John E. Filiatrault

Linde, Inc. engages in design, engineering, manufacturing, and building of equipment that produces and distributes industrial gases. The company was founded in 1907 and is headquartered in Danbury, CT.

Capital Investment Services of America, Inc. (Capital) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1981, Capital provides independent investment counsel to high-net-worth individuals, trusts, businesses, and charitable organizations throughout the US.

1834 Investment Advisors Co. (1834) is a SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1976 as Haker Zellmer Investment Management, Inc. until 2001 when it became Northern Oak Wealth Management, Inc. They changed their name to 1834 Investment Advisors Co. in 2022. The firm is a wholly owned subsidiary of Old National Bancorp, Inc. (NASDAQ: ONB). 1834 primarily provides investment advisory services to high-net worth individuals and institutions.

Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Lamp Post Group LLC is a venture incubator co-founded by Ted Alling, Allan Davis and Barry Large in 2010. The company is headquartered in Chattanooga, TN.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Coca-Cola Bottling Co. United, Inc. engages in the production, marketing and distribution of Coca-Cola beverages and other products. The firms products include Coca-Cola, diet Coke, Sprite, Fanta, Dasani water, PowerAde, Dr Pepper, Pibb Xtra, Mello Yello, minute Maid, Vitaminwater, Smartwater, etc,. The company was founded on 1902 and is headquartered in Birmingham, AL.

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.

Equator Capital Partners LLC (Equator Capital Partners) is a private equity firm headquartered in Chicago, Illinois.

New Leaders, Inc. operates as non-profit organization. It recruits and trains school leaders for the improvement of education for poor and minority students. Its programs include leading instruction, emerging leaders, aspiring principals, principal institute, transforming teams, and principal supervisors. The company was founded by Mike Johnston, Jonathan Schnur, and Edwin C. Cohen in 2000 and is headquartered in New York, NY.

Part of Quantlab Group LP, Quantlab Financial LLC is an automated proprietary trading firm. The company is based in Houston, TX.

Part of UBS Group AG, O'Connor & Associates is a securities options concern. The company is based in Chicago, IL. O'Connor & Associates was acquired by Schweizerischer Bankverein /SBC/ on March 27, 1995.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

San Francisco Museum of Modern Art provides exhibitions, education, publications, collections, and related public programs. The company was founded by Grace McCann on January 18, 1935 and is headquartered in San Francisco, CA.

Weber-Stephen Products LLC engages in the provision of grilling products and accessories. It offers gas grills, wood pellet grills, charcoal grills, electric grills, and portable grills. The company was founded by George Stephen Sr. in 1952 and is headquartered Palatine, IL.

The New School provides education services. It offers art, design, liberal arts, environment, global issues, media and technology, and social science courses. The firm also offers undergraduate, graduate and adult programs. The company was founded in 1919 and is headquartered in New York, NY.

StrategIQ Financial Group LLC (StrategIQ) is a SEC-registered investment advisor headquartered in Merrillville, Indiana. The firm was founded in 1996 and formerly known as Strategic Financial Group LLC. In 2024, they were acquired by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. StrategIQ offers investment management, financial planning, and consulting services to individual and institutional clients.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Part of The Prytania Group Ltd., Prytania Asset Management LLC provides asset management and investment advisory services. The company is based in New York, NY.