Scott Erik Wennerstrum

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals.

Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

George McKelvey & Co., Inc. (GMCo) is an independent, SEC-registered investment advisor headquartered in Manasquan, New Jersey. Founded in 1960, GMCo develops, implements and manages personalized investment strategies for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Founded by Richard J. Rosenblatt in 1979, Rosenblatt Securities, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Kimmeridge Energy Management Co., LLC (Kimmeridge Energy Management) is a Private Equity firm founded in 2012 by Benjamin P. Dell, Henry Makansi and Neil McMahon. The firm is headquartered in New York.

Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.

Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe.

Lafayette Investments, Inc. (Lafayette) is an independent, SEC-registered investment advisor headquartered in Ashton, Maryland with additional office in Bethesda. The firm was founded by Thomas Roddy in 1988. Lafayette offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC.

WestPark Capital, Inc. (Securities) (WPC-Broker) is the securities brokerage division of WestPark Capital, Inc., a full-service investment banking firm headquartered in Los Angeles, California. The firm was founded in 1999 and is principally owned by Westpark Capital Group LLC. WPC-Broker provides a full array of trading and execution services to serve the needs of both private and public companies worldwide, as well as individual and institutional investors.

Blue Delta Capital Partners LLC (Blue Delta Capital Prtnrs) is a private equity firm founded in 2009 by Mark A Frantz and Kevin Robbins. The firm is headquartered in McLean, Virginia.

Grotech Management Co (Grotech Management) is a venture capital firm founded in 1984 by Frank A. Adams. The firm is headquartered in Owings Mills, Maryland.

Greenspring Associates Inc is a venture capital subsidiary of StepStone Group, Inc. founded in 2000 by C. Ashton Newhall. The firm is headquartered in Owings Mills, Maryland.

Cherry Bekaert LLP engages in the provision of financial and management services. It offers services such as assurance, tax, advisory, cybersecurity, wealth management, consulting, and corporate tax planning strategies. The company was founded in 1947 and is headquartered in Richmond, VA.

Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum.

WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations.

KPMG International Cooperative focuses on the promotion of the economic interests of its members. It engages in the protection, promotion, improvement, and expansion of the KPMG Group. The company was founded on February 8, 1988 and is headquartered in Zug, Switzerland.

CIFC Asset Management LLC (CIFC) is the SEC-registered investment advisor headquartered in New York City. The firm was founded in 2005 and is a subsidiary of CIFC Asset Management Holdings LLC, ultimately held by CIFC LLC. CIFC provides investment management services to pooled investment vehicles that are collateralized loan obligation funds (CLOs) and to private funds and investors that invest in corporate and structured credit.

Ibex Investors LLC (Ibex Investors) is a venture capital firm founded in 2003 by Justin B. Borus. Ibex Investors LLC is headquartered in Denver, Colorado.

NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k).

Score 3 Ventures LLC (Score 3 Ventures) is a venture capital firm founded in 2021 by Rashad Moore. The firm is headquartered in McLean, Virginia.

Energy Capital Partners Management LP (ECP) is a private equity firm founded in 2005 by Doug Kimmelman. The firm is headquartered in Summit, New Jersey with an additional office in San Diego, Fort Lauderdale, New York City, Houston and Seoul .

Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul.

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.