Matt Murphy

T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

American Medical Association engages in promoting the art and science of medicine and the betterment of public health. It offers services to physicians, residents, medical students, and patients. The company was founded by Nathan Smith Davis in 1847 and is headquartered in Chicago, IL.

Altus Capital Partners, Inc. (Altus Capital Partners) is a private equity firm founded in 1997 by Gregory Greenberg, Russell Greenberg and Elizabeth Burgess. The firm is headquartered in Wilton, Connecticut.

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

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

The American Psychiatric Association is the largest scientific and professional organization of psychiatrists. The private company is based in Arlington, VA and has subsidiaries in the United States. The company works together to ensure humane care and effective treatment for all individuals with mental illness, including substance use disorders. Marketa Wills has been the CEO of the company since 2024.

Consilio Wealth Advisors LLC (CWA) is a registered investment advisor headquartered in Bellevue, Washington. The firm was co-founded by Christopher M. Kaminski and Nathaniel M. Donohue in 2021 and is a subsidiary of Union 6 LLC. CWA provides investment advisory and financial planning services to clients nationally.

Zaff Capital LP provides investment advisory services. The private company is based in Houston, TX. The American company was founded by Brian R. Zatarain.

AEI Services LLC generates, transmits, and distributes natural gas and electricity. Its business segment includes power distribution, power generation, natural gas transportation and services and natural gas distribution. The company was founded in 2003 and is headquartered in Houston, TX.

Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies.

Duchossois Capital Partners LLC (Duchossois Capital Partners) is a private equity subsidiary of The Duchossois Group, Inc founded in 1986. The firm is headquartered in Chicago, Illinois.

Dennis Corp. provides engineering, surveying and construction management services. Its services include aviation, bridge civil infrastructure land planning, construction engineering, emergency survey, pipe inspection, branding and forensic engineering. The company was founded by Dan Dennis in 2005 and is headquartered in Columbia, SC.

PowerToFly, Inc. provides services that find work-from-home jobs for female tech talent. It acts as a platform that''s bridging the gap between companies who need more diversity in tech talent. The company also offers job opportunity for women around the world. PowerToFly was founded by Milena Berry and Katharine Zaleski in 2014 and is headquartered in New York, NY.

Palmetto Technology Group, Inc. provides information technology services. It offers services to accounting, engineering, construction, legal, healthcare and financial services sectors. The firm has two primary components-collaboration tools setting up mail servers, web portals and desktop/end-user support. The company was founded by Reed Wilson in 2007 and is headquartered in Greenville, SC.

Leverty Financial Group LLC is a financial management company that works with successful executives and individuals who are considering retirement. Leverty Financial Group is based in Hudson, WI. The private company offers personalized wealth management services to help streamline financial decision-making and bring clarity, purpose, and confidence to planning. The company has a team of experienced professionals who pride themselves on continual learning to offer the best advice available. The company follows a client-centered approach built on always acting in the client's best interest and provide a thorough, trustful experience that leads to long-term, valued relationships.

Aliment Capital LLC (Aliment Capital) is a venture capital subsidiary of Pontifax Management Co. Ltd. founded in 2014 by Philip Robert Erlanger and Ben Belldegrun. The firm is headquartered in California, United States.