Kelly L. McNairy

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

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.

Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA).

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients.

Krieg DeVault LLP is engages in the provision of legal services. The firm focuses on employee benefits and employee stock ownership, health care, banking, litigation, corporate, and intellectual property. It serves the technology manufacturing, aerospace, alternative energy and clean technology, construction, education and school law, financial institutions, gaming, healthcare, life sciences, medical devices, and nanotechnology industries. The company was founded in 1870 and is headquartered in Indianapolis, IN.

City Financial Corp. provides investment services. The firm offers oversight, information technology, accounting, marketing, human resources and operations support. The company was founded in 2006 and is headquartered in Indianapolis, IN.

Angie's List, Inc. engages in the operation of online marketplace to provide services for home improvement. It also collects ratings and reviews to search for the local service providers such as roofers, plumbers, handymen, mechanics, doctors and dentists. The company was founded by Angela R. Hicks Bowman and William Seelye Oesterle in 1995 and is headquartered in Indianapolis, IN.

Aldebaran Capital LLC is an independent, SEC-registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Kenneth “Ken” Skarbeck and Edward “Ed” Skarbeck in 1999. Aldebaran Capital specializes in the management of stock portfolios for individual investors, businesses, and institutions, which include not-for-profits.

Atomic Energy of Canada Ltd. provides nuclear utility services. Its mandate is to enable nuclear science and technology and to protect the environment by fulfilling the government of Canada’s radioactive waste and decommissioning responsibilities. The company was founded in 1952 and is headquartered in Chalk River, Canada.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Wabash College is an independent, liberal arts college for men. It offers qualified young men a superior education, fostering, in particular, independent intellectual inquiry, critical thought, and clear written and oral expression. The College educates its students broadly in the traditional curriculum of the liberal arts, while also requiring them to pursue concentrated study in one or more disciplines

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

Aldine Capital Partners, Inc. (Aldine Capital Partners) is a private equity firm founded in 2005 by Michael J. Revord. The firm is headquartered in Chicago, Illinois.

Fifth Third Securities, Inc. is an SEC-registered broker/dealer and municipal securities dealer located in Cincinnati, Ohio. The firm is a subsidiary of Fifth Third Bancorp (NYSE: FITB). They are affiliated with Fifth Third Asset Management, Inc. Fifth Third Securities offers a full range of brokerage products and services including stocks, bonds and mutual funds. They do not provide any internal research. Clearing services are provided by National Financial Services LLC.

Founded in 1998, BOK Financial Securities, Inc. is an investment bank and full-service broker/dealer located in Tulsa, Oklahoma with additional offices in Oklahoma City, Dallas, Houston, Scottsdale, Arizona, Little Rock, Arkansas, Overland Park, Kansas, Albuquerque, New Mexico and Salt Lake City, Utah. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOSC specializes in public and municipal finance and private placements. They offer a variety of taxable and tax-free investment products including tax-exempt municipal bonds, U.S. Government securities, equity investments, mutual funds, tax-deferred annuities, self-directed IRAs, asset allocation programs, separately managed accounts (SMAs), fee-based brokerage accounts and hedging strategies. The firm's clients include individuals, corporations, government agencies, foundations, municipalities and institutions.

The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers.

Merchants National Bank provides personal and business banking services. It provides real estate, equipment, construction, working capital, agricultural, small business and business credit card loans. The company was founded in 1879 and is headquartered in Bloomfield, CT.

The National Bank of Indianapolis Corp. (Invt Mgmt) is the investment management division of The National Bank of Indianapolis Corp., a locally-owned national bank headquartered in Indianapolis, Indiana. The firm was founded in 1993 and offers comprehensive wealth management services, which includes personal trust, estate and investment management services for individuals and institutions.

Loop Capital Markets LLC is provider of a broad range of integrated capital solutions for corporate, governmental, and institutional entities. They serve clients in public and corporate finance, equity, taxable and tax-exempt securities sales and trading and municipal research. Since their founding in 1997, they have served as managing underwriter on financings, participated in corporate bond underwritings, served as an underwriter in IPO and other equity offerings, and earned a reputation as a dedicated, resourceful partner with new ideas and new avenues of distribution. Loop Capital Markets is headquartered in Chicago, Illinois, They serve clients on a national basis.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.