Jeff Evans

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Lotame Solutions, Inc. operates as a data management platform for publishers and marketers. Its solutions include audience optimizer, cross device, data exchange, data stream, insights, smart TV audiences and syndicate. The company was founded by Andrew Monfried in 2006 and is headquartered in Columbia, MD.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.

Quadrangle Group LLC (Quadrangle Group) is a private equity firm founded in 2000. The firm is headquartered in New York.

ID Analytics, Inc. provides analytics solutions. It provides analytics services, proprietary data, and consumer behavior insights. The company was founded by Bruce Hansen and Mike Cook in 2002 and is headquartered in San Diego, CA.

Charter Oak Equity Management LLC (Charter Oak Equity) is a private equity firm founded in 1992. The firm is headquartered in Westport, Connecticut.

Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London.

KSL Advisors LLC ( KSL Advisors) is a private equity firm founded in 2005 by Mike S. Shannon and Eric C. Resnick. The firm is headquartered in Denver, Colorado.

HelloPrivacy LLC provides online reputation management services. It offers software and services to help businesses and individuals out-rank negative search results with own content and websites. The company was founded by Evan McGowan-Watson, Pete Kistler, Trace A. Cohen and Patrick Ambron in 2009 and is headquartered in New York, NY.

LifeSync Corp. engages in the development, marketing, and sale clean disposable electrocardiogram technologies. Its products are lifesync wireless ECG system, and disposable leadwear a wireless electrocardiogram data communication system appropriate for use in hospital and outpatient. The company was founded in 2000 and is headquartered in Coral Springs, FL.

LendingUSA LLC operates as an online financing portal. It offers smart financing solutions to consumers in specialty markets including the elective medical industry, dental care, pets, and funerals. The company was founded by Camilo Concha in 2014 and is headquartered in Sherman Oaks, CA.

Vital4Data, Inc. provides global screening solutions to help organizations maintain regulatory compliance and mitigate third party risk. Its compliance technology solutions are driven by artificial intelligence and machine learning to deliver the accurate data protecting against financial crimes, terrorism, bribery and corruption. The company was founded by Kristin L. Stafford and Amy Barbieri in February 2016 and is headquartered in Marietta, GA.

Guardinex, Inc. is a company that specializes in fighting identity fraud. Guardinex is based in Bala Cynwyd, PA and was founded by Aravind Immaneni, who has been the CEO since incorporation. The company uses innovative automated machine intelligence to acquire data from multiple sources that associate a person's identity and combine that with their understanding of fraudsters. The company's products include Account Opening and Digital Account Opening (DAO) which identify high-risk accounts and prevent fraudsters from creating new accounts with stolen identity information. The company is audited and certified by an independent CPA to be SOC 2 compliant, and their top-of-mind mantra is security, which permeates every aspect of their systems and organization.

Awareness Technologies, Inc. engages in the provision of endpoint security solutions for both home and business. Its products include Screen Time for parental controls, WebWatcher for parental monitoring, and InterGuard for employee activity monitoring. The company was founded by Michael Osborn, Peter Fuhrman, and Ronald Penna in 2002 and is headquartered in Westport, CT.

Brain Corp. develops software, hardware and cloud services for consumer robotics. Its products include bstem, brainOS and eyeRover. It is pioneer in developing novel algorithms based on the functionality of the nervous system, with applications in visual perception, motor control and autonomous navigation. The company was founded by Eugene M. Izhikevich and Allen B. Gruberc in 2009 and is headquartered in San Diego, CA.

Compound Advisor LLC (Compound) is a venture capital firm founded in 2006 by Lewis Gersh, David Hirsch and Marc Michel. The firm is headquartered in New York.

Dealogic LLC provides financial software. It designs, develops and markets software, communications and analytical products for the investment banking industry. The company was founded in 1997 and is headquartered in New York, NY.

Playworks Education Energized operates as a nonprofit organization. Its services include onsite coaching, consultative support, staff training and online learning. It partners with elementary schools, districts, and after-school programs to integrate physical activity and social-emotional learning skill-building during recess.The company was founded by Jill Vialet in 1996 and is headquartered in Oakland, CA.

Back on My Feet is a national non-profit organization that operates in 17 cities across the United States. The American company's mission is to combat homelessness through the power of fitness, community support, and essential employment and housing resources. The non-profit company works with more than 75 organizations nationwide to provide these resources for their members. Back on My Feet also partners with workforce development partners to provide necessary training and certifications to build skill sets and open up new opportunities for their members. The company has a playlist of 11 videos showcasing their work in transforming lives one mile at a time.

Tower Vision India Pvt Ltd. specializes in the provision of passive infrastructure to the wireless telecommunications industries. It provides operation and maintenance services that allow for the availability of wireless operators network. The firm engages in the ownership, management, and operation of wireless communication towers including greenfield towers, rooftops and in-building distributed antenna systems. The company was founded on January 27, 2006 and is headquartered in Gurgaon, India.

Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles.

Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans.

Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities.

LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans.