Lindsey Wieland Parker

Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses.

H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans.

Digital Guardian, Inc. provides cyber security and data protection platform. It offers outsider and insider threat protection implementation, managed security program, and training services. It serves energy, financial services, federal, healthcare, law firms, manufacturing, an technology industries. The company was founded by William Fletcher, Tomas Revesz, Donato Buccella, Seth N. Birnbaum, Nicholas Stamos, and Allen H. Michels in 2002 and is headquartered in Waltham, MA.

Domini Impact Investments LLC (Domini) is an independent registered investment adviser and mutual fund firm headquartered in New York City. The firm was founded by Amy Domini Thornton in 1997. Domini serves individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns.

The Sextant Group, Inc. operates as a technology consulting firm. It specializes in planning, benchmarking, infrastructure design, system design, research, and medical equipment planning. The company was founded by Mark Valenti in 1995 and is headquartered in Pittsburgh, PA.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

The Cumberland Club operates as federal-style clubhouse. The firm offers breakfast, lunch and dinner. The company was founded in 1877 and is headquartered in Portland, ME.

Pine Tree Society for Handicapped Children & Adults, Inc. provides opportunities for growth and development for people with differing abilities based on respect, creativity and responsiveness. Its services include: audiology, case management, early learning center, parent education and support, sign language interpreting and speech & language and assistive technology services. The company was founded in 1936 and is headquartered in Bath, ME.

Mitchell Institute is a non-profit organization. It focuses on giving Maine youths an annual four year scholarship award to graduating senior from each of Maine’s public high schools. The company was founded by George T. Mitchell in 1999 and is headquartered in Portland, ME.

Center for Responsible Lending provides a National voice against abusive financial practices. The firm focuses on primarily mortgages, payday loans, credit cards, bank overdrafts and auto loans. The company is headquartered in Durham, NC.