Andrew Schwab

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.

Sony Music Holdings, Inc. engages in the provision of prerecorded record, tapes. The company is headquartered in New York, NY.

Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Bivarus, Inc. operates as a patient-centered analytics company. It develops a platform for getting real-time patient feedback and facilitating meaningful change. The firm offers Bivarus, a change management platform utilizing a revolutionary statistical framework that resonates with patients, administrators and physicians. The company was founded by Seth W. Glickman and Kevin Schulman in 2012 and is headquartered in Durham, NC.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

SafirRosetti is the security, law enforcement, investigative, forensic and integrity monitoring division of Global Options Group. Founded and actively managed by former New York City Police Commissioner, Howard Safir, and the former Director of Worldwide Security at IBM, Joseph Rosetti, SafirRosetti is comprised of highly skilled professionals with integrated and uniquely successful experience in law enforcement, private security, public safety, the military, management consulting, technology, engineering, accounting, real estate, facilities management and the intelligence community. The company's clients includes corporations, governments, financial institutions and individuals who rely on them to safeguard people, property and reputation, as well as to improve the effectiveness & efficiency of their security, law enforcement, compliance, investigative and forensic operations. SafirRosetti offer both proactive & programmatic services, as well as an immediate response to specific critical incidents

Dorsey & Whitney LLP is a business law that provides legal solutions catering to the needs of business as they enter new markets, establish joint ventures overseas, and navigate international law. The company was founded in in 1912 and is headquartered in Minneapolis, MN.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Doctivity Health is a technology healthcare company that helps companies increase revenue by analyzing data and providing insights. The company is based in Bloomsburg, PA. The company's focus is on reducing referral leakage, improving provider productivity, and growing market share.

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

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

Health Decisions, Inc. engages in conducting research in clinical development of drugs, diagnostics, medical devices for advancement of women's health. It offers trial management, monitoring, data and quality management, biostatistics, study design and protocol development and consulting services. The company is headquartered in Durham, NC.

Blue Cross & Blue Shield Association provides healthcare insurance services. The firm operates several business initiatives in support of the Blue Cross and Blue Shield companies and represents the Blue System in national forums. It offers insurance products to all segments of the population, including large employer groups, small business and individuals. The company was founded in 1982 and is headquartered in Chicago, IL.

Wilson Sonsini Goodrich & Rosati PC provides legal services. Its services include corporate law and governance, public and private offerings of equity and debt securities, mergers and acquisitions, securities class action litigation, intellectual property litigation, antitrust counseling and litigation, joint ventures and strategic alliances, technology licensing and other intellectual property transactions, tax, and employee benefits and employment law. The company was founded in 1961 and is headquartered in Palo Alto, CA.

The Virginia State Bar provides access to various legal documents and forms for public use, including practice certificates, good standing certificates, and annual dues forms. The Virginia State Bar is based in Richmond, VA. The organization also offers resources related to disasters, COVID-19, and other legal matters. The Standing Committee on Legal Ethics answers ethics questions and issues opinions.

The Association of Corporate Counsel is a bar association that promotes the common professional and business interests of in-house counsel through information, education, networking, and advocacy. The non-profit company is based in Washington and has subsidiaries in the United States. Joining ACC provides access to valuable, supportive resources for every stage of your career. Veta T. Richardson has been the CEO of the American company since 2011.

VRI Technologies LLC provides security services. Its services include investigations and forensics, security and asset protection, public safety assessment and capability building. The firm serves corporations, federal, state and local governments. The company is headquartered in New York, NY.

Beta Gamma Sigma, Inc. is an organization that recognizes academic excellence in business studies. The non-profit company is based in Maryland Heights, MO. The company offers scholarships and grants to their alumni chapters and members to aid in continuing education and chapter development. As a BGS member, individuals have access to exclusive programs designed to refine their skills to meet the changing needs of the business world.

OpenAdvisor Technologies, Inc. is the creator of Vanilla, an estate planning and wealth management software designed for financial advisors. The company is based in Los Angeles, CA. Vanilla enables advisors to provide more value to their clients and attract new prospects without requiring any specialized expertise. The company was founded in 2019 by Steven David Lockshin and David Hauser. Gene M. Farrell has been the CEO of the company since 2022.

Tall Oaks Capital Partners LLC (Tall Oaks Capital) is a venture capital firm founded in 2000. The firm is headquartered in Charlottesville, Virginia.