James H. Garrett

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.

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

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.

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.

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.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Cornerstone Advisory LLP is a SEC-registered investment advisor headquartered in Hunt Valley, Maryland. The firm was founded in 2006 by Donald Huber Jr. and Thomas Biddison III. They are a subsidiary of Chesapeake Advisory Group LLC. Cornerstone Advisory offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, and a private pooled investment vehicle.

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.

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.

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.

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.

Jetsetter, Inc. provides online travel arrangement services. It is a community of travelers that provides members with insider access, expert knowledge and exclusive deals on the world's greatest vacations. The company was founded by Andrew Patterson in September 2009 and is headquartered in New York, NY.

Verity & Verity LLC, do-business-as Verity Investment Partners (VIP), is an independent registered investment advisor and wealth management firm headquartered in Beaufort, South Carolina. The firm was co-founded by Will and Paula Verity in 2002. VIP offers a holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management. They serve high net worth investors and their families nationwide.

Abacus Planning Group, Inc. (Abacus) is a registered independent investment adviser and wealth management firm headquartered in Columbia, South Carolina. The firm was founded by Cheryl Holland in 1998. Abacus provides advisory services to high-net worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations.

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.

Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.

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.

Bosch Rexroth Corp. manufactures automation equipment, control & drive systems, and hydraulics. Its products include lockout valves, ball rail tables, handheld DC electrical tools, sensors, air & hydraulic cylinders, and gear pumps. The company was founded in 1975 and is headquartered in Hoffman Estates, IL.

Incline Management Corp.(Incline Equity Partners) is a private equity firm founded by Jack Glover, Wali C. Bacdayan and Justin Bertram. The firm is headquartered in Pittsburgh, Pennsylvania.

Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles.

Brynwood Partners Management LLC (Brynwood Partners) is a private equity firm founded in 1984 by Hendrik J. Hartong. The firm is headquartered in Greenwich, Connecticut.

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.

Intrepid Financial Partners LLC is a merchant bank that provides advisory and investing platforms to companies and investors in the energy sector. The private company is based in New York, NY and has subsidiaries in the United States. The company offers mergers & acquisitions, restructuring, and capital markets services, as well as makes principal equity and debt investments. Intrepid leverages the deep industry knowledge, relationships, and capital-raising expertise of its principals on behalf of its clients and investors.

EIG Global Energy Partners LLC (EIG Global Energy Partners) is a private equity firm founded in 2011. The firm is headquartered in Washington, District of Columbia.

Radish Health, Inc. provides affordable healthcare to municipal governments and companies through virtual and in-person care. The company is based in New York, NY and offers personalized care designed for convenience and quality with a concierge touch to help improve employee health and save on healthcare. Radish Health offers primary care, mental health, nutrition counseling, and other essential services. The company combines in-person and tele-health care to improve work productivity and cost savings for employers. Radish Health focuses on building patient care through relationships first, then technology, to alleviate the challenges currently seen in the tele-health space. The company was founded in 2019 by Viral Patel, an emergency medicine physician who serves as the CEO.

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.