Zach Rogers

Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN.

Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

GuideStone Capital Management LLC (GSCM) is a SEC-registered investment advisor headquartered in Dallas, Texas. Founded in 2000, the firm is owned by GuideStone Investment Services, which is a wholly-owned subsidiary of GuideStone Financial Resources (GSFR) of the Southern Baptist Convention. GSCM provides investment advisory services to registered mutual funds and institutional investors. They also serve as the investment adviser to GuideStone Funds.

Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy.

GuideStone Financial Resources provides financial services. It offers retirement, investment, executive benefit services and insurance plans. The firm provides property and casualty coverage for churches and other ministries. The company was founded in 1918 and is headquartered in Dallas, TX.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

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.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.

LP First Capital LLC (LP First Capital) is a private equity firm founded in 2018. The firm is headquartered in Austin, Texas.

The Baylor Angel Network (The Baylor Angel Network) is a venture capital firm founded in 2008. The firm is headquartered in Waco, Texas.

Main Street Capital Partners LLC(Main Street Capital Partners) is a private equity firm founded in 1990 by Vincent Foster. The firm is headquartered at Houston, Texas.

Gauge Capital LLC (Gauge Capital) is a private equity firm founded in 2013 by Drew Johnson and Tom McKelvey. The firm is headquartered in Southlake, Texas.

Part of Tellimer Ltd., Tellimer Capital Ltd. is a brokerage services provider. The company is based in Lagos, Nigeria.

Schlesinger Group Holdings LLC provides business services. The company was founded in 2019 and is headquartered in Iselin, NJ.

34ed LLC is a technology company that innovates to save and enrich lives. The company is based in Atlanta, GA. Centegix, a solution developed by the company, is an IoT incident alert platform that utilizes a wearable badge, mobile and desktop applications, and a mesh network to provide campus-wide protection. It allows staff and security professionals to request assistance and implement emergency protocols for incidents from the everyday to the extreme. Centegix protects over 1.5 million students and staff in over 1,600 locations nationwide. The company was founded in 2017 by Daniel Dooley. The CEO is N. Brent Cobb.

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.

Teachers of Tomorrow LLC provides certification programming services. The company was founded by Vernon Reaser and Kathy Schreiber-Clark in 2004 and is headquartered in Houston, TX.

Southwestern Advantage, Inc. is a part of the Southwestern Family of Companies, which is one of the largest private corporations in the world. The private company is based in Nashville, TN and has subsidiaries in the United States. The company is dedicated to helping people reach their full potential.

Alturus Capital Partners (Alturus Capital Partners) is a private equity firm founded in 2014 by Chad D. Hufsey and Jacob B. Jones. The firm is headquartered in Dallas, Texas.

Ninjio LLC is a cybersecurity awareness training company that provides engaging and personalized educational content to make employees unhackable. The company is based in Westlake Village, CA and has subsidiaries in Israel. The company offers a platform that uses individual data on each employee's personality traits, learning styles, and vulnerabilities to help companies drive sustainable behavioral change. The company creates 3- to 4-minute style micro-learning videos that teach organizations, employees, and families how not to get hacked. Additionally, they offer a fully-managed phishing simulation platform called Phish, designed to test and train teams to prevent phishing attacks. The company was founded in 2015 by Zack Schuler. Shaun E. McAlmont has been the CEO of the company since 2022.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Strait Lane Capital Partners LLC (Strait Lane Capital Partners) is a private equity firm founded in 2009 by Mark King, Warren Edwards and Richard Diamond. The firm is headquartered in Dallas, Texas.

Pine Tree Equity Management LP (Pine Tree Equity) is a private equity firm founded in 2007 by Jeff Settembrino. The firm is headquartered in Miami, Florida.

Vinson & Elkins LLP provides legal services. It maintains civil practice, covering areas such as litigation, public policy, transaction, and energy law. The firm serves the clients including companies from the aviation, energy, financial services, health care, and technology industries. The company was founded in 1917 and is headquartered in Houston, TX.

Waco Ventures Management Holdings LLC (Waco Ventures) is a venture capital firm founded in 2019 by Allen C Page and Brian P Woods. The firm is headquartered in Waco, Texas.

Leeds Equity Partners LLC (Leeds Equity Partners) is a private equity firm founded in 1993 by Jeffrey T. Leeds and Bernstein Robert. The firm is headquartered in New York.

Jimmy John's Franchise LLC owns and operates sandwich restaurants. The firm's focus areas encompass franchise opportunities, business investment and application, franchise management, menu development, and business marketing and consulting. It develops and manages restaurants offering gourmet sandwiches, giant club sandwiches, plain slims, beverages, and low fat sandwich options. The firm also offers catering orders, which include party platters, box lunches, pickle bucket, and gourmet chips and cookies. The company was founded by James John Liautaud on January 13, 1983 and is headquartered in Campaign, IL.

Serra Ventures LLC (Serra Ventures) is a venture capital firm founded in 2008 by Tim Hoerr. The firm is headquartered in Champaign, Illinois.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses