Cooley LLP is an international law firm headquartered in Palo Alto, California, founded in 1920. With 19 offices worldwide, Cooley employs nearly 1,400 lawyers and 3,000 staff. Renowned for serving innovative companies and investors in the technology and life sciences sectors, Cooley represents over one-third of the Wall Street Journal "Billion-Dollar Startup Club" companies. Its core practices include corporate law, intellectual property, litigation, venture capital, and M&A, with particular expertise in handling complex transactions and high-risk litigation. Cooley emphasizes an inclusive culture and collaborative spirit, delivering efficient and practical legal solutions for high-growth enterprises, earning recognition from the Financial Times as a "law firm for innovators."

BDO USA, P.C. is a leading U.S.-based professional services firm and a member of BDO International, the world's fifth-largest accounting network, providing audit, tax, and advisory services. Founded in 1910 and headquartered in Chicago, Illinois, BDO USA reported U.S. revenue of USD 2.89 billion in 2024, ranking as the sixth-largest accounting firm in the United States, with global revenue exceeding USD 12.8 billion. With over 12,000 employees across more than 70 U.S. offices and 400+ independent alliance locations, BDO USA serves a wide range of industries, including manufacturing, healthcare, real estate, and technology.

Interactive Brokers is a global leading online brokerage firm, founded in 1978 and headquartered in Connecticut, USA. It offers trading services across a wide range of financial products, including stocks, options, futures, forex, and bonds, covering more than 150 markets worldwide. Renowned for low costs and high efficiency, its advanced trading platforms—such as Trader Workstation (TWS)—support sophisticated trading strategies, catering to professional and institutional investors. Interactive Brokers is known for transparent pricing, robust technological support, and strict regulatory compliance under SEC and FINRA. Serving over 2 million clients globally, it manages substantial assets and is a preferred brokerage for both retail and institutional investors.

FINRA is a U.S. non-profit self-regulatory organization responsible for overseeing the securities industry. Founded in 2007 through the merger of the National Association of Securities Dealers (NASD) and the New York Stock Exchange (NYSE) regulatory functions, FINRA's mission is to protect investors and maintain fair and transparent markets. Its primary responsibilities include establishing and enforcing rules for securities trading, supervising broker-dealers and registered personnel, providing investor education, and addressing market misconduct. Through examination, enforcement, and arbitration mechanisms, FINRA ensures the integrity and stability of financial markets, covering over 600,000 registered securities professionals and approximately 3,700 brokerage firms nationwide, providing critical protection for investors.