Matthew John Wiens

Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.

Chemung Canal Trust Co. is a commercial and consumer banking and trust services firm located in Elmira, NY. The firm is a subsidiary of Chemung Financial Corp. (OTC BB: CHMG). Chemung Canal Trust Co. has offered trust and investment services since 1903. They provide services to individuals and institutions including colleges, museums, foundations and other charitable organizations.

Karpus Management, Inc., do-business-as Karpus Investment Management (KIM), is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by George Karpus in 1986 and is a wholly-owned subsidiary of City of London Investment Group Plc (LON: CLIG) in Great Britain. KIM offers investment advisory services to individuals, ERISA plans, Taft-Hartley funds, trusts, estates, charitable organizations, and other business entities.

Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.

New York State Common Retirement Fund (NYSCRF) is a pension fund management firm headquartered in Albany, New York. NYSCRF was founded in 1967 to provide retirement security for New York State and Local Retirement System (NYSLRS) members, retirees and beneficiaries.

The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA.

Liazon Corp. engages in the provision of web-based employee benefit solutions. It operates bright choices exchange, an online benefits store that helps employers manage their resources on their benefits costs by setting predictable budgets while guiding employees purchase coverage of health, dental, vision, life, and disability benefits. The company was founded by Ashok Subramanian and Alan Cohen in 2007 and is headquartered in Buffalo, NY.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

YMCA of Greater Rochester provides social services. It seeks to place Christian principles into practice through its programs for the community to build a healthy spirit, mind and body for all. The company was founded in 1854 and is headquartered in Rochester, NY.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

Buffalo Renaissance Foundation, Inc. is a non-profit organization. It is focused on improving the Buffalo region to live, work and support the family. The company was founded in 1981 and is headquartered in Buffalo, NY.

Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers (Santo Domingo) provides legal services. The company is based in Santo Domingo, Dominican Republic.

Junior Achievement of Central Upstate New York, Inc. is a non-profit organization that prepares and inspires students to succeed in a global economy. It offers in-school and after-school programs in financial literacy, workforce readiness and entrepreneurship. The company was founded in 1968 and is headquartered in Rochester, NY.

Student Loan Benefits, Inc. provides student loans. The company was founded by Tony Aguilar, Joshua M. Pierce, and Emiliano Villarreal in 2013 and is headquartered in Austin, TX.

Cobalt Software, Inc. engages in the operation of financial technology software for analyzing, benchmarking, and monitoring private market data and funds. Its products serve private equity firms and investors, including buyout and venture capital firms, endowments, foundations, and private and public pensions. The company was founded by Rasmus Goksor and Michael Nugent in 2011 and is headquartered in Boston, MA.

Mirador Financial, Inc. operates as a digital lending platform. Its technology supports a fully integrated, digital approach to borrower acquisition, loan application process and decisioning and borrower communication. The firm provides services to the banks, credit unions, non-profit lenders and small businesses. The company was founded by Trevor Dryer and William Beaver in 2013 and is headquartered in Portland, OR.

Calculum, Inc. is an American Miami-based company founded in 2020 by Oliver Belin and Tommy Laupsa, with Oliver Belin serving as the CEO since then. The company specializes in financial supply chain analytics, offering an AI-powered platform that helps businesses improve working capital, increase margins, and become more competitive. Calculum also provides market intelligence, resources, and insights on optimizing supply chain metrics. The company offers a partner program that welcomes partners from around the world, with several different partner types available. Calculum's mission is to help companies unlock millions in free cash flow, improve their margins, select the right trading partners, and monitor the risk of supply chain disruptions.

Cork, Inc. provides cyber security and protection services. The company is based in Boston, MA. The CEO of the company is Carlson Choi.

CUNA Mutual Group engages in the provision of life insurance, investment advisory, and information technology services. It offers credit union protection, retirement solutions, trustage insurance program, and lending services. The company was founded in 1935 and is headquartered in Madison, WI.

Long Game Savings, Inc. develops savings platform mobile application . The company was founded by Lindsay Holden and Ashby Monk and is headquartered in San Francisco, CA.

Citigroup, Inc. (Fund Distributor) is a fund distributor located in Long Island City, New York. The firm is a subsidiary of Citigroup, Inc. (NYSE: C).

Cushion AI, Inc. provides financial security software solution. It offers artificial intelligence which allows users to avoid financial banking fees, such as late fees, automated teller machine fees, foreign transaction fees, interest charges, and monthly service fees. The company was founded by Paul Kesserwani and Fazil Mohamood in 2016 and is headquartered in San Francisco, CA.

Jobble, Inc. operates online portal to post jobs and select workforces. It serves gig economy, food and beverage, delivery, retail, and light industrial. The company was founded by Zachary Smith and Corey Bober on September 19, 2014 and is headquartered in Boston, MA.

Curu, Inc. provides software solutions. The company is headquartered in Denver, CO.

Roots Automation, Inc. provides zero integration services. It offers library of tools, built with AI, unique exception handling capability, realtime management and monitoring solutions. The firm serves the financial, healthcare, insurance, human resources, and IT industries. The company was founded by Chaz Perera and John Cottongim in October 2018 and is headquartered in New York, NY.

ForMotiv LLC develops artificial intelligence and machine learning platform. The firm serves the banking, insurance, and telecom industries. The company was founded by Schwabe Andrew and is headquartered in Philadelphia, PA.

Headway Sales, Inc. provides financing for dealers and contractors. It offers home improvement financing, home remodel financing, ADU financing, tiny home financing, green loans, deck financing for contractors, financing for contractors, and barn financing. The company was founded by Giridhar Addanki in 2017 and is headquartered in Sacramento, CA.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.