Christine E. Haas

Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940.

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.

Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

Bank of Scotland Trust Co. (International) Ltd. provides asset management services. Its services include offshore corporate and trustee administration services, investment and wealth management, financial planning and employee benefit, and pension administration. The firm also provides banking services through its sister company Bank of Scotland. The company is headquartered in St. Helier, Jersey.

Innovation Works, Inc. (Innovation Works) is a venture capital firm subsidiary of Ben Franklin Technology Partners founded in 1988. The firm is headquartered in Pittsburgh, PA.

World Vision International, Inc. operates as a Christian humanitarian organization. It provides education, health care, and economic development for the children and communities around the world. The company was founded by Robert Pierce in 1950 and is headquartered in Federal Way, WA.

Meakem Becker Venture Capital LLC (MBVC) is a venture capital firm founded in 2002 by David J. Becker and Glen T. Meakem. The firm is headquartered in Sewickley, Pennsylvania.

Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.

World Vision Inc. is a non-profit organization, which engages in the operation of global Christian relief and development organization. The company was founded in 1950 and is headquartered in Federal Way, WA.