Travis C. Foltz

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Glenmede Investment Management LP (GIM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm is a successor to Glenmede Advisers and presently a division of Glenmede Trust Co. NA, which was created in 1956 by four children of Joseph N. Pew, the founder of Sun Oil Company. Their ultimate parent is Glenmede Corp. Founded in 2007, GIM provides a discretionary investment service to institutional investors. In addition, the firm serves as sub-advisor to high-net-worth individuals who are wealth management clients of Glenmede Trust. GIM also offers its investment advisory services to clients of Wrap Sponsors.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

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.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA.

Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Illinois. The firm was founded in 1990 by Kenneth Griffin and is a wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors.

Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors.

Tissue Analytics, Inc. engages in the development of mobile application for health care services. Its solutions enable home health agencies, nursing homes and practices to send patient photographs and wound analysis. The company was founded by Kevin Keenahan, Gabriel Brat and Joshua Budman in 2013 and is headquartered in Baltimore, MD.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

CHP Management Inc (Cardinal Partners) is a venture capital firm founded in 1996 by John K Clarke, Brandon H Hull and John J Park. The firm is headquartered in Princeton, New Jersey.

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.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Victory Energy Operations LLC manufactures and supplies engineered watertube boiler and package systems. Its products include firetube boilers, high temperature hot water generator, heat recovery solutions, and burners. The company was founded by John C. Viskup, Jr. and James Sponder in 1999 and is headquartered in Collinsville, OK.

Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy.

PennantPark Investment Advisers LLC (PennantPark) is a private equity firm founded in 2007 by Art Penn. The firm is headquartered in Miami, Florida with additional offices in New York, Chicago, Houston and Los Angeles.

Prealize Health, Inc. engages in the development of machine learning solutions for improving healthcare focusing on predicting impending medical conditions. It specializes in data sciences and healthcare. The company was founded by Arnold Milstein and Nigam Shah in 2013 and is headquartered in Palo Alto, CA.

The Bethesda Mission of Harrisburg, Inc. provides shelter, food and counseling for hurting and homeless men, women and children. The company was founded by James W. Barker on December 22, 1914 and is headquartered in Harrisburg, PA.

Providence Capital Advisors LLC provides investment advice. The private company is based in Charlotte, NC. The company was founded in 2015 by Thomas Michael Searson.

Stanford Health Care provides healthcare services. It services includes cardiac care, cancer treatment, neurosciences, surgery and organ transplants. The company was founded in 1956 and is headquartered in Stanford, CA.

Framatome, Inc. is a nuclear energy company based in Lynchburg, VA. Michael W. Rencheck has been the CEO of the company since 2009. The company manufactures and installs nuclear steam supply systems. Framatome, Inc. is a subsidiary of Framatome, a company ultimately controlled by the Government of France.

Loop Capital Asset Management -TCH LLC (LCAM) is an SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 1985 and formerly known as Taplin, Canida & Habacht LLC. In 2022, Loop Capital Asset Management LLC acquired the firm from BMO Asset Management Corp. They are ultimately owned by Loop Capital Holdings LLC. LCAM offers customized fixed income portfolio management services primarily to institutions, such as retirement and pension accounts, government entities, trusts, estates, endowments and foundations.

Atropos Health, Inc. is a healthcare and life science organization based in the United States. The company is based in New York, NY. Atropos Health is the developer of the first physician consultation service powered by research-grade real-world data. The company uses hundreds of millions of anonymized patient records to help providers answer clinical questions that have fallen through the cracks of the evidence-based literature. Atropos Health is also the developer of Geneva OS™, the operating system for rapid healthcare evidence across a robust network of real-world data. The company works with healthcare and life science organizations to close evidence gaps from bench to bedside, improving individual patient outcomes with data-driven care, expediting research that advances the field of medicine, and more. The company was founded in 2020 by Sharath Reddy, Brigham Hyde, Nigam Shah, and Saurabh Gombar, with Brigham Hyde serving as the CEO since then.

Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.

EnsoData, Inc. develops software solutions for medical sector. Its solutions enables user to discover, identify, and report a critical patterns and trends in temporal health data. The company was founded by Christopher Robert Fernandez, Nicholas Glattard and Sam Rusk in 2015 and is headquartered in Madison, WI.