Kendra Kuppin

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

David Vaughan Investments, Inc. (DVI) is a registered investment advisor headquartered in Peoria, Illinois. The firm was founded by David J. Vaughan in 1977 and they are a subsidiary of Hometown Community Bancorp, Inc. DVI provides investment advisory services to high-net worth individuals, trusts, estates, charitable organizations, public & private foundations, qualified plans, corporations, and other business entities.

Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.

EnCap Investments LP (EnCap Investments) is a private equity firm founded in 1988 by Gary Peterson and Robert Zorich and The firm is headquartered in Houston, Texas.

Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers.

New Century Capital Partners, Inc. oeprates as an independent investment banking firm which focus on the technology, healthcare and oil & gas sector. It provides financial advisory and corporate finance services to its clients. The company was founded by Mark J. Salter and is headquartered in Santa Monica, CA.

Sunnova Energy Corp. provides solar plus battery storage services. Its products and services includes new home solar, add-on battery storage, home solar protection plans, home solar + roofing. The company was founded by William Jackson Berger, Lynda Attaway, and Jordan Fruge in 2010 and is headquartered in Houston, TX.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Part of Ernst & Young Global Ltd., Ernst & Young Transaction Advisory Services Co., Ltd. is a Japanese company that provides industry insights, case studies, and solutions to help businesses seize emerging opportunities and reframe their future. The company is based in Tokyo, Japan. The company specializes in helping financial services companies grow and deliver value while managing risk and disruption. The company also offers integrated workforce mobility services to help move talent across the globe with minimum delay and inconvenience.

Brock Capital Group LLC offers provide strategic advice and implementation support. Its services include merger and acquisition, post-merger integration, leadership development, real estate, and corporate turnaround consulting and advisory, independent fiduciary, and investment management. The company was founded in 2002 and is headquartered in New York, NY.

Trinity Hunt Partners (Trinity Hunt Partners) is a private equity firm founded in 2004 by Peter J. Stein and Daniel S. Dross. The firm is headquartered in Dallas, Texas.

Veracity Research Co. provides outsourcing investigative services to insurance and corporate defense industries. It offers vendor management, surveillance investigations, canvas and database, social media investigations, special services, continuing education, state licenses, and services brochure. The company was founded by Marcus Doyle and Lance Foster in 1995 and is headquarterd in Dallas, TX.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

Pinnacle Family Office Investments LP (PFOI) is a private family office headquartered in Dallas, Texas. The firm was founded by Barry M. Kitt in 2010. PFOI provides investment advisory services.

HMI Capital Management LP (HMI) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in San Francisco, California. The firm was founded by Mick Hellman in 2008 as HMI Capital LLC and renamed HMI Capital Management LP in 2021. HMI provides discretionary investment advisory services to privately-offered investment funds.

MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky.

Part of Guggenheim Partners LLC, CJ Energy Services LLC is a company that provides liquid oilfield waste management services. The company is based in Beaumont, TX. The company was founded by Cory R. Hall. CJ Energy Services was acquired by CCNG Energy Partners LP, part of Guggenheim Partners LLC from May 06, 2016 on April 30, 2013.

Landmark Dividend LLC provides telecom and billboard ground lease transactions. It offers payments to property owners in exchange for long-term ground leases and real property easements. The company was founded in 2002 by Jeffrey J. Knyal and Arthur P. Brazy and is headquartered in El Segundo, CA.

Athenix Body Sculpting Institute provides plastic surgery options to patients. The company is based in Beaverton, OR and has subsidiaries in the United States. Athenix likes their patients to be well-informed and confident in their cosmetic surgery practices. For FAQs, insurance information, and more, patients can visit their website. The company was founded in 2010 by James M. Haefiner, who has been the CEO since then.

Restoration Counseling & Community Services LLC engages in the provision of substance abuse treatment services. It offers chemical health, behavior modification through cognitive restructuring, mental health support and diagnostic assessments, transitional support and case management services. The company was founded in 2011 and is headquartered in Minneapolis, MN.

Beacon Behavioral Hospital, Inc. is a Louisiana-based leader in behavioral health services, offering inpatient, intensive outpatient, and health and wellness programs. The American company provides inpatient psychiatric care to adults and seniors with acute mental health needs, as well as an intensive outpatient program with comprehensive mental health treatment. Beacon Behavioral's mission is to provide unsurpassed patient care in a compassionate, cost-effective, and ethical manner. The company also offers counseling services for individuals, couples, and families through its healing and wellness outpatient locations. Beacon Behavioral has multiple locations throughout Louisiana, including Lutcher, Lacombe, Bunkie, Metairie, Bogalusa, Slidell, Hammond, Houma, and Alexandria. The company was founded in 1998, and Sean Wendell has been the CEO since 2000.

Latticework Capital Management LLC (Latticework Capital) is a private equity firm founded in 2015 by Steven D. Neumann and Kyle S. Bradford. The firm is headquartered in Dallas, Texas.

Centricity Research is a clinical research organization that conducts clinical trials across therapeutic areas. The company is based in Columbus, GA and has subsidiaries in the United States. The CEO of the company is Jeffrey Kingsley.

Unity MSK LLC is a national platform that provides support services to practices offering the full continuum of musculoskeletal care. The company is based in Los Angeles, CA. The company's scalable support promotes robust practice growth while allowing physicians to focus on providing the highest-quality clinical treatment for patients. Unity MSK is led by a team of executives and administrative support specialists with extensive clinical support experience. Jon M. Garfield has been the CEO of the company since 2021.