Kimberlee Welch

Sears, Roebuck & Co. engages in provision of merchandise and related services. It offers range of home merchandise, apparel and automotive products and services. It also provides a variety of merchandise and services through online and catalogs. The company was founded in 1886 and is headquartered in Hoffman Estates, IL.

Nationwide Mutual Insurance Co. provides insurance and financial services. It offers insurance and protection, investing and retirement, banking and borrowing, life events and planning, claims, pay a bill, and business coverage advisor. The company was founded in 1925 and is headquartered in Columbus, OH.

SAFECO Insurance Company of America, Inc. operates as an insurance and financial services company, sells insurance and investment products. The company is headquartered in Seattle, WA.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

Pruco Securities LLC, do-business-as Prudential Financial Planning Services (PFPS), is a registered investment advisor headquartered in Newark, New Jersey. The firm was founded by Al Steele in 2007 and is wholly-owned by The Prudential Insurance Company of America, Inc., which in turn is an indirect wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PFPS provides financial planning services to individuals, families, businesses, and associations throughout the US. They also sponsor wrap fee programs.

Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY.

HedgeCo LLC provides hedge fund database services through an online community. It offers hedge fund Website design, consultation, third party marketing, seeding, brokerage introductions, and other services to investors, fund managers, and industry professionals. The firm also offers hedge fund news and announcements, as well as bulletin boards, surveys, live chat, hedge fund resources, and site reviews. The company was founded by Joseph D. Goldstein and Evan Rapoport in 2001 and is headquartered in West Palm Beach, FL.

Financial Insight Technology, Inc. operates as a financial technology company that provides transparent, automated, and advice on personal finance decisions. The firm?s SmartAsset applies financial modeling technology to provide consumers with home buying, refinancing, student loan, insurance, retirement and credit card solutions to make decisions. The company was founded by Michael Carvin and Philip Camilleri in 2010 and is headquartered in New York, NY.

Clark & Co. is a British company that provides bottled soft drinks.

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

Founded in 1971, Samuel A. Ramirez & Co., Inc. is a full-service securities firm and broker/dealer headquartered in New York City. The firm provides services to individuals, business owners, institutional investors and government agencies. They offer professional services focusing on wealth management, underwriting, banking, institutional brokerage, research and asset management. Samuel A. Ramirez & Co. provides retail and institutional trading expertise in tax-free municipal bonds, equities, government bonds, corporate bonds and alternative investments. The research group provides research to institutional investors on equity, macroeconomics and fixed-income for the U.S. and the U.S. Hispanic market. The firm has ten main divisions: private client, municipal bond department, institutional equity, transition management group, taxable fixed-income group, equity capital markets, debt capital markets, mergers and acquisitions/strategic business advisory, Ramirez Research Group and Ramirez Asset Management. The Private Client Services Group performs portfolio management, retirement planning, financial and estate planning for individuals, business owners, corporations and institutions. The group offers an array of investment disciplines including equity and fixed income, diversification strategies, insurance and alternative investments. The Municipal Bond Department provides banking, underwriting, sales, trading and distribution services to states, local governments and their agencies throughout the U.S. The Equity Capital Markets Group offers underwriting services to corporations, public retirement programs and to some of the nation's largest professional money managers. The firm's equity underwritings include spin-offs, private equity sponsored transactions, equity recapitalizations by financial institutions and traditional IPOs. The Debt Capital Markets Group offers underwriting of fixed-income securities including corporate bonds, convertible bonds, ABS, preferred stock and U.S. Agency notes. The firm is a co-manager or underwriter of debt in the traditional corporate bond market, the retail targeted hybrid and trust preferred market, the tax-exempt market (for select corporations) and is a member of the selling group for the major U.S. Agencies. The Institutional Equity Group offers performance-enhancing products and services, value added investment ideas and agency only/non-conflicting trade execution for institutions, corporations and government agencies in both the U.S. and international markets. The Taxable Fixed Income Group offers the firm's institutional and high net-worth retail clients access to new issues as well as secondary trading in corporate bonds, U.S. Agency securities, $25-preferreds, MBS, ABS and convertible bonds. Ramirez Asset Management offers managed accounts to individuals and institutions for fixed-income, equities and balanced accounts. Their institutional fixed-income portfolios include cash, enhanced cash, core and core plus strategies.

