Duncan McIntosh

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.

Founded in 2003, FIG Partners LLC is a broker/dealer specializing in mid- and small-cap bank and thrift stocks. They strive to generate superior returns for institutions and high net-worth individuals through integrated trading, sales and research. They are employee-owned. FIG Partners is a member of the NASD and the SIPC. They are located in Atlanta, Georgia.

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.

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.

Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.

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.

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.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Federal Home Loan Bank of Atlanta provides financing, community development grants and other banking services. It offers credit products, including advances, such as adjustable rate credit, fixed rate credit, and daily rate credit advances, as well as callable, hybrid, convertible, capped and floored, and expander advances; and irrevocable standby letters of credit. The company also provides community investment services, such as Affordable Housing Program, which provides direct subsidy funds or subsidized advances to members to support the financing of rental and for-sale housing for very low and moderate-income individuals and families. The company was founded in 1932 and is headquartered in Atlanta, GA.

Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.

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.

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.

500 Startups Management Co LLC (500 Startups) is a venture capital firm founded in 2008 by Dave McClure and Christine Tsai. The firm is headquartered in San Francisco, California.

Notley Ventures LLC provides business development services. The private company is based in Austin, TX. The company was founded by Daniel A. Graham.

Stellifi Venture Capital LLC (Stellifi Venture Capital) is a venture capital firm founded in 2021 by Matt McDonnell. The firm is headquartered in Austin, Texas.

Tandem Investment Advisors, Inc. (Tandem) is an independent, employee-owned investment management firm headquartered in Charleston, South Carolina. The firm was founded by John B. Carew in 1990. Tandem provides portfolio management services on a discretionary basis to individuals, retirement plans, trusts, estates, corporations, investment companies, other investment advisors, banks, endowments and foundations.

Galtney Capital LLC (Galtney Partners) is a private equity firm founded in 2016. The firm is headquartered in Houston, Texas.

Orchard App, Inc. provides investment advice. The firm provides products and services to investors that enable to understand, access, and execute online lending investments, including market data and reporting and analytics. The company was founded by Matt Burton, Jonathan Kelfer, David Snitkof and Angela Ceresnie in 2013 and is headquartered in New York, NY.

Nacho Eats Corp. is a company that specializes in crafting cat food with flavor-packed meals that support the health needs of felines everywhere. The company is based in the USA and uses the finest locally sourced ingredients to ensure that every recipe delivers great taste and total cat-specific nutrition. The company is based in New York, NY. The company's recipes are backed by a team of cat lovers, including a parent, chef, expert veterinarian, and leading nutritionists. The company offers a variety of flavor combinations and promise to serve a nutritional purpose. Nacho Eats also offers catnip that brings a little spice to your cat's day and helps indoor cats release their energy. The company was founded in 2019 by Bobby Flay, Nacho Flay, and Elly Truesdell. Tom Morton has been the CEO of the company since 2023.

Almanac Management LLC (Almanac Management) is a venture capital firm founded in 2018 by David Barber. The firm is headquartered in New York.

New Fare Partners Management LLC (New Fare Partners) is a venture capital firm founded in 2021 by Hallie Bonnar and Elly Truesdell. The firm is headquartered in New York.

Energy Aspects Corp. is a private company that provides data and intelligence for energy commodity and macro markets. The company is based in New York, NY. The company offers analysis, forecasts, and data for various energy sources such as crude oil, oil products, LPG & NGLs, natural gas, LNG, emissions, and the energy transition.

Third Bridge (US), Inc. is a independent financial research company. It provides private equity firms, hedge funds, and strategy consultants. The company is headquartered in New York, NY.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Museum of Science operates as a museum. The company was founded in 1830 and is headquartered in Boston, MA.

EmployBridge LLC engages in the provision of staffing and workforce management services. Its services include recruiting and screening, payroll, time and attendance management, on-site supervision, proactive safety programs, and specialty staffing solutions. The company was founded in 1985 and is headquartered in Atlanta, GA.