Beth Storjohann

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015.

Permanent Value, Inc. (PVI) is an asset management firm headquartered in San Diego, California. The firm was founded by Bruce Doole in 1996 and is owned by the Bruce W. & Susan L. Doole Living Trust 2000. PVI provides investment advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, trusts, estates, or charitable organizations, as well as other types of institutions, corporations, or other business entities.

Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.

Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund.

California First National Bank operates as a nationally chartered commercial bank. The firm offers online banking, lease and loan financing services. The company is headquartered in Irvine, CA.

Littlebanc Advisors LLC (Littlebanc) is a private equity firm founded in 2009 by Michael Margolies. The firm is headquartered in Naples, Florida.

Westbound Equity, LLC (Westbound Equity) is a venture capital firm founded in 2019 by Sean Mendy, Ian Beadle, and Jason Norman. The firm is headquartered in Menlo Park, California.

GrizzlyRock Capital LLC (GrizzlyRock) is an independent registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Kyle H. Mowery in 2012. GrizzlyRock provides investment advisory services on a discretionary basis to private investment funds organized as pooled investment vehicles and sub-advises accounts of other investment managers.

Collins Aerospace manufactures communication and aviation electronics products. It serves the commercial aviation, business aviation, military, defense, helicopter, space and airports industries. The company was founded in 2018 and is headquartered in West Palm Beach, FL.

Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients.

Counterpoint Mutual Funds LLC (Counterpoint) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Krause and John Koudsi in 2014. Counterpoint provides portfolio management services to registered investment companies such as mutual funds and ETFs.

San Diego Gas & Electric Co. engages in the provision of energy services. It purchases, transmits and distributes natural gas to residential, commercial, wholesale, and industrial customers; and oil recovery and electric generation customers. The company was founded on April 18, 1881 and is headquartered in San Diego, CA.

Part of Windstream Holdings II LLC, Exchange Network Services, Inc. is an internet service provider. The company is based in Cleveland, OH. Exchange Network Services was acquired by Voyager Information Networks, Inc. on March 11, 1999.

Accion Systems, Inc. develops electric propulsion systems for small satellites. It offers tile satellite and custom configurations. The company was founded by Natalya Brikner and Louis Perna on January 31, 2014 and is headquartered in Boston, MA.

XFactor Ventures (XFactor Ventures) is a venture capital subsidiary of Exeter Venture Management Company LLC founded in 2017 by Anna B. Palmer and Chip M. Hazard. The firm is headquartered in Boston, Massachusetts.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers.

Aptuno SAS provides liquidity to the residential real estate rental market with a seamless end-to-end experience for digital-native renters. It operates in Bogotá, CDMX, and has over 1,500 unique listings, making it the largest rental inventory in its market with verified listings and transactional functionalities. Aptuno's team operates in decentralized locations in the cities where it operates. The Colombian company was founded in late 2019 by Alejandro Gomez de Greiff, Juan Martín Delgado, and Brian Michael Requarth.

Latitud (Latitud) is venture capital firm founded in 2020 by Brian Michael Requarth, Gina Gotthilf and Yuri Danilchenko. The firm headquartered in São Paulo, Brazil.

Leader Capital Corp. is a SEC-registered mutual fund manager headquartered in Portland, Oregon. The firm was founded by John Lekas in 1997. They are a wholly-owned subsidiary of Leader Holding Co. and offer fixed-income mutual funds to various investors.

Quantum Wealth Management LLC provides investment advice. The private company is based in Culver City, CA.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

Aequitas Capital Management, Inc. (Aequitas Capital Management) is a private equity firm founded in 1993 by Robert Joseph Jesenik. The firm is headquartered in Lake Oswego, Oregon.

Quantum Financial Advisors LLC (Quantum) is an independent, SEC-registered investment advisor headquartered in El Segundo, California. The firm was founded by Wende M. Headley and Darius G. Gagne in 2022. Quantum advise and manage the financial lives of families and individuals.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Welch & Co. Accountancy Corp. engages in the provision of accounting services. It offers book keeping, cash flow and budgeting analysis, tax planning preparation, computerized payroll services, audits and reviews and consulting services. The company was founded by Kerry Welch in 1985 and is headquartered in Torrance, CA.

Centiva Capital LP is an independent, SEC-registered investment advisor and hedge fund manager founded by Edward McBride and Karim Abbadi in 2016. Headquartered in New York City, the firm provides discretionary investment management services to several pooled investment vehicles organized in a master-feeder structure.