Robert Oliver Judge

Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc.

Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA.

Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA.

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.

Alden Capital Management LLC provides investment advice. The private company is based in Bellevue, WA. The CEO of the company is Lee Albert Calfo.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

Part of Cohen & Co., Inc., Cohen & Company Securities LLC provides securities brokerage services. The company is based in Philadelphia, PA. Chris Ricciardi has been the CEO of the company since 2006.

Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.

Bluestone Capital Management LLC (Bluestone) is a SEC-registered investment advisor and hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded in 2010 and is a subsidiary of R5 Partners, Inc. Bluestone provides advisory and investment management services to institutional investors and (primarily) high-net-worth individuals.

Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide.

R5 Partners, Inc. operates as a holding firm. The company is headquartered in Wayne, PA.

Part of Emerald Asset Management Employee Stock Ownership Trust, Emerald Asset Management, Inc. is a diversified investment management holding company that manages client funds through its subsidiaries. The company is based in Lancaster, PA. The company's subsidiaries include Emerald Advisers LLC, Emerald Mutual Fund Advisers Trust, Emerald Separate Account Management LLC, and Emstone Advisers LLC. The company's investment philosophy is research-focused and it primarily focuses on growth-oriented equity investing and income-oriented investing. The company manages assets worth approximately $3.80 billion as of December 31, 2022. The company was founded by Joseph Edward Besecker and he has been the CEO since incorporation.

Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy.

J. Alden Associates, Inc. is an independent firm that was founded in 1995. The company is based in Jenkintown, PA and offers a wide range of services including individual account management, institutional research, investment banking, private placement offerings, wholesaling services, retirement plans, equity trading, fixed income trading, and options trading, among other broker/dealer and RIA capabilities. The firm has 65 advisors spread across 14 districts and states and offers a robust platform for its advisors built around competitive payouts, with access to unique investment products and a compliance program.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA.

Founded in 1965, CV Brokerage, Inc. is a broker/dealer located in West Conshohocken, Pennsylvania. The firm is a CV Brokerage is a 100% woman-owned broker/dealer specializing in agency only, best execution services for institutions, fund-of-funds, hedge funds, pensions, endowments, foundations and high net-worth investors.

Westinghouse Electric Corp. engages in the distribution and marketing of home appliances. It offers air purification, bakeware and baking tools, blenders and juicers, ceiling fans, cookers and steamers, cooking utensils, cookware, electric cooktops, electric kettles, food preparation, and fryers. The company was founded by George Westinghouse in 1886 and is headquartered in Pittsburgh, PA.

Part of X-Caliber Capital Corp. /Callahan/, X-Caliber Capital is a direct commercial mortgage lender and loan servicer based in Irvington, NY. The company is an FHA-approved multifamily accelerated processing (MAP) lender and GNMA-approved MBS issuer, providing bridge, USDA, and C-PACE finance solutions. X-Caliber Capital strives to deliver the best financing solutions to support their clients' business goals while focusing on affordable housing, the environment, care for seniors, and rural businesses. The company leverages private and government programs to make the world a better place for all. The company was founded by Sharon Callahan, Jordan M. Blanchard, and Chris Callahan has been the CEO of the company since 2017. X-Caliber Capital was acquired by X-Caliber Capital /Callahan/ on December 31, 2017.