John Balsamo

Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.

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.

The Mather Group LLC (TMG) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Stewart Mather in 2011. They are a subsidiary of Mather Holdings LLC, ultimately owned by The Vistria Group LP. TMG provides combined financial planning, investment management, tax and estate planning, and family office services to primarily high net-worth individuals.

Aspire Health, Inc. provides healthcare services. It specializes in providing an extra layer of support to patients facing a serious illness. The firm’s clinicians are experts in providing patients with relief from the symptoms, pain, and stress of a serious illness, helping patients and caregivers navigate the healthcare system, guiding patients and caregivers through difficult and complex treatment choices and providing emotional and spiritual support to patients and their families. The company was founded by Brad Smith and William H. Frist, Sr. in 2011 and is headquartered in Nashville, TN.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

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.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Freeport Financial Partners LLC (Freeport Financial Partners) is a private equity firm, a subsidiary of Moelis Asset Management LP founded in 2012. The firm is headquartered in Chicago, Illinois.

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

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

The Vistria Group LP (The Vistria Group) is an private equity firm founded in 2013 by Kip Kirkpatrick, Marty H. Nesbitt, and Phil A. Alphonse. The firm is headquartered in Chicago, Illinois.

Jnana Therapeutics, Inc. provides drug development services. The firm focuses on immunometabolism changing the metabolic pathways in immune cells to affect function; lysosomal function and mucosal defense. The company was founded by Stuart L. Schreiber, Ramnik Xavier, Joanne Kotz and Joel C. Barrish and is headquartered in Boston, MA.

Edible Armstrong LLC specializes in creating unique and delicious ice cream flavors. The company is based in Boise, ID. The company's signature flavor features a combination of chocolate and peanut butter, with creamy chocolate ice cream, fudgy swirls, rich brownie chunks, and dark chocolate chips. Edible Armstrong was founded by Liz Armstrong and Louis Armstrong, with Louis Armstrong serving as CEO since incorporation.

Apple Tree venture Managemnet LLC (Apple Tree Partners) is a venture capital firm founded by Seth Harrison in 1999. The firm is headquartered in New York with an additional offices in London, San Francisco and Cambridge.

Precision Pro Golf LLC sells speakers and battery doors through an online platform. The private company is based in Cincinnati, OH. The company was founded in 2013 by Clay Hood, Jonah Mytro.

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.

dunnhumby Ltd. offers market research and data analysis services. It serves businesses in retail, manufacturing, consumer markets, and retail media sectors. The company was founded by Clive Humby and Edwina Dunn in 1989 and is headquartered in London, the United Kingdom.

JP Morgan & Co. provides financial services. The private company is based in Singapore, Singapore.

Founded in 2012, Interval Partners LP is a registered investment advisor and hedge fund manager located in New York City. The firm provides discretionary investment advice to private investment funds and certain separately managed accounts.

The Variable is an advertising agency and innovation consultancy that helps well-known brands accelerate business transformation through an integrated offering that includes strategy, design, product innovation, advertising, social, community building, and more. The company is based in Winston-Salem, NC and has subsidiaries in the United States. The agency has received impressive awards from leading publications for its unique combination of creativity and innovation. The Variable champions change and strives to make great work.

Donaldson Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Evansville, Indiana and was founded in 1995 by Gregory Donaldson. DCM provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations and other business entities.

Svoboda Capital Partners LLC (SC) is a private equity firm founded in 1998 by John Anton Svoboda and Michelle Lynn Collins. The firm is headquartered in Chicago, Illinois.

Clarion Healthcare LLC engages in healthcare industry. The firm offers strategies and organizational consultancy services. The company is was founded by Thomas Murtagh and Bart Lombardi and is headquartered in Boston, MA.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Connetic Ventures LLC (Connetic Ventures) is a venture capital firm founded in 2014 by Kyle Schlotman and Brad Zapp . The firm is headquartered in Covington, Kentucky.

CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities.

AVI-SPL LLC is a collaboration technology solutions provider based in Tampa, FL and has subsidiaries in Germany, United States, Canada and United Kingdom. AVI-SPL LLC is the largest provider of collaboration technology solutions, working with organizations worldwide, including over 80% of Fortune 100 companies. The company's highly-trained team strategizes, designs, deploys, manages, and supports AV and UC solutions that are simple to use, scalable, serviceable, and measurable to ensure business objectives are achieved. AVI-SPL LLC is the leading digital workplace collaboration solutions provider, allowing enterprises to leverage technology to transform the way employees and customers interact to drive increased workplace efficiency and improved business outcomes. The company has highly trained and certified system engineers in offices throughout the US, Canada, and EMEA in addition to an international network of solution providers in 30 countries. The company was founded in 1979 by Martin Schaffel, Chad M. Gillenwater. John T. Zettel has been the CEO of the company since 2000.

213 Management LLC (213 Management) is a venture capital firm founded in 2003 by Bob Shapiro and Nick Rosa. The firm is headquartered in Chicago, Illinois.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

TPG Growth LLC is a Venture Capital firm, a subsidiary of TPG Capital Advisors LLC founded in 2000 by William E. McGlashan and Michael Guthrie. The firm is headquartered in San Francisco, United States with additional office in London, United Kingdom.