Rod Diefendorf

Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Morningstar Commodity Data, Inc. develops software for price analysis, equity, bond, and commodity research. It offers Morningstar Markets Commodities Edition which offers clients a complete web-based solution for real-time and historical fundamental and exchange data and Workflow Manager, an automated calculation engine. The company was founded by Anthony D. Kolton in 1988 and is headquartered in Chicago, IL.

Dolat Capital Market Pvt Ltd. is an independent brokerage firm headquartered in Mumbai, India. The firm was founded in 1970 to offer equity research services, trade execution and settlement (equities and derivatives) to institutional clients. They specialize in the Indian mid-market coverage across sectors.

CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020.

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.

Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Morningstar Real-Time Data Ltd. provides market data and financial data workstations. The company is headquartered in London, the United Kingdom.

The Nature Conservancy in Illinois engages in conserving land and water. The company is headquartered in Chicago, IL.

CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.

Part of Morningstar, Inc., PitchBook Data Ltd. is a British financial intelligence software company founded in 2014. The company is based in London, UK. PitchBook provides access to ideation, analytical, and efficiency tools through its PitchBook Desktop software. The software allows users to create benchmarks, analyze performance, and gain transparency in private equity, M&A, venture capital, and over 80+ niche technology segments across 10+ emerging technology industries.

Centenus Global Management LP is a privately-held hedge fund management firm headquartered in New York City. Founded in 2017, the firm provides investment advice to high net-worth individuals and institutional investors.

Union Bay Partners LLC (Union Bay Partners) is an private equity/venture capital firm founded in 2011 by Brian Schultz. The firm is headquartered in Mercer Island, Washington.

Tabard Venture Capita LLC (Tabard Venture Capita) is a venture capital firm founded in 2017 by Ryan D. Teksten. The firm is headquartered in Boston, Massachusetts.

Haul Hub, Inc. develops a platform for heavy construction companies. Its solutions include transportation and digital ticketing. The company was founded by Joe Spinelli in 2015 and is headquartered in Haverhill, MA.

Home Hub LLC is an American company that provides information for housing professionals. The private company's goal is to assist first-time homebuyers by providing the necessary information to help them achieve home ownership. The company was founded by Steve Carver, who has been the CEO since incorporation.

HedgePo Ltd., doing business as Allocator, engages in the provision of investment data and technology services. The company was founded by David Benjamin Tawil and Ryan Saul Kalish in 2012 and is headquartered in London, the United Kingdom.

The Economic Club of Chicago provides platform to discuss economic, business and social issues. The company was founded by Lucius Teter in 1927 and is headquartered in Chicago, IL.

Untapped Capital LLC is a venture capital firm founded in 2020. The firm is headquartered in Bellevue.

Balyasny Asset Management Holdings LP functions as an investment holding American company.