Jared McBride

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.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Instructure, Inc. is an education technology company, which develops software technology for institutes. The firm specializes in learning management systems, education platform, employee engagement, and corporate learning. It develops, delivers, manages, and tracks engaging academic and employee development programs. The company was founded by Devlin Daley and Brian C. Whitmer on September 18, 2008 and is headquartered in Salt Lake City, UT.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

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.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Ballast Advisors LLC is a SEC-registered investment advisor headquartered in Woodbury, Minnesota. The firm was founded by Richard Gerczak in 2017 and is a subsidiary of Parnell & Associates, Inc. Ballast Advisors offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities.

Certeza Fund Advisors LLC (Certeza) is a SEC-registered investment advisor headquartered in Providence, Utah. The firm was founded by Brett R. Nelson in 2020 and is owned by Certeza Asset Management LLC. Certeza manages investment portfolios for individuals, high net worth individuals, trusts, foundations, businesses and corporations.

Onyx Bridge Wealth Group LLC (Onyx Bridge) is an independent asset management firm headquartered in Tarrytown, New York. The firm was founded by Jared Cohen in 2019. Onyx Bridge provides investment management services to individual and institutional clients.

Englewood Hospital & Medical Center, Inc. provides healthcare services. It offers allergy, anesthesiology, bloodless medicine and surgery, cardiology, dermatology, diabetes, emergency medicine, endocrinology, hyperbaric medicine, infectious disease, joint replacement center, and laboratory and pathology services. The company was founded in 1988 and is headquartered in Englewood, NJ.

DigiCert, Inc. provides enterprise-grade secure sockets layer, internet of things, and public key infrastructure (PKI) solutions for identity and encryption. It supports TLS and other digital certificates for PKI deployments at any scale through its certificate lifecycle management solution CertCentral. The company was founded by Ken Bretschneider and Chuck West in 2003 and is headquartered in Lehi, UT.

Loyal Cos Inc (Loyal Companies) is a private equity firm founded in 2007 by Chad Mackay. The firm is headquartered in Draper, Utah.

Blue Matador, Inc. develops software applications. Its products include watchdog, lumberjack and firefighter. The company was founded by Matthew Barlocker and Mark Siebert and is headquartered in Salt Lake City, UT.

Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.

RETV Management LLC (RET Ventures) is a venture capital firm founded in 2017 by John Helm. The firm is headquartered in Park City, Utah.

GotChosen, Inc. develops a native social network that brings communities together and gives away scholarships to students. It delivers online advertising landscape by bringing social to websites and apps. The company was founded by Osvaldo G. Silva in 2011 and is headquartered in Orlando, FL.

Part of Accenture Plc, eLogic Group LLC is a company that provides IT consulting and SaaS services. The company is based in West Henrietta, NY. The company was founded by Michael Shields. Kris Shields has been the CEO of the company since 2012. eLogic Group was acquired by Avanade, Inc. on September 28, 2022.

Inveniam Capital Partners LLC engages in the provision and development of digital financial instruments. It offers a software as a service (SaaS) technology platform, which assists financial professionals to digitize securities utilizing the block chain technology to model securities as data, not code. The company was founded in 2015 and is headquartered in New York, NY.

KoreConX, Inc. is a software company. It is a secure and permissioned block chain infrastructure and ecosystem for fully compliant issuance, trading, clearing, settlement, management, reporting and corporate actions for digital securities worldwide. The company was founded by Oscar Jofre and Jason Futko and is headquartered in New York, NY.

BringChange Labs India Pvt Ltd operates as an AI-driven social-emotional learning platform.

1Flourish Capital LLC (1Flourish Capital) is a venture capital firm founded in 2016 by David A. Lane, Reid Rutherford, Skip Vaccarello and Andrew Miller. The firm is headquartered in Mountain View, California.

Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah.