Brad Rapking

Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations.

First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN.

Carolinas Investment Consulting LLC provides investment advice, financial guidance, and retirement planning services to families, individuals, businesses, and institutions throughout the Southeast. The private company is based in Charlotte, NC. The company offers expert advice on financial and investment management, as well as retirement planning. The company has developed a Business Continuity Plan to address how they will respond to events that significantly disrupt their business. Carolinas Investment Consulting builds relationships with businesses and corporations to provide retirement plan consulting, investment management, and financial planning.

Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others.

Global X Management Co. LLC (Global X) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bruno del Ama and Jose Carlos Gonzalez Navarro in 2008. They are a subsidiary of Global X Management Co., Inc., ultimately owned by Mirae Asset Global Investments Co., Ltd. in South Korea. Global X provides portfolio management services to SEC registered open-end management investment companies (Global X ETFs), Separately Managed Accounts and UCITS Funds.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed their name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

Kao USA Inc. manufactures and markets personal care products for men and women. The firm's brands includes Jergens, John Frieda, GUHL, Cur?l, Soft Sense, Bior? and Ban. The company was founded by Tomiro Nagase in 1882 and is headquartered in Cincinnati, OH.

KGBO Holdings, Inc. provides third-party transportation logistics services for shipping freight. It develops an in-house load management program. The company was founded by Kenneth G. Oaks in 1997 and is headquartered in Cincinnati, OH.

Newport Global Advisors LP (Newport Global Advisors) is a private equity subsidiary of NGA HoldCo LLC founded in 2005 by Timothy Thomas Janszen and Ryan Lee Langdon. The firm is headquartered in The Woodlands, Texas.

Pinnacle Bank operates as a national chartered commercial bank. The company was founded in 2000 and is headquartered in Nashville, TN.

Planes Moving & Storage, Inc. engages in the provision of trucking, logistics, and storage services. It offers local moving, long distance moving, packing services, storage, and global moving. The company was founded in 1921 and is headquartered in West Chester, OH.

Correlation Management LLC (Correlation Ventures) is an independent Venture Capital firm founded in 2006 by David Edward Coats and Trevor Fredric Kienzle. The firm headquartered in san Francisco, California.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families.

Wasson Enterprise LLC (Wasson Enterprise) is a venture capital firm founded in 2016 by Gregory D. Wasson and Kim Wasson. The firm is headquartered in Chicago, Illinois.

Holly & Tanager LLC sells wallets, belt bags, totes and backpacks for women. The company was founded by Lindsay Lingle and Kathryn Rogers in March 2017 and is headquartered in Chicago, IL.

Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.

Formidable Asset Management LLC provides investment advice. The private company is based in Cincinnati, OH and has subsidiaries in the United States. The company was founded in 2013 by William Bush Brown and Benjamin McBurney Blemker. William Bush Brown has been the CEO since 2013.

Atento Capital LLC (Atento Capital) is a venture capital firm founded in 2020 by Michael Basch and William Gray. The firm is headquartered in Tulsa, Oklahoma.