Larry Durso

Drexel Burnham Lambert Real Estate Associates II operates a Real Estate Investment Trust (REIT).

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients.

Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee.

Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients.

Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families.

Well Done LLC, doing business as CapTrust Financial Advisors (CapTrust), is an independent, SEC-registered investment adviser headquartered in Holland, Michigan. The firm was founded by Bruce H. Johnson in 2004. CapTrust provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices.

Traverso Chambers Private Wealth Management LLC (Traverso Chambers) is a SEC-registered investment adviser and wealth management firm headquartered in Santa Rosa, California. In 2024, the firm was acquired by MAI Capital Management LLC, ultimately owned by MAI Capital Management Holdings LLC. Traverso Chambers provides investment advisory services to high-net-worth individual and institutional clients.

Blue Current, Inc. is a company that specializes in manufacturing 100% dry, safe, and high-performance silicon elastic composite solid-state batteries for electric vehicles, grid storage, and consumer electronics. Blue Current is based in Hayward, CA. The company leads with science and data and is scaling up in the next wave of battery innovation. The company was founded by Nitash Balsara and Joseph M. DeSimone, and Ben Eiref has been the CEO of the company since 2022.

Advanced Chemotherapy Technologies, Inc. develops a novel device for infusing chemotherapies directly into poorly-vascularized pancreatic tumors. The company was founded by Joseph DeSimone and Jen Jen Yeh and is headquartered in Raleigh, NC.

Reason To Believe LLC, also known as Virtue Labs, is a haircare company that manufactures and markets innovative, technology-based solutions for hair health. The company is based in Raleigh, NC, with a technology manufacturing facility elsewhere. The company's proprietary ingredient, alpha keratin 60ku®, is the only fully functional, human-identical keratin protein on the market today, found in each of the company's Virtue® haircare products. Virtue Labs offers a range of haircare products, including shampoos, conditioners, and hair treatments that heal, nourish, and repair damaged hair. The company also offers styling products that hold, protect, and sculpt hair to achieve the perfect styled look. The company was founded by Melisse Shaban, and Jose Luis Palacios has been the CEO of the company since 2023.

Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors.

MidOcean US Advisor LP (MidOcean Partners) is a private equity firm founded in 2003 by James Edward Virtue. The firm is headquartered in New York.

Lazard is a private company that provides financial advisory and asset management services. The company is based in New York, NY. The company was founded in 1848 by Alexandre Lazard. The CEO is Kenneth Marc Jacobs.

Empower Brands Franchising LLC engages in the provision of commercial cleaning services. It operates through its franchise brands JAN-PRO Franchising International and Intelligent Office. The company was founded in 1995 and is headquartered in Alpharetta, GA.