Jerry John Szilagyi

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.

Paulson & Co., Inc. (PCI) is an independent hedge fund management firm headquartered in New York City. The firm was founded by John Paulson in 1994. PCI provides services to investment vehicle pools and manages accounts for banking institutions, corporations and pension and profit-sharing plans.

Xponential, Inc. was previously operated a chain of pawn stores through its wholly owned subsidiary PawnMart, Inc. The company is into liquidation. Xponential was founded on January 13, 1994 and is headquartered in Lubbock, TX.

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide.

UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.

SMH Capital Advisors LLC (SMHCA) is a registered investment advisor located in Fort Worth, Texas. The firm was formed in 1996 as Cummer/Moyers Capital Advisors, Inc. SMHCA was formerly a subsidiary of Sanders Morris Harris Group. The firm is now a wholly-owned by the Moyers Organization LLC.

Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014.

4C Controls, Inc. provides high technology integrated security solutions. It offers real-time early warning and reduction of time scales from threat-detection to termination in the field. The company was founded on December 28, 2004 and is headquartered in New York, NY.

Titan Series Trust is an open-ended management investment company. It is authorized to issue an unlimited number of shares of beneficial interest, which may be divided into different series and classes. The company is headquartered in Rye Brook, NY.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Part of UBS Group AG, O'Connor & Associates is a securities options concern. The company is based in Chicago, IL. O'Connor & Associates was acquired by Schweizerischer Bankverein /SBC/ on March 27, 1995.

RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Arkieva, Inc. provides advanced planning and scheduling software tools for manufacturing companies. It offers a robust solution supporting a full range of needs for sales and operations planning (S&OP). The company was founded by Bibi I. Singh and Harpal Singh in 1993 and is headquartered in Wilmington, DE.

Charter Advisors, Inc. is an independent hedge fund management firm headquartered in New York City. The firm was founded by Paul B. Rosenberg in 1997. It offers alternative investments for financially sophisticated clients.

Part of Barry Callebaut AG, Barry Callebaut North America Holding, Inc. is a company that manufactures and markets cocoa, chocolate and confectionery products. The company is based in Chicago, IL.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

The North Dakota Bankers Association is an organization that is committed to supporting the success of banks. The non-profit company is based in Bismarck, ND. The company strives to provide extraordinary leadership for North Dakota banks by actively listening, seeking new ideas and solutions, and serving as a helpful resource. The association places a strong emphasis on education and relies on an active and involved membership to achieve its goals.

DSU Heritage Foundation is a non-profit organization that offers scholarship and athletic programs. The company is headquartered in Dickinson, ND.

Bravera Bank operates as a commercial bank. It offers personal, business, agricultural and financial services. The firm also provides loans, Retirement and insurance services. The company is headquartered in Dickinson, ND.

St. Joseph's, located in Dickinson, North Dakota, is a 25-bed, Critical Access Hospital with a Level IV Trauma Center accredited by the American College of Surgeons. They carry the vision of there founding Sisters by building healthier communities through a healing ministry. St. Joseph's is part of Catholic Health Initiatives, the second largest Catholic, not-for-profit health care system in the country. Catholic Health Initiatives operates hospitals, long-term care facilities, assisted living facilities and residential units in 19 states.

BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices.

Alphacentric Prime Meridian Income Fund operates as non-diversified, closed-end management investment company. The company is headquartered in Huntington, NY.

Lind Capital Partners Municipal Credit Income Fund operates as a closed-end management investment company. It seeks to generate high current income from investments in municipal securities exempt from federal income tax and capital preservation. It invests in the following sectors: senior living, education, healthcare, economic development, public utilities, resource recovery, transportation, housing, and special taxing districts. The company was founded by Jon Robert Lind Jr. and David Mansfield Murdoch Jr. on May 12, 2021 and is headquartered in Evanston, IL.