Lino Sergo

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.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors.

Novelis, Inc. engages in the production of aluminum rolled products. The firm also recycles aluminum. It supplies premium aluminum sheet and foil products to transportation, packaging, construction, industrial and consumer electronics markets throughout North America, Europe, Asia and South America. The company was founded on September 21, 2004 and is headquartered in Atlanta, GA.

myVBO LLC provides consumer shopping price engine for online shoppers. It offers cloud-based solution for business that combines business reports, purchasing functionality and social media in one unified interface. The company was founded by Robert F. Wilkins in 2008 and is headquartered in Peterborough, NH.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

Morgan Stanley Investment Management Co. (MSIM-Singapore) is an asset management firm headquartered in Singapore. The firm was founded in 1990 and is a subsidiary of Morgan Stanley (Singapore) Holdings Pte Ltd., ultimately held by Morgan Stanley (NYSE: MS) in the US. MSIM-Singapore manages assets for a range of institutional clients, which includes endowments, foundations, pension funds, corporations, governments, and high-net worth individuals. The Singapore office focuses on managing portfolios of Asian securities.

The Swagelok Co. develops and manufactures fluid system products. Its products include fittings, valves, hoses and flexible tubing, medium and high pressure products, regulators, measurement devices, tubing and tube accessories, filters, cylinders, miniature modular systems, pre-engineered sub-systems, welding systems, and leak detectors, lubricants and sealants. Its services include field engineering, custom solutions, purchasing and procurement, and plant maintenance. The company was founded by Fred A. Lennon in 1947 and is headquartered in Solon, OH.

Cohen & Co. provides accounting services. The firm offers services in the areas of investment industry, private company, and management advisory. Its services include collective investment trust, enterprise tax solutions, ownership succession, management consulting, and business valuation. The company was founded by Ron Cohen in 1977 and is headquartered in Cleveland, OH.

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.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

ABB, Inc. provides power and automation products, systems, solutions and services. It manufactures components such as motors, generators, circuit breakers and programmable logic controllers for the automated processes of industries such as oil and gas, pulp and paper, chemicals and pharmaceuticals. The company was founded in 1980 and is headquartered in Cary, NC.

UPMC Enterprises (UPMC Enterprises) is a venture capital subsidiary of University of Pittsburgh Medical Center founded in 2014. The firm is headquartered in Pittsburgh, Pennsylvania.

Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans.

Rosetta Marketing Strategies Group LLC offers media research and interactive marketing services. The firm offers their services in healthcare, consumer products and retail, financial services, consumer technology, business to business, and travel and hospitality industries. The company was founded in 1998 and is headquartered in Hamilton, NJ.

BrandMuscle, Inc. develops marketing automation solutions that enable companies with distributed marketing channels to design and produce localized cross-media marketing campaigns. It offers local marketing platforms, local marketing execution and support, and local channel program management. The company was founded by Philip Alexander in 2000 and is headquartered in Chicago, IL.

Part of Harley-Davidson, Inc., Harley-Davidson Motor Co., Inc. is a company that specializes in manufacturing motorcycles. The company is based in Milwaukee, WI. The company's official website provides information on their current motorcycle models, allows users to locate dealers, and offers a selection of motorcycle parts and apparel. The CEO of the company is Jochen Zeitz.

The Ohio Society of CPA's operates as an association for Certified Public Accountants.

Stax, Inc. provides strategy analysis and consulting services. It offers corporate strategy, incremental profit improvement, channel and digital strategy, merger and acquisition/commercial due diligence and multi-country engagement advisory services. The firm creates new companies and joint ventures in agriculture, consumer/retail, education, energy, transportation, financial services, and healthcare industries. The company was founded by Raphael N. Musher in 1994 and is headquartered in Boston, MA.

Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans).