Nichole R. Burnap

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.

First Investors Financial Services Group, Inc. engages in operation of an automobile finance company. The company was founded by Tommy A. Moore, Jr. in 1989 and is headquartered in Houston, TX.

Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US.

HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.

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.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

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.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Sun Capital Partners, Inc. (Sun Capital Partners) is a private equity firm founded in 1995 by Rodger R. Krouse and Marc J. Leder. The firm is headquartered in Boca Raton, Florida.

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).

Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts).

SPP Management Services LLC (Summit Park) is a private equity firm founded in 2006 by Robert G Calton and James L Johnson. The firm is headquartered in Charlotte, North Carolina.

Fort Point Capital LLC (Fort Point Capital) is a private equity firm founded in 2009 by Brooke Ablon, Paul Lipson and James Spencer. The firm is headquartered in Boston, Massachusetts.

Capstone Partners LLC provides investment banking services. Its services include mergers & acquistions, corporate restructuring and private placements. The firm also offers transaction and financial advisory and strategic advisory services. The company was founded by Kirk Johnson, John D. Harkey, Jr., John Ferrara and Leonard A. Potter in 1996 and is headquartered in Boston, MA.

Morgenthaler Management Corp (Morgenthaler Management) is a venture capital and private equity firm founded in 1968 by David Morgenthaler. The firm is headquartered in Portola Valley, California.

Revolution Growth Management Co Inc (Revolution Growth Management) is a private equity/venture capital division of Revolution LLC founded in 2005 by Steve Case. The firm is headquartered in Washington, District of Columbia.

Mgt Co. LLC (MPE Partners) is a private equity firm founded in 2012 by Peter Taft, Karen Tuleta and Joe Machado. The firm is headquartered in Cleveland, Ohio.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.

WGES Holdings LLC provides investment services. The company is headquartered in Charlotte, NC.

Red Ventures LLC engages in the development of an online digital consumer platform. It brings consumers and brands together through the use of online marketplaces and strategic partnerships. It serves the healthcare, home services, and financial services industries. The company was founded by Ricardo Luis Elias and Daniel S. Feldstein in 2000 and is headquartered in Fort Mill, SC.

Covius Services LLC engages in the provision of technology-enabled solutions to the financial services industry. It offers technology solutions, document services, compliance solutions, due diligence, and settlement services. The company was founded in 1996 and is headquartered in Glendale, CO.

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.

Engs Commercial Finance Co. provides financing services to the truck and trailer industry. It specializes in transportation and industrial equipment and related insurance products. The firm provides financing solutions for machine tools, fabrication, woodworking, plastics, food processing, packaging and printing. The company was founded in 1952 and is headquartered in Lisle, IL.

CSI Leasing, Inc. provides equipment leasing services. The firm's services include technology equipment, healthcare equipment, media and entertainment equipment, government and educational equipment and equipment disposal. The company was founded by Kenneth B. Steinback in 1972 and is headquartered in St. Louis, MO.

Kian Capital Partners LLC (Kian Capital Partners) is a private equity firm founded in 2011 by Rick Cravey and Kevin Mccarthy. The firm is headquartered in Charlotte, North Carolina.

Consilio LLC provides eDiscovery software solutions and services. It offers document review services, discovery consulting, forensic consulting services, and law department management. The company was founded in 2002 and is headquartered in Washington, DC.

Clear2pay NV provides electronic payments solutions. It solution areas encompass open payment and test frameworks, domestic and international payments, direct debits, credit transfers, electronic billing, tax data service, image check processing, consumer remittance payments, electronic banking, business payments and software development kits. The firm offers strategic advisory, co-sourcing, outsourcing and assessment consulting services. The company was founded by Michel Akkermans and Jurgen Ingels in 2001 and is headquartered in Diegem, Belgium.