Robert Ferris

Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors.

Skye International, Inc. designs, develops and markets consumer lifestyle appliances, including, initially a full suite of electric tankless water heaters. It focuses on commercializing Paradigm line of point-of-use water heaters and Heatwave line of commercial point-of-use water heaters for small lavatory and bathroom applications. The company was founded in 1993 and is headquartered in Scottsdale, AZ.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China.

Performance Pet Nutrition LLC manufactures dog and cat natural treats, chews, and healthcare products. Its products include mini bakes, hip action, power bones, super food organics and jerky naturals. Its products are marketed through a chain of independent pet stores. The company was founded by Patrick M. Meiering in 1995 and is headquartered in Durango, CO.

PEAC (Germany) GmbH provides end-to-end financing solutions for machinery and equipment leasing, vendor financing, commercial vehicle financing, and IT services. The firm offers individual solutions, expert advice, maximum transparency and international support. The company was founded in 1972 and is headquartered in Hamburg, Germany.

Atlanta Hawks LP owns and manages a professional basketball franchise. The firm is part of the Southeast Division of the Eastern Conference in the National Basketball Association (NBA). The company was founded in 1946 and is headquartered in Atlanta, Georgia.

Fulcrum Analytics, Inc. provides integrated database management solutions. It combines advanced analytical consulting, big data platforms and agile enterprise applications to drive real business impact. The firm enables companies to gain competitive advantage through data science and big data. The company was founded by Lopo Champalimaud and Liz Melcher Luckett in 1993 and is headquartered in New York, NY.

Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.

RDIS LLC offers information technology services. It also provides business consulting services. The company is headquartered in Princeton Junction, NJ.

BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices.

ABC Phones of North Carolina, Inc. engages in the sale of wireless products and services. It operates as exclusive premium retailer for Verizon. The company was founded by Richard Balot and David Balot in October 1996 and is headquartered in Raleigh, NC.

Instone International Ltd. provides marine traveling services. It offers travel management services to companies and organizations in the shipping and energy sectors globally. The firm provides its services to the marine and offshore industries through significant ongoing investment in people and technological solutions. The company was founded in 1919 and is headquartered in London, the United Kingdom.

Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds.

RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.

Technicolor, Inc. provides film processing and distribution services to entertainment content developers. The company was founded in 1910 and is headquartered in Hollywood, CA.

Qwest Wireless LLC resells of wireless telecommunications services. It provides it services within its 14 local calling areas in the United States. The company offers its services under Qwest Wireless brand. It offers services in Denver, Seattle, Minneapolis and Portland. Qwest Wireless is headquartered in Denver, CO

Commerce Bank of Arizona operates as state commercial bank. It offers business deposit and savings, such as business checking, premium business checking, small business checking, neighborhood checking, community checking and business money market. The company was founded on August 5, 2002 and is headquartered in Tucson, AZ.