Keller Reid

Martin & Co., Inc. (dba Martin & Co. Investment Counsel) is a registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Allan David Martin in 1989. They are a wholly-owned subsidiary of First Horizon Corp. (NYSE: FHN). Martin & Co. provides investment supervisory services on a discretionary basis to pension and profit-sharing plans, endowments, foundations, educational institutions, corporations, financial institutions, collective investment trusts, governmental agencies, and individuals.

VII Peaks-KBR Co-Optivist Income BDC II, Inc. is a non-diversified closed-end management investment company, which engages in the investment on discounted corporate debt; senior secured term loan and equity-linked debt securities of public and private companies that trade on the secondary loan market for institutional investors; and provide distributions to investors. The company was founded in August 3, 2011 and is headquartered in Walnut Creek, CA.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen.

National Investment Co. Service Association operates an investment management association. The non-profit company is based in Marlborough, MA.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

AE Industrial Partners LP (AE Industrial Partners) is a private equity firm founded in 1998 by David H. Rowe. The firm is headquartered in Boca Raton, Florida.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Moët Hennessy USA imports luxury wines and spirits in the United States. Its portfolio of brands include Hennessy Cognac, Moet and Chandon, Dom Perignon, Krug, Veuve Clicquot and Ruinart champagnes, Belvedere and Chopin vodkas, Green Point, Terrazas de los Andes, sparkling and still wines. The company was founded in 1980 and is headquartered in New York, NY.

The Data Tribe LLC (The Data Tribe) is a Private Equity/Venture Capital firm founded in 2015 by Steven Witt, Michael Janke and Bob R. Ackerman. The firm is headquartered in Fulton, Maryland.

Winspear Investments LLC is a private equity firm based in Addison, TX and has subsidiaries in the United States.

Alpha Financial Technologies LLC develops patented trading methodologies. It specializes in the research and development of futures-based indexes. The firm's indexes have been utilized by the financial and institutional community globally in a broad array of products including mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), and UCITS III funds. The company was founded by Victor Sperandeo in 2001 and is headquartered in Southlake, TX.

EAM Corp. designs and manufactures filling and packaging machinery. Its products include tablet handling & printing equipment, filling machines, cabinets, holders and accessories. The company was founded in 1984 and is headquartered in Long Island City, NY

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

Glance Toys Ltd. operates toy stores. The private company is based in Dallas, TX. The company was founded by Gust Charles Kepler.

The Dallas Holocaust Museum operates a museum. The non-profit company is based in Dallas, TX. The CEO of the company is Mary Pat Higgins.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Task Force X Capital Management LLC (Task Force X Capital) is a venture capital firm founded in 2015 by Brandon Shelton. The firm is headquartered in Fort Mill, South Carolina.

ACM Advisors LLC (ACM Advisors) is a venture capital firm founded in 2009 by Bob Ackerman, Robert Ackerman, and Howard Lee. The firm is headquartered in Palo Alto, California.