Rich Heineck

Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

InSite Medical Technologies, Inc. manufactures and sells medical devices that focus on the delivery of epidural anesthesia. Its services include facilities for the research, development and maintenance of new and upcoming devices in the field. InSite Medical Technologies was founded by Malchano Zach, Wu Ken and Eichmann Steve in 2007 and is headquartered in Campbell, CA.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

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.

Part of American Entrepreneurial Funding Corp., Advantage Enterprises, Inc. is a company that specializes in providing advanced, American-made tire pressure monitoring solutions for drivers and fleets worldwide. Advantage Enterprises is based in Tempe, AZ. The company's PressurePro™ TPMS for OTR Equipment offers proven tire performance management options that enhance safety and efficiency in operations. The company's comprehensive TPMS line features PressurePro Sensors, which are equipped with the market's only patent-pending dynamic sensor technology. In 1997, Advantage Enterprises was acquired by American Entrepreneurial Funding Corp.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Agility Capital (Agility Capital) is a private equity firm founded by David G. Johnson in 2000. The firm is headquartered in Santa Barbara, California.

Santa Barbara Angel Alliance (Santa Barbara Angel Alliance) is an angel firm founded in 2016 by John Petote, Craig R Cummings, David Spaulding, Loren McFarland, Christian Felipe, Jeff Carmody and Greg Goodman. The firm is headquartered in Santa Barbara, California.

LARTA Institute is a non-profit organization based in Los Angeles, CA that aims to foster science and technology innovation for a sustainable planet. LARTA Institute's innovation platform and ecosystem accelerate new science and technology from idea to sustainable enterprise by providing a unique combination of connections, resources, and funding. The organization has helped over 4,500 startups, and its alumni have raised more than $7 billion in external funding. LARTA Institute offers startup programs designed to accelerate the translation of new ideas into sustainable enterprises and is committed to supporting diverse startup founders. The organization was founded in 1993 as a regional technology alliance to stimulate economic development of technology-based enterprises and has since become a national partner for numerous federal government agencies.

Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions.

Founded in 2001, Partnervest Advisory Services LLC is a registered investment advisor located in Santa Barbara, California. The firm provides financial services to individuals, pension and profit sharing plans, trusts, estates, charities, corporations and other business entities.

Partnervest Financial Group LLC provides financial services platform including wealth management, traditional investment management and true alternative investments services. Its services include advisor services, practice management, and investor services. The company was founded by Kenneth R. Hyman in 2001 and is headquartered in Santa Barbara, CA.

Daniel B. Stephens & Associates, Inc. provides environmental and hydrologic services. It also provides comprehensive services in soil and groundwater investigation and remediation, groundwater and surface water hydrology, water resources development and planning, and expert support for environmental litigation or ADR. The company was founded by Daniel B. Stephens in 1984 and is headquartered in Albuquerque, NM.

NetCo Investments, Inc. operates as a commercial real estate investment firm. It specializes in acquiring, redeveloping, and repositioning shopping centers and vacant retail buildings. The company was founded by Mitch Bayat, Ray Bayat, and Jan Cycon True in 2002 and is headquartered in Plano, TX.

Vistage International, Inc. engages in the provision of human resources consulting services. It offers executive leadership programs and business coaching to chief executives and business leaders. It also provides chief executive leadership, small business training, key executive coaching, trusted advisor executive, and inside leadership development programs. The company was founded in 1957 and is headquartered in San Diego, CA.

International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY.

Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., which is owned by Mercer Advisors, Inc. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments.

Part of Net Health Systems, Inc., Well Care Strategies, Inc. develops wound care EMR software with training and education for inpatient and outpatient process management. The company is based in Harrisburg, PA. Well Care Strategies was acquired by Net Health Systems, Inc. on September 04, 2012. The company was founded by Cathy Thomas Hess.