Danielle Kaye Margulis

RTD Financial Advisors, Inc. (RTD Financial) is an independent registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Roy T. Diliberto in 1983. RTD Financial provides financial planning and/or asset management services to individuals, pension plans, profit sharing plans, charitable organizations, endowments, foundations, trusts and estates, corporations and other business entities.

Part of BlackRock, Inc., BlackRock Investments LLC is a brokerage services provider. The company is based in New York, NY. The company was founded in 1994. Abigail Tate Reynolds has been the CEO of the company since 2006.

Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers.

Hanlon Investment Management, Inc. (Hanlon) is an independent, SEC-registered investment advisor headquartered in Egg Harbor Township, New Jersey. The firm was founded by Sean Hanlon in 1999. Hanlon provides investment advisory and investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.