L. Craig Smith

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

PacketVideo Corp. develops software for mobile telephones and other wireless handheld devices. The firm offers software that transmits video and digital media over wireless networks to devices such as handheld computers, mobile phones and laptops. The company was founded by James C. Brailean and James Z. Carol on August 10, 1998 and is headquartered in San Diego, CA.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

RunMoney Corp. provides investment advisory services. The company was founded by Robert B. Jorgensen and is headquartered in San Diego, CA.

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

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The State Bar of California operates as an official attorney licensing agency. The non-profit company is based in San Francisco, CA. Elizabeth Rindskopf Parker has been the CEO of the company since 2015.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

Part of LPL Financial Holdings, Inc., NRP Advisors, Inc. provides investment advice. The company is based in Bryan, OH. Founded in 2008.

Innovate Partners LLC (Innovate Partners) is a venture capital firm founded in 1995 by Robert Allison. The firm is headquartered in Newport Beach, California.

Global Retirement Partners LLC (GRP) is a SEC-registered investment adviser and retirement plan consulting firm headquartered in San Rafael, California. The firm was founded in 2014 and is a subsidiary of HUB International Ltd., ultimately held by Hockey Investments LP. GRP provides investment management and strategic wealth planning to both plan sponsors and individual investors.

GRP Financial Services Corp. operates as a financial advisors. The firm offers retirement plan and wealth management services. The company was founded in 2014 and is headquartered in San Rafael, CA.