Paul Romano Esposito

Catalina Marketing Corp. provides consumer-driven marketing solutions to brand manufacturers, retailers and health providers. It offers in-store, mobile, and digital brand building solutions that enable consumer and retail brands to build its online, social media, and loyalty programs to acquire consumers for new and established brands. The company was founded by Tom Mindrum, Michael O'Brien, George W. Off, Mike Scroggie and Brian Yeatman in 1983 and is headquartered in St. Petersburg, FL.

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts.

Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA.

BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program.

CD Diagnostics, Inc. provides research and development about joint fluid. It is developing a series of immunoassays to detect the cause of joint pain using joint fluid. The firm's immunoassay is a test that measures the presence of a substance. The company was founded by Carl Deirmengian and Michael J. Behr in 2008 and is headquartered in Claymont, DE.

Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe.

LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania.

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.

Clark Capital Management Group, Inc. (Clark Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded Harry Clark in 1986. Clark Capital provides institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans.

Part of The Toronto-Dominion Bank, A.H. Williams, Inc. is an American public finance investment company. The company is based in NY. A.H. Williams was acquired by Commerce Bancorp LLC (New Jersey) on March 27, 1998.

Part of China Cinda Asset Management Co., Ltd., Nanyang Commercial Bank Ltd. is a financial institution based in Hong Kong, Hong Kong. The Chinese company provides cross-border wealth management services, property financing services in mainland China, and account opening services. With a focus on customer service and reputation, Nanyang Commercial Bank aims to serve clients from various regions. Nanyang Commercial Bank Ltd. offers comprehensive electronic banking platforms for convenient financial transactions. The company was founded in 1949. Nanyang Commercial Bank was acquired by China Cinda Asset Management Co., Ltd. from Bank of China Ltd. on May 30, 2016 for $8,772.07 million.

Philip Morris USA, Inc. makes and markets tobacco goods. Its products include cigarette non-tobacco, cigarette tobacco and flavor ingredients. The company was founded by Philip Morris in 1847 and is headquartered in Richmond, VA.

Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.

Patriot Financial Manager LP (Patriot Financial Partners) is a private equity firm founded in 2007 by Kirk Wycoff, James J. Lynch and Ira M. Lubert. The firm is headquartered in Radnor, Pennsylvania.

PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.

The Fairman Group LLC (TFG) is a SEC-registered investment advisor and wealth management firm headquartered in Chesterbrook, Pennsylvania. The firm was founded in 2002 by professionals from the Private Client Services Group of Arthur Andersen's Philadelphia office. They are now 100% owned by Fairman Group Family Office LLP. TFG provides wealth management, investment advisory, tax and personal accounting services to individuals in the greater Philadelphia area.

CCMI, a division of Simplify Compliance, is a trusted source for telecom data and information since 1971. CCMI is based in Gaithersburg, MD. The private company provides specialized, intelligent telecom data solutions and content-rich resources to communications service providers and the enterprise market.

Merida Capital Holdings LLC (Merida Capital Holdings) is a private equity firm founded in 2016 by Mitchell Bryan Baruchowitz and Kevin Gibbs. The firm is headquartered in New York.