Katie Barnes

Dell, Inc. engages in the manufacture of electronic devices. Its products include laptops, desktops, tablets, thin clients, printers, monitors, software, workstations and accessories. The company was founded by Michael Saul Dell on February 1, 1984 and is headquartered in Round Rock, TX.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

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.

Minneapolis Portfolio Management Group LLC (MPMG) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Harrison Grodnick and Phillip Grodnick in 2004. MPMG provides investment management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, certain government entities, insurance companies and certain institutional clients (corporations, partnerships, foundations or other business entities).

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Biondo Investment Advisors LLC (Biondo) is an independent registered investment advisor and wealth manager headquartered in Milford, Pennsylvania with a satellite office in Sparta, New Jersey. The firm was founded by Joseph (Joe) Biondo, Sr. in 2004 and is a subsidiary of the Biondo Group LLC. Biondo provides investment and financial planning advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or other business entities, educational institutions, endowments and foundations. It also provides investment advice to clients through its participation in programs at Morgan Stanley, Merrill Lynch, J.P. Morgan and ENVESTNET.

The Biondo Group LLC provides wealth management and financial services. It offers financial planning, asset management, insurance and annuities, estate and tax planning, social security, and medicare navigation, The company was founded by Joseph R. Biondo in 2004 and is headquartered in Milford, PA.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Children's Hospital Corp. engages in the provision of pediatric care services. It offers acupuncture, angioplasty, antibiotic allergy testing, audiogram, baclofen pump, biochemical genetic testing, blended diet, bone scan, brain scan, breast augmentation surgery, cardiac catheterization, cardiac MRI in children, chest reconstruction surgery, and CO2 laser treatment. The company was founded by Francis Henry Brown in 1869 and is headquartered in Boston, MA.

Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients.

Strategic Alliance Enterprises, Inc. provides oil and gas exploration services. The private company is based in Southfield, MI.

Nashville Entrepreneur Center is a non-profit organization that serves as the center for entrepreneurship in Nashville, TN. The private company supports entrepreneurs from all backgrounds and industries by connecting them to critical resources and championing their desire to change the world. The company was founded in 2010 by business leaders who wanted to support the next generation of entrepreneurs and to celebrate the spirit and tenacity of the entrepreneurial community. Sam Davidson has been the CEO of the company since 2023.

Friends of Warner Parks operates as a non-profit organization specializing in preservation, protection, and stewardship of Percy ad Edwin Warner Parks. Its programs include environmental education, bird information, research and data, special work, education and trails, camp warner park, and people exploring nature. The company is headquartered in Nashville, TN.

Phillips & Co. provides real estate services. The company sells property in the Greenford, Northolt, Southall, Wembley, Harrow borders, and surrounding areas. It was founded in 1975 and is headquartered in Greenford, LO

Janes Capital Partners, Inc. provides investment advisory services. Its services include mergers and acquisitions, recapitalizations, management buyouts, and ESOP's. The firm offers services to private equity groups, small private business owners, and management teams. The company was founded by David A. Janes and Stephen R. Perry in 1997 and is headquartered in Irvine, CA.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.