Megan Foard

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Spatial Systems Associates, Inc. provides geographic information systems support. Its services include consulting, data development, document management, monitoring, leed certification, fmis system integration, programming, hosting and support. The company was founded by Larry E. Newman and Eric Stetser in 1995 and is headquartered in Columbia, MD.

Sigman & Summerfield Associates, Inc. provides information systems placement and consulting services. Its services encompass information technology management, applications, technical and administrative support and office management, office support, and administrative personnel. The company was founded by Carol Summerfield and Judie Sigman in 1980 and is headquartered in Towson, MD.

Mid-Atlantic Interpreting Group, Inc. provides on-site interpreting, real-time transcription and video remote interpreting services. It specializes in business and technical interpreting, government interpreting, scientific interpreting, conference interpreting and educational interpreting. The company was founded by Nancy L. Bender and Gina L. D'Amorein in 2005 and is headquartered in Elkridge, MD.

Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)

Prospect Capital Management LLC(Prospect Capital) is a private equity firm founded in 1988. The firm is headquartered in New York.

Part of The Charles Schwab Corp., JB Oxford & Co. is a company that provides discount brokerage services. The company is based in Beverly Hills, CA. JB Oxford was acquired by Ameritrade Holding Corp. from Cambridge Capital Holdings, Inc. on June 07, 2004.

Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans.

Castleview Partners LLC is a registered investment advisor and wealth manager headquartered in Dallas, Texas. The firm was founded by Douglas Gill in 2015 and is majority owned by Gill Capital Management, Inc. Castleview Partners manages the investment portfolios of individuals, high-net worth individuals, corporations, non-profits, and retirement plans.

GSC Group, Inc. provides financial, insurance and real estate services. The company is based in Houston, TX.

Underworld Esports LLC operates as a development stage company. The company is headquartered in Boca Raton, FL.