Matthew Potter

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

FB Corp. provides banking and financial services. It offers personal banking, mortgage, banking solutions for small businesses, commercial banking solutions, and wealth management services. The company was founded in 1910 and is headquartered in Creve Coeur, MO.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

George K. Baum & Co. is an investment banking firm with an industry-leading municipal bond business. Its clients include both individual and institutions, and it approaches each one with commitment, energy, innovation and confidence. Its focus is on helping its clients achieve their goals. It does that by providing relevant products and services in every segment of its business. It is dedicated to combining quality service with integrity and creativity- a commitment it has maintained since the firm was founded in 1928. By choosing George K. Baum & Co. as an investment partner, clients gain access to a broad array of investment opportunities and expertise. It is a leader in municipal finance and consistently ranks as one of the nation's top underwriters of negotiated municipal bonds. The firm trades government, agency and mortgage-backed securities. The Firm's affiliate, George K. Baum Capital Advisors, Inc. helps clients realize superior value primarily through mergers and acquisitions and private capital raising assignments.

Goulston & Storrs PC provides legal services. It offers banking and finance, bankruptcy and restructuring, capital markets, litigation, data privacy, hospitality and recreational, innovation development and licensing, real estate, and public law and partnership solutions. The company was founded in 1900 and is headquartered in Boston, MA.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

The Chicago Bar Association is a voluntary membership organization consisting largely of lawyers and judges from Cook County and the state of Illinois. The private company is based in Chicago, IL and has subsidiaries in the United States. The association works to establish and maintain the honor and dignity of the profession of law, promote the welfare of its members, and improve the effectiveness and efficiency of the administration of justice. Founded in 1874, it is one of the oldest and most active metropolitan bar associations in the United States.

Perkins Coie Ventures (Perkins Coie Ventures) is a venture capital subsidiary of Perkins Coie LLP founded in 1996. The firm is headquartered in Menlo Park, California.

Sunlighten, Inc. manufactures infrared saunas. The firm produces and sells far infrared saunas for both the residential and commercial users for therapeutic benefits. The company was founded by Jason Lincoln Jeffers in 1999 and is headquartered in Overland Park, KS.

Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals.

Five Elms Capital Management LLC (Five Elms Capital) is a private equity firm founded by Fred Coulson in 2007. The firm is headquartered in Kansas.

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.

Insurance Accounting & Systems Association, Inc. operates as a a non-profit organization that offers educational venues to its members in the form of conferences, publications, and seminars. The company was founded in 1928 and is headquartered in Durham, NC.

Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.

American Red Cross, Inc. provides individual and family social services. It is a humanitarian organization led by volunteers and guided by its Congressional Charter and the Fundamental Principles of the International Red Cross Movement, will provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies. The company was founded in 1881 and is headquartered in Kansas City, MO.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

FireMon LLC designs, develops and delivers security software solutions. The firm provides enterprises, government and managed services providers with proactive security intelligence solutions that deliver deeper visibility and tighter control over their network security infrastructure. Its integrated solution suite security manager, policy planner and risk analyzer enables customers to identify network risk, proactively prevent access to vulnerable assets, clean up firewall policies, automate compliance, strengthen security throughout the organization and reduce the cost of security operations. The company was founded in 2004 and is headquartered in Overland Park, KS.

Part of The Herjavec Group, Inc., Cyderes LLC is a company that provides cyber security services. The company is based in Kansas City, MO. The company was founded in 2016. The CEO is Robert Herjavec.

Fishtech Group LLC is a cybersecurity service provider that specializes in threat detection and prevention, allowing businesses to focus on their operations. The private company is based in Kansas City, MO and has subsidiaries in the United States. The company includes the security-as-a-service division Cyderes and the security analytics firm Haystax, as well as venture partners Perch Security and Foresite. Fishtech Group's cyber experts offer customized and flexible solutions to support large banks, gaming companies, and utility providers. Fishtech Group was founded by Gary Lee Fish, Dan Thormodsgaard, and Charles Crawford, with Gary Lee Fish serving as CEO since incorporation.

Perch Security, Inc. engages in the provision of cyber security services. It offers community defense app, security operations center, sensors, enterprise solutions, and growing business solutions. The company was founded by Aharon Chernin in 2016 and is headquartered in Tampa, FL.

Syntegra Private Wealth Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chesterfield, Missouri. The firm offers investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.

The Ames Chamber of Commerce is an organization located in Ames, IA. These classes take place at either the Ames or Boone DMACC campus. The non-profit company offers free classes to residents of Story County who are 18 years or older and have a diploma or GED.

Women Connect runs projects and networking events to bring together women in business. The firm events are fun and interesting, offering delegates an opportunity to share experiences, meet new people and learn new skills. It specializes in Networking Events, Website Directory, Business Support and Seminars. The company was founded in 1985 and is headquartered in Aberdeen, the United Kingdom.

Vision Finance Asset Management Ltd. (VFAM) is an asset management firm headquartered in Hong Kong. They are the flagship of Vision Finance Group Ltd.'s asset management business. VFAM provides asset management services that focuses on China related securities listed in Hong Kong or elsewhere.