Michael Scott Loughton

Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Comagine Health provides healthcare management services. It provides healthcare assessment and improvement services, as well as consulting and management services in healthcare industry. The company was founded in 1974 and is headquartered in Seattle, WA.

The Land Group, Inc. provides civil engineering services. It offers landscape architecture, planning, surveying, photography, and graphics services. The company was founded by David Koga and Phil Hull in 1988 and is headquartered in Eagle, ID.

Start Up TV Network, Inc. provides an online marketplace to connect entrepreneurs with investors. The company is headquartered in Folsom, CA.

Child Enterprises, Inc. offers masonry contracting services. It specializes in different types of masonry work including commercial brick, block, terra cotta, and stone. The firm also offers masonry patching, mortar repointing, and crack repair. The company was founded Richard J. Child in 1974 and is headquartered in Springville, UT.

Cultivian Ventures LLC (Cultivian Ventures) is a venture capital subsidiary of Sandbox Holdings LLC founded in 2008. The firm is headquartered in Chicago, Illinois.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

PACS Group, Inc. is a post-acute healthcare company, primarily focuses on delivering skilled nursing care through a portfolio of independently operated facilities. It also provides senior care, assisted living, and independent living options in some communities. The company provides services under brand name is :Pacs post acute, Pacs serives, Pacs properties and Pacs ventures. PACS Group was founded by Jason Murray and Mark Hancock on January 1, 2013 and is headquartered in Farmington, UT.

Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities.

Leavitt Partners LLC engages in the provision of health care insurance services. The firm's solutions include health care focused private equity fund, learning communities, research and analytics, risk complications protection, alliances, and market analytics. The company was founded by Michael O. Leavitt and Richard McKeown in 2009 and is headquartered in Salt Lake City, UT.

Carman Lehnhof Israelsen LLP is a private company based in Salt Lake City, UT. Carman Lehnhof Israelsen LLP was founded by Karl Israelsen.

Leavitt Equity Partners LLC (Leavitt Equity Partners) is a health care focused, value-add investor founded in 2014. The firm is headquartered in Salt Lake City, Utah.

Systemic Formula, Inc. manufactures herbal supplements. The private company is based in Ogden, UT.

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.

Blue Barn Wealth LLC (BBW) is a registered investment advisor and wealth management firm headquartered in Salt Lake City, Utah. Formerly known as Financial Planning Office LLC, the firm became a wholly-owned subsidiary of HJB Wealth Management LLC in 2017 and was renamed Blue Barn Wealth LLC in 2019. BBW offers financial planning and portfolio management services to individual and institutional clients.

Adams Wealth Management LLC (Adams Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Logan, Utah. Founded in 2016, Adams Wealth provides investment advisory services to individuals and high net worth individuals, and advisory and sub-advisory services to other investment advisers and pooled investment vehicles.

GREAT NORTH CAPITAL MANAGEMENT LP (Great North Ventures) is a venture capital firm founded in 2017 by Ryan J Weber, Robert J Weber and James DonFrancesco. The firm is headquartered in Maple Grove, Minnesota.

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

CVB, Inc. engages in the provision of home furnishing services. Its products include mattresses, adjustable bed bases, furniture, pillows, sheets, mattress protectors, bed frames and mattress toppers. The company was founded by Sam Malouf and Kacie Malouf in 2003 and is headquartered in Logan, UT.

Tamarak LLC (Tamarak) is a venture capital firm founded in 2016 by Brent Hatch and Keaton Hatch. The firm is headquartered in Springville, Utah.

Adams Wealth Management LLC /Private Equity/ (Adams Wealth Management) is the operating division of Adams Wealth Management LLC for the management of AIM Ventura Capital Fund a growth equity fund founded in 2019 by Greg Cole and S. Craig Adams. The firm is headquartered in Logan, Utah.

Blue Field Capital/VC/ (Blue Field Capital) is a venture capital firm founded in 2014. The firm is headquartered in Cottonwood Heights, Utah.

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.

Malouf, Inc. is a private company that wholesales and retails furniture, bedding, and pillows. The company is based in Logan, UT and has subsidiaries in the United States. The company was founded in 2003 by Kacie Malouf and Sam Malouf, with Sam Malouf serving as CEO since its inception.