Kurt B Sheldon

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

American Medical Association engages in promoting the art and science of medicine and the betterment of public health. It offers services to physicians, residents, medical students, and patients. The company was founded by Nathan Smith Davis in 1847 and is headquartered in Chicago, IL.

Health Care Compliance Association operates as a member-based association for healthcare compliance professionals. It focuses on working in, working with, and supporting healthcare organizations. The company was founded by Brenton L. Saunders and Roy Snell in 1996 and is headquartered in Minneapolis, MN.

West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.

Phillips Edison & Co. Ltd. operates as a real estate company. Its services include in-house leasing, property management, accounting, acquisitions, dispositions, development and financing teams. The firm provides a diverse range of retail solutions for investors and retailers looking to maximize their retail investment. Phillips Edison was founded by Michael C. Phillips and Jeffrey Edison in 1991 and is headquartered in Cincinnati, OH.

The American Psychiatric Association is the largest scientific and professional organization of psychiatrists. The private company is based in Arlington, VA and has subsidiaries in the United States. The company works together to ensure humane care and effective treatment for all individuals with mental illness, including substance use disorders. Marketa Wills has been the CEO of the company since 2024.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Alex. Brown Realty, Inc. is a privately-owned real estate investment manager founded in 1972. The firm is headquartered in Baltimore, Maryland.

AEI Services LLC generates, transmits, and distributes natural gas and electricity. Its business segment includes power distribution, power generation, natural gas transportation and services and natural gas distribution. The company was founded in 2003 and is headquartered in Houston, TX.

American Health Lawyers Association is an organization that educates and connects the health law community. The non-profit company is based in Washington. The American company offers dispute resolution services, a member concierge program, and focus on post-acute and long term services, as well as tax and finance. David S. Cade has been the CEO of the company since 2015.

UMD, Inc. develops drug delivery systems and technologies. Its products are tampon-based formulation of a non-steroidal anti-inflammatory drug for the treatment of dysmenorrhea. The company was founded by Donald C. Harrison in 1997 and is headquartered in Cincinnati, OH.

Wood Partners LLC constructs multifamily real estate buildings. The firm offers Alchemy by Alta, Alta Central, Alta City House, and Alta Fillmore. It provides acquisition services, asset management, and property management. The company was founded in 1998 and is headquartered in Atlanta, GA.

Medac, Inc. offers business management services and information products to healthcare providers. Its services includes anesthesia billing, practice management, compliance/auditing, provider education, financial management and provider enrolment services. The company was founded by Bijon Memar in 1992 and is headquartered in Augusta, SC.

Singapore-MIT Alliance for Research & Technology engages in research and development in life sciences. The company was founded in 2007 and is headquartered in Singapore.

Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies.

Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities.

PowerToFly, Inc. provides services that find work-from-home jobs for female tech talent. It acts as a platform that''s bridging the gap between companies who need more diversity in tech talent. The company also offers job opportunity for women around the world. PowerToFly was founded by Milena Berry and Katharine Zaleski in 2014 and is headquartered in New York, NY.

Palmetto Technology Group, Inc. provides information technology services. It offers services to accounting, engineering, construction, legal, healthcare and financial services sectors. The firm has two primary components-collaboration tools setting up mail servers, web portals and desktop/end-user support. The company was founded by Reed Wilson in 2007 and is headquartered in Greenville, SC.

Astronomer, Inc. develops software for online data transfer. Its services include connector development, data hub implementation, data science, and data visualization. The company was founded by Greg Neiheisel, Tim Brunk and Ry Walker in May 2015 and is headquartered in Cincinnati, OH.

Cladwell, Inc. designs fashionable but affordable wardrobe tailored to their tastes and needs. The company was founded by Chris Merchich, Blake Smith, and Tim Brunk on September 12, 2012 and is headquartered in Cincinnati, OH.

Innolinks Ventures LLC ( Innolinks Ventures ) is a venture capital firm founded in 2015 by Tong Li and Haipeng LI. The firm is headquartered in California.

H Venture Management LLC (H Venture Partners) is a venture capital firm founded in 2017 by Elizabeth Edwards. The firm is headquartered in Cincinnati, Ohio.

Zaff Capital LP provides investment advisory services. The private company is based in Houston, TX. The American company was founded by Brian R. Zatarain.

Knowledge Global, Inc. develops short-form audio content. The company is headquartered in Palo Alto, CA.

OCEAN Accelerator Inc (OCEAN Accelerator) is an private equity firm founded in 2014 by Tim Metzner, Tim Brunk and Chad Reynolds. The firm is headquartered in Cincinnati, Ohio.