Katelin Butkus

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

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.

Angel Investor Management Group LLC (AIM Group) is a venture capital firm founded in 2011 by Clay Corman and Jim Corman. The firm is headquartered in Opelika, Alabama.

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.

Roark Capital Group, Inc. (Roark Capital) is a private equity firm founded in 2001 by Neil K. Aronson. The firm is headquartered in Atlanta, Georgia.

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.

Resolute Capital Partners (Resolute Capital) is a private equity firm founded in 2005 by Alton Roy Duk. The firm is headquartered in Nashville, Tennessee.

Synovus Securities, Inc., a subsidiary of Synovus Financial Corp. (NYSE:SNV), is an independent broker/dealer located in Columbus, Georgia. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

Alabama Shakespeare Festival, Inc. is a non-profit organization which organizes and products theatrical performances and educational and outreach programs. It offers theatre in the Mind Lecture series, ASF venue rentals, summer camps, acting academy, schoolfest, and travel packages. The organization was founded by Martin Platt in 1972 and is headquartered in Montgomery, AL.

Collective Capital Ventures operates as an investment firm focusing on tech-enabled companies. Its self-directed venture capital process gives individual investors the building blocks to construct an automatically diversified portfolio of high-growth technology companies. The company was founded by Clay Corman and Jim Corman and is headquartered in Opelika, AL.

Pacific Architects & Engineers, Inc. provides integrated services to support missions. It offers defense support services specializing in aviation and ground vehicle maintenance at various levels, including aerospace ground equipment and precision measurement equipment, exercise/event planning, staging and life support. The company was founded by Edward A. Shay in 1955 and is headquartered in Arlington, VA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

UpSmith, Inc. helps employers source, screen, train, deploy, and retain skilled labor. The company is based in Dallas, TX. The company aims to fill gaps in the workforce by casting a wider net to grow the potential pool of experienced technicians for skilled work. UpSmith unlocks high wage, high growth, high purpose, and high dignity careers for individuals in the skilled trades. The company was founded by Wyatt Smith, who has been the CEO since incorporation.

Entrada, Inc. develops a healthcare technology platform for clinical documentation and data interchange services. It offers web-based technology platform for clinical documentation and data exchange that helps medical groups adopt and use electronic health records without losing physician productivity. The firm’s system also simplifies the challenges that hospitals and ambulatory surgery centers face in completing surgical notes, progress notes, and discharge summaries and sharing them with attending physicians for approval. The company was founded by Alexander Poston in 2010 and is headquartered in Brentwood, TN.

Clearwater Compliance LLC provides health care compliance and cyber risk management services for hospitals and health systems. Its services include Clearwater cyber risk, HIPAA risk analysis workshop, HIPAA privacy and breach notification assessment workshop, risk response workshop and HIPAA security assessment workshop. The company was founded by Robert Chaput in 2009 and is headquartered in Nashville, TN.

Part of Nintex Global Ltd., Nintex UK Ltd. is a market leader in end-to-end process intelligence and workflow automation. The company is based in London, UK. The British company helps businesses manage, automate, and optimize their processes with no code. The company was founded in 2012. The CEO is Eric Johnson.

Jurassic Capital (Jurassic Capital) is a private equity firm founded in 2019. The firm is headquartered in Durham, North Carolina.

T. Rowe Price Investment Management, Inc. (Price IM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of T. Rowe Price Associates, Inc., which itself is a wholly owned subsidiary of T. Rowe Price Group, Inc. (NASDAQ: TROW). Price IM provides discretionary investment advisory services to institutional and individual investors worldwide. The firm also serves as investment subadvisor to mutual funds sponsored by insurance companies, banks, and other third-party financial institutions.

KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC.

Genesis Park Management LLC (Genesis Park) is a venture capital firm founded in 1999 by Paul William Hobby, Neil E. Kelley and Peter T. Shaper. The firm is headquartered in the Houston, Texas.

Mercury Partners Management LLC (Mercury Partners) is a venture capital subsidiary of Threshold Ventures Inc. founded in 2005 by Dan Watkins and Blair Garrou. The firm is headquartered in Houston, Texas.

Indigo Ag, Inc. provides microbial solutions. The company was founded by Noubar Afeyan, David A. Berry, and Geoffrey von Maltzahn in 2013 and is headquartered in Charlestown, MA.

Asymmetric Capital LLC (Asymmetric Capital) is a venture capital firm founded in 2020 by Robert Duke Biederman. The firm is headquartered in Boston, MA.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.