Jasmine Watts

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

BankSight Software Systems, Inc. is an early-stage technology company, which develops and markets a SaaS-based customer engagement and growth platform for banks and credit unions. It provides retail banking, business banking and wealth management solutions. The company was founded by Brian Stone in October 2015 and is headquartered in San Francisco, CA.

Marathon Oil Co. engages in exploring, transporting and markets crude oil and natural gas properties. The company is headquartered in Houston, TX.

Mascoma Corp. develops technology for abundant biomass conversion. The firm operates through its bioprocessing technology platform, develops bioengineered yeasts and other microorganisms. It also designs and manufactures equipment that processes cellulosic biomass for further biological or chemical conversion. The company was founded by Lee R. Lynd, Charles E. Wyman and Robert J. Johnsen in 2005 and is headquartered in Waltham, MA.

Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.

MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms.

Part of SB Financial Group, Inc., The State Bank & Trust Co. is a state-chartered commercial bank based in Defiance, OH. The company's main focus is providing commercial banking services. Mark A. Klein has been the CEO of the company since 2006.

Wood County Hospital engages in cancer treatments and orthopedic surgery. Its services include primary and specialty care, gynecologic, orthopedic, ophthalmology, podiatric, pain management, vascular, autism programming, cancer care, laboratory, pain management, sleep disorder, and wound healing. The company was founded in 1951 and is headquartered in Bowling Green, OH.

Bitglass, Inc. provides transparent protection and security solution for mobile access of corporate data. It solutions include cloud security and encryption, mobile security, and breach discovery. Its products include Office 365, Google apps, salesforce, Amazon, exchange, box, dpopbox, slack, and JIRA. The company was founded by Balas Natarajan Kausik and Anurag Kahol in 2013 is headquartered in Campbell, CA.

The National Association of Manufacturers is an organization that works for the success of over 12.9 million people who are involved in manufacturing. The non-profit company is based in Washington and has subsidiaries in the United States. The American company's work is based on four core values that drive the industry. The company commissioned a study in August 2015, which found that the EPA's proposed ozone rule could reduce GDP by $140 billion. The CEO of the company is Jay Timmons.

Groundwork Group is a nonprofit organization that uses data-driven strategies to develop insights, inform strategy, and expand impact. The non-profit company is based in Columbus, OH. The company designs and develop custom applications and technology solutions for hundreds of nonprofits nationwide. The company's nonprofit status allows them to leverage philanthropy, volunteerism, and nonprofit discounts to provide unmatched value. The company solves complex social problems with their custom solutions, helping organizations increase efficiency, expand capacity, and grow impact. Scott Caine has been the CEO of the company since 2012.

Bancsource, Inc. provides hardware, software, consulting, and maintenance solutions to financial institutions. It offers repair service, preventive maintenance, new equipment installation services, and software applications. The company was founded in 1979 and is headquartered in Springfield, MO.

The Huntington National Bank engages in the provision of personal and business banking services to individuals and families, small and middle market businesses, and not-for-profit businesses. Its services include online and mobile banking, borrowing, investments, insurance, planning, and security services. The company was founded in 1866 and is headquartered in Columbus, OH.

MPLX GP LLC owns, operates, develops and acquires pipelines for petroleum and energy industries. The company is headquartered in Findlay, OH.

TechNexus LLC (TechNexus) is a venture capital firm founded in 2007 by Fred Hoch and Terry Howerton. The firm is headquartered in Chicago, Illinois.

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.

Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.

Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA.

Gen Cap America, Inc (Gen Cap America) is a private equity firm founded in 1988 by Barney D. Byrd. The firm is headquartered in Nashville, Tennessee.

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.

Part of Linkage Assurance Plc, Central Insurance Co. Ltd. (Nigeria) provides insurance services. Central Insurance Co. Ltd. (Nigeria was acquired by Linkage Assurance Plc on December 31, 2007.