Brian M. Erickson

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA.

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.

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.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

The Mount Sinai Medical Center, Inc. operates charitable teaching hospitals. The non-profit company is based in New York, NY. The CEO of the company is Gino Santorio.

Brio Consultants LLC, dba Brio Financial Group (Brio), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Brandon Miller in 2009. Brio provides asset management and investment consulting services for many different types of clients.

Oneascent Holdings LLC is a family of kingdom-minded companies that provide values-based financial solutions to empower stewards to thrive in life and legacy and bless humanity. Oneascent Holdings is based in Birmingham, AL, and has subsidiaries in the United States. The private company's subsidiary, Oneascent Financial Services, offers a platform for independent financial advisors who desire to be part of something bigger than themselves. Oneascent's values-aligned, kingdom-driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting, guiding and caring for the clients entrusted to them. The company serves faith-driven individuals, families, and organizations. The company was founded by Harry Noble Pearson and Robert W. Grubb, and Harry Noble Pearson has been the CEO since incorporation.

OneAscent Wealth Management LLC (OneAscent) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. The firm was founded by Harry Pearson and Robert Grubb in 2020. OneAscent provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

OneAscent Financial Services LLC (OneAscent Financial) is a registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 2017 and is a subsidiary of OneAscent Holdings LLC. OneAscent Financial provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Englewood Hospital & Medical Center, Inc. provides healthcare services. It offers allergy, anesthesiology, bloodless medicine and surgery, cardiology, dermatology, diabetes, emergency medicine, endocrinology, hyperbaric medicine, infectious disease, joint replacement center, and laboratory and pathology services. The company was founded in 1988 and is headquartered in Englewood, NJ.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

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.

Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families.

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.