Niki Williams

Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients.

Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio.

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.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio.

Allostery Investments LP provides investment advice. The private company is based in Stamford, CT and has subsidiaries in Cayman Islands. The company was founded in 2022 by Christopher John Staral. Christopher John Staral has been the CEO since 2022.

PFM Health Sciences LP (PFM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Chris James in 2004 as Partner Fund Management LP. PFM serves as an investment advisor to private investment funds in which qualified investors invest directly.

Laurion Capital Management LP (LCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2005 and is primarily owned by Ben Smith and Sheehan Maduraperuma. LCM provides investment advisory services to pooled investment vehicles that operate as private investment funds. Investors in the funds are financially sophisticated, individual and institutional investors that may include endowments, corporations, family offices, banks, pension and profit-sharing plans, government plans, trusts, estates, other business entities, and private investment funds.

The Scripps Research Institute is a private, non-profit research organizations that performs basic biomedical research in molecular & cellular biology, chemistry, immunology and neuroscience. They receive the majority of its funding from federal agencies such as the National Institutes of Health. The organization also partners with pharmaceutical companies and is affiliated with the Scripps hospital group. The organization was founded in 1955 and is headquartered in La Jolla, California.

Fund Evaluation Group LLC (FEG) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and is a subsidiary of Fund Evaluation Group 2017, Inc., which is owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG provides independent discretionary and non-discretionary investment advisory services, focusing predominately on institutional clients.

Drake Center, Inc. provides medical and rehabilitative care services. The company is headquartered in Cincinnati, OH.

HydroCision, Inc. develops, manufactures and markets fluid-jet based surgical tools. Its products include spinejet system, spinejet XL, hydrodiscectomy system and allograft system. The company was founded by Kevin P. Staid and Timothy E. Moutafis in 1994 and is headquartered in North Billerica, MA.

Huffman Prairie Holdings LLC (HPH) is an independent investment adviser headquartered in Miamisburg, Ohio. The firm was founded in 2018 by Shane Connor. HPH provides investment advisory services to institutional clients.

MCM CPAs & Advisors LLP provides accounting services. It offers expertise in audit and assurance services, tax planning, business valuation, litigation support, fraud examination, aviation services, comprehensive real estate and construction expertise, business start-up and consulting for non-profit, public and privately held organizations. The firm serves manufacturing and distribution, healthcare, real estate, financial institutions, insurance, hospitality and restaurants sectors. The company was founded by Michael B. Mountjoy, John E. Chilton and Diane B. Medley and is headquartered in Louisville, KY.

Nih Clinical Center operates hospitals. The private company is based in Bethesda, MD.

Toyota Ventures LLC (Toyota Ventures) is a venture capital subsidiary of Toyota Research Institute, Inc. founded in 2017 by Jim Adler. The firm is headquartered in Los Altos, California.

Bose McKinney & Evans LLP provides legal services. It offers its services to privately owned businesses, publicly traded companies, high-tech organizations and governmental entities. The company serves clients in matters from strategic planning to large, complex transactions with tight deadlines. Bose McKinney & Evans was founded by Lew Bose in 1955 and is located in Indianapolis, IN.

LOUD Capital LLC (LOUD Capital) is a venture capital firm founded in 2015 by Navin Goyal and Darshan Vyas. The firm is headquartered in Dublin, Ohio.

Epidarex Capital Partners LLC (Epidarex Capital) is a venture capital firm founded in 2010 by Kyparissia Sirinakisvin. The firm is headquartered in Bethesda, Maryland.

American Association for Clinical Chemistry, Inc. (AACC) is a scientific and medical professional organization that focuses on clinical laboratory science and its application to healthcare. The organization is based in Washington and was founded in 1948. AACC provides leadership in education, advocacy, and collaboration to help lab professionals adapt to change and provide vital insight and guidance for patient care. The organization offers accreditation programs, press releases, media advisories, and statements that spotlight scientific, clinical, and technological breakthroughs. AACC has a longstanding commitment to provide customers with the best possible experience every time they use the AACC website. Mark J. Golden has been the CEO of the American company since 2020.

Part of Sotera Health Co., The Clinical Research Center is a clinical research company. The company is based in New Orleans, LA. The Clinical Research Center was acquired by Nordion (Canada), Inc., part of Sotera Health Co. from July 30, 2018 on June 27, 2003.