Richard B. Fontaine

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

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.

Weitz Investment Management, Inc. (Weitz) is an independent, SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded by Wallace R. Weitz in 1983 as Wallace R. Weitz & Co. Weitz provides investment management services on a discretionary basis to registered investment companies and to a number of separate accounts.

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Albion Management Group Ltd., do-business-as Albion Financial Group (Albion), is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by John Bird and William (Toby) Levitt in 1982. Albion provides portfolio management services to individuals, families and corporate or business entities.

Jenson Services, Inc. is a development stage company. The private company is based in Salt Lake City, UT.

Ping Identity Corp. engages in the provision of cloud-based identity security and management solutions. Its identity and access management platform gives enterprise customers and employees one-click access to any application from any device. The firm offers its services to the aerospace, automobile, banking, finance and communication sectors. The company was founded by Bryan Field-Elliot and Andre Durand in 2002 and is headquartered in Denver, CO.

RoundPegg, Inc. provides culture management software and recruitment services. The firm’s products include CultureDNA profile, hiring, coaching, and engagement. The company was founded by Natalie Monarch Baumgartner, Brent Daily, and Tim Wolters in 2009 and is headquartered in Boulder, CO.

Paragon Capital Management, Inc., dba Paragon Wealth Management (PWM), is an independent, SEC-registered investment advisor headquartered in Provo, Utah. The firm was founded in 1986 by David "Dave” Young. PWM provides advisory services to individuals, pension and profit-sharing plans and other ERISA accounts, trusts, estates, and business entities.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

The University of Utah Hospital is recognized internationally for its excellence in clinical care, medical education, and research in the field of obstetrics and gynecology. The company is based in Salt Lake City, UT. As a preeminent research and teaching institution, the university upholds the highest standards of intellectual integrity and scholarship. The University of Utah Hospital is ultimately controlled by the State of Utah. Founded in 1850, the University of Utah is the flagship institution of higher learning in Utah, offering a wide range of undergraduate and graduate degree programs to a large student population.

Part of Proactis Holdings Ltd., Commerce One Net is a company that provides web-based services for buyers, suppliers, and net market makers. The company is based in Pleasanton, CA. Commerce One Net was acquired by eScout LLC from Commerce One, Inc. on January 27, 2003.

Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints.

Ridge Ventures is an independent venture capital firm, a subsidiary of International Data Group, Inc founded in 1997 by Alex Rosen. The firm is headquartered in San Francisco.

Founded in 1999, Next47, Inc. is a venture capital firm headquartered in Palo Alto, California. The firm is the U.S. investment division of Siemens Venture Capital GmbH. Their ultimate parent is Siemens AG (NYSE: SI).

ABC Sports, Inc. provides entertainment and sports broadcasting services. Its programs include college football contests, bowl championship series, PGA TOUR golf tournaments, U.S. figure skating championships, and the little league world series. The firm is a sport programming production unit of the Walt Disney. It is headquartered in New York, NY

Utah Technology Council operates a business association for IT and life science communities. The private company is based in Salt Lake City, UT. John Knotwell has been the CEO of the company since 2017.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah.

Part of Mr. Cooper Group, Inc., WaMu Investments is a company based in Bellevue, WA. WaMu Investments was founded by Rebecca C. Schmitt.

HireVue, Inc. engages in the development and provision of hiring intelligence platform. Its product allows candidates for jobs to interact and respond to preprogrammed questions with webcams. The firm also provides digital interviews, digital assessments, predictive analysis, technical recruiting, and sales coaching solutions. The company was founded by Mark Newman, Chip Luman, and Ryan Money in 2004 and is headquartered in South Jordan, UT.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.

GCH, Inc. operates cannabis retail shops. The company was founded by Willie Nelson, Peter Corrigan, Andrew B. Davison and Elizabeth Hogan in 2015 and is headquartered in Denver, CO.

Mocavo, Inc. provides genealogy search engine services. It provides information on family history record indexes, school, college yearbooks, church records, biographies, immigration records, census records, military records, wills, probate, court records, land, title records, social security death indexes, historical city directories, historical books, family histories, family trees, historical photos and documents. The company was founded by Cliff L. Shaw in March 2011 and is headquartered in Lehi, UT.

PeakSpan Capital Management LLC (PeakSpan Capital) is a venture capital firm founded in 2015 by Philip R. Dur, Brian Mulvey, and Matt Melymuka. The firm is headquartered in San Mateo, California.

PerkCity, Inc. offers Nectar, an employee recognition software designed for the modern workforce. The company is based in Orem, UT, and the CEO of the company is Trevor Larson. The software allows companies to create connections, build camaraderie, and streamline rewards. Nectar points incentivize company initiatives, and employees can redeem points in the largest rewards catalog available. The software integrates with Slack, Microsoft Teams, HR data, and identity providers to make employee recognition seamless.

Roster, Inc. provides recruiting services to join the Amazon influencer program. The company was founded by Gregory Scott Paul and James Davis and is headquartered in Sandy, UT.

Nomi Health, Inc. operates as a health care software and data company. It specializes in health insurance, technology, health data, pharmacy, health benefits, employee healthcare, and analytics. The company was founded by Mark Newman and is headquartered in Orem, UT.

W.S.S. Holding A/S is an investment holding Danish company. The private company is based in Nørresundby, DK. and has a global presence of subsidiaries in several regions.

Fresh Consulting LLC engages in the provision of design and development services for websites and mobile applications. It offers technology, marketing, business strategy, graphic design, mobile, web systems, word press development, video, social, online and content marketing services. The company was founded by Jeffrey Dance and Steve Hulet in 2007 and is headquartered in Bellevue, WA.

Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.

Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust.

Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.

Fernweh Group LLC is a principal investment firm that focuses on mid- and small-cap industrial and industrial technology sectors. The private company is based in Los Altos Hills, CA, and has subsidiaries in the United States. The company tailors management capability, operational and strategic transformation support, and capital for each company's unique context, history, and needs. Fernweh's CEO co-authored the book "Titanium Economy," which has been on the WSJ bestseller list. Nick Santhanam has been the CEO of the company since 2021.