Trevor Booker

Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals.

Golub Capital Partners LLC (Golub Capital Partners) is a private equity firm founded in 1994 by Lawrence Eric Golub. The firm is headquartered in Chicago, Illinois.

Part of Monex Group, Inc., TradeStation Securities, Inc. is a licensed securities broker-dealer and a registered futures commission merchant. The company is based in Fort Lauderdale, FL. TradeStation Securities offers a full suite of advanced trading technology, online brokerage services, and education. The company's technology subsidiary, TradeStation Technologies, Inc., develops and offers strategy trading software tools and subscription services, and hosts the TradingApp® store. TradeStation Securities provides a premier investing experience for the trader on the go, with their mobile trading app. The company also offers a futures options trading platform, allowing traders to identify and seize market opportunities with advanced trading technology. Customers can trade stocks, ETFs, options, or futures online.

Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country.

Bluestone Investment Manager LLC (Bluestone Investment) is a private equity firm founded in 2011 by John Allen, Bill Strang, Susan Gabay and Sean Everett. The firm is headquartered in McLean, Virginia.

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.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

Copeley Capital Management Co Inc (Copeley Capital Management) is a private equity firm founded in 2003 by Lane E. Faison. The firm is headquartered in Charlotte, North Carolina.

New York City Economic Development Corp. provides economic assistance and financial incentives for large businesses. Its services include financing and incentives, strategic investments group, programs for entrepreneurs, programs for business recovery and resiliency, programs for nonprofits, workforce and local business programs, incubators and workspace resources, international programs, portnyc and central business districts. The company was founded in 1991 and is headquartered in New York, NY.

RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies.

Coastal Carolina National Bank provides banking services. It offers personal checking, savings and lending, business checking and savings, commercial loans, mortgage, and online banking. The company was founded on June 8, 2009 and is headquartered in Myrtle Beach, SC.

Lipper Advisory Services, Inc. is an independent, SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by A. Michael Lipper in 1981. Lipper Advisory Services provides investment advisory and consulting services to retirement plan fiduciaries, trustees of tax-exempt foundations and endowments, charitable organizations, corporations, insurance companies and wealthy families and individuals.

7 Mile Advisors LLC provides investment banking and corporate advisory services. It offers middle-market investment banking, private company advisory, sell-side advisory, capital raises, and buy-side advisory and valuation advisory services. The company was founded in 2008 and is headquartered in Charlotte, NC.

Part of Van Buren Bancorporation ESOP (Iowa), First Iowa State Bank is a state-chartered commercial bank based in Keosauqua, IA. The company provides banking services to individuals and businesses in the local community.

LAV Management Co., Ltd. (LAV) is a venture capital subsidiary of Eli Lilly & Co. founded in 2008. The firm is headquartered in Shanghai, China with branches located in Central, Hong Kong and California, United States.

SpeedInvest GmbH (Speedinvest) was founded in 2011 and is headquartered in Vienna.

Gouws Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Fanie Gouws in 2010. Gouws Capital manages both taxable and tax-exempt investment portfolios for individuals, trusts, and estates.

Part of United Community Banks, Inc., FinTrust Brokerage Services LLC is a financial advisory firm based in Greenville, SC. The company's credentialed professionals handle personal, corporate, and institutional planning.

Kinsale Insurance Co. (Investment Portfolio) (Kinsale-IP) is the investment portfolio division of Kinsale Insurance Co., an excess and surplus lines insurance company headquartered in Richmond, Virginia. The firm is a subsidiary of Kinsale Capital Group, Inc. (NASDAQ: KNSL). It specializes in hard-to-place property, casualty, and specialty risks. They target small-to-medium sized accounts and have the flexibility to offer terms for businesses with poor loss histories, high risk venues, and new or high hazard operations. Kinsale-IP manages the insurance company portfolio.

Varagon Capital Partners LP (Varagon Capital Partners) is a private equity subsidiary of Man Group Plc (Jersey) firm founded in 2014 by Doug Kaden and Brett Shapiro. The firm is headquartered in New York.

IMPACT Therapeutics, Inc. manufactures pharmaceutical products. The firm develops discovery and commercialization of novel therapeutics to treat cancer and other life-threatening diseases. The company was founded in 2009 and is headquartered in Nanjing, China.

Ready Responders, Inc. engages in the development of mobile application which connects trained, licensed, and fully insured EMTs, paramedics, and nurses to 911 systems, hospitals, and payers. The company was founded by Benjamin Swig and Justin Dangel in 2016 and is headquartered in New Orleans, LA.

Cornerstone Wealth Group LLC (Cornerstone Wealth) is a SEC-registered investment advisor headquartered in Huntersville, North Carolina. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Cornerstone Wealth provides individuals and other types of clients with a wide array of investment advisory services.

WOCstar Fund (WOCstar) is a venture capital firm founded in 2018 by Gayle Jennings-O'Byrne and Pialy Aditya. The firm is headquartered in New York.