Michele K. Devereaux

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.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

United Communications Group provides business-to-business information services. Its portfolio comprises vertical companies serving the information and software needs of decision makers in health care, tax, oil and energy, high technology, telecommunications, banking, finance and education. United Communications Group was founded by Bruce Levenson and Ed Peskowitz in 1977 and is headquartered in Gaithersburg, MD.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Aberdeen Capital Management LLC (Aberdeen Capital Management) is a private equity subsidiary of abrdn Holdings Ltd founded in 1994. The firm is headquartered in Boston, Massachusetts.

Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH.

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.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Suburban Hospital Healthcare System (Maryland) provides medical and healthcare services. It offers emergency, primary and specialty care, outpatient services. The company was founded on December 13, 1943 and is headquartered in Bethesda, MD.

Founded in 1990, Winstanley Enterprises LLC is a real estate development and investment firm located in Concord, Massachusetts.

Industry Ventures LLC (Industry Ventures) is a venture capital firm founded in 2000 by Johan Douwe Swildens and Tom Litle. The firm is headquartered in San Francisco, California.

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

RCP Advisors LLC (RCP Advisors) is a private equity subsidiary of P10 Holdings, Inc. founded in 2001 by William Souder, Jeff Patrick Gehl, Thomas Patrick Danis Jr., Charlie Keydel Huebner and Timothy Jerome Danis. The firm is headquartered in Chicago, Illinois.

Seminal Capital Holdings LLC (Seminal Capital Holdings) is a private equity firm founded in 2019 by Buck Buckley and Cyrus Vandrevala. The firm is headquartered in Wayne, Pennsylvania.

Part of FiscalNote Holdings, Inc., FiscalNote Intermediate Holdco, Inc. provides information technology services. Timothy Hwang has been the CEO of the American company since 2013.

Part of GE Aerospace, GE Capital Mortgage Corp. is a diversified manufacturer of high-tech products. The company is based in Raleigh, NC.

Gibraltar LLC provides real estate services. It also provides services in brokerage, property management, syndication and development, consulting, and maintenance and construction. The company was founded by Gerry G. Pigotti in 1997 and is headquartered in Seattle, WA.

Solamere Capital LLC (Solamere Capital) is a private equity firm founded in 2008 by Tagg Romney, Eric scheuermann and Spencer Zwick. The firm is headquartered in Boston, Massachusetts.

Gasbuddy LLC is a group of local website which offers an online method for website visitors to post and view recent retail gasoline prices. GasBuddy.com is operated by GasBuddy/OpenStore LLC one of the few things that are as volatile and unpredictable as the weather is gasoline prices. With constantly rising fuel prices it has become important that consumers are able to identify the lowest priced fuel when filling up their vehicles. GasBuddy.com was founded by Dustin Coupal and Jason Toews as a collection of local websites designed to serve the public with everything needed for consumers to easily and freely share gas-pricing information. With the release of the first GasBuddy/OpenStore LLC website in June 2000 a monumental change began in the way that people shop for gasoline. Thousands of people have been regularly visiting GasBuddy/OpenStore LLC websites where they post gas prices and identify the lowest priced fuel in their area helping everyone to save money at the pumps. Since GasBuddy.com, as part of GasBuddy/OpenStore LLC., provides an entirely free service they rely solely on sponsor's advertising to cover all organizational expenses and to fund further website development. The GasBuddy/OpenStore LLC collection of websites has rapidly grown into North America's premiere fuel prices information source.

National Outdoor Leadership School (NOLS) is a nonprofit organization that has been the leader in wilderness education since 1965. The non-profit company is based in Lander, WY and has subsidiaries in Canada. The company's mission is to help individuals become confident leaders through outdoor education.

American Institute For Medical & Biological Engineering engages in research and development of medical and biological engineering. The private company is based in Washington.