Karen Halpert

Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors.

Part of Sotera Health Co., Phoenix International Life Sciences, Inc. is a Canadian company that provides bioanalytical research and clinical testing services. The company is based in Saint-Laurent, Canada. Phoenix International Life Sciences was acquired by Nordion (Canada), Inc., part of Sotera Health Co. from July 30, 2018 on May 22, 2000 for $236.74 million.

L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Autus Asset Management LLC (Autus) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Mark Fiedler in 2001 and was acquired by Parallel Advisors LLC in 2023. Autus provides customized portfolio management solutions to individuals, pension and profit-sharing plans, other investment advisers, trusts, estates, charitable organizations, corporations and business entities.

Trinity Capital Investment LLC ("Trinity") is an independent Venture Capital firm founded in 2008 by Steven L. Brown. The firm is headquartered in Phoenix, Arizona.

LawLogix Group, Inc. provides web based compliance and case management software solutions. It offers EDGE, an immigration forms, e-filing, billing and case management system for law firms and non-profit and community based organizations and globe trotter, an immigration forms and case management system for enterprise, healthcare organizations and universities. The company was founded by Francis D. Siciliano II, Brian D. Taylor and James Trammell in 2000 and is headquartered in Phoenix, AZ.

New Ocean Health Solutions provides health care management services. Its patient-driven chronic care management solution incorporates video and mobile technology in their health plans and health systems. The firms health solutions allows the user to verify, validate and document patient compliance, educate patients and increase productivity of the healthcare workforce. The company was founded by Shannon Pierce and is headquartered in Conshohocken, PA.

Raich Ende Malter & Co. LLP provides accounting services. It offers audit and accounting, tax services, and personal advisory services. The company was founded by Charles D. Raich in 1972 and is headquartered in New York, NY.

Blue Global LLC engages in the provision of marketing services. It offers online advertising solutions to publishers and advertisers. The firm specializes in connecting consumers to online products, including loans, insurance offers, credit reports, and consumer services. The company was founded by Chris Kay in 2005 and is headquartered in Scottsdale, AZ.

Portrait Software Ltd. develops and sells a suite of software products for Customer Interaction Optimisation. Its software is used by large organisations to deliver great customer service and to dramatically improve customer revenues, profitability and loyalty by applying insight and intelligent decisioning at the point of customer interaction. The firm engages with each of their customers as individuals, resulting in improved customer profitability, increased retention, reduced risk, and outstanding customer experiences. The company is headquartered in Henley-on-Thames, the United Kingdom.

Havencrest Capital Management LLC (Havencrest Capital) is a private equity firm founded in 2017 by Christopher W. Kersey. The firm is headquartered in Dallas, Texas.

Advanced Solutions, Inc. (Colorado) offers guidance, navigation and control systems for embedded flight software and mission information technology solutions. Its services include systems analysis and design, client-server solutions, relational database management systems, real-time and embedded software solutions. The company was founded by Allen Bucher and John Cuseo in 1995 and is headquartered in Littleton, CO.

American Academy of Nursing operates as a professional organization. It generates, synthesizes, and disseminates nursing knowledge to contribute to health policy and practice for the benefit of the public and the nursing profession. The company was founded in 1973 and is headquartered in Washington, DC.

Take Care Health Systems, Inc. provides health care services. It offers minor injuries, physicals, vaccinations, skin conditions, ongoing health conditions, medications and treatments. The company was founded by Peter K. Miller and Hal F. Rosenbluth in October, 2004 and is headquartered in West Conshohocken, PA.

Fester & Chapman PLLC provides public accounting and auditing services. Its services include cash flow management, new business information, QuickBooks Setup and training, tax preparation and planning, estate planning, and other related services. The firm serves individuals, businesses, governmental units, and not-for-profit organizations. The company was founded in 1964 and is headquartered in Scottsdale, AZ.

The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers.

Theraplay, Inc. provides multi-discipline pediatric therapy services. The firm offers occupational, physical, feeding, speech, and language therapy, therapeutic play groups, and concussion rehabilitation programs. The company was founded by Lisa Mackell in November 1991 and is headquartered in West Chester, PA.

Neutral Posture, Inc. designs, manufactures and markets furniture. It offers furniture for offices, businesses, schools and churches. The firm offers non-computerized business equipment. The company was founded by Rebecca E. Boenigk and Jaye E. Congleton in 1989 and is headquartered in Bryan, TX.

SeiCorp, Inc. provides information technology solutions for military and government sectors. The company is headquartered in Centreville, VA.

P & L Advisors LLC (P & L Advisors) is a venture capital firm founded in 2009 by Howard Lindzon and Tom Peterson. The firm is headquartered in Scottsdale, Arizona.

Knight's Bridge Capital Partners, Inc (Knight's Bridge Capital), a subsidiary of Counsel Corp. (Toronto: CXS.TO), is a family office and private equity firm headquartered in Toronto, Canada with an additional offices in Phoenix, Arizona founded by Kenneth J Finkelstein in November, 2006.

WiSC Enterprises LLC provides interoperability solutions. The firm provides single point secure websites for government agencies and agency support vendors. The company was founded by William S. Craig in 2008 and is headquartered in Chantilly, VA.

Stira Capital Markets Group LLC operates as a brokerage firm. It offers real estate-related investment. The firm also buys and sells securities such as stocks, bonds, mutual funds, and other investment products. The company is headquartered in Irvine, CA.

Crossroads Capital Partners LLC (Crossroads Capital Prtnrs) is a private equity firm founded in 2003 by Mark Michaels. The firm is headquartered in Chicago, Illinois, United States.