Scott Adair Oswald

Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.

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.

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

Skilljar, Inc. provides online courses. It offers online training platform, salesforce integration, certifications engine, and data connector. The company was founded by Jason Stewart and Sandi Lin in 2013 and is headquartered in Seattle, WA.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

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.

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.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

Montlake Capital LLC (Montlake Capital) is a private equity firm founded in 1999.. The firm is headquartered in Seattle, Washington.

Carbitex, Inc. manufactures and distributes carbon fiber composites. Its trade marks include Carbitex CX6, AFX, and DFX. The company was founded in 2012 and is headquartered in Kennewick, WA.

The Epiphany School, Inc. provides education services. The company is headquartered in Dorchester, MA.

Trilogy Equity Partners LLC (Trilogy Equity Partners) is a venture capital firm founded in 2005 by John Stanton. The firm is headquartered in Bellevue, Washington.

Boundless Immigration, Inc. develops software to help people navigate the immigration process. The firm provides tools, information and personalized support services. The company was founded by Doug Rand, Serdar Sutay, and Xiao Wang in 2017 and is headquartered in Seattle, WA.

Red Tricycle, Inc. operates a digital media platform for moms and families which offers adventures and kids activities. The firm provides authoritative, localized content to its online community of mothers through a variety of communication devices: email, website, social media, and mobile. It offers email newsletter and delivers must-have recommendations for parents. The company was founded by Jacqueline R. Boland in 2006 and is headquartered in Sausalito, CA.

GRAIL, Inc. is a healthcare company. It engages in the development of a technology for early detection of cancer. The company was founded by Jeffrey T. Huber, William H. Rastetter, and Mostafa Ronaghi on September 11, 2015 and is headquartered in Menlo Park, CA.

Preact, Inc. operates as customer analytics platform that uses individual user activity to identify inflection points. It provides health metrics tailored to each user and account by logging detailed session-level usage of web usage, mobile applications, and server activity. The company was founded by Christopher Gooley and Cory Watilo in 2011 and is headquartered in San Francisco, CA.

Allianz Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2001, the firm is a wholly owned subsidiary of Allianz Life Insurance Co. of North America and their ultimate parent is Allianz SE (ETR: ALV) in Germany. AIM offers discretionary and non-discretionary management of assets and other investment related services for registered investment companies, insurance companies, which includes separate accounts of insurance companies, and other institutional investors.

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.

Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries.