Angie Surface

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

Walgreen Co. engages in the provision of pharmacy, health, and wellness solutions. Its services include pharmacy, front end, health care services, and consumer services. The company was founded by Charles R. Walgreen, Sr. in 1901 and is headquartered in Deerfield, IL.

Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Lehman Brothers Holdings Plc provides finance and treasury management services. The company is headquartered in London, UK.

FSV Payment Systems, Inc. provides electronic payroll and debit card processing services for employers, government agencies, rebate and incentive companies, and banks and financial service companies. It offers prepaid programs in the areas of ePayroll and payroll, government benefit, retail and gift, promotion and incentive, prepaid, and healthcare cards. The company was founded in 1999 and is headquartered in Jacksonville, FL.

Vision Capital Management, Inc. (Vision Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Oregon. The firm was founded in 1999 by Suzanne McGrath and Marina Johnson. Vision Capital provides traditional discretionary portfolio management for individual clients and institutional clients through separately managed accounts.

Morrison & Foerster LLP is a law firm that provides legal services on various industries, which include: litigation, financial services, intellectual property and technology, and transactional work, such as corporate, capital markets and real estate finance representations. The company was founded in 1883 and is headquartered in San Francisco, CA.

Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Lee Hecht Harrison LLC operates as a talent solutions company. The firm focuses on delivering career transition, leadership development, career development and change management solutions for organizations. Its services encompass outplacement, executive coaching, retention and workforce consulting. The company was founded in 1967 and is headquartered Maitland, FL.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Lyon & Lyon, Inc. engages in the provision of legal services. The company was founded on September 4, 1979 and is headquartered in San Diego, CA.

FORE Holdings Liquidating Trust provides liquidation services. It focuses on winding up the affairs and liquidates the assets of the company. FORE Holdings Liquidating Trust was founded in September 2005 and is headquartered in Lincolnshire, IL

J.P. Morgan Clearing Corp. is engaged in the provision of securities clearing, custody, order execution, settlement, and lending services to traders, hedge fund managers, broker-dealers, and investment advisers. The company was founded in 1991 and is headquartered in Brooklyn, NY.

Deborah Snow Walsh, Inc. provides executive search services. The company recruits senior level management personnel on a retained basis for companies nationwide. The firm screens potential executives. The company also facilitates interviews and assists with checking references and negotiates final compensation offers. The company is headquartered in Wilmette, IL

Alight (US) LLC engages in providing human resource services. The company was founded by Edwin Hewitt and is headquartered in Lincolnshire, IL.

Brunswick Boat Group designs and manufactures boats. It makes Sea Ray, Bayliner, Maxum, Hatteras, Meridian, and Sealine pleasure boats from 16 to 100 feet and Baja boats from 20 to 44 feet. The company also makes Albemarle, Boston Whaler, Cabo, Laguna, Palmetto, Sea Boss, Sea Pro, and Trophy offshore fishing boats from 11 to 52 feet and Crestliner, HarrisKayot, Lowe, Lund, Princecraft, and Triton fishing, deck & pontoon boats from 10 to 35 feet. The company was founded in 2000 and is headquartered in Knoxville, TN.

Global Analytics, Inc. provides predictive analytics and risk management solutions. The firm offers analytic consulting and access to proprietary underwriting and servicing platforms to companies around the globe. Its portfolio of brands includes Drafty and Lending Stream. The company was founded by Krishna Gopinathan, Steve Biafore, and Purna Patnaik in 2003 and is headquartered in San Diego, CA.

ID Analytics, Inc. provides analytics solutions. It provides analytics services, proprietary data, and consumer behavior insights. The company was founded by Bruce Hansen and Mike Cook in 2002 and is headquartered in San Diego, CA.

The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

The Network Branded Prepaid Card Association, also known as the IPA, is a trade organization that represents the electronic payments sector. The private company is based in Sherborn, MA and was founded by Andy L. Newcomb. The company's focus is on prepaid products, mobile wallets, and person-to-person (P2P) technology for consumers, businesses, and governments.

Cloudamize, Inc. provides SaaS platform solutions. It offers companies powerful tools for optimization and capacity planning for their cloud infrastructure. The firm also provides comprehensive dashboard for monitoring and rapid issue resolution. The company was founded by Khushboo Shah and Stephan Bohacek in 2012 and is headquartered in Philadelphia, PA.

Transparent Health Marketplace, Inc. operates as a platform-as-a-service (PaaS) company. It connects payors and providers of workers’ compensation healthcare services in an open platform featuring market-driven, point-in-time pricing. The company was founded by Eric R. Hanson in 2016 and is headquartered in Wayne, PA.