Nik Rowlston

Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

PPB Capital Partners LLC (PPB CAPITAL PARTNERS) is a private equity firm founded in 2008. The firm is headquartered in Conshohocken, Pennsylvania.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

BrightPlan LLC provides portfolio management and investment advisory services. The firm specializes in financial advice, wealth management, investment management, financial planning and asset management. The company was founded by Marthin de Beer in 2015 and is headquartered in Los Gatos, CA.

Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.

Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC.

Part of State Street Corp., Investors Capital Services, Inc. is an American company.

Prumentum Group, Inc. provides wealth management services. The firm makes financial planning accessible to everyone irrespective of net worth. The company was founded by Robert Wallace and Marthin de Beer and is headquartered in Los Gatos, CA.

Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini.

PolySign, Inc. develops a digital asset custody platform. The company was founded by Timothy Francis Keaney in 2017 and is headquartered in Oakland, CA.

Part of NIBCO, Inc., SVF Flow Controls LLC is a leader in flow control technology. The company is based in La Palma, CA. The company offers 35 years of experience in valve, automation, and control products designed to serve a range of industries. The CEO of the company is Jack McDonald.

Part of PolySign, Inc., Standard Custody & Trust Co. LLC is an institutional-grade custody, trading, and settlement platform for digital assets. The company is based in New York, NY. Standard's platform offers novel blockchain technology that provides end-to-end encryption and distributed trust protocols for securing secret keys. The company embodies high standards for regulatory and compliance excellence, empowering financial institutions to leverage their digital asset positions with confidence in security protocols. Standard's integrated escrow trading platform enables investors to buy and sell digital assets directly from custody, eliminating the risk of external transfers and inefficient transactions between different providers. Standard was founded by Arthur Britto and designed by leading technologists and innovators from pioneering cryptocurrency and distributed ledger technology companies blended with traditional capital markets expertise. The CEO is Jack McDonald.

Kohlberg & Co. LLC (Kohlberg & Co) is a private equity firm founded in 1987 by James Andrew Kohlberg and Jerome S. Kohlberg. The firm is headquartered in Mount Kisco, New York.

Common Fund is an independent asset management firm that manages $22.60 billion in assets for around 1,300 institutional clients. Common Fund was founded in 1971 and is based in Wilton, CT. The private company specializes in investment management and is active in all sectors of the capital markets, serving a broad spectrum of investors, including nonprofit organizations, healthcare organizations, family offices, and pension plans. The company also has subsidiaries in Canada, United States, United Kingdom, Cayman Islands, and China. The Investment Stewardship Academy is a workshop for investment professionals to learn and apply skills and knowledge for stewarding long-term capital.

OzForex Ltd. provides online money transfers and currency exchange services. The company was founded by Matthew Gilmour in 1998 and it is headquartered in Sydney, Australia

UniRush LLC provides prepaid debit card services. Its prepaid debit cards are used to deposit money, withdraw cash, make purchases, shop online, and pay bills. The firm empowers cardholders to take control of their financial futures. The company was founded by Russell Simmons in 2003 and is headquartered in Cincinnati, OH.

Gulf Oil LP operates as a wholesaler of refined petroleum products. It offers heating oil, diesel fuel, kerosene, premium dieselect, and gasoline products. It also produces a line of lubricants, including motor oils and specialty products, such as turbine oils, transformer oils, roll oils, textile oils, paper machine lubricants, steam cylinder lubricants, zinc-free oils, two-cycle oils, antifreeze products, and chain saw oils. The company was founded in 1901 and is headquartered in Framingham, MA.

Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

Expesite LLC engages in the provision of project management software solutions. It is SaaS company which offers a collaborative software platform for real estate development, construction, and facilities management through its suite of vision products. The company was founded in 1999 and is headquartered in Columbus, OH.

The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA.

Crown Oak Advisors LLC is a private company based in Piedmont, CA. Crown Oak Advisors LLC was founded in 2020 by Christopher Vincent Dodds, Andrew Warren Dodds.

Part of Delaware North Cos., Inc., American Hawaii Cruises, Inc. is a company that operates ocean cruise ships. The company is located in the US. American Hawaii Cruises was acquired by American Classic Voyages Co. from American Global Lines, Inc. on August 11, 1993 for $32.50 million.

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.