Joshua Fenwick

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

EII Capital Management, Inc. (EII) is an investment management firm headquartered in New York City. The firm was founded by Christian Lange and Richard Adler in 1983 as European Investors, Inc. They are a wholly-owned subsidiary of EII Capital Holding, Inc. EII provides real estate securities portfolio management services to US and non-US clients and entities.

Wedgewood Partners, Inc. (Wedgewood) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded in 1988 by Anthony L. Guerrerio. Wedgewood manages separate accounts for high net-worth individuals, institutions and investment companies. The firm also acts as a sub-adviser to certain wrap fee programs.

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.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

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.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

Environmental Systems Research Institute, Inc. engages in development of a geographic information systems software solutions. Its products include ArcGIS apps, geographic information system (GIS) and mapping, and other GEO-enabled products. It also offers technical support, training, managed cloud services, advantage program, and consulting services. The company was founded by Jack Dangermond and Laura Dangermond in 1969 and is headquartered in Redlands, CA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

HIPAA LLC provides online training for healthcare providers and their partners to comply with HIPAA Omnibus regulations. The private company is based in Beaufort, SC.

Thompson Street Capital Managers LLC (Thompson Street Capital) is a private equity subsidiary of Thompson Street Capital Partners LLC, founded in 2000 by James A. Cooper and Peter Finley. The firm is headquartered in St. Louis, Missouri.

Think Big Ventures is venture capital subsidiary of Think Big Partners founded in 2009 by Herb Sih and Tyler Prochnow. The firm is headquartered in Kansas,Missouri.

DEW Wealth Strategies LLC (DEW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clayton, Missouri. Founded in 2002, DEW provides private wealth management and investment management advice to individuals, families, closely held businesses, trusts, and institutions.

Prosper Capital LLC /Missouri/ (Prosper Capital) is a venture capital subsidiary of Prosper Women Entrepreneurs founded in 2014 by Jennifer Ehlen. The firm is headquartered in St. Louis, Missouri.

JLP Asset Management LLC (JLP) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by James Rehlaender in 2014 and formerly known as Northwood Securities LLC and Jaguar Listed Property LLC. JLP provides investment advisory services to separately managed accounts, which includes clients that may be deemed pooled investment vehicles, mutual fund, and commingled investment vehicles.

Huntleigh Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2001. Huntleigh Advisors provides investment management services on a discretionary or non-discretionary basis to high-net-worth individuals, institutions, and not-for-profit organizations.

Advantage Capital Partners (Advantage Capital) is a private equity firm founded in 1992 by Steven T. Stull and David W. Bergmann. The firm is headquartered in New Orleans, Louisiana.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL.

The Center for Entrepreneurship provides education services. The private company is based in Ann Arbor, MI. The company was founded by Jeffrey Richard Lamb.

Prosper Women Entrepreneurs operates as an advocacy company for the woman entrepreneurs. It is comprised of two separate divisions: Prosper Institute, a non-profit organization that helps growth-seeking women entrepreneurs advance their businesses to create economic prosperity, and the Prosper Women Entrepreneurs Startup Accelerator, a for-profit organization focused on increasing women entrepreneurs' access to growth capital and the number of women investing in early stage capital markets. The company was founded by Mary Jo Gorman, Maxine Clark, Peter Finley, Carol Matthews, Hal Gentry, and Jennifer Ehlen in 2012 and is headquartered in St. Louis, MO.