Zachary Richmond

Part of Huntington Bancshares, Inc., Unified Financial Securities, Inc. provides investment services. The company is based in Indianapolis, IN.

Mobius Microsystems, Inc. develops all-silicon oscillator technology. The company was founded by Michael McCorquodale on January 29, 2002 and is headquartered in Ann Arbor, MI.

Alternative Strategies Fund is a closed-end management investment company, which engages in operating as an interval fund with a continuous offering of fund shares. The firm is also involved in seeking attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets, through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The company was founded on June 15, 2010 and is headquartered in Cincinnati, OH.

Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN.

American United Life Insurance Co. engages in the provision of investment advice. The company was founded on November 24, 1933 and is headquartered in Indianapolis, IN.

FCA Corp. is a registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Robert W. Scharar in 1975 and is wholly owned by First Commonwealth Holding Corp. FCA provides portfolio management, financial planning and consulting services to individuals, managed entities and open-ended mutual funds.

The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors.

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.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

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.

Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN.

Cross Shore Capital Management LLC (Cross Shore) is a private, SEC-registered investment advisor and fund of hedge funds manager headquartered in Great Neck, New York. Founded in 2002, Cross Shore provides manages funds of hedge funds that focuses on long/short equity managers.

Northern Lights Compliance Services LLC is a company that specializes in providing investment firms with institutional-level fund servicing. The company is based in Hauppauge, NY. The company offers a comprehensive list of services, including portfolio administration and accounting, modern investor servicing tools, compliance programs, tax, auditing, and distribution support.

Combined Jewish Philanthropies of Greater Boston, Inc. provides fundraising and social planning services. It services include case management, job training, legal services to help navigate and obtain public benefits. The company was founded on April 25, 1895 and is headquartered in Boston, MA.

Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets.

Lyxor Asset Management LLC (Lyxor US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1999 as SG Cowen Asset Management, Inc. and changed their name to SG Asset Management Inc. in 2002. Effective September 2009, due to an internal reorganization within the Société Générale group, the firm changed their name to Lyxor Asset Management, Inc. In 2023, they changed their name to Lyxor Asset Management LLC when they were acquired by Wilshire Advisors LLC. Lyxor US provides investment advice to institutional clients typically through the Lyxor AM Funds, separately managed accounts.

Founded in 1950, the Employees Retirement System of Georgia is a pension fund administered in Atlanta, Georgia. The fund is administered by the State of Georgia Division of Investment.

Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families.

Altegris Private Markets Opportunities Fund is a closed-end fund company. The Fund intends to invest in Investment Funds that primarily invest in the debt of various companies, ventures, businesses and real estate, infrastructure and real assets. The company is headquartered in La Jolla, DE.

Children's Healthcare of Atlanta, Inc. operates pediatric hospitals. It offers urgent care, cardiology, surgery, neurology, rehabilitation, emergency, otolaryngology, audiology, orthopedics and speech-language pathology services. The firm also offers child life, family library, psychiatry, transitional housing and translation and interpreting support services. The company was founded in 1998 and is headquartered in Atlanta, GA.

HB Wealth Management LLC provides investment advisory services. The private company is based in Grand Rapids, MI.

Southern Capital Forum, Inc. operates a trade association for private capital investors. The private company is based in Atlanta, GA. The company was founded by John J. Huntz.

Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989.

Peachtree Real Estate Fund II-A LP provides investment services. The company is headquartered in Atlanta, GA.

2017 Real Estate Opportunity Fund LP functions as pooled investment fund. The company is headquartered in Atlanta, GA.

2017 Opportunity Fund LP operates as a private equity fund. The company is headquartered in Atlanta, GA.

HB Wealth Management LLC, dba Homrich Berg (HB), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Andy Berg and David Homrich. HB provides individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations.