Garvin Frederic Jabusch

Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.

Founded in 1998, Advisors Capital Management LLC (ACM) is a registered investment advisor based in Ridgewood, New Jersey. The firm is principally owned by ACM Holding Trust. ACM offers advisory services to their direct clients and clients of unaffiliated registered investment advisors and broker-dealers throughout the US.

Mackenzie Patterson, Inc. provides real estate management services. The company is headquartered in Saint Moraga, CA.

Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Sierra Club is a membership organization that focuses on spreading awareness on environmental issues. The firm operates stores for books, calendars, note cards, holiday cards, men’s and women’s apparel, bags and packs, and coffee and tea. The company was founded by John Muir in 1892 and is headquartered in Oakland, CA.

National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member FINRA/SIPC.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund.

Real Estate Equity Exchange Inc. provides home finance and real estate investment services. It offers services to homeowners, financial advisors, realtors, insurance agents, and charitable organizations. The company was founded by Thomas Sponholtz and is headquartered in San Francisco, CA.

FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA.

CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA.

Sensormatic Security Corp. provides security systems services. It is a franchise of Sensormatic Electronics Corp. The company was founded in 1972 and is headquartered in Rockville, MD

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.

European Bank for Reconstruction & Development provides project financing for the financial sector from central Europe to central Asia and the southern and eastern Mediterranean. It provides project financing for banks, industries and businesses, both new ventures and investments in existing companies. The company also provides loan and equity finance, guarantees, leasing facilities and trade finance. European Bank for Reconstruction & Development was founded in 1991 and is headquartered in London, the United Kingdom.

Nia Global Solutions provides investment services. The firm investment themes include products and services, affordable housing, affordable transportation, organic food, healthcare, educational technologies, and financial services. The company was founded by Kristin Hull in 2013 and is headquartered in Piedmont, CA.

BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey.

Playworks Education Energized operates as a nonprofit organization. Its services include onsite coaching, consultative support, staff training and online learning. It partners with elementary schools, districts, and after-school programs to integrate physical activity and social-emotional learning skill-building during recess.The company was founded by Jill Vialet in 1996 and is headquartered in Oakland, CA.

George Mark Children's House operates as non-profit facility that provides pediatric palliative care. It services cover respite care, transitional care, pain and symptom management, and end-of-life care for children with lifespan-limiting illnesses and their families. George Mark Children’s House was co-founded by Kathleen Nicholson Hull, Psy.D., a clinical psychologist, and Barbara Beach, M.D., a pediatric oncologist, both from Children’s Hospital and Research Center Oakland, in California. Opened in March 2004, George Mark was named for Dr. Hull’s brothers, Mark and George, who died at the ages of 16 and 30, respectively. The organization's headquarters are located in San Leandro, CA.

Nia Impact Advisors LLC, dba Nia Impact Capital (Nia), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Oakland, California. The firm was founded by Kristin Hull in 2017. Nia provides investment advisory services to numerous clients.

Salient Private Access Registered Fund LP is a closed-end investment fund or investment trust, which engages in investing substantially its capital into Salient Private Access Master Fund. The Registered Fund’s investment objective is to preserve capital and to generate consistent long-term appreciation and returns across a market cycle. The company was founded on March 10, 2004 and is headquartered in Houston, TX.

Part of NCR Atleos Corp., E * TRADE Access, Inc. is a company that provides online discount brokerage services. The company is based in Arlington, VA.