Lisa Ann Donovan

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Part of Bank of America Corp., Radnor Capital Management, Inc. provides investment management services. The company is based in Wayne, PA.

Friess Associates LLC is an independent, SEC-registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Foster Friess in 1974. They provide portfolio management services to charitable/religious organizations, high net-worth individuals, retirement plans, investment companies, private investment funds and other private institutions.

Miller/Howard Investments, Inc. (Miller/Howard) is an employee-owned, SEC-registered investment advisor headquartered in Kingston, New York. Founded in 1984, Miller/Howard manages portfolios for a range of investors, from high-net-worth individuals to large institutions.

The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA.

Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector.

The Middlefield Banking Co. provides banking services. It provides personal and commercial banking services. The firm offers personal and business checking accounts, savings, investments, online banking, online bill pay, mortgages, loans, reorder checks, remote merchant deposit, and loans and lines of credit; investments, which include brokerage services, insurance, retirement and planning and tools. The company was founded on September 16, 1901 and is headquartered in Middlefield, OH.

Landmark Realty Advisors LLC is a real estate firm founded in 1989. The firm is headquartered in Simsbury, CT, and has offices in Boston, New York, and London.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy.

Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide.

Ladenburg Thalmann & Co., Inc. provides investment baking and brokerage services. The firm also provides asset and wealth management, underwriting, alternative investments and advisory services. It serves emerging growth companies and high net worth individuals. The company was founded in 1876 and is headquartered in New York, NY.

Janney Montgomery Scott LLC (Investment Management) (JMS-IM) is the investment management division of Janney Montgomery Scott LLC, a registered broker-dealer headquartered in Philadelphia, Pennsylvania. The firm was founded in 1832 and is a subsidiary of Independence Square Properties LLC, wholly-owned by The Penn Mutual Life Insurance Co. JMS-IM provides individuals, families, businesses, and institutions with tailored financial advice.

Ultra Capital LLC (Ultra Capital) is an independent private equity firm founded in 2014. The firm is headquartered in San Francisco, California.

Brennan Investment Group LLC operates as a private real estate investment firm. It acquires, develops and operates industrial properties in select major metropolitan markets. The company was founded by Robert J. Krueger and Michael W. Brennan in 2010 and is headquartered in Rosemont, IL.

Part of ABC Employee Stock Ownership Plan, Anchor State Bank is a financial institution based in Anchor, IL. The bank has been serving the central region for 125 years, surviving through two world wars, the great depression, several financial downturns, and other national calamities.

Part of ABC Employee Stock Ownership Plan, Anchor Bancorporation, Inc. (Illinois) is a bank holding company based in Anchor, IL. The company's description is simply that it is a bank holding company.

Risk Solutions International LLC provides operational risk management solutions. The firm help business, educational, and government entities understand and respond to risks that threaten critical operating functions in an unpredictable environment. The company was founded by Neil H. Kaufman, Duane A. Lohn, and Scott A. Corzine in 2009 and is headquartered in New York, NY.

ECHO Health, Inc. offers revolutionary payment solutions for healthcare payers. It serves to health care, property and casualty, and speaciality insurance industries. The company was founded by William Davis in 1997 and is headquartered in Westlake, OH.