STOFAN AGAZZI INVESTMENTS, LLC is an investment banking company based out of 2801 BLACK RD, Joliet, Illinois, United States.

PlanPILOT takes a comprehensive approach to defined contribution retirement plan consulting, focused on minimizing fiduciary risk for plan sponsors and their oversight teams, as well as minimizing the risk of negative participant outcomes. We provide pro-active, value-adding services to our clients, their plan committee(s) and their employees. Drawing on over two decades of experience, we provide institutional retirement plan consulting to 403(b), 457, and 401(k) plans. Our experienced consultants can customize and design a plan tailored to meet the needs of your organization so you can focus on your core objectives. Let PlanPILOT help your retirement plan administration team and your plan participants achieve better outcomes. If you would like to speak to a consultant or learn more about our services, please visit http://planpilot.com/get-started-now/

Choose Wisely™ - that's Ativo's approach. Ativo Capital Management is an independent Registered Investment Advisor that seeks to wisely choose each portfolio security to deliver portfolio growth. Our approach is based on rigorously applying discounted cash flow return on investment methodologies ("DCFROI") to the management of equity portfolios. Ativo is a Portuguese word that means both "active" and "assets" - together they illustrate our approach to the management of equity portfolios. Ativo develops portfolios based on a history of quantitative securities research covering nearly four decades that is the basis for a stable and consistent investment philosophy. We start with sound financial theory. We apply this theory to real-time experiments in actual markets to develop investment rules that transcend specific market conditions. Consistently applied, these rules pick the stocks for our portfolios. We combine cutting-edge financial theory and clear objectives that are integrated into quantitative models that drive portfolio composition. The results are impressive and are consistent over time. Ativo offers portfolio management services to individuals, pension plans, endowments, foundations, corporations and pooled investment vehicles.

Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois. UFAC’s clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing overseas. UFAC offers its clients a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration. The firm also provides its clients objective investment advisory services. UFAC does not sell insurance or annuities, nor does it receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means the client pays only for planning and advisory services required. Financial planning services are not rendered for “free” in hopes the firm will be retained for investment advisory services. Further, investment advisory fees are priced to efficiently cover their costs of delivery and not to subsidize marketing efforts or planning services to others.

Working Capital Fund is an early-stage venture fund investing in solutions that address inequity and economic injustice for marginalized workers through supply chain transformation. The Working Capital Fund was established in 2017 with a unique mission and a highly-differentiated thesis about how to support systemic improvements in respect for labor rights. At Working Capital, we identify opportunities to accelerate the development and deployment of innovative, market-based solutions to meet the growing corporate need to protect vulnerable workers and source responsibly. To do this, we invest in early-stage market catalyzing innovations that improve worker outcomes by accelerating greater supply chain accountability and visibility. Working Capital Fund enables businesses to respond and implement operational change with rigor and at scale, initiating a world where supply chains work for everyone. Working Capital Fund was initially incubated by Humanity United, and founded by The Omidyar Group, a diverse collection of independent organizations and initiatives. For more information, visit: https://workingcapitalfund.com/.

LORELEI PARTNERS LLC is an investment banking company based out of 1780 GREEN BAY RD, Highland Park, Illinois, United States.

Birch Lake is a boutique merchant bank that invests intellectual and financial capital in undervalued high potential companies to resolve complex and stressed situations and enhance long-term enterprise value.

New England Research & Management, Inc. is a personalized, long-term investment management and fiduciary services firm with offices in Boston and Chicago. At NERM, we are focused on building strong, lasting relationships with our clients and enhancing the performance of their assets over the long haul. We take pride in providing financial comfort to individuals, families, and firms across the country and around the world.

Grey Epoch Europe is part of the Grey Epoch Group which also includes Chicago-based Grey Epoch Trading. The group brings a combined 140 years of experience in energy markets and financial services. Grey Epoch Europe prides itself in providing its customers with access to UK and EU Emission Trading Scheme (ETS) procurement and risk management solutions that can be implemented by its partner, Grey Epoch Trading. The traders at Grey Epoch Trading have been active in the EU and UK ETS since its inception and have traded together for over a decade. Grey Epoch Trading has been the number 1 liquidity provider in cleared emissions options for 2022 and the nine preceding years on the ICE Exchange. Grey Epoch Trading was also involved in the first cleared emission allowance option trade in the UK ETS, making it a leader in this sector. In 2023, Grey Epoch was named Liquidity Provider of the Year in the Energy Risk Awards and voted as the top UK ETS Dealer and second in EU ETS Dealer of the Year in the Energy Risk Commodity Rankings. Contact Grey Epoch Europe at [email protected] to find out how we can help you navigate the emissions landscape.

HMA is founded on the principles of sound advice and excellent service. As the industry has evolved and our business has changed, we are renewing our commitment to the principles that have sustained us through five generations of families. Hightower Advisors, LLC is an SEC registered investment adviser. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC

Benford Capital Partners is a Chicago-based private equity investment firm focused on leveraged buyouts and recapitalizations of lower middle market companies. The BCP team has over 80 years of combined experience buying and scaling businesses. The BCP Team is a group of committed investment and operating professionals with significant experience acquiring, building, and operating lower middle market companies. The team utilizes its collective experience, background, knowledge base, and networks to help each portfolio company achieve long-term success. BCP partners with founders, family owners and managers to grow smaller companies over time. As engaged stewards and partners, we seek to build businesses and invest in people while preserving each company’s legacy and culture. We pride ourselves in being straightforward, consistent, forthright and partnership oriented. We strongly believe in a collaborative approach to building long-term value, with day-to-day decisions left to management. Toward that end, we take an active role at the Board of Directors level, focusing on growth opportunities, acquisitions, recruiting, strategy and financing. In situations involving Owner/Operator transitions, we often will draw upon our relationships with experienced outside managers seeking to take an active full-time role in a company. Our investment time horizon is flexible and aligned with management’s goals over shorter or longer time-frames. We believe in long-term value creation and have longer average investment periods.

Hyde Park Venture Partners is an early stage venture capital firm focused on high-growth, mid-continent technology startups. We seek companies with an exceptional founding team and fast-growth potential, looking to raise a first or second round of capital. Headquartered in Chicago, our team is tenacious, responsive, and committed to adding value to each investment.