William Southwick

Columbia Capital LLC (Columbia Capital) is a venture capital firm founded in 1989 by Dave P. Mixer. The firm is headquartered in Alexandria, Virginia.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.

Pamlico Capital Management LP (Pamlico Capital) is a private equity firm founded in 1988 by Frederick W. Eubank II, Watts L. Hamrick III and Scott Bullock Perper. The firm is headquartered in Charlotte, North Carolina.

Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Momentum Telecom, Inc. provides telecommunications services. The firm?s services include white label services, business voice, sip trucking, mobility, hosted call center, SD-WAN, voice analytics: call reporting, collaborate: audio and web conferencing, archive: call recording, virtual fax, CRM connector, incontact, hosted MS exchange and MS skype for business. The company was founded by Alan Creighton in 2001 and is headquartered in Atlanta, GA.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.

Independent Chemical Corp., Inc. distributes chemicals and related products. It offers custom blending and contract packaging services for the textiles, pharmaceutical, cosmetics and food industries. The company was founded by Benjamin Spielman in 1948 and is headquartered in Glendale, NY.

NTS Communications LLC engages in the provision of fiber-based communications solutions for both residential and business customers across Texas and Louisiana. It offers a suite of services including Internet, managed services, local and long-distance telephone, phone systems and digital television. The company was founded in 1981 and is headquartered in Lubbock, TX.

Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals.

Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC.

Integrated Broadband Services LLC provides full-integrated data, voice and technical support services. The firm offers service activation, service assurance, customer care, voice services and applications. The company was founded by Rob Buckfelder and Michael Ingram in 2001 and is headquartered in Atlanta, GA.

Part of The Walt Disney Co., Disney Worldwide Services, Inc. engages in motion picture production. The company is based in Lake Buena Vista, FL.

Part of Aon Plc, Protective Marketing Enterprises, Inc. provides discount medical plan services. The company is based in Dallas, TX. Protective Marketing Enterprises was acquired by Access Plans USA, Inc., a SUB of Aon Plc from Protective Life Corp. on October 01, 2007 for $1.32 million.

Gulf Takaful Insurance Co. KSCC provides insurance products and services to individuals and corporate clients. Its products and services include TAJ Healthcare plan, medical and life, motors insurance, property insurance, engineering insurance, general accidents, liabilities insurance, and marine and aviation. The company was founded in September 2004 and is headquartered in Kuwait.

Part of Bank of America Corp., Bank of America, NA (Frankfurt Branch) is a financial institution based in Frankfurt, Germany. Bank of America is committed to making communities stronger and financial lives better through responsible growth and empowering those they serve. The German company offers a range of services including small business banking, business bank accounts, credit cards, loans, cash management tools, and valuable small business banking tips. The company's Business Advantage checking accounts are designed to move businesses forward with financial tools, services, and dedicated support. Bank of America also offers cash back credit cards that allow customers to earn cash rewards on all purchases. Bank of America, NA (Frankfurt Branch) was founded in 1969 and is led by CEOs Armin von Falkenhayn, Franz Barthel, and Nikolaus Närger.

Part of Deutsche Bank AG, Deutsche Bank AG (Indonesia) is a bank that operates in Indonesia.

PT Beta Inti Multifinance is an Indonesian company that specializes in finance leasing.

Part of ModivCare, Inc., VRI Intermediate Holdings LLC functions as an investment holding company. The company is based in Franklin, OH. The CEO of the company is Jason Anderson.

Valued Relationships, Inc. provides home health care monitoring solutions. It offers Digi Pal, a medical alert unit that is compatible to VoIP and cable TV telephone systems; MedReady pill dispenser, a medication management system that helps seniors, at risk individuals and persons with chronic illnesses to manage their medications reducing illnesses and hospital visits associated with medication non-adherence; vitals monitoring, a solution that enables doctors, health plans and care givers to monitor the daily vital signs of their clients. The company was founded in 1989 and is headquartered in Franklin, OH.

The High Net Worth Advisory Group LLC is a financial advisory firm that offers personalized service and comprehensive wealth management solutions. The private company is based in Naples, FL. The company's services include financial planning, estate planning, college planning, and retirement planning.