Joseph David Stutz

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

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.

Cortado Capital LLC (Cortado Capital) is a venture capital firm founded by Nathaniel Harding, David Woods, and Mike Moradi in 2017. The firm is headquartered in Oklahoma.

Founders Investment Banking LLC provides financial and strategic advisory services. It offers mergers and acquisition, restructuring, divesture, recapitalization, debt and equity financing, negotiation assistance, valuation, fairness opinion, and due diligence advisory services. The company was founded by Duane P. Donner II in 2003 and is headquartered in Birmingham, AL.

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.

Part of Republic Bancorp, Inc. (Kentucky), First Commercial Bank (U.S.A.) is a financial institution based in Alhambra, CA. The bank offers personal and commercial banking services, including loans, online banking, bill pay, and international services. The company prides itself on putting the customer first and providing excellent service. The bank emphasizes online security and privacy and advises customers not to submit confidential information via email. In 2012, Republic Bank & Trust Co. (Louisville, Kentucky) acquired First Commercial Bank (U.S.A. from Federal Deposit Insurance Corp.

Convention Models & Talent, Inc. provides trade show and event staffing services. It provides full-service capabilities for tradeshows, events and alcohol promotions across the country and around the world. It offers tradeshow and event staffing and also provides the talent and customer service in the industry and to ensure world-class events for its customers. The company was founded by Shelly Justice in 2001 and is headquartered in Atlanta, GA.

KLH Capital Partners LP (KLH Capital) is an independent private equity firm founded in 2005 by John F. Kirtley, Jeff Leck and Mark J. Hunter. The firm is headquartered in Tampa.

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.

The Council of Petroleum Accountants Societies (COPAS) is an organization that aims to promote professional growth and development among its members. The private company is based in Denver, CO. The company challenges accounting procedures in the petroleum industry, forge new paths, and set the standard for how things are done.

The Hong Kong Institute of Chartered Secretaries is an independent professional body that promotes the role of its members in formulating and implementing good governance policies. The private company is based in Hong Kong, Hong Kong. It also aims to develop the profession of chartered secretary and chartered governance professional in mainland China. The institute was established in 1949 as an association of members of the Chartered Governance Institute and gained local status in 1994. It has more than 6,000 members and 3,200 students.

Southeastern Universities Research Association, Inc. (SURA) operates as an association of colleges and universities. It is the consortium of universities and colleges in the southern and eastern United States. It sponsors research projects in engineering, biology, physical and natural sciences. The company was founded in 1980 and is headquartered in Washington, DC.

The Southeastern Conference operates as an athletic conference.

Health Sciences South Carolina operates as a biomedical research firm. It offers Biostatistics Services & Analysis, Clinical Data Request , Custom Geospatial Visualization Project and Expertise services. The firm also provides ArcGIS, Clinical Data Warehouse, eIRB, i2b2 , Palmetto Profiles, Patient Centered Research and REDCap tools. The company was founded in April 2004 and is headquartered in Columbia, SC.

Johns Hopkins Medicine, Inc. owns and operates hospitals. It offers health care services in the areas of burn and wound care, cardiac surgery, cardiology, endocrinology, gastroenterology, gynecology/obstetrics, innovation in quality patient care, internal medicine, nephrology, neurology, neurosurgery, oncology, orthopedic surgery, otolaryngology-head and neck surgery. The company was founded by Johns Hopkins in 1997 and is headquartered in Baltimore, MD.

Randall-Reilly LLC engages in the provision of media and information services. Its services include digital and content marketing, custom events, and search engine optimization consulting. The company was founded by Henry Pettus Randall Jr. in 1934 and is headquartered in Tuscaloosa, AL.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.