Sarah Matthews

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.

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

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.

Albion Management Group Ltd., do-business-as Albion Financial Group (Albion), is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by John Bird and William (Toby) Levitt in 1982. Albion provides portfolio management services to individuals, families and corporate or business entities.

Jenson Services, Inc. is a development stage company. The private company is based in Salt Lake City, UT.

RoundPegg, Inc. provides culture management software and recruitment services. The firm’s products include CultureDNA profile, hiring, coaching, and engagement. The company was founded by Natalie Monarch Baumgartner, Brent Daily, and Tim Wolters in 2009 and is headquartered in Boulder, CO.

D. A. Davidson Cos. provides investment banking services. Its services include integrated brokerage, capital markets and money, and trust and wealth management services. The company operates through D.A. Davidson and Co., Investment Advisors, Trust Co., Fixed Income Management, and Davidson Travel. D. A. Davidson was founded in 1935 and is headquartered in Great Falls, MT.

Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints.

Part of Zions Bancorporation, NA, Zions Bank Capital Markets is a company based in Salt Lake City, UT.

Professional Engineers Ontario operates as the licensing and regulating body for professional engineering in the province. It serves and protects the public interest by setting and upholding high academic, experience and professional practice standards for the engineering profession. The company was founded in June 14, 1922 and is headquartered in Toronto, Canada.

Part of Mr. Cooper Group, Inc., WaMu Investments is a company based in Bellevue, WA. WaMu Investments was founded by Rebecca C. Schmitt.

The Presidio Group, Inc. provides risk management and insurance advisory services. It offers and implements risk management strategies and insurance programs including agricultural, construction, energy, manufacturing, business, transportation, and public entity insurance and risk management programs to help companies reduce the long term cost of risk. The company was founded in 1993 and is headquartered in Salt Lake City, UT.

HireVue, Inc. engages in the development and provision of hiring intelligence platform. Its product allows candidates for jobs to interact and respond to preprogrammed questions with webcams. The firm also provides digital interviews, digital assessments, predictive analysis, technical recruiting, and sales coaching solutions. The company was founded by Mark Newman, Chip Luman, and Ryan Money in 2004 and is headquartered in South Jordan, UT.

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.

Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.

HK Consulting, Inc. provides information technology and construction services. Its services include database and web administration, project management, general contractor, new building construction, electrical, landscaping, remodeling and demolition services. The company was founded by Kenneth K. So in 2003 and is headquartered in South Jordan, UT.

Citi Global Wealth Management SAM (Citi GWM) is a Monaco-based wealth management subsidiary of Citigroup Global Markets Ltd., ultimately held by Citigroup, Inc. (NYSE: C), a multinational investment bank and financial services corporation headquartered in New York City. Founded in 2007, Citi GWM offers a full range of global investment products and tailored financial solutions to family offices and the ultra high net worth individuals resident in Monaco.

PeakSpan Capital Management LLC (PeakSpan Capital) is a venture capital firm founded in 2015 by Philip R. Dur, Brian Mulvey, and Matt Melymuka. The firm is headquartered in San Mateo, California.

Vutiliti, Inc. engages in the development of real-time utility monitoring and reporting mobile application that guides consumers to conserve water and energy by reducing their utility bills everyday. The company was founded by Stephen Ellis in 2015 and is headquartered in Sandy, UT.

Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust.

Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.

PerkCity, Inc. offers Nectar, an employee recognition software designed for the modern workforce. The company is based in Orem, UT, and the CEO of the company is Trevor Larson. The software allows companies to create connections, build camaraderie, and streamline rewards. Nectar points incentivize company initiatives, and employees can redeem points in the largest rewards catalog available. The software integrates with Slack, Microsoft Teams, HR data, and identity providers to make employee recognition seamless.

Roster, Inc. provides recruiting services to join the Amazon influencer program. The company was founded by Gregory Scott Paul and James Davis and is headquartered in Sandy, UT.

Part of Ubique Minerals Ltd., Namib Lead & Zinc Mining Pty Ltd. (NA) is a low-cost, low-risk, fully permitted lead-zinc project. The company is based in Swakopmund, Namibia. NLZM has developed the mine and plant after obtaining legacy information relating to the operations of the mine from 1968 to 1991. The full mining license, 2 exploration permits, and necessary environmental permits were obtained and remain in place. The community trust was established for the purpose of benefiting communities, with a particular focus on Namibian youth, women, and the poorest of the poor. The CEO of the Namibian company is Martin Tjipita. Namib Lead & Zinc Mining Pty Ltd. (NA was acquired by Ubique Zinc Ltd. from CL US Minerals LLC.

Oquirrh Ventures LLC (Oquirrh Ventures) is a private equity firm founded in 2020 by Ron Heinz and Jevan Sadler. The firm is headquartered in Salt Lake City, UT.

Fernweh Group LLC is a principal investment firm that focuses on mid- and small-cap industrial and industrial technology sectors. The private company is based in Los Altos Hills, CA, and has subsidiaries in the United States. The company tailors management capability, operational and strategic transformation support, and capital for each company's unique context, history, and needs. Fernweh's CEO co-authored the book "Titanium Economy," which has been on the WSJ bestseller list. Nick Santhanam has been the CEO of the company since 2021.

Fresh Consulting LLC engages in the provision of design and development services for websites and mobile applications. It offers technology, marketing, business strategy, graphic design, mobile, web systems, word press development, video, social, online and content marketing services. The company was founded by Jeffrey Dance and Steve Hulet in 2007 and is headquartered in Bellevue, WA.

Dirty Dog's Holdings LLC provides car wash services. The company is based in Atlanta, GA.