Your firewall was also in the mix of the research that I have done and it might be a driver. I found an old archive I did last August with someone who had the same issues and at that time I said what I could find was it had something to do with a firewall. The problem is I can't find anything definitive.
I would contact your firewall manufacturer's tech support and ask them if this driver is part of their software. If it is, tell them of your BSODs. If it is not then I would say you probably have an infection.