Dean Zayed

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Retirement Wealth Advisors, Inc. is a private company that aims to help clients live more enjoyable lives through smarter investment portfolios. The company is based in Jenison, MI and was founded by Jason Robert Wenk. The company prioritizes their clients' goals and have a fiduciary responsibility to always put their clients' interests first. The company delivers sophisticated portfolio management, personal relationships, and holistic wealth management.

Altruist Corp. engages in the operations of a digital investment platform that helps financial advisors. It provides management and advisory services . The company was founded by Jason Wenk on September 10, 2018 and is headquartered in Venice, CA.

Matterscale Ventures LLC (Matterscale Ventures) is a venture capital firm founded in 2019 by Antonio Luck. The firm is headquartered in New York.

Rinvelt & David LLC provides financial planning services. The private company is based in Grand Rapids, MI.

Fifth Third Securities, Inc. is an SEC-registered broker/dealer and municipal securities dealer located in Cincinnati, Ohio. The firm is a subsidiary of Fifth Third Bancorp (NYSE: FITB). They are affiliated with Fifth Third Asset Management, Inc. Fifth Third Securities offers a full range of brokerage products and services including stocks, bonds and mutual funds. They do not provide any internal research. Clearing services are provided by National Financial Services LLC.

Secure Investment Management LLC (SIM) is an independent, SEC-registered investment advisor headquartered in Tucson, Arizona. The firm was founded by Joshua Mellberg in 2012. SIM provides discretionary and/or non-discretionary investment advisory services on a non-wrap fee basis to individuals, business entities, trusts and estates.

Bay Tree Capital Management, Inc. provides investment advice.