Phillip S. Schwartz

HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LON: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. They also serve as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI).

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.

Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors.

Fort Washington Investment Advisors, Inc. (Fort Washington) is a registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) since 2017.

Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis.

Old Forge Bank operates as a state commercial bank. The company was founded in 1909 and is headquartered in Old Forge, PA.

Part of Sdiptech AB, JR Industries Ltd. is a British company that manufactures roller shutter doors for commercial vehicles. The private company is based in Caerphilly, UK. The company was founded in 1970 by Jack Robinson. Len Smith has been the CEO of the company since 2001. JR Industries was acquired by Sdiptech AB from JR Industries /Fletcher, Finnimore & Dickinson/ on January 24, 2024 for $32.43 million.

Heitkamp, Inc. provides water and wastewater utility infrastructure rehabilitation services. It offers trenchless rehab of water lines, rehab of culverts, and rehab of sewer lines, cement mortar, epoxy resin lining, pleurae and temporary bypass systems. The company was founded in 1982 and is headquartered in Watertown, CT.

Sageworth Holdings LLC is an investment holding private company based in Lancaster, PA and has subsidiaries in the United States. The company was founded by Timothy P. Brown and he has been the CEO since incorporation.

Whiting Door Manufacturing Corp. specializes in producing high-quality doors and panels for the transportation industry. The private company is based in Akron, NY, and is ISO certified. The company's products include roll-up doors and swing doors for the truck and trailer industries, as well as custom laminated panels for marine, rail, and mass transit applications. The CEO of the company is Donald J. Whiting.

Part of InFirst Bancorp MHC, InFirst Bank is a state chartered savings bank. The private company is based in Indiana, PA.

Sageworth Trust Co. is a trust management firm and shared family office headquartered in Lancaster, Pennsylvania. The firm was founded by Timothy Brown in 2001 and is a subsidiary of Sageworth Holdings LLC. Sageworth Trust provides fiduciary, investment and family office services to its clients and their businesses, company retirement plans and private foundations.

Jaindl Family Farms LLC provides real estate and farming services. The firm serves in the area of commercial, residential, industrial and rentals/lease sector. The company was founded by John L. Jaindl in 1935 and is headquartered in Orefield, PA.

LifePath, Inc. is a non-profit organization that provides healthcare services to individuals with autism, intellectual, and developmental disabilities. It offers residential and day programs, early intervention, life sharing and supported living, vocational training, dedicated pediatric care facility, and outpatient mental health services. The company was founded in 1974 and is headquartered in Bethlehem, PA.

Pilchuck Contractors, Inc. provides air conditioning service and maintenance services. The company is headquartered in Kirkland, WA.

Part of Como Holdings USA, Inc., Presidio Holdings Ltd. operates as a holding Caymanian company with interest in producing and selling designer clothing and accessories. The private company is based in George Town, Cayman Islands.

Lehigh Valley Economic Development Group provides economic prosperity and development services. The non-profit company is based in Bethlehem, PA. Donald T. Cunningham has been the CEO of the company since 2012.

BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA.

Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations.

Building 21 provides education management services. The private company is based in Plymouth Meeting, PA. The company was founded in 2012 by Laura Shubilla, Chip Linehan.

Michels Canada Co. operates as a utility construction contractor. It specializes in pipeline construction, horizontal directional drilling, direct pipe, and tunneling. The company was founded in 2006 and is headquartered in Nisku, Canada.