Perry Joseph Mattern

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Viking Fund Management LLC is a SEC-registered investment advisor headquartered in Minot, North Dakota. The firm was founded in 1988 by Shannon Radke and is a subsidiary of Corridor Investors LLC. They offer income producing strategies for individual investors, registered investment advisors and broker/dealers.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee.

Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors.

FactRight LLC provides multidisciplinary alternative investment analysis. The firm specializes in due diligence, research and compliance. The company was founded by Steve Fischer in 2006 and is headquartered in Eden Prairie, MN.

Well Done LLC, doing business as CapTrust Financial Advisors (CapTrust), is an independent, SEC-registered investment adviser headquartered in Holland, Michigan. The firm was founded by Bruce H. Johnson in 2004. CapTrust provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices.

Milestone Advisory Partners LLC (MAP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Southern Pines, North Carolina. The firm was founded by John M. Kober and Winfred "Chip” Hasty in 2015. MAP provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.

Econ Financial Services Corp. provides investment advice. The private company is based in Harrisburg, PA. The company was founded in 2015. Steven Richard Economopoulos has been the CEO of the company since 2015.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Cordatus Wealth Management LLC (Cordatus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Yardley, Pennsylvania. Founded in 2018, Cordatus provides wealth planning and management services as well as corporate services to high-net-worth individuals and corporate executives.

MN Fence Supply LLC is a wholesale supplier of fence, gate, and access control products. The company is based in Savage, MN, and serves the Midwestern states. The company offers best-value contractor pricing schedules and provide will-call pickup, fast delivery, or direct shipping from manufacturers for their customers.

Skywater Technology Foundry manufactures semiconductor wafers and materials. The company is headquartered in Bloomington, MN.

Traverso Chambers Private Wealth Management LLC (Traverso Chambers) is a SEC-registered investment adviser and wealth management firm headquartered in Santa Rosa, California. In 2024, the firm was acquired by MAI Capital Management LLC, ultimately owned by MAI Capital Management Holdings LLC. Traverso Chambers provides investment advisory services to high-net-worth individual and institutional clients.

Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients.

Salomon & Ludwin LLC is an independent, SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded by Dalal Salomon and Daniel Ludwin in 2009. Salomon & Ludwin offers active money management services for individuals, high-net-worth individuals, families, employer-sponsored qualified plans, small businesses, trusts, and foundations.

Ascent Solutions LLC is a cybersecurity company that provides technical expertise and advice to secure and manage enterprises. The company is based in Minneapolis, MN. The company aims to build long-term partnerships with their clients and offer predictions for the future of cybersecurity. The company was founded in 2008. The CEO is J. D. Harris.

Blue Current, Inc. is a company that specializes in manufacturing 100% dry, safe, and high-performance silicon elastic composite solid-state batteries for electric vehicles, grid storage, and consumer electronics. Blue Current is based in Hayward, CA. The company leads with science and data and is scaling up in the next wave of battery innovation. The company was founded by Nitash Balsara and Joseph M. DeSimone, and Ben Eiref has been the CEO of the company since 2022.

Advanced Chemotherapy Technologies, Inc. develops a novel device for infusing chemotherapies directly into poorly-vascularized pancreatic tumors. The company was founded by Joseph DeSimone and Jen Jen Yeh and is headquartered in Raleigh, NC.

Reason To Believe LLC, also known as Virtue Labs, is a haircare company that manufactures and markets innovative, technology-based solutions for hair health. The company is based in Raleigh, NC, with a technology manufacturing facility elsewhere. The company's proprietary ingredient, alpha keratin 60ku®, is the only fully functional, human-identical keratin protein on the market today, found in each of the company's Virtue® haircare products. Virtue Labs offers a range of haircare products, including shampoos, conditioners, and hair treatments that heal, nourish, and repair damaged hair. The company also offers styling products that hold, protect, and sculpt hair to achieve the perfect styled look. The company was founded by Melisse Shaban, and Jose Luis Palacios has been the CEO of the company since 2023.

CardioNXT, Inc., manufactures and distributes medical equipment that enables understanding of cardiac arrhythmias such as atrial fibrillation, and deliver targeted therapy to affected areas within the heart. The company was founded by Jerome R. Edwards in 2012 and is headquartered in Westminster, CO.