Mitch Shue

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

HelloWallet LLC provides online financial guidance services. The firm is an independent financial management and guidance website which helps its members to take control of finances. The company was founded by Matt Fellowes in 2009 and is headquartered in Washington, DC.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Sheppard, Mullin, Richter & Hampton LLP provides legal services. It offers legal expertise and counsel to U.S. and international clients in a range of practice areas including antitrust, corporate and securities, entertainment, media and communications, finance, and white collar defense. The company was founded in 1927 and it is headquartered in Los Angeles, CA.

Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc.

Torray Investment Partners LLC (Torray) is an independent, SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Torray in 1972. Torray provides investment supervisory services to private accounts and an open-end registered investment company.

YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL.

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

The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA.

Precision Information LLC provides investment advice. Its products include financial fitness challenge, custom solutions and content. The firm also provides interactive financial education content, technology, and tools to companies and people. The company was founded in Joe Saari and Edward Harris and is headquartered in Chula Vista, CA.

Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX.

Tau Ventures LLC (Tau Ventures) is a venture capital firm founded in 2018 by Amit Garg and Sanjay K. Rao. The firm is headquartered in Palo Alto, California.

Part of Aztec Software LLC, Financial Fitness Group LLC is a leading provider of interactive financial wellness and investor education content for financial service providers, banks, credit unions, advisors, and government agencies. The company is based in San Diego, CA. Discover how their financial communications library can help attract new prospects and deepen client relationships with Andex Chart Sbbi and more. With 2 million users at 1,000+ organizations, FFG provides financial providers, employers, and government agencies with financial education solutions. Founded by Joe Saari, for over 20 years, FFG has assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change. Financial Fitness Group was acquired by iGrad, Inc. on February 06, 2024.

Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA.

The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York.

Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

Apex Fintech Solutions, Inc. is an early stage and emerging growth company. The company is headquartered in Dallas, TX.

Cresset PKP LLC is a wealth management firm headquartered in Reston, Virginia. Formerly known as PagnatoKarp Partners LLC, the firm was founded by Paul Pagnato Jr. and David Karp in 2016. They were acquierd in 2020 by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Cresset PKP provides investment advisory, family office, and other services to individuals, families, and institutional clients.

Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.

Anvil Media, Inc. offers search engine marketing services. It specializes in search engine optimization, pay-per-click management, online reputation management and social media marketing services. It also offers paid media, social media, content marketing, analytics and website development services. The company was founded by Kent Lewis in 2000 and it is headquartered in Portland, OR.

The Telecommunications Industry Association promotes business environment for companies involved in telecom, broadband, mobile wireless, IT, cable, satellite and communications industry. The company was founded in 1924 and is headquartered in Arlington, VA.

Gold's Gym International, Inc. provides physical fitness services. It offers group exercise, personal training, cardiovascular equipment, spinning, pilates, and yoga services. The company was founded in 1965 and is headquartered in Dallas, TX.