Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy Community guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

Leeward Renewable Energy (LRE) is a leading renewable energy company that owns and operates a portfolio of 24 renewable energy facilities across nine states totaling about 2,500 megawatts of generating capacity. LRE is actively developing and contracting new wind, solar, and energy storage projects in energy markets across the U.S., with 1.9 gigawatts contracted and 20 gigawatts under development and construction spanning over 100 projects. LRE is committed to providing long-term, sustainable energy solutions across all its projects that benefit its community partners while protecting and enhancing the environment. LRE is a portfolio company of OMERS Infrastructure, an investment arm of OMERS, one of Canada’s largest defined benefit pension plans with C$121 billion in net assets (as of December 31, 2021). For more information, visit www.leewardenergy.com.

Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.

P10 is a leading multi-asset class private markets solutions provider in the alternative asset management industry. Our mission is to provide investors differentiated access to a broad set of investment solutions that address their diverse investment needs within private markets.

Founded in 1974, BVA is a boutique litigation, valuation, and financial advisory firm. This year marks our 50th in business–a legacy built on the collective power of our people, and a milestone we are proud to celebrate. With integrity, conviction, and unmatched precision, our team of experts serve as trusted advisors to a diverse set of law firms, organizations, and enterprises across a wide range of industries. BVA’s professionals have experience in Big Four accounting, investment banking, and strategy consulting. Our clients include Fortune 100 companies, private equity firms and other privately funded enterprises, family-owned businesses, accounting firms, and law firms. No matter what you do, BVA has the expertise to bring clarity and resolution to the highly complex litigation, valuation, and financial situations you face. At BVA, we are focused on the personal development of our team members, because our firm is powered by our people. We are committed to the progressive development of each individual.

Paradyme, formerly Paradyme Management, delivers enterprise-wide solutions that align information technology and business process to drive measurable results for organizational transparency, operational efficiency and business agility. Paradyme provides business and IT consulting services to public and private sector clients. Governments and large corporations are often composed of many departments that operate independently according to their business function. Paradyme delivers an integrated service methodology for bridging departmental silos and connecting resources directly to enterprise-wide goals. Our core competency is the strategic application of technology to improve business functions. We leverage information technology to produce meaningful business insights that support process optimization. Integrated Service Methodology Paradyme’s strength lies in the horizontal integration of its service lines. We offer clients holistic solutions by bringing our expertise in each service line to every project. Our service methodology draws from a broad range of business and IT consulting practices including Service Oriented Architecture, Business Intelligence and Business Process Management. Every project receives a unique composite of services to efficiently achieve objectives and maximize return on investment. We deliver sustainable benefits across three common business needs: Organizational Transparency: cross enterprise data integration and reporting for comprehensive information-based strategy and decision making Operational Efficiency: Streamlined business processes supported by performance metrics Business Agility: Flexible IT infrastructure that provides the business with the ability to rapidly adapt to changes in the marketplace

SpotSee helps customers spot and see changing conditions to protect life sciences products and ensure supply chain integrity. SpotSee provides connected, visual, mechanical, and chemical solutions that enable more than 4,500 customers and partners in 62 countries to detect changes in the condition of everything from vaccines to spaceships. SpotSee’s solutions include temperature, impact, tilt, vibration, humidity, and liquid detection monitoring devices, available via visual, RFID, QR Code, cellular or satellite connection. Its products such as WarmMark, ColdMark, HemoTemp II, ThermoStrip, BriteLine, ShockWatch and TiltWatch are widely used in the life sciences, energy, transportation, aerospace, defense, food, manufacturing, and consumer products sectors. The company is headquartered in Dallas, TX and operates six facilities in Texas, Illinois, Mexico and the United Kingdom.

Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (800) 960-1703. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.

SunTx Capital Partners is a leading private equity firm, which invests in middle-market manufacturing, distribution and service companies. We partner with business owners and deploy our capital, experience, and relationships to help middle-market companies maximize their potential. Our proven, pragmatic approach and comfort with complex situations has earned SunTx a reputation as a trusted partner.

Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values. By operating with honesty, integrity and an unwavering commitment to the investor, we’re here to support the success of financial professionals — which can lead to success for those they serve. Member FINRA, SIPC

Capital Southwest (NASDAQ: CSWC), is an internally-managed, credit-focused BDC that is an active lender to middle market companies across the capital structure. CSWC provides flexible capital that fills financing needs that traditional first lien senior lenders are unwilling to meet. In particular, CSWC is well-positioned to finance lower middle market businesses with $3 to $12 million of EBITDA. The Company is managed by an investment team with decades of experience working with one another. The firm and all of its employees are located in Dallas, Texas. Investment Criteria: - $5 to $50 million financings with active network of co-investors - $5 to $20 million commitment size per deal - Minimum EBITDA of $3 million - A management team with a proven track record, motivated by continued ownership; - An established market position and history of positive cash flow - US-based Investment Structures: - Unitranche debt (network of first out senior lending relationships) - First Lien debt - Second Lien debt - Subordinated debt - Preferred and common equity - Flexibility to invest across multiple securities - Equity co-investments alongside debt investments, up to 20% of total check - Non-control investor