John Taylor

Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities.

James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations.

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.

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.

Part of Unum Group, Paul Revere Corp. provides individual and group life insurance.

Smith Whiley & Co (Smith Whiley) is a private equity firm founded in 1994 by Gwendolyn Smith Iloani and Colette M Nakhoul. The firm is headquartered in Bloom Field, Illinois.

The Greater Reston Chamber of Commerce is a chamber of commerce based in Reston, VA and has subsidiaries in the United States. The non-profit company's main focus is to promote and support local businesses in the Reston area.

Combustion Engineering, Inc. is a steam boiler manufacturer and maintenance contractor. The company was registered in 1955 and is headquartered in Norwalk, CT.

American Society of Association Executives provides business solutions to the association community that help associations grow and prosper, save time and money, and simplify the business of running an association. The company is headquartered in Washington, DC.

National Association of State Credit Union Supervisors is a non-profit organization which engages in the supervision and advancement of state credit union systems. It offers education and training, regulatory resources, and legislative services. The organization was founded in 1965 and is headquartered in Arlington, VA.

Virtual, Inc. engages in the provision of strategic consulting and management services. It offers marketing and public relations, operations management, and certification services. It serves technology consortia, standards organizations, associations, and professional socities. The company was founded by Bruce Rogers in 1999 and it is headquartered in Wakefield, MA.

Current, Inc. provides networked wireless control solutions for buildings. It manufactures electrical grade laminates, carbon fiber sheet, tubing, rod and molded parts. The firm serves aerospace, automotive, electrical, marine, custom specifies, oil and gas industries. The company was founded in 1962 and is headquartered in East Haven, CT.

Part of Premier, Inc., Conductiv, Inc. is a leading third-party spend improvement company that empowers supply chains to optimize their third-party services. The company, based in Rancho Santa Margarita, CA, has led more than 700 bids for over 120 organizations, generating $800 million of documented savings or an average savings value of 24% to date. Conductiv™ shares its strategic sourcing expertise and category best practices with multiple industries, including healthcare, hospitality, government, real estate, transportation, and education. With integrated data and analytics, supply chain solutions, advisory and managed services, and a secondary GPO dedicated to activating service contracts, Conductiv unlocks operational efficiencies that have earned its customers more than $800 million in contract savings.

Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.

Southeastern Capital LLC provides financial services. The private company is based in Charlotte, NC. William M. Drohan has been the CEO of the company since 2013.

Virginia Innovation Partnership Corporation (Virginia Innovation Partnership) is a private equity/venture capital non-profit operating division of the Virginia Innovation Partnership Authority firm founded in 1985. The firm is headquartered in Herndon, Virginia.