Jim Katsanevas

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH.

Jenson Services, Inc. is a development stage company. The private company is based in Salt Lake City, UT.

Digitas, Inc. provides digital and interactive marketing services to the Internet-based and e-commerce companies. The company also provides cross-channel communications to clients. Its services include customer acquisition, cross-sell, loyalty, affinity and customer care operations. The company was founded by Robert L. Cosinuk in 1999 and is headquartered in Boston, MA.

Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals.

Ping Identity Corp. engages in the provision of cloud-based identity security and management solutions. Its identity and access management platform gives enterprise customers and employees one-click access to any application from any device. The firm offers its services to the aerospace, automobile, banking, finance and communication sectors. The company was founded by Bryan Field-Elliot and Andre Durand in 2002 and is headquartered in Denver, CO.

Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.

Part of Cincinnati Bell Inc., Matrixx Marketing, Inc. is a telecommunications services holding company. The company is based in Cincinnati, OH.

Part of Proactis Holdings Ltd., Commerce One Net is a company that provides web-based services for buyers, suppliers, and net market makers. The company is based in Pleasanton, CA. Commerce One Net was acquired by eScout LLC from Commerce One, Inc. on January 27, 2003.

Ridge Ventures is an independent venture capital firm, a subsidiary of International Data Group, Inc founded in 1997 by Alex Rosen. The firm is headquartered in San Francisco.

Cambia Health Solutions, Inc. provides health care and services. The company was founded in 1917 and is headquartered in Portland, OR.

Regence BlueCross BlueShield of Utah provides health, dental, vision, life, disability, individual, group and medicare supplemental insurance benefits and administrative services. It offers BlueChoices, the consumer-directed benefits plan network. The company was founded in 1942 and is headquartered in Portland, OR.

Founded in 1999, Next47, Inc. is a venture capital firm headquartered in Palo Alto, California. The firm is the U.S. investment division of Siemens Venture Capital GmbH. Their ultimate parent is Siemens AG (NYSE: SI).

WCF Mutual Insurance Co. provides workers' compensation insurance coverage and resources for various industries. The company is ultimately controlled by the State of Utah and is based in Sandy, UT. The company's services include coverage for agriculture, construction, healthcare, hospitality, manufacturing, and transportation. Ray David Pickup has been the CEO of the company since 1993.

The Salt Lake Chamber of Commerce is a chamber of commerce organization. The non-profit company is based in Salt Lake City, UT. The CEO of the company is Derek Miller.

Pack It Up LLC manufactures and markets moving boxes. It operates as a direct marketing company that sells moving boxes. It takes orders from the web through partner sites such as Boxes America, Moveout.com and BoxBundles.com. The company was founded in 2004 and is headquartered in Bensalem, PA.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.

Evolv, Inc. operates as a predictive analytics software company. The firm specializes in big data predictive analytics and machine learning to optimize the performance of global hourly workforces. Its SaaS-based analytics platform delivers actionable decision support throughout the employee lifecycle. The company was founded in 2006 by Jim Meyerle and Max Simkoff and is headquartered in San Francisco, CA.

Sallie Mae Bank operates as a commercial bank. The firm specializes in deposits, certificate of deposit, debit card, makes loans and provides other services for education and career training purpose. The company was founded on November 03, 2005 and is headquartered in Wilmington, DE.

Mocavo, Inc. provides genealogy search engine services. It provides information on family history record indexes, school, college yearbooks, church records, biographies, immigration records, census records, military records, wills, probate, court records, land, title records, social security death indexes, historical city directories, historical books, family histories, family trees, historical photos and documents. The company was founded by Cliff L. Shaw in March 2011 and is headquartered in Lehi, UT.

Fall Line Capital LLC (Fall Line Capital) is a venture capital firm founded in 2011 by Eric O’Brien and Clay Mitchell. The firm is headquartered in San Mateo, California.

GCH, Inc. operates cannabis retail shops. The company was founded by Willie Nelson, Peter Corrigan, Andrew B. Davison and Elizabeth Hogan in 2015 and is headquartered in Denver, CO.

Armstrong Advisory Group, Inc. (AAG) is an independent, SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded as Armstrong Partners, Inc. and changed their legal name to Armstrong Advisory Group, Inc. in 2022. AAG provides wealth management solutions to individuals, families, small businesses and institutional investors.