Julian Lane

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.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional 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.

Atlantic Merchant Capital Investors LLC (Atlantic Merchant Capital) is a private equity firm founded in 2009. The firm is headquartered in Tampa, Florida.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

Quantum Capital Partners, Inc (Quantum Capital Partners) is a private equity firm founded in 1998. The firm headquartered in Tampa, Florida.

Verity & Verity LLC, do-business-as Verity Investment Partners (VIP), is an independent registered investment advisor and wealth management firm headquartered in Beaufort, South Carolina. The firm was co-founded by Will and Paula Verity in 2002. VIP offers a holistic approach to investment management that combines financial planning, investment strategy and ongoing portfolio management. They serve high net worth investors and their families nationwide.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Florida Panthers Hockey Club Ltd. operates as a professional ice hockey team. The company was founded in 1993 and is headquartered in Sunrise, FL.

American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021.

Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs.

Graham Capital Wealth Management LLC (Graham Capital) is a registered investment advisor headquartered in Washington, DC. The firm was founded in 2015 and is a subsidiary of SSA Holding Co. LLC. Graham Capital offers investment advisory services to individuals, high net worth individuals, trusts, estates, and retirement plans.

Seedfunders LLC (Seedfunders) is a venture capital firm founded in 2017 by David Chitester and Irv Cohen. The firm is headquartered in St. Petersburg, Florida.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Tritium Partners LLC (Tritium Partners) is a private equity firm founded in 2013. The firm is headquartered in Austin, Texas.

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.

Zattoo International AG provides fully hosted and managed internet protocol television (IPTV), over-the-top (OTT), TV Everywhere, and Hybrid TV Services for network operators and media companies. It provides applications for streaming devices and mobile platforms such as Apple TV, Amazon Fire TV, iOS, Android, and Windows 10. The company was founded by Bea Knecht on October 5, 2007 and is headquartered in Zurich, Switzerland.

Doodle AG engages in the development and licensing of software products. It also provides Internet-based services, particularly in the areas of user surveys and appointment coordination. The company was founded by Michael N?f and Paul E. Sevin? on March 2, 2007 and is headquartered in Zurich, Switzerland.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

PreFi LLC provides financing for long haul trucking insurance premiums. The American company offers benefits for both agents and insureds, including agency experience, easy access through an online portal, 24/7 customer service, immediate commission collection, custom integrations, eForms, and a client portal that is easy to use. The company has experience in the trucking industry and aim to make the insurance process more accessible and convenient for their clients. The company was founded by Kevin Nolan.

Choice Food of America LLC manufactures and markets food products like shelf-stable portion-control food products for the catering, fast food, restaurant and vending machine industries. Its product includes cream cheese, honey, jams, jellies, ketchup, mustard, salad dressings, salsa and syrup. The company is headquartered in Nashville, TN.