisory services to a wide range of accredited investors, advisors, and institutions.

Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

The West Point Association of Graduates publishes memorial articles in memory of deceased graduates and former cadets. It offers support west point, read class notes, online gift shop and USAA credit card. The company was founded in 1869 and is headquartered in West Point, NY.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Amerit Fleet Solutions, Inc. engages in the provision of fleet management solutions. Its services include fleet service centers, mobile service centers and on-site workforce. The company was founded by Gary Herboldin, Dan Williams and Amein Punjani in 1999 and is headquartered in Walnut Creek, CA.

SPP Management Services LLC (Summit Park) is a private equity firm founded in 2006 by Robert G Calton and James L Johnson. The firm is headquartered in Charlotte, North Carolina.

Founded in 2003 by Benjamin Howe and Maria Lewis Kussmaul, America's Growth Capital LLC (ACG) is an emerging growth-focused, research, broker/dealer and investment banking firm headquartered in Boston. The firm is a subsidiary of America's Growth Capital Holdings LLC. They seek to identify small-cap opportunities and bring new investment opportunities to growth-oriented institutional and private equity investors. AGC completes investment banking transactions for emerging growth companies in the following industries: (1) technology including communications, data center, financial technology, information security, semiconductors and software (2) clean technology, (3) digital media/Internet and (4) business services. They have participated in transactions ranging in size from $6 million to $1 billion. These transactions have included buyouts, buy-side and sell-side advisory assignments, private placements, PIPEs, IPOs, follow-ons and fairness opinions. The firm's Capital Markets group provides analysis on leading emerging growth sectors with a focus on identifying dynamic changes and trends in their focus industries. They present ideas through: (1) white papers, which provide topical and industry-wide analysis by highlighting the leading small-cap public and private companies of influence (2) thought pieces, which illustrate the impact of current events such as legislation, market swings and (3) capital market updates which present comprehensive statistics and data on one or more product areas including IPOs, M&A, private placements, etc. that have an impact on the emerging growth universe. AGC maintains relationships across multiple pools of capital including institutional, private equity, venture capital, hedge fund, sovereign wealth and debt. They leverage those relationships to provide clients with the best sources of financing for their particular needs.

Brightstar Capital Partners LP (Brightstar Capital) is a private equity firm founded in 2015 by Andrew S. Weinberg. The firm is headquartered in New York.

Fort Point Capital LLC (Fort Point Capital) is a private equity firm founded in 2009 by Brooke Ablon, Paul Lipson and James Spencer. The firm is headquartered in Boston, Massachusetts.

InfraServ US LLC provides industrial equipment dealership and services. The company is headquartered in St. Louis, MO.

Mgt Co. LLC (MPE Partners) is a private equity firm founded in 2012 by Peter Taft, Karen Tuleta and Joe Machado. The firm is headquartered in Cleveland, Ohio.

Texas Water Supply LLC engages in water supply and irrigation systems. The company was founded on October 10, 2017 and is headquartered in Austin, TX.

Capstone Partners LLC provides investment banking services. Its services include mergers & acquistions, corporate restructuring and private placements. The firm also offers transaction and financial advisory and strategic advisory services. The company was founded by Kirk Johnson, John D. Harkey, Jr., John Ferrara and Leonard A. Potter in 1996 and is headquartered in Boston, MA.

Morgenthaler Management Corp (Morgenthaler Management) is a venture capital and private equity firm founded in 1968 by David Morgenthaler. The firm is headquartered in Portola Valley, California.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

WGES Holdings LLC provides investment services. The company is headquartered in Charlotte, NC.

Kian Capital Partners LLC (Kian Capital Partners) is a private equity firm founded in 2011 by Rick Cravey and Kevin Mccarthy. The firm is headquartered in Charlotte, North Carolina.

Engs Commercial Finance Co. provides financing services to the truck and trailer industry. It specializes in transportation and industrial equipment and related insurance products. The firm provides financing solutions for machine tools, fabrication, woodworking, plastics, food processing, packaging and printing. The company was founded in 1952 and is headquartered in Lisle, IL.

Bernhard Capital Partners Management LP (Bernhard Capital Partners) is a Private Equity firm, a subsidiary of Bernhard Capital Partners Management LLC founded in 2013 by James M.Bernhard, Jeff Jenkins and George P. Bevan. The firm is headquartered in baton Rouge, Louisiana.

Part of Shell Plc, Shell-USA, Inc. is a company committed to community and social responsibility for over 50 years. The company is based in Spotsylvania, VA. The company has contributed over a billion dollars to support various initiatives such as community, health and welfare, environmental, arts and cultural activities, educational initiatives, including minority education, and diversity and inclusiveness programs in the US. Shell-USA operates in 50 states and employs more than 20,000 people working to help tackle the challenges of the new energy future.

Capital Area United Way provides social services. It helps in fund raising and community service activities. The company was founded in 1925 and is headquartered in Baton Rouge, LA.