Andrew Kiefer

Trusted Media Brands, Inc. operates as a multi-brand and multi-platform media and direct marketing company. The firm publishes magazines, books, music collections, and video products. It offers consumer goods and fitness products. The company was founded by DeWitt Wallace in 1922 and is headquartered in New York, NY.

Toys "R" Us, Inc. engages in the distribution and retail of toys and baby products. The firm's products include Hello Kitty City Cruiser, Bugaboo Cameleon and Bugaboo Donkey Strollers, Buckyballs high-powered magnet sets and Hug and Tugs, Puppy and Monkey. It offers a selection of private label merchandise under names such as Babies "R" Us, Journey Girls, Imaginarium, Fast Lane, You and Me, Just Like Home, True Heroes, Totally Me!, Dream Dazzlers, and Fao Schwarz. The company was founded by Charles P. Lazarus in February 1948 and is headquartered in Wayne, NJ.

Visionworks of America, Inc. engages in the operation of optical chain stores. Its products include eyeglasses, eyeglass frames, protective eyewear products, prescription sunglasses, contact lenses, reading glasses, sunglasses, specialty lenses, and accessories. The company was founded in 1988 and is headquartered in San Antonio, TX.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments.

BP America, Inc. transports crude oil and petroleum products. The company was founded in 1987 and is headquartered in Houston, TX.

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.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Vermont Center for Emerging Technologies (Vermont Center Emerging) is a private equity firm founded in 2005 by John Evans. The firm is headquartered in Burlington, Vermont.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Frito-Lay North America, Inc. produces and markets snack foods. Its products are sold under the brand names of Cheetos, Doritos, Fritos, Lays, Baked, Stax and FritoLay. The company was founded in September, 1961 and is headquartered in Plano, TX.

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

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Founded in 1990 by Liam Dalton, Axiom Capital Management, Inc. is a full-service broker/dealer located in New York City. The firm offers traditional fixed-income and equity services including separately managed accounts through mutual funds, hedge funds, fund of funds and exchange funds. They serve high net-worth individuals, pension plans, profit sharing plans and other institutions. Axiom Capital Management is member of FINRA/SIPC. Axiom assists start-up and transitional hedge funds in selecting the prime broker best suited for their funds. The firm's services include: soft dollar reimbursements, execution of foreign market derivatives, turnkey information technology infrastructure solutions. Axiom can meet the needs of hedge funds worth up to $1 billion. Axiom is an experienced soft-dollar broker. The firm works their large, diverse institutional customer base to arrange equitable and compliant soft-dollar agreements. The firm's trading desk adheres to the highest compliance standards combining state-of-the-art technology and experienced traders to deliver quality executions in most domestic and international products.

V-Ten Capital Partners LLC (V-Ten Capital Partners) is a private equity and venture capital firm founded in 2007. The firm is headquartered in Richmond, Virginia.

AllEarth Renewables, Inc. designs and manufactures wind and solar energy systems. Its products include earthturbines, wind systems allsun trackers and solar electric systems. The company was founded by David Blittersdorf in 2005 and is headquartered in Williston, VT.

NRG Systems, Inc. manufactures sensors that measure wind power and provide data on winder speed and direction. The firm's products include complete met systems, data loggers, met sensors, towers and accessories. Its services include training, shipping, warranty and quality assurance. The company was founded in 1982 and is headquartered in Hinesburg, VT.

Vermont Business Roundtable, Inc. operates as nonprofit organization. The company was founded on December 28, 1987 and is headquartered in South Burlington, VT.

Grassroots Capital Management Corp. (Grassroots Capital Management) is an independent investment management and advisory firm founded in 2003 by Paul Dileo. The firm is headquartered in Plainfield, Massachusetts.

Westfield Insurance Co. (Investment Portfolio) (Westfield Insurance-IP) is the investment portfolio division of Westfield Insurance Co., an insurance company headquartered in Westfield Center, Ohio. The firm is a subsidiary of Westfield Group. Westfield Insurance-IP manages the investment portfolio of insurance clients.

Golf Digest Cos. publishes golf magazines. It offers golf digest shop, golf digest perks, and golf digest planner. The company was founded by John F. Barnett, William H. Davis, and Howard Gill in 1950 and is headquartered in Norwalk, CT.

Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.

National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member FINRA/SIPC.

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.

B. Riley Wealth Management, Inc. (Investment Management) (BRWM-IM) is the asset management division of B. Riley Wealth Management, Inc., a brokerage firm headquartered in Memphis, Tennessee. The firm was founded in 1996 as Wunderlich Securities, Inc. They are ultimately held by B. Riley Financial, Inc. (NASDAQ: RILY). BRWM-IM provides investment advisory services to individuals, high net worth individuals, pension plans, profit-sharing plans, 401(k) plans, wrap programs, trusts, estates, charitable organizations, corporations, and other business entities.

National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt

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.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.