Laura Elliott

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.

Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts.

Wm Smith & Co. provides investment advice. The private company is based in Denver, CO and has subsidiaries in the United States. The company was founded by Bill S. Smith.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

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.

RBS Global, Inc. designs, manufactures, markets, and processes motion control and water management products. The company was founded in 2002 and is headquartered in Milwaukee, WI.

FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients.

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.

Vining Sparks IBG LLC is a registered broker/dealer headquartered in Memphis, Tennessee. The firm was founded in 1981 and is a subsidiary of Vining-Sparks Securities, Inc., which is owned by Stifel Financial Corp. (NYSE: SF). Vining Sparks IBG executes fixed income securities transactions for a variety of institutional investors.

Founded in 2003, Gar Wood Securities LLC is a full-service, institutional broker/dealer headquartered in Chicago with branch offices in New York City, Atlanta, Dallas, Mobile, Milwaukee and Vancouver, Washington. The firm has expertise in prime brokerage, trading and investment banking. Gar Wood Securities trades solely on an agency basis and provides clients with direct market access to all major global markets and ECNs covering equities, options and futures. The firm provides an array of trading and execution services for their clients. They do not provide any internal research

Newedge USA LLC provides brokerage services to institutional investors and fund managers. The firm specializes in bond, currency and commodities trading, derivative products and foreign exchange. The company is headquartered in Chicago

Tri Global Energy LLC engages in the development of renewable energy sources. Its solar group is involved with developing, financing, constructing, and operating residential and commercial roof-top solar energy to deliver solar power to homes, churches, schools and businesses. The company is also developing clean energy at an affordable cost through the development of wind projects. Tri Global Energy LLC was founded by John B. Billingsley, Jr. in January 2009 and is headquartered in Dallas, TX.

SIP America LLC is a private company based in Stamford, CT.

InspereX Technologies LLC is a leading securities underwriter and distributor that provides a diverse network of financial professionals access to a wide range of investment opportunities. The American company's cloud software is changing how fixed income markets and market-linked products are viewed, evaluated, perceived, and traded. The private company offers online investor education for InterNotes® Resources, Sovereigns, Supranationals and Agencies (SSA) Resources, & Brokered Certificates of Deposit Resources. The company's mission is to use innovation to put clients first, inspire trust, improve liquidity, and deliver best execution. InspereX's vision is to give participants better control over executing their strategies and achieving their goals. John D. DesPrez has been the CEO of the company since 2021.

The Municipal Securities Rulemaking Board is a regulatory organization that oversees the municipal securities market in the United States. The private company is based in Alexandria, VA. Nanette Lawson has been the CEO of the company since 2011. The board was established by Congress in 1975 to protect investors and promote a fair and efficient market for municipal securities. The board sets rules and standards for underwriters, dealers, and municipal advisors, and provides market transparency through its Electronic Municipal Market Access (EMMA) system.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Part of American International Group, Inc., American General Life & Accident Insurance Co. provides life, accident, and health insurance services. The company is based in Nashville, TN. The CEO of the company is James Arthur Mallon.

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

Carbon Capture America, Inc. provides energy related services. The company is headquartered in Arvada, CO.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.