Kelly E. Young

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.

CAN Capital, Inc. provides working capital and data services. The firm offers capital to businesses through its subsidiaries that include Merchant Cash Advances by CAN Capital Merchant Services, Inc. and business loans through CAN Capital Asset Servicing, Inc. The company was founded by Gary A. Johnson and Barbara Johnson in 1998 and is headquartered in Kennesaw, GA.

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.

Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy.

RCB Bonds Plc engages in the provision of financial intermediary services. The company was founded March 14, 2014 and is headquartered in Cambridge, the United Kingdom.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

JMI Management, Inc. (JMI Equity) is a private equity and venture capital firm founded in 1992 by Harry S. Gruner and Charlie E. Noell. The firm is headquartered in Baltimore, Maryland.

Oxford Seed Fund /Venture Capital/ is a venture capital arm of Saïd Business School, founded in 2012. The firm is headquartered in Oxford, United Kingdom.

Dynamo Producciones SA engages in the production of television series and short films. The company is based in Bogota, Colombia, and has subsidiaries in Colombia.

Better Society Capital Ltd. (Better Society Capital) is a private equity firm founded by Ronald M. Cohen in April 2012. The firm is headquartered in London.

Riomar Capital LLC (Riomar Capital) is a private equity firm founded in 2014 by Clayton Collins. The firm is headquartered in Dallas, Texas.

HW Media LLC provides news, commentary and analysis solutions for mortgage banking and financial markets. It develops an online platform that operates as a source of news and information. The company was founded by Paul Jackson and Richard Bitner in November 2008 and is headquartered in Irving, TX.

Global Partnerships (Private Equity)(Global Partnerships) is a private equity subsidiary of Global Partnerships firm founded in 1994. The firm is headquartered in Seattle, Washington.

Arctaris Capital Partners LLC (Arctaris Capital Partners) is a private equity firm founded by Jonathan Tower in 2009. The firm is headquartered in Boston, Massachusetts.

Bain Capital LP engages in provision of investment consulting services. It specializes in private equity, credit, public equity, venture, real estate, double impact, life sciences, and partnership strategies. The company was founded in 1984 and is headquartered in Boston, MA.

The Posse Foundation is a non-profit company based in New York, NY. Posse Foundation was founded by Deborah Bial.

1848 Capital Partners LLC (1848 Capital Partners) is a private equity firm founded in 2006 by John J. Sicilian, David Neithardt and Joseph E. DaGrosa. The firm is headquartered in Miami, Florida.

General American Capital Partners LLC (General American Capital Partners) is a private equity firm founded by Joseph DaGrosa, Jr. and David Neithardt in 1900. The firm is headquartered in Florida.

DaGrosa Capital Partners LLC (DaGrosa Capital) is a private equity firm founded in 2019 by Joseph DaGrosa Jr. The firm is headquartered in Coral Gables, Florida.

Green Rock Energy Partners LLC (Green Rock Energy Partners) is a private equity firm founded in 2019 by Andy Kelleher, William Forster, Steven Schmitz and Cody Myers. The firm is headquartered in New York.

C.T. Wilson Construction Co., Inc. provides general contracting and construction management services. The firm focuses on projects related to healthcare facilities, government, religious, and education buildings, historic renovations and restorations. The company was founded by Charles T. Wilson, Sr. in 1952 and is headquartered in Durham, NC.

Brown Advisory Ltd. is an investment management and strategic advisory firm headquartered in London, UK. The firm was founded in 2007 and is a wholly owned subsidiary of Brown Advisory Management LLC in the US. Brown Advisory provides discretionary investment management services to private clients who include high net-worth individuals and families, individual retirement plans, trusts, estates, charities, corporates and other taxable individual accounts.

Accessia Health operates as a non-profit organization, provides medical and healthcare services. It offers subsidized cost of health insurance premiums, COBRA coverage, HIPAA conversion policies, state high-risk insurance pools, and opens enrollment insurance plans. The company was founded by Dana A. Kuhn in August 1989 and is headquartered in Midlothian, VA.

Front Street Capital Management, Inc. (FSCM) is an independent registered investment advisory firm headquartered in Missoula, Montana. The firm was founded by Russell Piazza and Michele Blood in 2006. FSCM serves as the portfolio manager to the Tarkio Fund, a no-load mutual fund (TARKX), and provides professional management of individual accounts, IRA and retirement assets, 401(k)s, trusts and foundations on a fee only basis.

Pierce Promotions & Event Management, Inc. provides promotion and event marketing services. The firm's services include mobile marketing, sampling, mall marketing, trade show management, sports marketing and guerrilla marketing. The company was founded in 1990 by Clint Pierce and is headquartered in Portland, ME.

TM Capital Corp. operates as a investment banking firm. The firm helps public and private companies sell their businesses, divest subsidiaries and divisions, negotiate strategic acquisitions, and buyouts. The company was founded in 1989 and is headquartered in New York, NY.

The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments.

B.C. Ziegler & Co. is a broker/dealer headquartered in Mequon, Wisconsin. The firm is a subsidiary of Ziegler Cos., Inc. The firm offers investment banking, investment advisory, retail brokerage, fixed-income institutional sales and trading and related financial services. These services are provided to institutions, businesses and individuals with a particular focus on the not-for-profit sectors of healthcare, senior living, churches and schools. They do not provide internal research. B.C. Ziegler & Co. is a member of FINRA and the SIPC.

The Florence Nightingale Foundation is a non-profit organization that supports nurses and midwives to improve care and save lives. It is based in London, UK and has subsidiaries in the United Kingdom. The foundation offers leadership development opportunities and support to its members. The British company was founded in 1934 and Greta Westwood has been the CEO of the company since 2017.

Virginia Innovation Partnership Corporation (Virginia Innovation Partnership) is a private equity/venture capital non-profit operating division of the Virginia Innovation Partnership Authority firm founded in 1985. The firm is headquartered in Herndon, Virginia.