James Calhoun

Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US.

Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles.

Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets.

National Academy of Public Administration provides evaluation, analysis and recommendation for public management, governance, policy and operational situations. The company was founded in 1967 and is headquartered in Washington, DC.

RK Capital Management LLC (RK Capital) is an independent registered investment advisor and hedge fund manager headquartered in Denver, Colorado. The firm was founded by Robert Ammann and Kevin Sonnett in 2004. RK Capital provides investment advisory services to pooled investment vehicles, specifically hedge funds, a private, long-only fund, and separately managed accounts.

Western Funding, Inc. provides automobile financing services. It uses automated decisioning platform to provide dealer partners with decisions in seconds. The company was founded in 1962 and is headquartered in Las Vegas, NV.

Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.

Sierra Pacific Securities LLC (Sierra Pacific) is a FINRA and MSRB registered Broker-Dealer headquartered in Las Vegas, Nevada. The firm was founded by Erin Lankowsky in 2011 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). Sierra Pacific specializes in fixed income market making and principal trading. They are active in high yield and investment-grade corporate bonds, municipal bonds and certificates of deposit.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Yoshi, Inc. engages in the provision of drivers a gas delivery service, allowing drivers to fuel up without going to a gas station. The company was founded by Bryan Frist, David Gobaud, Nick Alexander, and Daniel Hunter in 2015 and is headquartered in Wilmington, DE.

Rebel Venture Fund (RVF) is a venture capital firm founded by Jeff Moskow in 2013. The firm is headquartered in Las Vegas, Nevada.

MVP St. Louis Cardinal Lot DST provides commercial services. The company was founded in 2017 and is headquartered in Las Vegas, NV.

Mochi, Inc. provides app store services. The firm offers Mobius DApp store, API Docs and Crypto payments. The company was founded by Cyrus S. Khajvandi and David S. Gobaud and is headquartered in Glendale, CA.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

StartUpNV (Venture Capital) (StartupNV) is a venture capital subsidiary of StartUpNV founded in 2016 by Jeffrey Saling. The firm is headquartered in Las Vegas, Nevada.

p2klabs, Inc. engages in the operation of a design and innovation consulting firm that specializes in applying design, technology, and business process methodologies for business growth. The company was founded on January 22, 2020 and is headquartered in Las Vegas, NV.

Part of Jump Invest Holdings LLC, Passfolio Financial LLC is a company that provides stock and crypto trading services. The company is based in San Francisco, CA. The company was founded by David S. Gobaud. David S. Gobaud has been the CEO since incorporation. Passfolio Financial was acquired by Northbound Group, Inc. on October 19, 2022.

StartUp Vegas is a 501c3 nonprofit organization that aims to expand the tech and startup ecosystem in an undisclosed location. The American company provides infrastructure to help the community expand and thrive. The private company was founded by Piotr Tomasik and Heather Brown.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).