Chad Fisher

Corel Corp. engages in the development of software solutions for graphics, productivity, and digital media products. Its products includes CorelDRAW Graphics Suite, Painter Essentials 7, PhotoMirage, WinDVD Pro 12, PDF Fusionn, and WinZip Pro. The company was founded by Michael Cowpland in 1989 and is headquartered in Ottawa, Canada.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

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.

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

Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

King & Spalding LLP provides legal services. The firm offers corporate, finance, investments, government matters, trial and global dispute capabilities services. The company was founded by Alexander King and Jack Spalding on January 1, 1885 and is headquartered in Atlanta, GA.

Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Part of 365 Holdco LLC, The NAV People, Inc. is a cannabis ERP software solution provider. The company is based in Las Vegas, NV. The software is built on the Microsoft Dynamics 365 Business Central platform and combines traditional supply chain management capabilities with cannabis-specific functionality. 365 cannabis enables cultivators, producers, distributors, and dispensaries to maximize efficiencies and promote growth. The company services a client base comprised of leading U.S.-based MSOs and single-state operators, and Canadian LPs, in addition to cannabis clients outside the U.S. 365 cannabis' ERP software is the leading seed to sale software product for cannabis operations. Explore their cannabis business solutions today. The company was founded in 2003. Jeff Kiehn has been the CEO of the company since 2016. The NAV People was acquired by 365 Holdco LLC from Akerna Corp. on January 11, 2023 for $0.50 million.

yWhales LLC is a company that combines a deep understanding of emerging web3 tech with business know-how to advise, build, and grow new and existing businesses that aim to capitalize on web3 opportunities. The company is based in Creve Coeur, MO. The company's vision is to harness the power of passionate individuals to shape how the world works and connects on a scale. The company's core philosophies are collaboration, transparency, and education. The company was founded by Jay Steinback, Zemfira Khisaeva, Mia Murphy, Ross Toohey. Jay Steinback has been the CEO since incorporation.

Open Table, Inc. offers weekly community supper programs and pantries in Concord and Maynard. It offers support for its guests who face many challenges associated with poverty. The company was founded in 1989 and is headquartered in Concord, MA.

Roswell Capital Partners LLC(Roswell Capital Partners) is a private equity firm founded in 1994 by Eric Swartz and Mike Kendrick. The firm is headquartered in Alpharetta, Georgia.

WorldPay US, Inc. engages in the provision of electronic payment processing services. The company is headquartered in Atlanta, GA.

Chase Paymentech Solutions LLC provided payment-processing services. The company was founded in 1985 and was headquartered in Dallas, TX.

MJ Freeway LLC engages in the development of cannabis business software. It offers software for distribution, cultivation. manufacturing, retail, delivery, vertically integrated, and government tracking system. The company was founded by Amy Poinsett and Jessica Billingsley in 2010 and is headquartered in Denver, CO.

The National Cannabis Industry Association (NCIA) is the largest trade association representing legal cannabis businesses in the United States. The non-profit company is based in Washington. The organization has hundreds of forward-thinking businesses and tens-of-thousands of cannabis professionals as members from coast to coast. NCIA is committed to protecting the legal cannabis industry, defending state laws, and advancing federal policy reforms. Founded in 2010, NCIA promotes the growth of a responsible and legitimate cannabis industry and works towards a favorable social, economic, and legal environment for the industry. The American company was founded by Aaron Hoffnung.

Wells Real Estate Funds, Inc. provides real estate investment management services. Its services include acquisitions, asset management, property management, leasing, construction management, and dispositions. The company was founded in 1984 by Leo F. Wells III and is headquartered in Norcross, GA.

Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations.

Pursuant Health, Inc. is a holding company, which engages in the provision of healthcare services. It offers immunization incentive programs, health risk assessments, risk adjustment solution, chronic condition management, telehealth or retail clinic, and biometric data collection. The company was founded by Bart Foster in October 2007 and is headquartered in Lawrenceville, GA.

Clarion Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN). Clarion Partners provides investment advisory, sub-advisory, and other services principally to institutional investors, focusing on sourcing, underwriting and managing real estate and real estate-related investments.