Jeff Laffond

Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

LBMC Investment Advisors LLC (LBMC) is a registered investment advisor headquartered in Brentwood, Tennessee. The firm was founded in 1998 and is principally owned by LBMC Financial Services LLC. LBMC provides portfolio management services to individuals, high net worth individuals, corporate entities, and foundations.

Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY.

InstantAmber LLC provides web-based data gathering, storage, and delivery services. The private company is based in Nashville, TN.

Rally Health, Inc. provides a personal health management platform that enables consumers to record fitness goals, research conditions, access health tools and even communicate directly with other members and medical professionals. Its flagship products, Zensey, is a gamified health social network and employee wellness program. Zensey consists of a place for patients to aggregate health data from providers and an anonymous forum to discuss health concerns with other members, as well as connections to various smartphone-enabled health devices. The company was founded by Gran Lovely Verstandig in 2010 and is headquartered in Washington, DC.

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.

QED Investors LLC (QED Investors) is a venture capital firm founded in 2007 by Frank Rotman, Caribou Honig and Nigel William Morris. The firm is headquartered in Virginia, US.

The ESOP Association operates as employer-sponsored advocacy and education association focused on employee stock ownership plans. The company was founded by Robert W. Smily Jr. in 1978 and is headquartered in Washington, DC.

Folience, Inc. provides media agency, market research and digital services. It brands include Life Line Emergency Vehicles, The Gazette, CWP, fusionfarm, Hoopla and Version Research Group, TopOnit, The Journal and The Fairfield Ledger. The company was founded in 2017 and is headquartered in Cedar Rapids, IA.

CCSD Management Services Inc. (Capital Alignment Partners) is a private equity firm founded in 2009 by R. Burton Harvey, Mark L. McManigal, and M. Lee Ballew. The firm is headquartered in Nashville, Tennessee.

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.

PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors.

SimplyWise, Inc. provides retirement software solutions. It collects information and show a timeline of client's future income over the coming years, then surface opportunities to maximize income in retirement. The company was founded by Simnan Abbas and is headquartered in New York, NY.

Shake Labs, Inc. develops software application. The company was founded by Jean Amiouny and Roy Breidi and is headquartered in Montreal, Canada.

Orchard App, Inc. provides investment advice. The firm provides products and services to investors that enable to understand, access, and execute online lending investments, including market data and reporting and analytics. The company was founded by Matt Burton, Jonathan Kelfer, David Snitkof and Angela Ceresnie in 2013 and is headquartered in New York, NY.

Bitso SAPI de CV provides bitcoin transaction services. Its platform provides funding and withdrawal options; and enables users to finance their account in person at various locations in Mexico. The company was founded by Daniel Vogel, Pablo Gonzalez and Ben Peters in 2014 and is headquartered in Mexico City, Mexico.

Trellis Technologies, Inc. is an insurtech start-up that provides an API for insurance information. The company is based in Bethesda, CA. The company's embedded and secure pre-fill solution accelerates digital customer acquisition, making it a cost-effective way to reach more target customers. The company offers the industry's first end-to-end platform for finding, comparing, and purchasing personal insurance. Trellis partners with b2c fintechs and financial institutions to help them engage users and be at the forefront of the evolution. The company was founded by Daniel Demetri, who has been the CEO since incorporation.

Capchase, Inc. operates as an online platform for getting cash from accounts receivable. The company was founded by Miguel Fernández Larrea, Luis Basagoiti Marqués, Przemek Gotfryd and Ignacio Moreno Pubul and is headquartered in Cambridge, MA.

Velocity Platform LLC engages in the provision of money services. The company is headquartered in New York, NY.

Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

PSG Equity LLC (PSG Equity) is a private equity firm founded in 2014. The firm headquartered in Boston, MA.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Crescent Capital Group (Private Equity) is a private equity arm of Crescent Capital Group LP founded in 1991 by Jean-Marc Chapus. The firm is headquartered in Los Angeles.