Steve Peterson

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Twine Health, Inc. develops health coach software. Its platform offers shared decision making tools, which allow patients and clinicians to set goals and weigh management options to make informed decisions; self-tracking tools that allow patients to manage their conditions and build self-efficacy; dashboards for clinicians to identify patients; and integrated messaging tools. The company was founded by Frank Moss, John O. Moore and Scott Gilroy in 2013 and is headquartered in Cambridge, MA.

Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Advekit LLC develops online platform that connects people with therapist referrals suited to their needs. It is designed to make the process of finding mental health professionals in a convenient way. The company was founded by Arielle Garellek and Alison Fussell in 2017 and is headquartered in Venice, CA.

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.

Pod Foods Co. engages in the operation of a software enabled business-to-business food distribution company. It offers grocery, frozen, fresh, dairy, beverage and bakery products. The company was founded by Janet Larissa Russell and May-Yi Lee and is headquartered in San Francisco, CA.

Flowspace, Inc. provides on-demand warehousing for businesses. It handles the storage, transportation and services of inventory on a month-to-month basis. The firm?s services include e-commerce fulfillment, retail fulfillment, kitting and special projects. The company was founded by Ben Eachus and Jason Harbert in May 2017 and is headquartered in Marina Del Rey, CA.

The Gathering Collective, Inc. develops software applications. It offers chating and calling through mobile phones. The company is headquartered in San Francisco, CA .

Moment Ventures LLC (Moment Ventures) is a venture capital firm founded in 2015 by Ammar Hanafi, Clint Chao, and Rajiv Khemani. The firm is headquartered in Palo Alto, California.

SOASTA, Inc. provides test automation solutions for web applications and services. The firm’s products include mPulse, CloudTest, TouchTest, DOC and Pricing. Its solutions include web performance testing, real user monitoring, mobile performance testing and mobile test automation. The company was founded by Kenneth C. Gardner, Lisa Bergamo, Mike Hemmert, Craig Powers, Kenneth Holcomb, Kendall Cosby and Tom Lounibos in February 2006 and is headquartered in Mountain View, CA.

Part of Broadcom Inc., Zyray Wireless, Inc. is a company that manufactures Wideband Code Division Multiple Access mobile devices. The company is based in San Diego, CA. The company was founded by Michiel Lotter. Zyray Wireless was acquired by Broadcom Corp., part of Broadcom Inc. from February 02, 2016 on July 16, 2004 for $86.03 million.

Marketocracy Capital Management LLC (MCM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Los Altos, California. The firm was founded by Kendrick Kam in 2000. MCM provides discretionary portfolio advisory services to separately managed accounts which includes individuals and institutional investors.

Formative Ventures LLC (Formative ventures) is an Independent Venture Capital firm founded in 2000 by Brian Connors and Clint Chao. The firm is headquartered in Santa Clara, California.

Rosenblum Silverman Sutton S.F., Inc. (RSS) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was founded in 1983 by Barbara Rosemblum. RSS provides individuals, families, trusts, foundations and non-profit organizations with investment and wealth management solutions to meet their financial goals.

Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.

Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.

Integral Financial Solutions LLC operates as an independent wealth advisory firm. The company was founded by Janet L. Hoffmann and Barry R. Taylor in 2010 and is headquartered in San Francisco, CA.

Three Bridge Wealth Advisors LLC (TBWA) is an independent, SEC-registered investment advisor headquartered in Portola Valley, California. The firm was founded in 2009 by Brett Sharkey, Eric Thurber and Fred Molfino. TBWA provides investment advisory services to individual and institutional clients.