Brian D. Bassett

Gibson, Dunn & Crutcher LLP provides legal services. It offers services to labor, employment, entertainment and media law, toxic torts and other environmental services. The company was founded in 1890 and is headquartered in Los Angeles, CA.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Wexford Capital LP (Wexford) is an independent, SEC-registered investment advisor headquartered in West Palm Beach, Florida with additional office in Stamford, Connecticut. The firm was founded by Charles Davidson, Joseph Jacobs and Robert Holtz in 1994. Wexford provides investment advice to a variety of private pooled investment vehicles over which the firm has discretionary trading authority.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

ArcelorMittal Dofasco G.P. manufactures flat, rolled, and tubular steel blanks. It also manufactures laser-welded blanks and tinplates. It serves the construction, energy, manufacturing, pipe and tube, appliance, container, and steel distribution industries. The company was founded in 1912 and is headquartered in Hamilton, Canada.

Scura, Rise & Partners LLC provides merchant banking and advisory services. The private company is based in New York, NY.

Stifel Independent Advisors LLC (SIA) is a broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 1991 as Century Securities Associates, Inc. and became Stifel Independent Advisors LLC in 2021. They are a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. SIA offers brokerage services to a variety of individual and institutional clients. The firm executes securities transactions per client instructions through Stifel as their clearing firm.

iCoreConnect, Inc. engages in the development and marketing of cloud-based software and technology services which focus on compliance, workflow and productivity, and electronic health records systems. It offers cloud-based as a service under the names of iCoreRx, iCorePDMP, iCoreEPCS, iCoreVerify, iCoreHuddle, iCoreHuddle+, iCoreCodeGenius, iCoreExchange, iCoreCloud, iCorePay, iCoreSecure, and iCoreIT. The company was founded on November 2, 1992 and is headquartered in Ocoee, FL.

Grandwood Securities LLC is a private company based in New York, NY.

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.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

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.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Brownstein Hyatt Farber Schreck LLP provides legal services. Its practice areas include corporate and business, energy and natural resources, gaming, government relations, intellectual property, litigation, pro bono legal and community services, and real estate. The company was founded by Stephen W. Farber in 1968 and is headquartered in Denver, CO.

The Denver Bar Association is a professional organization that promotes justice in the legal community. The Denver Bar Association is based in Denver, CO. The private company offers a variety of resources and benefits to their members to assist them in their legal practice. The association provides opportunities for new lawyers to network with other professionals through their Young Lawyers committee. Additionally, they offer public legal clinics and pro bono legal assistance to those in need.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

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).

Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.

Tetra Tech WEI, Inc. provides engineering, IT, environmental management and planning services to government. The company was founded in 1955 and is headquartered in Winnipeg, Canada.

Founded by Gerald Kieft, Wall Street Resources, Inc. (WSR) is a research firm located in Palm City, Florida. The firm focuses on micro-to-small-cap companies. They look for companies that report sales and earnings growth over 50% or companies that reported revenue growth exceeding 50% and reported a profit versus a loss over the same period in the prior year. WSR also looks for investment opportunities by following inside trading, by seeking to identify companies showing all time highs and 12-month highs and by seeking companies that have traded in a tight pattern for a long period of time. They review industry and price charts on a daily basis. Once an undervalued security has been identified, WSR employs technical analysis to determine the ideal entry point.