Jason E. Werner

Robbins & Myers, Inc. designs, manufactures and markets engineered, application-critical equipment and systems for the energy, industrial, chemical and pharmaceutical markets. It operates through two segments: Energy Services and Process & Flow Control. The company was founded on APril 23, 1990 and is headquartered in Houston, TX.

The Banc Funds Co. LLC (TBFC) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 1986 by Charles J. Moore. TBFC provides investment advisory services on a discretionary basis to the Banc Funds. Investors in the funds include high net-worth individuals, single family offices, pension and profit-sharing plans, charitable organizations, state or municipal government entities, pooled investment vehicles, as well as other corporations or businesses.

Ameron International Corp. is a manufactures engineered products and materials for the chemical, industrial, energy, transportation and infrastructure markets. It produces water transmission lines: fiberglass-composite pipe for transporting oil, chemicals and corrosive fluids and specialized materials and products used in infrastructure projects, such as poles, construction materials and wind towers. The company was founded in 1907 and is headquartered in Houston, TX.

Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Brownco LLC provides online brokerage services. It offers investment products in a variety of securities, bonds and mutual funds. The company is headquartered in New York, NY.

Founded in 2003, FIG Partners LLC is a broker/dealer specializing in mid- and small-cap bank and thrift stocks. They strive to generate superior returns for institutions and high net-worth individuals through integrated trading, sales and research. They are employee-owned. FIG Partners is a member of the NASD and the SIPC. They are located in Atlanta, Georgia.

V2R Group, Inc. provides business strategy services. It focused on the commercialization and management of highly innovative technologies. It also partner with universities to facilitate the transfer & commercialization of revolutionary technologies. The company was headquartered in Longwood, FL.

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.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

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

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Federal Home Loan Bank of San Francisco provides financing, community development grants and other banking services. Its services include grant programs such as affordable housing program, wish program, credit programs like community investment programs and community works. The company is headquartered in San Francisco, CA.

Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.

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.

Salem Five Cents Savings Bank provides online banking services. The Bank offers banking, insurance, investment, mortgages, investment and brokerage services. The company was founded on May 14, 1855 and is headquartered in Salem, MA.

Part of U.S. Bancorp, U.S. Bancorp Libra is a company that provides investment and financial services. The company is based in Los Angeles, CA.

Part of QPharma, Inc., Emergent Medical Associates is a leading provider of emergency care and episodic care management services to patients, communities, provider groups, and hospitals throughout the western United States. The company is based in Manhattan Beach, CA. The company's hospital clients include 20+ sites and care for over 900,000 patients annually. Emergent Medical Associates is widely recognized for clinical excellence, quality service, turn-around ED operations, and sustained improvement in patient satisfaction. Founded in 1991 by Irv Edwards, James B. Edwards has been the CEO of the company since 1996. Emergent Medical Associates was acquired by Sela2, Inc. on May 12, 1999.

Part of Arcosa, Inc., Ameron Pole Products LLC is a company that manufactures engineered, concrete and steel poles. The company is based in Houston, TX. Ameron Pole Products was acquired by CEMC Services LLC from NOV, Inc. on April 09, 2024 for $180 million.

Novartis Pharmaceuticals Corp. develops, manufactures, and markets prescription drugs. It manufactures and markets prescription drugs used to treat a number of diseases and conditions including cardiovascular, dermatological, central nervous system, bone disease, cancer, organ transplantation, psychiatry, infectious disease, and respiratory. The company was founded in 1996 and is headquartered in East Hanover, NJ.

Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.

Flywheel Energy LLC explores and produces natural gas and oil. It acquires and operates onshore U.S. oil and gas assets with an emphasis on the Rockies and Mid-Continent. The company was founded in 2017 and is headquartered in Oklahoma City, OK.