Jeannie Jones

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.

The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc.

Accredited Investor Resources LLC provides human resources outsourcing management services. It outsources the management of human resources, employee benefits, payroll, and workers compensation. The company is headquartered in Stamford, CT.

Summit Broadband, Inc. engages in provision of broadband communication services. It offers commercial and residential solutions including TV, internet, home phone, bundles and commercial services. The company was founded in 1994 and is headquartered in Orlando, FL.

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.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

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

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

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.

ConnectWise LLC provides information technology services and management solutions. The firm’s products include ConnectWise Manage, ConnectWise Automate, ConnectWise Sell, ConnectWise Control, ConnectWise Unite, The ConnectWise Suite and Request Pricing. It also offers business management, sales & marketing, finance & billing, IT management, service management and cloud services. The company was founded by Arnold F. Bellini, III and David V. Bellini in 1982 and is headquartered in Tampa, FL.

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

Brookstone Partners (Brookstone Partners) is a private equity firm founded by Michael Toporek in 2002. The firm is headquartered in New York.

Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ.

The Dade County Bar Association operates as a lawyers association. The non-profit company is based in Miami, FL.

TBL Capital is a venture capital firm founded in 2007 by Mark A. Finser. TBL Capital is headquartered in San Francisco, California.

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

Network Wireless Solutions LLC is a full-service materials and logistics provider for the wireless industry. The company is based in Durham, NC and has subsidiaries in Canada. The company has been in operation since 2012 and have the ability to quickly deliver equipment and support to carriers, project managers, and general contractors. The company's team has extensive experience in working on job sites, supervising facilities, managing warehouses, developing telecom strategies, and laying the groundwork for multi-state operations. NWS offers secure storage of equipment and an efficient option to reduce building costs, personnel costs, warehousing, and logistics costs. The company was founded in 2012 by Jeff White. Xavier D. Williams has been the CEO of the company since 2022.

Hunter Communications, Inc. provides fiber optic business solutions and services. The firm offers data platform and preform and voice and preform services. It specializes in fiber optic solutions and telecommunications. The company was founded by Richard W. Ryan in 1994 and is headquartered in Central Point, OR.

TriNet HR III, Inc. offers talent acquisition, performance management, and employee development services. The company was founded by Martin Babinec in 1988 and is headquartered in San Leandro, CA.

WANRack LLC provides fiber-based communications networks and related services. The firm specializes in custom built private fiber wide area networks (WANs) for K-12 schools. Its service offerings include E-Rate compliant lit fiber, dark fiber, and special construction solutions. The company was founded by Rob Oyler in 2005 and is headquartered Lenexa, KS.

ConnectWise Capital (ConnectWise Capital) is a venture capital firm founded in 2010 by Arnold Bellini and David Bellini. The firm is headquartered in Tampa, Florida.

LabTech Software LLC provides information technology automation software services. It offers remote monitoring and management platform, backup and storage, desktop management, network and server management, remote control, and security solutions. The firm also offers training, consulting, implementation, and technical support services. The company was founded by Greg Buerk, Drew McCallum, Josh Bucher, Matthew J. Nachtrab and James Bell in 2004 and is headquartered in Tampa, FL.

Triple Play Brasil Participações SA provides broadband internet services. It offers a complete set of data services, complemented by video and fixed-line services. The firm operating segments include (i) all the decisions of administrators and managers are made based on consolidated reports; (ii) the mission of the Group and its subsidiaries is to provide its customers with telecommunications services with quality; and (iii) all decisions related to strategic and financial planning, purchases, investments and investments of funds are taken on a consolidated basis. The company was founded in March 2015 and is headquartered in Itaim Bibi, Brazil.

Working Excellence LLC (Working Excellence) is a private equity firm founded in 2005 by Jim F. Kenefick. The firm is headquartered in Reston, Virginia.

PasswordBoss LLC is a password manager that is designed to meet the unique needs of MSPs. The private company is based in Tampa, FL, and has subsidiaries in the United States. It has users in over 175 countries and is an affordable solution for MSPs who want to protect their and their customers' passwords and critical data from security breaches. AutoElevate is another product offered by the company, which is designed to streamline the use of privilege by automating privilege access for updates, line-of-business applications, and system functions. The company was founded in 2014 by Steve Wise, who has been the CEO since 2014.

Rudolf Steiner Foundation, Inc. provides financial investment services. The firm specializes in investing, lending and giving, sustainable food and agriculture, ecological stewardship, education and the arts. The company was founded by Mark A. Finser, Siegfried Finser, Ann Stahl, Philip Mees and John Alexandra in 1936 and is headquartered in San Francisco, CA.

Part of PasswordBoss LLC, SuperUser Software, Inc. develops access management software. The company is based in Miami, FL. The company was founded in 2018 by Todd Jones, David V. Bellini. David V. Bellini has been the CEO since 2018. SuperUser Software was acquired by PasswordBoss LLC on August 31, 2021.