John Kelly

HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.

Bank of Hawaii (Asset Management), do-business-as Asset Management Group of Bank of Hawaii (AMG), is a separately identifiable department of the Bank of Hawaii, which is owned by Bank of Hawaii Corp. (NYSE: BOH). Headquartered in Honolulu, AMG was founded in 1897 and offers investment advisory services on a discretionary basis to registered investment companies (mutual funds) and institutional clients that are quasi-governmental agencies whose accounts consist in whole or in part of the proceeds from the issuance of municipal bonds.

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.

ZestFinance, Inc. engages in the provision of underwriting services. It offers short-term installment loans designed to help people cover unexpected bills and necessities. The company was founded by Shawn Budde and Douglas C. Merrill in 2009 and is headquartered in Los Angeles, CA.

Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY.

King & Spalding LLP provides legal services. The firm offers corporate, finance, investments, government matters, trial and global dispute capabilities services. The company was founded by Alexander King and Jack Spalding on January 1, 1885 and is headquartered in Atlanta, GA.

Eide Bailly LLP provides accounting and business advisory services. It offers employee benefit & retirement plans, internal audit, accounting coach, payroll, business valuation, cybersecurity, data analytics, human resources, wealth planning, exempt organization tax, tax consulting and wealth transition services. The firm serves affordable housing, gaming, government, insurance, nonprofit, financial institutions, energy services, dealerships, construction and real estate, communications and electric, and manufacturing and distribution industries. The company was founded in 1917 and is headquartered in Fargo, ND.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Part of Galaxy Digital, Inc., Get Connected LLC is a volunteer management software company based in Raleigh, NC. The company provides software tools to manage, engage, and report on volunteer activity for various organizations such as food banks, K-12 schools, healthcare organizations, animal shelters, and more. Get Connected's software includes features such as volunteer scheduling, check-in, and check-out, skills-based volunteer matching, liability waiver collection, and automated notifications. The company also offers service learning software for schools and disaster management software for volunteer preparation, response, recovery, and communication. Additionally, Get Connected provides corporate connect for companies to promote local volunteer opportunities and report on community impact.

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.

University of Hawai'i at Hilo engages in the provision of services relating to higher education. It offers bachelor’s degrees, minors, master’s degrees, doctoral degrees, certificate programs, graduate certificate programs, and distance learning. The company was founded in 1947 and is headquartered in Hilo, HI.

Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions.

Innovative Digital Investors LLC provides investment advice. The private company is based in Las Vegas, NV and has subsidiaries in the United States. The CEO of the company is Jonathan Bates.

University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV.

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Provident Trust Group LLC operates as a trust company. The firm administers custodial services with an emphasis on self-directed retirement plan administration for individuals and businesses. It also provides a comprehensive array of trust, self-directed individual retirement account, escrow, fund administration, and related services. The company was founded by Jason V. Helquist and Theresa Fette in 2008 and is headquartered in Las Vegas, NV.