Robert K. Ward

DURA Automotive Systems, Inc. designs and manufactures driver control systems, seating control systems, safety hardware, structural body systems, exterior trim and integrated glass systems. Its products include control, exterior, structural, mass transit window and industrial systems. The company was founded in 1990 and is headquartered in Auburn Hills, MI.

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.

VMS Parent Holdings LLC operates as a holding company which through its subsidiary engages in developing a mobile application for sharing videos. The company is headquartered in Radnor, PA.

Vertical Management Systems, Inc. provides mutual fund processing and accounting technology. It focuses on front and back-office mutual fund business processes, technologies and building software. The firm's solutions include retirement revolution, mutual fund, and specialized information system. The company was founded by Brad Kuhlin and Robert P. Clancy in 1992 and is headquartered in Pasadena, CA.

Cornerstone Investment Capital Holdings Co. operates as a blank check company. It is formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses for its initial business. The company was founded on February 1, 2021 and is headquartered in Hobe Sound, FL.

Federal Home Loan Bank of Boston engages in the provision of financial services. It offers advances, mortgage partnership finance, housing and economic growth, letters of credit, correspondent services, and online banking. The company was founded in 1932 and is headquartered in Boston, MA.

Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers.

Panel Intelligence LLC offers a powerful online health care and medical research platform providing clients greater strategic direction for investment decisions, product development, and marketing. The private company is based in Cambridge, MA. William J. Febbo has been the CEO of the company since 2009. Panel Intelligence was acquired by Panel Intelligence /Private Group/ from Merriman Holdings, Inc. on January 30, 2009 for $1.10 million.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA.

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.

Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations.

US Pack Logistics LLC engages in the provision of courier and delivery services. It includes big and bulky solutions, final mile solutions, distribution crossdock, on-demand solutions, and routed solutions. It serves e-commerce, auto parts, pharmaceutical, and medical industries. The company was founded by Peter Glazman in 1986 and is headquartered in New York, NY.

RingSquared Telecom LLC provides telecommunications solutions to enterprise, government and wholesale clients in the Pacific Northwest. It offers voice, data, cloud , data center services, domestic telecommunications services to commercial subscribers, wholesale carrier customers, and interconnecting carriers. The company was founded on April 24, 2015 and is headquartered in Frisco, TX.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

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.

Avantus Federal Services LLC engages in the provision of management services. It offers project and portfolio management; acquisition and sustainment; operations and analysis; transformation and advisory; data and software solutions; systems engineering technical services; facilities, digital innovation, and augmented intelligence. The company was founded in 2018 and is headquartered in McLean, VA.

Sentinel Holdings LLC engages in the provision of mission and advisory services for national security customers. It specializes in the intelligence, counterterrorism, counter-narcotics, border security, and international trade and travel. The company was founded in 2006 and is headquartered in McLean, VA.

E3 Federal Solutions LLC engages in the provision of management consulting services. It offers program management support, acquisition lifecycle engineering and facilities management, systems engineering and technical assistance services. It serves the Board Security and law enforcement, civilian, defense, homeland operations, and intelligence community markets. The company was founded by Everett S. Johnson in 2004 and is headquartered in McLean, VA.

VCM Fund Advisors LLC (Versa Capital) is a private equity firm founded in 2004 by Ira Mark Lubert and Greg L. Segall. The firm is headquartered in Philadelphia, Pennsylvania.

NewSpring Holdings LLC (NewSpring Holdings) is a private equity subsidiary of NSV II Management Co. LLC, founded in 2013. The firm is headquartered in Radnor.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Orchid Underwriters Agency LLC provides personal and commercial property insurance. The firm specializes in providing insurance products for homeowners and other difficult-to-insure properties throughout the United States and the Caribbean. The company was founded in 1998 and is headquartered in Vero Beach, FL.

BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program.