Michael Carlotti

Choate, Hall & Stewart LLP provides legal services. It offers services in the areas of private equity, technology, intellectual property, mergers & acquisitions, commercial litigation, and insurance & reinsurance litigation. The company was founded in 1899 and is headquartered in Boston, MA.

Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only.

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.

Curaleaf Processing, Inc. distributes cannabis products. It specializes in extensive research, development, cultivation, and processing of cannabis products. The company is headquartered in Wakefield, MA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Golden State Foods Corp. engages in the processing, production, and distribution of liquid products, meat products, produce, and bakery products to foodservice and quick service restaurant industries. It offers condiment, sauces, dressings, syrups, jams, jellies, and toppings. The company was founded in 1947 and is headquartered in Irvine, CA.

Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA.

Fresh Express, Inc. provides and distributes fresh-cut products. Its salad products include salad blends, garden salads, salad kits, cabbage and cole slaw. The company offers its products to grocery retailers, foodservice providers and quick-service restaurants. Fresh Express was founded by Bruce Church in 1926 and is located in Salinas, CA.

FIRE Solutions, Inc. provides compliance and training solutions. It offers various educational courses, such as securities exam preparation, firm element continuing education, anti-money laundering training, CFP continuing education, and insurance pre-licensing and exam preparation. The firm also provides compliance solutions, including annual compliance meeting, questionnaire services, gift and entertainment tracking, and representative registration and tracking. The company was founded by Juliana Lutzi and Nicole Miller in 1999 and is headquartered in New York, NY.

Wieden + Kennedy, Inc. owns and operates advertising agency. The firm's services include brand building and television commercial production. It has additional offices in New York, New York; Sao Paulo, Brazil; London, the United Kingdom; Amsterdam, the Netherlands; Delhi, India; Shanghai, China; and Tokyo, Japan. The company was founded by Dan Wieden and David Kennedy in April 1982 and is headquartered in Portland, OR.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means.

O.C. Holdings '87, Inc. wholesales packaged frozen food. It offers one, two and three layer cake, dessert bars and cakes, and other baked goods. The firm provides layer cakes, flavorful dessert bars or a new and innovative dessert concept. The company was founded by Doug McFetridge and Kent Norris in 1979 and is headquartered in Delta, Canada.

Beats Electronics LLC engages in the manufacture of headphones and other related devices. Its products include earphones, speakers, audio equipment, and replacement parts. It also provides a platform that enables music lovers to discover premium music and artists to build a sustainable business. The company was founded by Jimmy Iovine and Andre Romelle Young in 2006 and is headquartered in Santa Monica, CA.

GR Companies, Inc. engages in cultivating and processing of cannabis. The company was founded by Mitchell Kahn and is headquartered in Deerfield, IL.

Cura CS LLC engages in provision of cannabis oil to both consumers and premium edible brands. It operates through brands Select Oil, Select CBD, and Cura CS. The company was founded by Cameron Forni in 2015 and is headquartered in Portland, OR.

Part of The Original Cakerie Co., The Original Cakerie Ltd. is a Canadian company that manufactures frozen desserts for retail and foodservice customers. The private company is based in Delta, Canada.

Revolution Microelectronics (America), Inc. manufactures and distributes aerospace grade horticultural lighting and controls engineered products. The company is headquartered in Atlanta, GA.

Maverix Private Equity (Maverix Private Equity) is a venture capital firm founded in 2019 by John Ruffolo and Mark G. Maybank. The firm is headquartered in Toronto, Canada.

NuRevelation LLC is a company that specializes in assembling nanoparticles to encapsulate a variety of nutraceuticals, cannabinoids, and pharmaceuticals. The company is based in Raleigh, NC. The company was founded by T. Naomie Lucas and is currently led by CEO Allen Wilson.

Believeco\:Partners provides marketing, communications, and engagement services. The company is based in Calgary, Canada, and has subsidiaries in Canada. The CEO of the Canadian company is Neil Follett.

Part of Believeco\:Partners, Venture Communications Marketing Ltd. is an advertising agency. The private company is based in Toronto, Canada. Venture Communications Marketing was acquired by Believeco\:Partners on November 03, 2022.

Audax Management Co. (NY) LLC provides investment advice. The private company is based in New York, NY and has subsidiaries in the United States.