Douglas Scott Johnson

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.

Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.

Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum.

Commonfund Capital, Inc (Commonfund Capital) is a private equity and venture capital subsidiary of Commonfund Holding Co., Inc founded in 1988. The firm is headquartered in Wilton, Connecticut with additional offices in New York, California, London & China.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Crowell & Moring LLP provides legal services. It offers litigation and arbitration, regulatory, and transactional matters. The firm serves the aerospace and defense, automotive and trucking, aviation, chemicals, education, energy, financial institutions, and government contracting industries. The company was founded in 1979 and is headquartered in Washington, DC.

Founded in 1991, Taglich Brothers, Inc. is a full-service broker/dealer headquartered in New York City. The firm offers institutional and retail brokerage services, investment banking and comprehensive research. Taglich Brothers' research focuses on identifying undiscovered micro-cap companies that they believe will appreciate in value once the market recognizes their potential. They are a member FINRA and SIPC.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Reckitt Benckiser Inc. manufactures and markets cleaning products. It offers disinfectant spray, disinfectant foam cleaner, disinfectant basin tub and tile cleaner, antimicrobial soap, disinfectant toilet bowl cleaner, glass cleaner, liquid dish detergent, no rinse sanitizer and oven and grill cleaner products. The company is headquartered in Parsippany, NJ

The District of Columbia Bar provides legal services. The private company is based in Washington.

Part of The Cigna Group, CIGNA Investment Management Corp. is a company that provides investment services. The company is based in Bloomfield, CT.

Newport Partners LLC provides consulting services in housing and energy to builders, product suppliers, and the government. It focuses on tax credits, development, financial structuring, and administration of tax motivated investments. The company was founded by Jong Limb and Monique Hastings in 1998 and is headquartered in Irvine, CA.

Carter & Associates LLC provides commercial real estate services. It offers real estate services including advisory services, asset management, brokerage services, Carter real estate funds, equity development, interiors project management, investment sales, program development services, property and facility management. The company was founded in 1958 and is headquartered in Atlanta, GA.

David Lawrence Mental Health Center, Inc. operates as a non-profit organization that provides behavioral health solutions. The firm offers programs and services designed to treat mental health and substance abuse patients, as well as provides programs for prevention, intervention, and treatment for children and adults. The company was founded in 1968 and is headquartered in Naples, FL.

The Sheltering Arms provides early childhood education programs. It offers early care and education, family support, professional development, and community outreach. The company was founded in 1888 and is headquartered in Atlanta, GA.

Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices.

Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.

Carter/Validus REIT Investment Management Co. LLC is a Real Estate Investment Trust/REIT. The private company is based in Tampa, FL. The company was founded by Michael A. Seton, John E. Carter.

Part of Sila Realty Trust, Inc., Carter Validus REIT Management Company II LLC operates as a real estate investment trust. The company is based in Tampa, FL. The company was founded by Michael A. Seton. Michael A. Seton has been the CEO since incorporation.

Strategic Capital Management Holdings LLC provides brokerage services for real estate investment trusts. The company is headquartered in Tampa, FL.

Carter Multifamily Growth & Income Fund LLC provides real estate services. The company is headquartered in Tampa, FL.

Carter Multifamily Growth & Income Fund II LLC engages in REITS and finance industry. The company is headquartered in Tampa, FL.

Carter Validus Advisors II LLC provides investment advisory services. Michael A. Seton has been the CEO of the American company since 2013.

Carter/Validus Advisors LLC is a real estate investment trust. The private company is based in New York, NY. The company was founded by John E. Carter.

Kistler-Tiffany Cos. LLC, dba Kistler-Tiffany Advisors (KTA), is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded in 1995 and was acquired by Creative Planning LLC in 2023. KTA provides personalized asset management and estate planning services to individual clients and their families with complex financial needs.