Justin H. Roberge

Wexford Capital LP (Wexford) is an independent, SEC-registered investment advisor headquartered in West Palm Beach, Florida with additional office in Stamford, Connecticut. The firm was founded by Charles Davidson, Joseph Jacobs and Robert Holtz in 1994. Wexford provides investment advice to a variety of private pooled investment vehicles over which the firm has discretionary trading authority.

Capital International, Inc. (CI) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1987 as Capital International Research & Management, Inc. The firm is a wholly-owned subsidiary of Capital Group International, Inc., ultimately held by The Capital Group Companies, Inc. CI provides investment management and advisory services to a registered investment company, other pooled investment vehicles exempt from registration, corporate entities, pension plans, endowments and foundations, certain affiliated companies, foreign governmental entities and other institutions.

Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH.

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Mackenzie Patterson, Inc. provides real estate management services. The company is headquartered in Saint Moraga, CA.

Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Green Alpha Advisors LLC, dba Green Alpha Investments (Green Alpha), is an independent, SEC-registered investment advisor headquartered in Niwot, Colorado. The firm was founded by Jeremy Deems and Garvin Jabusch in 2007. Green Alpha offers investment advisory services to their individual and institutional clients in the form of separately managed accounts, a fixed income mutual fund, the AXS Sustainable Income Fund (ticker: AXSKX), and an exchange-traded fund (ETF), the AXS Green Alpha ETF (ticker: NXTE).

American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO.

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.

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.

Part of NCR Atleos Corp., E * TRADE Access, Inc. is a company that provides online discount brokerage services. The company is based in Arlington, VA.

Frank Russell Capital, Inc. is an investment firm founded in 1999 by Frank Russell.The firm is headquartered in Tacoma.

Sacramento Municipal Utility District operates as a community-owned, not-for-profit electric service company. The firm provides electricity to most of Sacramento County and a portion of Placer County. The company was founded in 1923 and is headquartered in Sacramento, CA.

Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund.

The Caprock Group LLC (Caprock) is a SEC-registered investment advisor and wealth management firm headquartered in Boise, Idaho. The firm was co-founded in 2005 by Mark Gustafson, Richard Rock, William G. Gilbert, Jr., and Gregory A. Brown. Caprock provides fee-only private wealth management, family office and advisory services to individuals, families, corporate pension and profit-sharing plans, trusts, charitable institutions, foundations, endowments and family-owned corporations, limited liability companies and limited partnerships.

Icelandic Water Holdings ehf sells bottled spring water. The firm has distributors in Iceland, the United States, Canada, Germany, France, the United Kingdom, and Benelux. The firm was founded in 2004 and is headquartered in Selfoss, Iceland.

Rockwood Investment Counsel LLC provides investment advisory services. The firm offers investment management, financial planning, equity research and trading and consulting services. The company was founded by John A. Appleby and is headquartered in La Jolla, CA.

Part of Textainer Group Holdings Ltd., Textainer Equipment Management Ltd. is a company that specializes in equipment rental and leasing. The company is based in San Francisco, CA.

AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes.