Michelle Alayne Disney

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.

Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

Mutual Securities, Inc. provides investment advice. The private company is based in Camarillo, CA.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Part of Jacobs Financial Group, Inc., FS Investments, Inc. is a company that provides surety services. The company is based in Charleston, WV. FS Investments was acquired by NELX, Inc. on June 05, 2001.

Cincinnati Children's Hospital Medical Center provides health care services for children's. It offers clinical services, from treatments for rare and complex conditions to well-child care, and education and training, and research services. The firm's services include transplants of hearts, blood and marrow, livers, kidneys and small bowel. The company was founded in 1883 and is headquartered in Cincinnati, OH.

Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee.

CincyTech LLC (CincyTech) is a venture capital firm founded in 2007. The firm is headquartered in Cincinnati, Ohio.

CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Enable Injections, Inc. develops wearable bolus injectors for investigational use in the pharmaceutical and biotechnology industries to deliver high viscosity, high volume payloads up to 20cc to the subcutaneous tissue. The company was founded by Michael D. Hooven in February 2010 and is headquartered in Cincinnati, OH.

Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients.

Well Done LLC, doing business as CapTrust Financial Advisors (CapTrust), is an independent, SEC-registered investment adviser headquartered in Holland, Michigan. The firm was founded by Bruce H. Johnson in 2004. CapTrust provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices.

Forefront Analytics LLC (Forefront) is an independent asset management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2010 by Christopher Geczy and William Thompson. Forefront provides consulting, investment advisory, and investment management services to ultra-high-net worth individuals and families, investment limited partnerships, trusts, corporations, and other business entities.

Reason To Believe LLC, also known as Virtue Labs, is a haircare company that manufactures and markets innovative, technology-based solutions for hair health. The company is based in Raleigh, NC, with a technology manufacturing facility elsewhere. The company's proprietary ingredient, alpha keratin 60ku®, is the only fully functional, human-identical keratin protein on the market today, found in each of the company's Virtue® haircare products. Virtue Labs offers a range of haircare products, including shampoos, conditioners, and hair treatments that heal, nourish, and repair damaged hair. The company also offers styling products that hold, protect, and sculpt hair to achieve the perfect styled look. The company was founded by Melisse Shaban, and Jose Luis Palacios has been the CEO of the company since 2023.

Blue Current, Inc. is a company that specializes in manufacturing 100% dry, safe, and high-performance silicon elastic composite solid-state batteries for electric vehicles, grid storage, and consumer electronics. Blue Current is based in Hayward, CA. The company leads with science and data and is scaling up in the next wave of battery innovation. The company was founded by Nitash Balsara and Joseph M. DeSimone, and Ben Eiref has been the CEO of the company since 2022.

Advanced Chemotherapy Technologies, Inc. develops a novel device for infusing chemotherapies directly into poorly-vascularized pancreatic tumors. The company was founded by Joseph DeSimone and Jen Jen Yeh and is headquartered in Raleigh, NC.

CardioNXT, Inc., manufactures and distributes medical equipment that enables understanding of cardiac arrhythmias such as atrial fibrillation, and deliver targeted therapy to affected areas within the heart. The company was founded by Jerome R. Edwards in 2012 and is headquartered in Westminster, CO.

Econ Financial Services Corp. provides investment advice. The private company is based in Harrisburg, PA. The company was founded in 2015. Steven Richard Economopoulos has been the CEO of the company since 2015.