Jim DeGaetano

Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles.

United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX.

Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act.

Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York.

GuideStone Capital Management LLC (GSCM) is a SEC-registered investment advisor headquartered in Dallas, Texas. Founded in 2000, the firm is owned by GuideStone Investment Services, which is a wholly-owned subsidiary of GuideStone Financial Resources (GSFR) of the Southern Baptist Convention. GSCM provides investment advisory services to registered mutual funds and institutional investors. They also serve as the investment adviser to GuideStone Funds.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research

MetLife Investment Management LLC (MIM) is a SEC-registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors Co. LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles.

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.

The American National Red Cross provides blood collections and disaster relief services. The firm provides neutral humanitarian care to the victims of war, emergency assistance, disaster relief and education. It offers compensate services such as support and comfort for military members and their families, the collection, processing and distribution of blood products, educational programs that promote health and safety, and international relief and development programs. The company was founded by Clarissa Harlowe Barton in 1881 and is headquartered in Washington, DC.

Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Starboard Value LP is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by Jeffrey Smith and Peter Feld in 2011 when Ramius LLC's activist value and opportunity business was spun-off as an independent firm. Ramius LLC maintains a significant minority interest in the firm. They are a subsidiary of Starboard Principal Co. LP. Starboard Value provides discretionary investment management services to private investment funds and offshore investment funds that are offered to investors on a private placement basis.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Part of State Street Corp., State Street Advisors, Inc. provides investment advice. The company is based in Dallas, TX.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Bell Helicopter Textron, Inc. manufactures vertical lift aircrafts. Its services include blade repairs; maintenance, repairs, and overhauls; and customizing. The company was founded by Lawrence D. Bell in 1935 and is headquartered in Fort Worth, TX.

WebFX, Inc. provides Internet marketing services which specializes in responsive web design and inbound marketing. Its service areas include Internet marketing, social media engagement, online media buying, content marketing strategies, website copywriting, banner design, web video production, conversion design, content management systems, website optimizer consulting, text message marketing, shopping feeds and coupons, and mobile applications development. The firm also offers services to the commercial business, community development, legal, healthcare, heavy equipment, industrial, and government-related sectors. The company was founded in 1997 by William S. Craig, Jr. and Karie Shear and is headquartered in Harrisburg, PA.

Lancaster Mennonite Hospital provides mental and behavioral healthcare services. It offers a range of services for children, adolescents, adults and older adults. The company was founded on May 7, 1952 and is headquartered in Mount Gretna, PA.

Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans.

CSAA Insurance Group provides home and auto insurance. The company was founded in 1900 is headquartered in Walnut Creek, CA.

Copperpoint Mutual Insurance Holding Co. provides insurance services. The company is headquartered in Phoenix, AZ.

Copperpoint Mutual Insurance Co. (Invt Port) (CopperPoint) is the investment portfolio division of Copperpoint Mutual Insurance Co., an insurance firm headquartered in Phoenix, Arizona. They are ultimately owned by The Copperpoint Mutual Insurance Holding Co. Founded in 1925, Copperpoint provides workers' compensation and commercial insurance solutions to all customer segments.

Greater Phoenix Leadership, Inc. operates as a business leadership organization. The private company is based in Phoenix, AZ.

The CPCU Society is a community for risk management and insurance professionals. The society is based in Malvern, PA. The society provides exclusive networking, knowledge, leadership opportunities, and career resources to its members. The society hosts an annual event called In2Risk, which focuses on emerging issues, industry trends, leadership development, and networking.

Valley of the Sun United Way operates as a non-profit organization which focuses on health and human services. The company was founded in 1925 and is headquartered in Phoenix, AZ.

The Greater Phoenix Economic Council (GPEC) is a data-driven regional economic development organization that works with 22 member communities and over 190 private investors to attract and grow quality businesses in the Greater Phoenix area. The non-profit company is based in Phoenix, AZ, and the CEO of the company is Chris Camacho. The company's mission is to advocate for the competitiveness of the region and serve as a strategic partner to companies across the world as they expand or relocate to Greater Phoenix. Over the past 32 years, GPEC has helped 895 companies, creating nearly 164,000 jobs and $33.40 billion in capital investment.

The Greater Phoenix Chamber of Commerce is an organization that serves as the voice of business and promotes growth. The non-profit company is based in Phoenix, AZ. The company's diverse membership base includes small businesses and large corporations with a national footprint. The chamber offers multiple opportunities for businesses to invest in order to achieve their goals and objectives. Todd Sanders has been the CEO of the company since 2009.

National Council on Compensation Insurance, Inc. provides risk management consulting services. It provides the workers compensation industry with such information and services as claims management, data reporting and underwriting tools, market evaluation, cost trend analysis and monitoring workers compensation, and employee injury legislation and regulations. The organization was founded in 1923 and is headquartered in Boca Raton, FL

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.

Kaplan Professional provides educational and professional training services. The company is headquartered in New York, NY.