IA Capital Group Inc (IA Capital Group) is a venture capital firm founded in 1992. The firm is headquartered in New York.

Beacon Insurance Group provides property and casualty insurance for auto, homeowners, farm and ranch, and commercial business. The company is headquartered in Wichita Falls, TX.

Loan Servicing Solutions LLC provides residential mortgages. It manages credit impaired assets. Loan Servicing Solutions has branches in Buffalo, Rochester, and New York. The company was founded by D. James Daras and is headquartered in Lancaster, NY.

The Association of Insurance & Financial Analysts, Inc. is a trade group that provides a forum for discussion of securities issues. The non-profit company is based in New York, NY.

Part of American Contractors Insurance Group Ltd., ACIG Insurance Agency, Inc. is a company that provides insurance products and services tailored to the construction industry. ACIG is based in Dallas, TX. The company offers a range of services in the areas of safety, quality, performance excellence, claims, and risk management. ACIG has a network of risk-mitigating members focused on saving lives, preventing injuries, and reducing the overall cost of risk. The company's claims department assists in reducing the overall cost of risk for its members through effective loss and expense reduction, education, and professional management of incurred claims.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Credit Sesame, Inc. engages in the design and development of personal financial management tools. The firm operates an online credit and loans analytics engine. It provides a complete picture of its credit and loans in one place, including its credit score, credit monitoring, personalized financing analysis, and pre-qualified loan and savings recommendations. The company was founded by Adrian A. Nazari and Sean Donn in 2010 and is headquartered in Mountain View, CA.

FMS Investment Corp. provides revenue enhancement services. It also provides revenue recovery and payment integrity services to government agencies with compliance-driven portfolio needs. The firm manages consumer portfolios for various credit granters and asset management firms. The company was founded in 1992 and is headquartered in Rolling Meadows, IL.

Credibility Capital, Inc. focuses on prime credit small business borrowers. The company was founded by Mark Rambler and Brett G. Baris in 2013 and is headquartered in New York, NY.

Crown Global Insurance Group LLC engages in the provision of investment enhancement strategies and products for institutional investors, investment managers, and ultra-high net worth individuals. The company was founded in 1998 and is headquartered in Wilmington, DE.

Part of Porch Group, Inc., Homeowners of America Insurance Co. is a company that provides insurance services. The company is based in Irving, TX. The company was founded by Spencer William Tucker. Spencer William Tucker has been the CEO since incorporation.

Energy Capital Ventures (Energy Capital Ventures) is a venture capital firm founded in 2020 by Victor Pascucci. The firm is headquartered in Chicago, Illinois.

Ceannate Corp. provides business process outsourcing services for government, private, and affiliated sectors. Its products include Iontuition, the web-based loan tool for student-borrowers, LoanAxis, the loan and relationship management solution for schools, AuthenticAID, the payment integrity tool for government agencies. The firm offers business process outsourcing for education receivables management, student loan servicing, and call center services. The company was founded in 2004 and is headquartered in Rolling Meadows, IL.

Apollo Brokers, Inc. offers digital wholesale broker services for the cyber market. The company is based in Walnut, CA. The CEO of the company is John Loeber.

Marble Pay, Inc. is a company that offers a digital wallet for managing insurance policies. The company is based in New York, NY and was founded by Stuart Winchester, who has been the CEO since incorporation. Members can earn rewards for organizing their existing insurance policies on Marble's platform, with up to 5% cashback.

Gainfully, Inc. provides an online marketing services. The firm connects insurance and financial services companies via a compliant, permissioned software-as-a-service (Saas) network. The company was founded by Cameron Nordholm and is headquartered in San Francisco, CA.

Boost Insurance USA, Inc. operates as an independent, technology-enabled insurance platform. The firm?s solutions include turnkey insurtech solution and the boost value proposition. The company was founded by Alex C. Maffeo and is headquartered in New York, NY.

Smartx Technology Solutions, Inc. provides technological services. The company is headquartered in West Palm Beach, FL.