Milton W. Berg

Conrad Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor headquartered in Hauppauge, New York. The firm was founded by Donald E.Conrad in 1997. CCM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations.

The Robert Wood Johnson Foundation (RWJF) is an independent philanthropic organization headquartered in Princeton, New Jersey. The firm was founded in 1972 and is dedicated solely to health. RWJF funds a wide array of programs which are working to help build a national Culture of Health.

Byrne Asset Management LLC (Byrne AM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Brendan Thomas “Tom” Byrne in 1999. Byrne AM provides investment management and financial planning services for individual investors and small companies, which includes participants in 401k plans they advise.

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.

CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities.