David W. Passey

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

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.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Certeza Fund Advisors LLC (Certeza) is a SEC-registered investment advisor headquartered in Providence, Utah. The firm was founded by Brett R. Nelson in 2020 and is owned by Certeza Asset Management LLC. Certeza manages investment portfolios for individuals, high net worth individuals, trusts, foundations, businesses and corporations.

Peterson Partners LLC (Peterson Partners) is a private equity firm founded in 1995 by Joel Peterson. The firm is headquartered in Salt Lake City, Utah.

Benefunder, Inc. engages in the provision of funding channel for research and commercialization promotion. It offers solution to financial advisors for targeted philanthropy and donors. The company is headquartered in San Diego, CA.

Outlines Venture Management Services is a private equity firm founded in 2013 by Gillian Muessig. The firm is headquartered in Seattle, Washington.

Kickstart Capital LLC (Kickstart Capital) is a venture capital firm founded in 2008 by Gavin Christensen. The firm is headquartered in Cottonwood Heights, Utah.

Longview Partners LLP is a specialist asset management firm headquartered in London, UK. It was originally founded as Longview Partners LP in 2001 by Ramzi Rishani and Keith McDermott. In 2012, the business of Longview Partners LP was transferred to a new legal entity, Longview Partners LLP. The firm provides investment management services to corporate pension plans, government owned funds, insurance companies, pension plans of UK local authorities, sub-advisory accounts, US states, superannuation schemes, charities, foundations and endowments, as well as pooled investment vehicles. Their clients are domiciled in the UK, USA, Australia and Asia. Longview Partners is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Banyan Ventures LLC (Banyan Ventures) is a venture capital firm founded in 2003 by Darin Gilson, Tyler Thatcher, and John Dunn. The firm is headquartered in Holladay, Utah.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

GoalFusion Wealth Management LLC (GoalFusion) is an independent registered investment advisor headquartered in Austin, Texas. The firm was co-founded by Cary Laudadio and Jared McBride in 2020. GoalFusion offers family, college and retirement planning as well as wealth and asset management tailored to each client’s needs, goals and plans for the future.

Crowdsmart, Inc. operates as an alternative investment manager. The company was founded by Fred Campbell, Thomas Kehler, Markus Guehrs, and Kim Polese in 2015 and is headquartered in San Francisco, CA.

Impact Hub Houston is a charitable organization that provides support and social entrepreneurial solutions to early-stage startups. The non-profit company is based in Houston, TX and has subsidiaries in the United States. The company was founded by Michelle Avalos, Grace Rodriguez, and Shiroy Aspandiar. Grace Rodriguez has been the CEO since incorporation.

The Crowdfunding Professional Association is an organization that focuses on the practice of crowdfunding, which involves raising small amounts of money from a large number of people through internet campaigns. The private company is based in New York, NY and was founded by Richard Swart. Crowdfunding has become a popular financing option for startups and is now considered an integral part of venture capital financing.

GotChosen, Inc. develops a native social network that brings communities together and gives away scholarships to students. It delivers online advertising landscape by bringing social to websites and apps. The company was founded by Osvaldo G. Silva in 2011 and is headquartered in Orlando, FL.

Pure Healthcare, LLC provides home health care services. The company is headquartered in Salt Lake City, UT.

Solar Energy Partners LLC is a private company based in Turlock, CA that was founded in 2017 by Dave Madrid, Clint Williams, and Alex Williams. The company's mission is to bring clean energy, abundant savings, and peace of mind to every single homeowner. Solar Energy Partners LLC provides a service that allows homeowners to switch to clean energy and save money.

Vivint, Inc. provides smart home technology services. It offers security sensors, touch screen control panels, automatic door locks, non-emergency and severe weather alerts. The firm delivers services through a cloud-based platform that integrates wireless features and components to provide simple, affordable home security, energy management and home automation. The company was founded by Todd R. Pedersen, Alexander J. Dunn and Keith Nellesen in 1999 and is headquartered in Provo, UT .

ION Solar LLC provides solar energy equipment. It offers design, installation and inspection, and system maintenance services. The company was founded by Jimmy Slemboski in 2013 and is headquartered in Provo, UT.

Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah.

1Flourish Capital LLC (1Flourish Capital) is a venture capital firm founded in 2016 by David A. Lane, Reid Rutherford, Skip Vaccarello and Andrew Miller. The firm is headquartered in Mountain View, California.

Instructure, Inc. develops software technology for institutes. The firm specializes in learning management system, education platform, employee engagement and corporate learning. It develops, delivers, manages and tracks engaging academic and employee development programs. The company was founded by Devlin Daley and Brian C. Whitmer in September 2008 and is headquartered in Salt Lake City, UT.

BringChange Labs India Pvt Ltd operates as an AI-driven social-emotional learning platform.

KoreConX, Inc. is a software company. It is a secure and permissioned block chain infrastructure and ecosystem for fully compliant issuance, trading, clearing, settlement, management, reporting and corporate actions for digital securities worldwide. The company was founded by Oscar Jofre and Jason Futko and is headquartered in New York, NY.

Inveniam Capital Partners LLC engages in the provision and development of digital financial instruments. It offers a software as a service (SaaS) technology platform, which assists financial professionals to digitize securities utilizing the block chain technology to model securities as data, not code. The company was founded in 2015 and is headquartered in New York, NY.

Part of Accenture Plc, eLogic Group LLC is a company that provides IT consulting and SaaS services. The company is based in West Henrietta, NY. The company was founded by Michael Shields. Kris Shields has been the CEO of the company since 2012. eLogic Group was acquired by Avanade, Inc. on September 28, 2022.

Enterpreneur Circle Org provides marketing services. The British company was founded by Richard Swart.

Part of EFactor Group Corp., The E-Factor Corp. is a company that specializes in an online platform called efactor.com. The company is based in San Francisco, CA. The platform is designed to connect entrepreneurs with resources and opportunities to help grow their businesses. The company was founded in 2007 by Roeland Reinders, Marion Freijsen, Adriaan Reinders. Adriaan Reinders has been the CEO since 2007. The E-Factor was acquired by EFactor Group Corp. on February 11, 2013 for $0.50 million.

DigiCert, Inc. provides enterprise-grade secure sockets layer, internet of things, and public key infrastructure (PKI) solutions for identity and encryption. It supports TLS and other digital certificates for PKI deployments at any scale through its certificate lifecycle management solution CertCentral. The company was founded by Ken Bretschneider and Chuck West in 2003 and is headquartered in Lehi, UT.

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.

King & Spalding LLP provides legal services. The firm offers corporate, finance, investments, government matters, trial and global dispute capabilities services. The company was founded by Alexander King and Jack Spalding on January 1, 1885 and is headquartered in Atlanta, GA.

Oak Ridge National Laboratory provides technical and scientific research services. The firm performs basic and applied research in principal areas such as neutron science, energy, supercomputing, advanced materials and national security. It also has research programs in nuclear and atomic physics, nuclear fusion, and microscopy. The company was founded in 1943 and is headquartered in Oak Ridge, TN.