Sy Richard Lippman

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Intersect Capital LLC is a financial services company that offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services. Intersect Capital is based in San Ramon, CA and has subsidiaries in the United States. As of November 1, 2021, the private company has over $1.60 billion in assets. The company was founded in 1997 by David William Shiell.

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.

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.

First Community Bank (Bluefield, Virginia) provides banking and financial services. It offers personal and business banking, insurance, wealth management and mortgage services. The company is headquartered in Bluefield, VA.

Hall & Hall PLC provides family law advice and representation. It offers wills and estate planning, elder law and lifecare planning, and prenuptial agreements. The company was founded by Phoebe P. Hall in 1969 and is headquartered in Richmond, VA.

The Greater Richmond Chamber of Commerce is a chamber of commerce organization. The non-profit company is based in Richmond, VA.

Part of The Walt Disney Co., ESPN.com is a company that operates a cable and satellite sports television channel. The company is based in Bristol, CT.

Part of Deloitte LLP (New York), Deloitte Services LP is a professional services network that provides audit & assurance, consulting, risk and financial advisory, risk management, and tax services to selected clients. The company is based in Washington and offers industry-leading services to many of the world's most admired brands, including 80 percent of the Fortune 500. As a member firm of Deloitte Touche Tohmatsu Limited, they are proud to be part of the largest professional services network, serving clients in the markets that are most important to them.

ESPY Energy Solutions LLC provides business consulting services. It offers strategic planning, marketing, business, regulatory, and technical expertise to energy utilities, energy equipment manufacturing and supplying companies. The company was founded by Nora Mead Brownell and is headquartered in Alexandria, VA.

RVW Wealth LLC is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Selwyn Gerber and Michael Stone in 2006 as RVW Investing LLC. RVW Wealth offers investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities like corporations, partnerships and limited liability companies.

Part of Northern Trust Corp., the company is a nationally chartered commercial bank based in San Francisco, CA.