Scott Levinson

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors.

Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

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.

Reed Smith LLP provides legal services. It also provides appellate advocacy, business immigration, class-action defense, commercial litigation, corporate and securities, financial, insurance recovery, employment, real estate, restructuring, bankruptcy and tax controversy services. The company was founded in 1877 and is headquartered in Pittsburgh, PA.

RCT BioVentures (RCT BioVentures) is a venture capital subsidiary of Research Corporation Technologies Inc founded in 1987. The firm is headquartered in Tucson, Arizona.

Part of Sandston Corp., A-OK Controls Engineering, Inc. provides control system engineering and integration services. The company is based in Auburn Hills, MI. A-OK Controls Engineering was acquired by Sandston Corp. on July 05, 2000 for $3.92 million.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.

Part of Global Immune Technologies, Inc., WSG Systems, Inc. develops gambling software. The company is based in Oceanside, CA. The company was founded by Jesse M. Wellner. WSG Systems was acquired by Global Immune Technologies, Inc. from Global Lottery Corp. on March 31, 2005 for $23.50 million.

Technicolor, Inc. provides film processing and distribution services to entertainment content developers. The company was founded in 1910 and is headquartered in Hollywood, CA.

Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds.

United Way of Tucson & Southern Arizona, Inc. provides health and human services. The firm’s programs include cradle to career, days of caring and volunteer income tax assistance. The Company is headquartered in Tucson, AZ.

The State Bar of Arizona is a non-profit organization that regulates approximately 23,000 active attorneys in Arizona. The organization is governed by a 29-member board of governors, and it has two office locations in Phoenix and another location. The private company is based in Phoenix, AZ. It operates under the supervision of the Supreme Court and provides education and development programs for the legal profession and the public. The organization's mission is to improve the administration of justice and the competency, ethics, and professionalism of lawyers practicing in Arizona. The State Bar of Arizona has a lawyer regulation department that works to resolve problems between clients and attorneys, and it also offers legal information for consumers, periodic free legal advice days, and other educational programs. The State Bar of Arizona is not a state agency, and its activities are funded through membership fees, service fees, and other self-generated revenue.

Commerce Bank of Arizona operates as state commercial bank. It offers business deposit and savings, such as business checking, premium business checking, small business checking, neighborhood checking, community checking and business money market. The company was founded on August 5, 2002 and is headquartered in Tucson, AZ.

ghSMART & Co., Inc. provides business assessment and consulting services. It offers management assessment form for chief executive officers (CEO) and investors. The firm specializes in consulting services for pre-hire decisions at the CEO and board levels, private equity and corporate and mergers and acquisitions, senior management team performance feedback, and executive learning and development. The company was founded by Geoffrey H. Smart in 1995 and is headquartered in Chicago, IL.

TowerPoint Capital LLC provides wireless infrastructure investment services. It converts cell site lease into immediate capital. Convert cell site lease into immediate capital. The firm engages in the analysis of the overall value and potential of cellular sites; offers lease purchase programs for land and rooftop owners; and markets rooftops or tower sites that include commercial office buildings, multi-family and retail developments, hotels, warehouses, water tanks, grain silos, smoke stacks, and church steeples to potential new tenants, such as wireless service providers, publicly traded tower companies, and fiber backhaul providers. The company was founded in 2007 and is headquartered in Atlanta, GA.

Generation 3 Capital LLC (Generation 3 Capital) is a private equity firm founded in 2007 by Brandon Nagler. The firm is headquartered in Northbrook, Illinois.

Performance Pet Nutrition LLC manufactures dog and cat natural treats, chews, and healthcare products. Its products include mini bakes, hip action, power bones, super food organics and jerky naturals. Its products are marketed through a chain of independent pet stores. The company was founded by Patrick M. Meiering in 1995 and is headquartered in Durango, CO.

Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans.

Virtu Americas LLC is an SEC-registered broker/dealer headquartered in New York City and was founded in 2012. The firm is a direct subsidiary of Virtu Strategic Holdings LLC and their ultimate parent is Virtu Financial, Inc. (NASDAQ: VIRT). Virtu provides brokerage services to their clients.

Clear Title Agency of Arizona LLC provides commercial and residential title and escrow services. It offers real estate owned, trustee sale guarantees, default services and short sales services. The company was founded by Bart Patterson, James Clifford and Nick Velimirovich in 2006 and is headquartered in Phoenix, AZ.

BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices.

Builders VC LLC (Builders VC) is a venture capital firm founded in 2016 by Alex Kinnier, Jim Kim, Jocelyn Doe and Paul Lee. The firm is headquartered in San Francisco, California.