Katherine M. Vinci

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Connors Investor Services, Inc. (Connors) is an independent registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by James M. Connors in 1969. Connors manages investment portfolios on a fully discretionary basis for a range of individual and institutional clients.

West Chester Capital Advisors, Inc. (WCCA) is a SEC-registered investment adviser headquartered in Johnstown, Pennsylvania. The firm was co-founded by Bruce Marra and Thomas McKeon in 1994. They are a wholly-owned subsidiary of AmeriServ Financial Bank, which is wholly-owned by AmeriServ Financial, Inc. (NASDAQ: ASRV), a bank holding company. WCCA manages fiduciary quality portfolios and investment programs for individuals and institutions.

Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania.

Endo Pharmaceuticals, Inc. manufactures and distributes pharmaceutical products. The company provides research and development of generic pharmaceutical products for controlling pain. Its product includes Lidoderm, Percocet, Percodan, Frova, DepoDur, and Zydone. The company is headquartered in Malvern, PA.

Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Part of Citco III Ltd., Quaker Securities, Inc. is an institutional brokerage firm. The company is based in Phoenixville, PA.

General Merchandise Distributors Council operates as a trade association which provides solutions on critical issues. It gets beauty and health care manufacturers with pharmacy and general merchandise suppliers for beneficial buying and selling. The company was founded in 1970 and is headquartered in Colorado Springs, CO

Foremost Farms USA Cooperative engages in the provision of dairy products. It offers cheese, butter, and milk. The company was founded in January 1, 1995 and is headquartered in Baraboo, WI.

Nabriva Therapeutics GmbH is a clinical-stage biopharmaceutical company, which engages in the research and development of novel anti-infective agents to treat serious infections. It focuses on the pleuromutilin class of antibiotics. The company was founded by Rodger Novak in October 2005 and is headquartered in Vienna, Austria.

Dakota Services Corp. offers outsourcing solutions for global corporations and smaller regional industries. The company is headquartered in Hatfield, PA.

Part of Manchester, Inc., C & S Orlando is a company that sells cars. The company is based in Orlando, FL. C&S Orlando was acquired by Manchester, Inc. on September 20, 2007.

Northern Star Council Boy Scouts of America operates as a non-profit youth organization. The non-profit company is based in St. Paul, MN.

BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey.

KeyImpact Sales & Systems, Inc. engages in the operation of foodservice sales and marketing agency. It offers sales execution, keyimpact call center, business intelligence and analytics, client management, category management and foodservice, and marketing. It operates through the Commercial and Non-Commercial segment. The company was founded in 2000 and is headquartered in Odenton, MD.

Akamis Bio Ltd. operates as a biotechnology company which develops novel therapeutics that addresses cancer and other clinically unmet diseases. Its products include Enadenotucirev, Espindolol and AbEnAd. The firm also develops treatments based upon the research phase vaccine platform PolySTAR, which combines recombinant viral vectors with polymers to shield them from the immune system, and the research phase adjuvant and immunotherapeutic platform PolyMAP, which combines polymers with synthetic adjuvants to significantly enhance the effectiveness of vaccines. The company was founded by Andrew Justin Stewart Coats and Stefan D. Anker on November 17, 2006 and is headquartered in Abingdon, the United Kingdom.

Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide.

DBK Financial Counsel LLC (DBK) is an independent registered investment advisor headquartered in Cuyahoga Falls, Ohio. The firm was founded by David B. Kearns in 2014. DBK provides investment advisory services to high-net-worth individuals concerning various securities.

Orchard Therapeutics (Europe) Ltd. researches on transformative gene therapies. Its services include stem cell technology, gene therapy, eradicating orphan diseases, and paediatric diseases. The company was founded by Andrea Spezzi and Nicolas Koebel on September 1, 2015 and is headquartered in London, the United Kingdom.

Launch New York Inc (Launch New York) is a venture capital firm founded in 2012. The firm is headquartered in Buffalo, New York.