Shaunalia Kahn

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

Sequoia Capital is a venture capital arm of Sequoia Capital Operations LLC, founded in 1972 by Don Valentine. The firm is headquartered in Menlo Park, California.

State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL.

First Hawaiian Bank offers banking services to consumer and commercial customers including deposit products, loans, wealth management, insurance, trust, retirement planning, credit card and merchant processing services. The company was founded in 1858 and is headquartered in Honolulu, HI.

University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI.

PeopleTech Partners (PeopleTech Partners) is a venture capital firm founded by Cara Brennan Allamano. The firm is headquartered in San Francisco, California.

C-J Advisory, Inc. (C-J) is an independent investment advisory firm headquartered in San Jose, California. Founded in 1980, C-J provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Spencer Stuart, Inc. provides leadership consulting and executive search services. The firm’s serves industries under the categories of technology, media & telecommunications, consumer, financial services, education, nonprofit & government, healthcare and industrial. It also offers corporate governance and board member recruitment services. The company was founded by Spencer R. Stuart in 1956 and is headquartered in Chicago, IL.

Rothstein, Kass & Co. LLC provides accounting and business consulting services. The company was founded in 1959 and is headquartered in Roseland, NJ.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

BNY Mellon Investor Solutions LLC (BNYMIS) is an independent registered investment advisor headquartered in Boston, Massachusetts. It was founded in 2015 as BNY Investment Strategy & Solutions Group LLC and was renamed BNY Mellon Investor Solutions LLC in 2020. The firm is wholly-owned by MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (BNY Mellon) (NYSE: BK). BNYMIS offers comprehensive portfolio management and investment advisory services for investors worldwide seeking outsourced investment management. They serve endowments, foundations, retirement plans, family offices, governments and financial intermediaries.

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.

Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan.