Brett Hoge

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC.

Pamlico Capital Management LP (Pamlico Capital) is a private equity firm founded in 1988 by Frederick W. Eubank II, Watts L. Hamrick III and Scott Bullock Perper. The firm is headquartered in Charlotte, North Carolina.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Acushnet Co. manufactures golf balls, club shoes, gloves, and golfing equipment. The firm's products are distributed through golf pro shops, sporting goods stores and merchants. The company was founded by Philip E. Young in 1910 and is headquartered in Fairhaven, MA.

Event Network LLC operates retail gift shops. It offers products to zoos, aquariums, museums, science centers, botanical gardens, and other cultural attractions throughout North America. The company was founded by Larry Gilbert and Helen Sherman in 1998 and is headquartered in San Diego, CA.

Copeley Capital Management Co Inc (Copeley Capital Management) is a private equity firm founded in 2003 by Lane E. Faison. The firm is headquartered in Charlotte, North Carolina.

North Carolina Association of Certified Public Accountants, Inc. provides financial services. It offers curriculum for professional education, student recruitment efforts, financial literacy, and the annual CPA day of service.

Intellectus Partners LLC (Intellectus) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was co-founded by David La Placa and Thomas (Jay) Casey in 2015. Intellectus offers investment advisory services to high net-worth individuals, trusts, estates, charitable organizations, corporations, business entities and private funds.

Intellectus Ventures LLC Series 1 operates as a pooled investment fund. The company is headquartered in San Francisco, CA.

Intellectus Ventures LLC Series 3 operates as an investment fund. The company is headquartered in San Francisco, CA.

Independent Advisor Alliance LLC (IAA) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert (Bobby) Russo in 2013. IAA offers discretionary asset management services to individuals, small businesses, trusts, estates, high net-worth individuals, pooled investment vehicles, and charities.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

Bellrock Media, Inc. creates and distributes digital content for mobile and broadband platforms. The firm produces entertainment content. The company was founded by Peter York Levin and Hiroshi Nakata in 2005 and is headquartered in Santa Monica, CA.

Society for Corporate Governance, Inc. engages in providing advisory services and providing professional development and education through seminars and conferences in corporate governance area. The company was founded in 1946 and is headquartered in New York, NY.

Lender Performance Group LLC engages in the provision of software for modernizing commercial banking. It offers Andi skills builder, and trust and security solutions. Its features include solving the target, prediction, cross-selling, privacy and security governance, application security, compliance certificate and memberships, and data center and network security. The company was founded by Carl Ryden, Gregory H. Upham, Kenneth V. Garcia, and Mitchell Epstein in 2009 and is headquartered in Charlotte, NC.

The State Bar of Georgia is an organization that provides resources and support for lawyers in the state of Georgia. The organization is based in Atlanta, GA and offers programs such as committees, sections, and a lawyer assistance program. The private company's website offers a variety of services, including a member directory, legal aid resources, and virtual law museum. Additionally, they offer a comprehensive law library called Fastcase, which is a free member benefit for lawyers. The State Bar of Georgia also recommends Member Benefits, Inc. as a broker for members' health, dental, and vision insurance, as well as other approved products.

Allegion US Holding Co., Inc. operates as a holding company with interest in the provision of security products and solutions for homes and businesses. The company was founded on August 5, 2013 is headquartered in Carmel, IN.

Ameriprise Financial Services LLC (Investment Management) (AFS-IM) is the investment management division of Ameriprise Financial Services LLC, a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS-IM sponsors a wrap fee program that offers a variety of investment advisory accounts that have different features and services, supporting a wide array of investment strategies. It is available for individual investors, corporate entities and tax-qualified accounts.

mophie, Inc. designs and manufactures accessories for mobile devices. Its products include battery cases, portable batteries, holsters, cables, rubber cases, device stands, and speakers. The company was founded by Daniel Huang and Shawn Dougherty in 2006 and is headquartered in Tustin, CA.

Corrum Capital Management LLC (Corrum Capital) is an independent private equity firm founded in 2013 by Jason Cipriani and Jonathan Mandle. The firm is headquartered in Charlotte, North Carolina.

Plexus Capital LLC (Plexus Capital) is a private equity firm founded in 2005 by Kel Landis. The firm headquartered in Raleigh, North Carolina.