Shannon Baker

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.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Best Buddies International is a non-profit organization that was founded in 1989 by Anthony K. Shriver. Best Buddies International is based in Miami, FL and Anthony Kennedy Shriver has been the CEO since incorporation. The organization has grown from one original chapter to nearly 2,900 middle school, high school, and college chapters worldwide. Best Buddies has nine formal programs that engage participants in each of the 50 states and in 56 countries, positively impacting the lives of nearly 700,000 people with and without disabilities around the world. The organization is dedicated to establishing a volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, and inclusive living for individuals with intellectual and developmental disabilities (IDD).

Brookside International Inc (Brookside International) is a private equity arm of The Brookside Group founded in 1977 by John N. Irwin and Donald L. Hawks. The firm is headquartered in Stamford, Connecticut.

TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors.

Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions.

The Wolf Group provides advertising services. The private company is based in Dallas, TX and has subsidiaries in China.

Evangelical Community Hospital is a non-profit organization, which engages in the operation of a hospital. The firm provides orthopaedics, women's, cardiovascular care, surgical, imaging and nutrition counseling services. The company was founded 1896 and is headquartered in Lewisburg, PA.

Brookside Mezzanine Partners Management LLC (Brookside Capital Partners) is a private equity firm founded in 1977 by John N Irwin and David D Buttolph. The firm is headquartered in Stamford, Connecticut.

Stern Advertising, Inc. provides advertising services. It offers local marketing, local media planning and buying, and retail marketing services. The company was founded in 1954 and is headquartered in Cleveland, OH.

ELB Capital Management LLC (ELB Capital Management) is a private equity firm founded by Eric L. Blum in 2003. The firm is headquartered in Plymouth Meeting, Pennsylvania.

Marsh Hawk Capital Management LLC seeks investment opportunities in lower and mid-tier middle market companies in the US. The fund focuses on companies across a broad range of industries such as, heavy manufacturing, alternative energy, telecommunications and media. It provides financing in the form of equity, preferred equity, mezzanine or second lien debt and senior debt capital with an investment size ranging from $5 to $25 million.

LegalNet Works, Inc. provides program management, risk management, and security governance. The firm covers the development of surveys and the collection and analysis of data on data management and security topics. It specializes in offering director and officer due diligence requirements for security and risk management services, security and privacy assessments in accordance with federal regulations, developments in operational risk management, and vendor management standards and guidelines for IT outsourcing. The company was founded by Lee M. Zeichner in May 1996 and is headquartered in Arlington, VA.

The John Templeton Foundation designs funding opportunities for researchers to focus their attention on a group of compelling topics. The non-profit company is based in West Conshohocken, PA and has subsidiaries in United States. The company was founded by John Marks Templeton.

AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s).

Alternative Investment Management LLC (AIM13) is a private equity firm founded in 1999 by M Jonathan Harris. The firm is headquartered in New York.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.