Rachel Roffman

Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.

ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles.

Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. CCTC primarily provides investment management services to high net-worth individuals, but also offers personal trust services, wealth family services, financial planning services, institutional custody services, and for qualifying entities, participation in collective investment funds.

Founded in 2003, FIG Partners LLC is a broker/dealer specializing in mid- and small-cap bank and thrift stocks. They strive to generate superior returns for institutions and high net-worth individuals through integrated trading, sales and research. They are employee-owned. FIG Partners is a member of the NASD and the SIPC. They are located in Atlanta, Georgia.

PSA Financial Advisors, Inc. (PSA) is an investment management firm headquartered in Hunt Valley, Maryland. The firm was founded in 1978 and is a subsidiary of The Hilb Group LLC. PSA specializes in employee benefits brokerage, human resources consulting and risk management services.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Part of Zurich Insurance Group AG, the company is an insurance concern. The company is based in Schaumburg, IL.

CareFirst, Inc. provides health insurance and managed care products and services. The firm offers indemnity health insurance, health maintenance organization coverage, and health benefits administration. Its products and services include preferred provider and point of service networks, fee-for-service arrangements, third-party administrator services, and other managed care services. The company was founded in 1934 and is headquartered in Baltimore, MD.

Healthworx is a venture capital subsidiary of CareFirst, Inc. founded in 2017. The firm is headquartered in Baltimore, Maryland.

Mid-Atlantic Interpreting Group, Inc. provides on-site interpreting, real-time transcription and video remote interpreting services. It specializes in business and technical interpreting, government interpreting, scientific interpreting, conference interpreting and educational interpreting. The company was founded by Nancy L. Bender and Gina L. D'Amorein in 2005 and is headquartered in Elkridge, MD.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)

Medical Mutual Insurance Co. of North Carolina provides medical insurance services. It markets and sells professional liability insurance, employee benefit plans, and commercial insurance to medical practices. The company was founded in 1975 and is headquartered in Raleigh, NC.

Part of Willis Towers Watson Plc, Willis HRH, Inc. is a company that provides insurance brokerage services. The company is based in New York, NY.

Engineering Solutions, Inc. provides information technology and engineering services. Its services system development, systems management, program management, and information assurance. The company was founded by Raymond Dalpee and Michael Dalpee in 1998 and is headquartered in Hanover, MD.