Samantha Stogsdill

Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ.

Compliance Science, Inc. engages in the provision of technology solutions. Its platform helps compliance organizations identify, monitor, manage and report on conflicts of interest arising from employee activities, including personal trading, gifts and entertainment, political contributions, outside business affiliations, and other code of ethics violations. The company was founded by Michael D'Angelo and Mitchel Kraskin in 2003 and is headquartered in New York, NY.

Voxware, Inc. designs, develops, markets, and sells voice-based solutions for the logistics, distribution and package sorting industries. Its products include Voice Applications, Voice Toolset, and Voice Architecture. The company was founded in 1993 and is headquartered in Hamilton, NJ.

OptionsCity Software, Inc. provides electronic trading and analytics software to the options and futures industry. Its products include Metro, City Store, Freeway, CityTrader, City API and City Execution. The firm's solutions include professional trading, market making, risk management, algorithmic trading, hosting services and exchange connectivity. The company was founded by Hazem Dawani, Rudy Fasouliotis, and Victor Glava in October 2006 and is headquartered in Chicago, IL.

9Dots Management Corp. LLC provides business performance management and business intelligence software services. It provides connect and consulting services including strategic planning, project guidance and non-disruptive implementation. It serves legal, architecture, engineering, insurance and construction industries. The company was founded by David Libesman and Robert J. Kabel in August 2001 and is headquartered in Conshohocken, PA.

Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Predata, Inc. engages in the provision of research analytical services. Its platform provides users with quantitative measurements of digital concern and predictive indicators for different types of risk events for any given country or topic. The company was founded by James J. Shinn in 2015 and is headquartered in New York, NY.

YieldStreet, Inc. provide financial services. The firm specializes in finance marketplace, investment services, start up, financial technology, investment management, financial services, wealth management, and asset backed. The company was founded by Dennis Shields, Michael Weisz and Milind Mehere in 2014 and is headquartered in New York, NY.

MoneyLion Technologies, Inc. engages in the provision of financial services. Its products include banking, investing, rewards, free credit monitoring, and mobile app. The company was founded by Diwakar Choubey, Pratyush Tiwari, Adam Green, and Chee Mun Foong in 2013 and is headquartered in New York, NY.

Zelis Healthcare, Inc. engages in the provision of healthcare cost management and payments solutions. It offers network analytics and cost management services through its Zelis Intelligent Claim Routing Platform. The company was founded in 2001 and is headquartered in Bedminster, NJ.

TraderTools, Inc. develops FX trading platform. It offers FX liquidity aggregation, FX pricing engine, FX white-labeling, and FX order management. The company was founded by Yaacov Heidingsfeld, Martin S. Fawer, and Mitchell D. Mittman in 1997 and is headquartered in New York, NY.

Zelis Parent LP engages in healthcare services. The company was founded in 2019 and is headquartered in Bedminster, NJ.

Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ.

Operative Media, Inc. develops products and services for online advertising operations. It provides its clients with technology and services to improve all aspects of their advertising operations lifecycle, from pre-sale to collections, trafficking to reconciliation. The company was founded by Lorne Brown and Anthony Thielman in 2000 and is headquartered in New York, NY.

gohenry Ltd. focuses on building financial habits for kids. It provides financial literacy application and debit card to inform and empower young people with the education and financial tools they needed to interact with the digital economy. The company was founded by Louise Hill and Alex Zivoder and is headquartered in Lymington, the United Kingdom.

Part of Nav Technologies, Inc., BFS Capital Canada, Inc. develops mobile applications for credit and cash management. The company is based in Toronto, Canada. BFS Capital Canada was acquired by Nav Technologies, Inc. on January 26, 2023.

Prepaid Technologies Co., Inc. provides electronic payment solutions utilizing prepaid cards. It offers payroll, purchasing cards, reward/incentive cards and API solutions. The company was founded in 1998 and is headquartered in Birmingham, AL.

Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ.

A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Bipsync Ltd. provides research management software. The firm offers core RMS, process management, compliance and mobile RMS solutions. The company was founded by Danny Donado, James Cameron and Dan Zambonini in 2012 and is headquartered in New York, NY.

Centana Management LLC (Centana Growth Partners) is a private equity firm founded in 2015 by Ben Cukier, Eric Byunn and Steve Swain. The firm is headquartered in New York with an additional office in Palo Alto.

FairWords, Inc. provides surveillance software. It offers compliance, automation, human resource, AI, machine learning and surveillance. The company was founded by Anish Parikh and Evan Caron and is headquartered in Longmont, CO.

Foundation Source Philanthropic Services, Inc. engages in the provision of comprehensive support services for private foundations. Its services include foundation management, foundation administration, grant and expense processing, compliance monitoring, tax preparation and filings, grants management, international grantmaking, philanthropic guidance and consulting, recordkeeping, and financial and regulatory reporting. The company was founded by Andrew Greenbaum, Neil Greenbaum, Douglas K. Mellinger and Alexander Libkind in April 2000 and is headquartered in Fairfield, CT.

Softgate Systems, Inc. provides reliable bill payment and prepaid services. It offers bill payment, prepaid products, international top ups, and PayXchange. The company is headquartered in Fairfield, NJ.

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.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

DR Bank operates as a state chartered commercial bank. It provides community with an exceptional combination of competitive banking services and thoughtful personal services. The firm offers conveniences and financial services from a larger bank, with the incredible rates, safety, and personal attention. The company was founded by Robert M. Baylis, David M. Campbell, Kevin P. Conroy, Daniel Dolcetti, Harriette Weiss-Terbell, Peter B. Maglathlin, Michael Joyce Thomas, Charles Hoffman and Spencer J. McIlmurray in 2006 and is headquartered in Darien, CT.

Ronald McDonald House of New York, Inc. provides temporary housing for pediatric cancer patients and their families. It offers family and coordinate emotional and physical services, psychological care, ministry support, wellness programs, tutors, music, art, transportation, activities for siblings, holiday and birthday parties and camaraderie for parents struggling with their child's cancer diagnosis. The company was founded in 1978 and is headquartered in Ronald McDonald House, NY.

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.

Virtu Americas LLC is an SEC-registered broker/dealer headquartered in New York City and was founded in 2012. The firm is a direct subsidiary of Virtu Strategic Holdings LLC and their ultimate parent is Virtu Financial, Inc. (NASDAQ: VIRT). Virtu provides brokerage services to their clients.