David Duncan

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

JLG Industries, Inc. designs and manufactures access equipment. Its products include telehandlers, stock pickers, drop-deck trailers, and personal portable lifts. The firm offers call center support, aftermarket parts, reconditioning, and training services. The company was founded by John L. Grove in 1969 and is headquartered in McConnellsburg, PA.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Triad Technology Partners LLC provides information technology service management software and services. It offers enterprise asset management (EAM) and information technology service management (ITSM) software and services. Its solutions include ITSM government solutions, IT asset management government solutions, big data and analytics federal solutions, mobility, content and communications, security, and cloud solutions. The company was founded by Bridget Dunnington in 2009 and is headquartered in Bethesda, MD.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

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.

Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.

First Commonwealth Bank engages in the provision of investment advice. It offers personal and commercial banking services; mobile deposits; checking account; and saving account. The company was founded on January 1,1934 and is headquartered in Indiana, PA.

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.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services.

Colorado Succeeds is a non-partisan business advocacy organization founded in 2006 by a group of CEOs who saw the need for a better education and workforce development system in Colorado. The non-profit company is based in Denver, CO. The company works to improve outcomes for learners and support innovative programs in and out of the classroom. Succeeds supports the implementation of agile education solutions across Colorado and through policy and advocacy, they work to ensure all of Colorado's students have access to a game-changing education. The company has a professional learning network for teachers and offer exciting opportunities in education.

First Western Trust Bank (Investment Management) (FWTB-IM) is the investment management division of First Western Trust Bank, a private and commercial bank headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is owned by First Western Financial, Inc. (NASDAQ: MYFW). FWTB-IM provides Western clients with integrated wealth management solutions on a private banking and trust platform.

PNC Managed Account Solutions, Inc. (PNC MAS) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1996 and formerly known as BBVA Wealth Solutions, Inc. They are a wholly owned subsidiary of BBVA USA, which is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC MAS provides investment advisory services for institutional and certain individual clients for taxable and tax exempt accounts and provides fee-based financial planning and advisory services to high net-worth clients comprised primarily of business owners, corporate executives and professionals.

St. Johns Investment Management Co. LLC is a SEC registered investment advisor that provides customized investment solutions for high net-worth portfolios. The private company is based in Jacksonville, FL and was founded in 2013. The company believes in simplicity, transparency, and being a partner in managing their client's wealth journey. The company draws upon their considerable combined financial services experience to develop solutions that evolve to fit circumstances over time. David Wall Price has been the CEO of the company since 2013.

First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN.

Sunflower Bank NA (Private Banking) (Sunflower Bank-PB) is the private banking division of Sunflower Bank NA, a headquartered in Denver, Colorado. The firm was founded in 1892 and is owned by FirstSun Capital Bancorp. Sunflower Bank-PB offers a range of wealth management services to private clients.

Part of HUB International Ltd., TCG Group Holdings LLP is a company that provides financial solutions. The company is based in Austin, TX. The company was founded in 2000 by John Joseph Pesce and Mike Cochran. John Joseph Pesce has been the CEO since 2000. TCG Group Holdings was acquired by HUB International Ltd. on July 07, 2021.

Phoenix Children's Hospital provides health care services. Its pediatric specialty includes adolescent medicine, allergy and immunology, anesthesiology, bone marrow transplantation, critical care, dermatology, developmental pediatrics and emergency medicine. The company was founded in 1983 and is headquartered in Phoenix, AZ.