Brett Gilliland

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association.

Karma Automotive LLC designs, produces and distributes electric vehicles with extended range. It offers hybrid electric cars under the Karma brand name. the firm also manufactures automobiles with hybrid electric engines. The company was founded in August 2007 by Bernhard Koehler and Henrik Fisker and is headquartered in Costa Mesa, CA.

ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

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.

Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them.

Morton Grove Pharmaceuticals, Inc. develops, manufactures, and markets liquid pharmaceuticals. Its products include Benadryl, corticosteroid prednisolone, and fluoxetine. The firm distributes its products through wholesalers, chain drug stores, and retailers. The company was founded by Brian Tambi in 1995 and is headquartered in Morton Grove, IL.

Roundtable Healthcare Management, Inc (Roundtable Healthcare Management) is an Independent Private Equity firm founded in 2001 by Todd Warnock, Joseph Damico, Lester Knight and Jack McGinley. The firm is headquartered in Lake Forest, Illinois, United States.

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.

Community Brands HoldCo LLC engages in the provision of cloud-based software and payment solutions for associations, non-profits, schools, and faith-based organizations. It offers membership and learning management, career center software, event fundraising, donor management, online fundraising, fund accounting, student info management, enrollment management, and student billing tuition management solutions. The company was founded in 2017 and is headquartered in St. Petersburg, FL.

Greater Sum Ventures LLC (Greater Sum Ventures) is a private equity firm founded in 2015 by Ross Croley, Lisa Stinnett, Bill Nix and Jon Ellison. The firm is headquartered in Knoxville, Tennessee.

Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy.

United Way of Greenville County, Inc. provides nurturing and leadership programs. It offers and supports for children for school readiness, high school graduation, and financial stability. The company is headquartered in Greenville, SC.

Savannah River Brewing Co. LLC operates barrel craft brewery. It offers labels and collars beers. The company was founded by in Steve Ellison and David G. Ellison in 2016 and is headquartered in Augusta, GA.

US Joiner LLC engages in the provision of installation and outfitting of marine interiors. The company was founded on December 19, 2003 by Jayne J. Rathburn and David R. Rathburn and is headquartered in Crozet, VA.